SPDR S&P Midcap 400 ETF Trust
MDY- Exchange
- NYSE
- SEC CIK
- 0000936958
No open-market purchases or sales by SPDR S&P Midcap 400 ETF Trust insiders were filed in the last 90 days; 1,542 institutions reported holding it in 13F filings for Q2 2026, worth $17.3B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,542
- +109 vs. Q1 2026
- Shares held
- 24.7M
- −60.9K (−0.2%) vs. Q1 2026
- Total value
- $17.3B
- +$2.08B (+13.6%) vs. Q1 2026
- New holders
- 156
- 346 more added
- Sold out
- 47
- 537 more reduced
22 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MDY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,542 | $17.3B |
| Q1 2026 | 1,455 | $15.3B |
| Q4 2025 | 1,438 | $15.3B |
| Q3 2025 | 1,369 | $15.0B |
| Q2 2025 | 1,351 | $14.2B |
| Q1 2025 | 1,361 | $13.4B |
| Q4 2024 | 1,409 | $15.1B |
| Q3 2024 | 1,319 | $14.1B |
| Q2 2024 | 1,293 | $13.2B |
| Q1 2024 | 1,297 | $13.9B |
| Q4 2023 | 1,235 | $13.9B |
| Q3 2023 | 1,159 | $12.5B |
| Q2 2023 | 1,155 | $11.9B |
| Q1 2023 | 1,137 | $11.3B |
| Q4 2022 | 1,147 | $11.1B |
| Q3 2022 | 1,052 | $9.54B |
| Q2 2022 | 1,040 | $10.1B |
| Q1 2022 | 1,101 | $12.2B |
| Q4 2021 | 1,126 | $13.7B |
| Q3 2021 | 1,023 | $12.4B |
| Q2 2021 | 1,037 | $12.8B |
| Q1 2021 | 1,026 | $12.3B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Csenge Advisory Group | 18,101 | $12.7M | 0.52% | −84−0.5% | Reduced |
| Trifecta Capital Advisors, LLC | 18,137 | $12.8M | 1.64% | −174−1.0% | Reduced |
| Lutz Financial Services LLC | 18,176 | $12.8M | 0.78% | −14−0.1% | Reduced |
| Sanctuary Advisors, LLC | 18,508 | $13.0M | 0.06% | +6,315+51.8% | Added |
| Callan Family Office, LLC | 18,564 | $13.1M | 0.26% | +55+0.3% | Added |
| Old National Bancorp | 18,752 | $13.2M | 0.26% | −415−2.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 19,126 | $13.5M | 0.27% | +116+0.6% | Added |
| Quantinno Capital Management LP | 19,513 | $13.7M | 0.02% | +4,486+29.9% | Added |
| jvl associates llc | 19,689 | $13.8M | 3.93% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 20,657 | $14.5M | 0.06% | +3,002+17.0% | Added |
| MCF Advisors LLC | 20,669 | $14.6M | 0.52% | −349−1.7% | Reduced |
| SRS Capital Advisors, Inc. | 20,883 | $14.7M | 0.10% | +11,390+120.0% | Added |
| Peddock Capital Advisors, LLC | 20,975 | $14.8M | 2.94% | +504+2.5% | Added |
| Nitorum Capital, L.P. | 21,216 | $14.9M | 10.16% | 00.0% | Unchanged |
| Caldwell Trust Co | 21,600 | $15.2M | 1.23% | +90.0% | Added |
| Steward Partners Investment Advisory, LLC | 21,808 | $15.3M | 0.08% | −214−1.0% | Reduced |
| HighPoint Advisor Group LLC | 21,962 | $15.4M | 0.54% | −145−0.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 22,594 | $15.9M | 3.26% | +238+1.1% | Added |
| Glenmede Trust Co NA | 22,747 | $16.0M | 0.07% | −131−0.6% | Reduced |
| Simmons Bank | 23,674 | $16.7M | 0.95% | −787−3.2% | Reduced |
| M&T Bank Corp | 25,041 | $17.6M | 0.05% | −2,438−8.9% | Reduced |
| Serenus Wealth Advisors, LLC | 25,895 | $18.2M | 3.18% | −117−0.4% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 25,046 | $18.8M | 5.66% | +25,046 | New |
| Mesirow Financial Investment Management, Inc. | 27,116 | $19.1M | 0.30% | +206+0.8% | Added |
| Passaic Partners LLC | 27,485 | $19.3M | 1.85% | +27,485 | New |
| Waldron Private Wealth LLC | 29,380 | $20.7M | 0.72% | −2,266−7.2% | Reduced |
| Curbstone Financial Management Corp | 29,434 | $20.7M | 3.53% | −1,754−5.6% | Reduced |
| Huntington National Bank | 1,770 | $20.8M | 0.10% | −48−2.6% | Reduced |
| Brookstone Capital Management | 30,628 | $21.5M | 0.22% | +211+0.7% | Added |
| DC Investments Management, LLC | 30,673 | $21.6M | 7.36% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 31,534 | $22.2M | 1.32% | −206−0.6% | Reduced |
| BlackRock, Inc. | 31,797 | $22.4M | 0.00% | +8,705+37.7% | Added |
| Hancock Whitney Corp | 32,187 | $22.6M | 0.38% | −66−0.2% | Reduced |
| Miracle Mile Advisors, LLC | 32,657 | $23.0M | 0.27% | −456−1.4% | Reduced |
| Steele Capital Management, Inc. | 32,975 | $23.2M | 0.86% | −82−0.2% | Reduced |
| MML Investors Services, LLC | 33,271 | $23.4M | 0.05% | +12,837+62.8% | Added |
| Youngs Advisory Group, Inc. | 33,454 | $23.5M | 7.37% | +886+2.7% | Added |
| SummitTX Capital, L.P. | 34,353 | $24.2M | 0.64% | −19,131−35.8% | Reduced |
| Citadel Advisors LLC | 34,729 | $24.4M | 0.01% | +34,729 | New |
| Kestra Advisory Services, LLC | 35,015 | $24.6M | 0.08% | −2,278−6.1% | Reduced |
| Madison Asset Management, LLC | 35,518 | $25.0M | 0.30% | −23,729−40.1% | Reduced |
| 1st Source Bank | 36,184 | $25.4M | 1.15% | +204+0.6% | Added |
| Johnson Investment Counsel Inc | 36,927 | $26.0M | 0.19% | −149−0.4% | Reduced |
| RMB Capital Management, LLC | 37,574 | $26.5M | 0.41% | −465−1.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 37,833 | $26.6M | 0.06% | +785+2.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 38,000 | $26.7M | 0.04% | +21,700+133.1% | Added |
| Conning Inc. | 38,022 | $26.7M | 0.80% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 38,082 | $26.8M | 1.15% | +38,082 | New |
| Marshall Wace, LLP | 39,554 | $27.8M | 0.02% | −858−2.1% | Reduced |
| FMR LLC | 41,042 | $28.9M | 0.00% | +1,789+4.6% | Added |
| Tandem Wealth Advisors LLC | 41,156 | $28.9M | 11.52% | +495+1.2% | Added |
| Klingman & Associates, LLC | 41,488 | $29.2M | 1.24% | −180−0.4% | Reduced |
| Two Sigma Investments, LP | 41,640 | $29.3M | 0.02% | +41,640 | New |
| Savant Capital, LLC | 44,623 | $29.5M | 0.09% | +22,716+103.7% | Added |
| Cumberland Advisors Inc | 42,307 | $29.8M | 10.48% | −2,500−5.6% | Reduced |
| Ascent Wealth Partners, LLC | 43,120 | $30.3M | 3.03% | +1,588+3.8% | Added |
| Bessemer Group Inc | 43,225 | $30.4M | 0.04% | +8,582+24.8% | Added |
| IFG Advisors, LLC | 43,944 | $30.9M | 4.26% | −330−0.7% | Reduced |
| SCS Capital Management LLC | 43,991 | $30.9M | 0.29% | −6,350−12.6% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,041 | $31.0M | 3.65% | −260−0.6% | Reduced |
| LCM Capital Management Inc | 44,192 | $31.1M | 13.61% | +479+1.1% | Added |
| Clearstead Advisors, LLC | 44,423 | $31.2M | 0.30% | +735+1.7% | Added |
| Chicago Partners Investment Group LLC | 45,473 | $31.3M | 0.63% | −173−0.4% | Reduced |
| Mercer Global Advisors Inc | 44,808 | $31.5M | 0.04% | +17,893+66.5% | Added |
| Janney Montgomery Scott LLC | 44,841 | $31.5M | 0.06% | +404+0.9% | Added |
| Heritage Investors Management Corp | 45,654 | $32.1M | 0.89% | −3,498−7.1% | Reduced |
| Pinnacle Financial Partners, Inc. | 46,580 | $32.8M | 0.22% | −967−2.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 49,110 | $33.9M | 0.06% | +3,425+7.5% | Added |
| Peapack Gladstone Financial Corp | 49,860 | $35.1M | 0.40% | −27−0.1% | Reduced |
| Fifth Third Bancorp | 49,926 | $35.1M | 0.06% | +2,044+4.3% | Added |
| Mirae Asset Securities (USA) Inc. | 50,072 | $35.2M | 1.57% | −33,246−39.9% | Reduced |
| Crewe Advisors LLC | 50,124 | $35.3M | 2.55% | −10.0% | Reduced |
| AQR Capital Management LLC | 50,915 | $35.8M | 0.01% | +18,090+55.1% | Added |
| Lido Advisors, LLC | 50,859 | $35.8M | 0.13% | −3,483−6.4% | Reduced |
| Baird Financial Group, Inc. | 52,970 | $37.3M | 0.05% | −918−1.7% | Reduced |
| Massmutual Trust Co FSB | 54,236 | $38.1M | 0.99% | −2,818−4.9% | Reduced |
| MetLife Investment Management | 54,500 | $38.3M | 0.17% | −1,200−2.2% | Reduced |
| Pinnacle Associates Ltd | 56,215 | $39.5M | 0.43% | −1,165−2.0% | Reduced |
| OFS Enterprise LLC | 56,835 | $40.0M | 10.21% | +725+1.3% | Added |
| Rockefeller Capital Management L.P. | 57,763 | $40.6M | 0.06% | +1,243+2.2% | Added |
| Pittenger & Anderson Inc | 58,735 | $41.3M | 1.48% | −47−0.1% | Reduced |
| Citizens Financial Group Inc | 59,492 | $41.8M | 0.50% | +456+0.8% | Added |
| Smith, Moore & Co. | 60,828 | $42.8M | 2.78% | −699−1.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 62,245 | $42.8M | 0.80% | −1,269−2.0% | Reduced |
| Midwest Trust Co | 62,409 | $43.9M | 0.50% | −1,330−2.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 63,175 | $44.5M | 0.56% | +83+0.1% | Added |
| Portland Global Advisors LLC | 63,792 | $44.9M | 4.26% | −1,649−2.5% | Reduced |
| Commonwealth Equity Services, LLC | 66,690 | $46.9M | 0.06% | −5,413−7.5% | Reduced |
| Captrust Financial Advisors | 67,963 | $47.8M | 0.07% | +99+0.1% | Added |
| Balyasny Asset Management LLC | 69,882 | $49.2M | 0.09% | −54,435−43.8% | Reduced |
| Stifel Financial Corp | 72,534 | $51.0M | 0.04% | −34,312−32.1% | Reduced |
| Henshaw Capital LLC | 73,000 | $51.3M | 1.67% | −2,050−2.7% | Reduced |
| Blair William & Co | 76,091 | $53.5M | 0.14% | +414+0.5% | Added |
| Washington Trust Co | 81,402 | $57.3M | 1.78% | −4,102−4.8% | Reduced |
| CIBC World Markets Inc. | 83,263 | $58.6M | 0.10% | +77,245+1,283.6% | Added |
| Atlantic Union Bankshares Corp | 83,440 | $58.7M | 0.98% | −923−1.1% | Reduced |
| Ameriprise Financial Inc | 85,773 | $60.4M | 0.01% | −1,645−1.9% | Reduced |
| Cetera Investment Advisers | 88,675 | $62.4M | 0.06% | −692−0.8% | Reduced |
| Envestnet Asset Management Inc | 89,737 | $63.1M | 0.01% | +9,210+11.4% | Added |
| Advisor Group Holdings, Inc. | 96,420 | $67.9M | 0.08% | +20,519+27.0% | Added |