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 |
|---|---|---|---|---|---|
| Colony Group, LLC | 101,693 | $71.5M | 0.07% | −6,051−5.6% | Reduced |
| Montag A & Associates Inc | 101,656 | $71.7M | 3.03% | −2,470−2.4% | Reduced |
| Mariner, LLC | 104,807 | $73.7M | 0.08% | −1,945−1.8% | Reduced |
| Brown Advisory Inc | 110,435 | $77.7M | 0.12% | −963−0.9% | Reduced |
| Hills Bank & Trust Co | 111,587 | $78.5M | 3.34% | −3,823−3.3% | Reduced |
| EP Wealth Advisors, LLC | 119,454 | $84.0M | 0.32% | +7,707+6.9% | Added |
| Truist Financial Corp | 120,108 | $84.5M | 0.10% | +1,760+1.5% | Added |
| Whittier Trust Co | 131,409 | $91.5M | 0.90% | −1,664−1.3% | Reduced |
| Commerce Bank | 139,449 | $98.1M | 0.43% | −1,705−1.2% | Reduced |
| Cerity Partners LLC | 139,760 | $98.3M | 0.12% | +1,022+0.7% | Added |
| Welch & Forbes LLC | 142,173 | $100.0M | 1.22% | −19,381−12.0% | Reduced |
| SG Americas Securities, LLC | 143,035 | $100.6M | 0.06% | −10,363−6.8% | Reduced |
| BNP Paribas Arbitrage, SA | 143,902 | $101.2M | 0.05% | −173,127−54.6% | Reduced |
| Waddell & Associates, LLC | 154,726 | $108.8M | 5.38% | +1,123+0.7% | Added |
| Susquehanna International Group, LLP | 157,630 | $110.9M | 0.10% | −77,056−32.8% | Reduced |
| Bank of New York Mellon Corp | 161,143 | $113.3M | 0.02% | −1,476−0.9% | Reduced |
| Generali Asset Management SPA SGR | 164,778 | $115.9M | 2.10% | +5,795+3.6% | Added |
| LPL Financial LLC | 166,179 | $116.9M | 0.03% | +2,775+1.7% | Added |
| Citigroup Inc | 178,846 | $125.8M | 0.06% | +127,401+247.6% | Added |
| Conservest Capital Advisors, Inc. | 208,394 | $146.6M | 11.66% | −3,312−1.6% | Reduced |
| Alliancebernstein L.P. | 244,920 | $151.1M | 0.05% | −6,210−2.5% | Reduced |
| Arvest Bank Trust Division | 224,334 | $157.8M | 7.69% | −3,282−1.4% | Reduced |
| CI Private Wealth, LLC | 226,432 | $159.3M | 0.22% | −3,423−1.5% | Reduced |
| HighTower Advisors, LLC | 234,897 | $165.2M | 0.16% | −1110.0% | Reduced |
| Creative Planning | 236,181 | $166.1M | 0.10% | −12,500−5.0% | Reduced |
| MAI Capital Management | 271,019 | $190.6M | 0.73% | +6,946+2.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 283,087 | $198.9M | 0.62% | −15,679−5.2% | Reduced |
| JPMorgan Chase & Co | 285,765 | $199.4M | 0.01% | −18,397−6.0% | Reduced |
| Royal Bank of Canada | 291,654 | $205.1M | 0.03% | −8,069−2.7% | Reduced |
| Meitav Dash Investments Ltd | 412,840 | $290.4M | 1.95% | +412,840 | New |
| Bank of Montreal | 477,136 | $335.6M | 0.12% | −11,802−2.4% | Reduced |
| Raymond James Financial Inc | 488,839 | $343.8M | 0.09% | −8,352−1.7% | Reduced |
| UBS Group AG | 651,062 | $457.9M | 0.07% | +10,553+1.6% | Added |
| The PNC Financial Services Group, Inc. | 693,381 | $487.7M | 0.24% | −5,926−0.8% | Reduced |
| Pathstone Holdings, LLC | 849,491 | $597.5M | 1.74% | +9,295+1.1% | Added |
| Northwestern Mutual Wealth Management Co | 903,341 | $635.4M | 0.34% | +38,573+4.5% | Added |
| Goldman Sachs Group Inc | 906,280 | $637.4M | 0.07% | +24,338+2.8% | Added |
| US Bancorp | 963,812 | $677.9M | 0.74% | −6,146−0.6% | Reduced |
| Northern Trust Corp | 1,049,595 | $738.2M | 0.09% | −11,597−1.1% | Reduced |
| Wells Fargo & Company | 1,178,967 | $829.2M | 0.14% | −14,369−1.2% | Reduced |
| Morgan Stanley | 1,235,352 | $868.9M | 0.05% | −308,245−20.0% | Reduced |
| Bank of America Corp | 1,946,508 | $1.37B | 0.09% | −101,476−5.0% | Reduced |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −12,720−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −7,391−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −9,450−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,651−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −4,612−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,561−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −3,022−100.0% | Sold out |
| Schrum Private Wealth Management LLC | 0 | $0 | 0.00% | −1,298−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −1,241−100.0% | Sold out |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −1,004−100.0% | Sold out |
| GK Wealth Management LLC | 0 | $0 | 0.00% | −836−100.0% | Sold out |
| Vista Investment Partners II, LLC | 0 | $0 | 0.00% | −796−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −777−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −773−100.0% | Sold out |
| Breachway Investments LLC | 0 | $0 | 0.00% | −743−100.0% | Sold out |
| Neumann Capital Management, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −689−100.0% | Sold out |
| Grant Street Asset Management, Inc. | 0 | $0 | 0.00% | −678−100.0% | Sold out |
| Steelhead Wealth Management LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −551−100.0% | Sold out |
| 49 Wealth Management, LLC | 0 | $0 | 0.00% | −548−100.0% | Sold out |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −521−100.0% | Sold out |
| Good Harbor Advisors, Inc. | 0 | $0 | 0.00% | −503−100.0% | Sold out |
| Pathfinder Wealth Consulting, Inc. | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| Alexander Randolph Advisory, Inc. | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −352−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −336−100.0% | Sold out |
| Richmond Investment Services, LLC | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| First Commonwealth Financial Corp | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| DAGCO, Inc. | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Legend Capital Advisors LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Bullock Wealth Management Group | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Essential Partners LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Wall Street Access Asset Management, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Forum Finance Group S.A. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Aviso Financial Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| POM Investment Strategies, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Ballast Advisors LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Atomic Invest LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| TSG Advice Partners, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Mill Creek Capital Advisors, LLC | – | – | – | – | Not filed |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| GM Advisory Group, Inc. | – | – | – | – | Not filed |
| Evanson Asset Management, LLC | – | – | – | – | Not filed |
| TruWealth Advisors, LLC | – | – | – | – | Not filed |
| Capital Planning Advisors, LLC | – | – | – | – | Not filed |
| Exencial Wealth Advisors, LLC | – | – | – | – | Not filed |
| McIlrath & Eck, LLC | – | – | – | – | Not filed |
| Coordinated Financial Services, Inc. | – | – | – | – | Not filed |