Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2026: 1,542 institutions
Q1 2021: 1,026 institutionsQ2 2021: 1,037 institutionsQ3 2021: 1,023 institutionsQ4 2021: 1,126 institutionsQ1 2022: 1,101 institutionsQ2 2022: 1,040 institutionsQ3 2022: 1,052 institutionsQ4 2022: 1,147 institutionsQ1 2023: 1,137 institutionsQ2 2023: 1,155 institutionsQ3 2023: 1,159 institutionsQ4 2023: 1,235 institutionsQ1 2024: 1,297 institutionsQ2 2024: 1,293 institutionsQ3 2024: 1,319 institutionsQ4 2024: 1,409 institutionsQ1 2025: 1,361 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,369 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,455 institutionsQ2 2026: 1,542 institutions
Value heldQ2 2026: $17.3B
Q1 2021: $12.3BQ2 2021: $12.8BQ3 2021: $12.4BQ4 2021: $13.7BQ1 2022: $12.2BQ2 2022: $10.1BQ3 2022: $9.54BQ4 2022: $11.1BQ1 2023: $11.3BQ2 2023: $11.9BQ3 2023: $12.5BQ4 2023: $13.9BQ1 2024: $13.9BQ2 2024: $13.2BQ3 2024: $14.1BQ4 2024: $15.1BQ1 2025: $13.4BQ2 2025: $14.2BQ3 2025: $15.0BQ4 2025: $15.3BQ1 2026: $15.3BQ2 2026: $17.3B
Institutions holding MDY and their total value by quarter
QuarterHoldersValue
Q2 20261,542$17.3B
Q1 20261,455$15.3B
Q4 20251,438$15.3B
Q3 20251,369$15.0B
Q2 20251,351$14.2B
Q1 20251,361$13.4B
Q4 20241,409$15.1B
Q3 20241,319$14.1B
Q2 20241,293$13.2B
Q1 20241,297$13.9B
Q4 20231,235$13.9B
Q3 20231,159$12.5B
Q2 20231,155$11.9B
Q1 20231,137$11.3B
Q4 20221,147$11.1B
Q3 20221,052$9.54B
Q2 20221,040$10.1B
Q1 20221,101$12.2B
Q4 20211,126$13.7B
Q3 20211,023$12.4B
Q2 20211,037$12.8B
Q1 20211,026$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.

Institutions holding MDY in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Security National Bank of Sioux City Iowa100$70.3K0.03%+100New
Natixis101$71.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc105$73.9K0.00%−12−10.3%Reduced
Fairway Wealth LLC106$74.6K0.02%00.0%Unchanged
Buck Wealth Strategies, LLC108$76.2K0.01%+108New
Centennial Bank110$77.4K0.02%00.0%Unchanged
SJS Investment Consulting Inc.113$79.5K0.01%00.0%Unchanged
Canton Hathaway, LLC115$80.9K0.02%00.0%Unchanged
Continuum Advisory, LLC116$81.6K0.01%+116New
Thompson Investment Management, Inc.117$82.3K0.01%00.0%Unchanged
Harbor Asset Planning, Inc.117$82.3K0.06%00.0%Unchanged
Archer Investment Corp119$83.7K0.02%00.0%Unchanged
S&T Bank120$84.4K0.03%00.0%Unchanged
First National Bank121$85.1K0.03%+121New
ORG Wealth Partners, LLC120$85.2K0.01%−1−0.8%Reduced
Rothschild Investment LLC121$85.3K0.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.122$85.7K0.03%00.0%Unchanged
Truvestments Capital LLC124$87.2K0.01%+124New
Washington Trust Advisors, Inc.125$87.9K0.01%00.0%Unchanged
Hilltop National Bank125$87.9K0.02%00.0%Unchanged
Morgan Dempsey Capital Management LLC125$88.1K0.04%00.0%Unchanged
Valor Advisors LLC126$88.8K0.07%00.0%Unchanged
American National Bank129$90.7K0.01%−33−20.4%Reduced
Banque Cantonale Vaudoise131$92.0K0.00%+57+77.0%Added
Sankala Group LLC132$93.4K0.06%00.0%Unchanged
McCarthy Grittinger Financial Group, LLC133$93.7K0.02%00.0%Unchanged
Pinney & Scofield, Inc.134$94.2K0.05%00.0%Unchanged
Meramec Financial Planners, LLC140$97.0K0.04%00.0%Unchanged
HHM Wealth Advisors, LLC138$97.1K0.01%00.0%Unchanged
Richardson Capital Management LLC142$99.9K0.04%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.148$104.0K0.06%00.0%Unchanged
Strategic Investment Advisors150$105.2K0.01%+150New
Thomas J. Herzfeld Advisors, Inc.150$105.5K0.03%00.0%Unchanged
Tower Trust & Investment Co151$106.2K0.06%00.0%Unchanged
Vanguard Advisers Inc156$109.7K0.00%+3+2.0%Added
Indiana Trust & Investment Management CO164$115.3K0.03%00.0%Unchanged
Citizens National Bank Trust Department168$118.2K0.02%00.0%Unchanged
Bernard Wealth Management Corp.169$118.9K0.04%−2−1.2%Reduced
Costello Asset Management, INC172$121.0K0.04%00.0%Unchanged
Community Financial Services Group, LLC175$122.0K0.02%00.0%Unchanged
Ameriflex Group, Inc.176$123.8K0.05%+5+2.9%Added
Godsey & Gibb Associates180$126.6K0.01%00.0%Unchanged
NBC Securities, Inc.185$130.1K0.01%00.0%Unchanged
Vermillion Wealth Management, Inc.190$133.7K0.03%00.0%Unchanged
Fairman Group, LLC190$134.3K0.11%00.0%Unchanged
Holos Integrated Wealth LLC200$137.6K0.06%00.0%Unchanged
Mascoma Wealth Management LLC198$139.3K0.03%00.0%Unchanged
Three Bearings Fiduciary Advisors, Inc.199$140.2K0.13%00.0%Unchanged
Atlas Capital Advisors LLC217$152.6K0.02%00.0%Unchanged
TIAA Wealth Investment Management LLC219$152.8K0.00%+74+51.0%Added
Atwood & Palmer Inc223$156.5K0.01%−150−40.2%Reduced
Comprehensive Financial Planning, Inc.226$158.8K0.08%+13+6.1%Added
Russell Investments Group, Ltd.227$160.0K0.00%−14−5.8%Reduced
Align Financial, LLC238$167.4K0.08%00.0%Unchanged
City Holding Co240$168.8K0.02%00.0%Unchanged
Longview Financial Advisors LLC244$171.6K0.08%00.0%Unchanged
Evermay Wealth Management LLC250$176.3K0.02%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.254$178.9K0.06%−5−1.9%Reduced
Providence Capital Advisors, LLC270$189.9K0.03%+270New
Bayban273$192.0K0.15%00.0%Unchanged
Blue Bell Private Wealth Management, LLC282$198.3K0.02%−50−15.1%Reduced
Chesapeake Wealth Management285$200.5K0.06%+285New
Fox Hill Wealth Management286$201.3K0.08%+286New
Smith Partners Wealth Management, LLC287$201.9K0.16%+287New
Mma Asset Management LLC287$202.2K0.06%+287New
IHT Wealth Management, LLC288$202.6K0.00%−151−34.4%Reduced
Kavar Capital Partners Group, LLC288$202.6K0.02%+288New
Shakespeare Wealth Management, Inc.289$203.2K0.05%+289New
Hoese & Co LLP290$204.0K0.13%00.0%Unchanged
Aldebaran Financial Inc.290$204.0K0.17%+290New
Cowa, LLC290$204.0K0.05%+290New
James J. Burns & Company, LLC290$204.0K0.02%+290New
Denver Wealth Management, Inc.290$204.0K0.06%+290New
Rossmore Private Capital290$204.5K0.02%+290New
Cascade Investment Group, Inc.291$204.7K0.11%+291New
Integrity Wealth Solutions LLC291$204.9K0.08%+291New
McElhenny Sheffield Capital Management, LLC292$205.4K0.05%−153−34.4%Reduced
Noble Wealth Management PBC292$205.4K0.09%00.0%Unchanged
Trust Co of the South292$205.4K0.03%+292New
Alexander Labrunerie & Co., Inc.292$205.4K0.07%+292New
Laurel Wealth Advisors LLC293$206.1K0.02%+293New
NerdWallet Wealth Partners, LLC293$206.1K0.07%+293New
Acropolis Investment Management, LLC294$206.8K0.01%+45+18.1%Added
Tactive Advisors, LLC294$206.8K0.05%+294New
Key Financial Inc296$208.2K0.03%00.0%Unchanged
Vista Capital Partners, Inc.296$208.3K0.02%+296New
Financial Advisory Corp297$208.9K0.03%+297New
Everpar Advisors LLC297$208.9K0.06%+297New
South Plains Financial, Inc.298$209.6K0.11%00.0%Unchanged
Greenup Street Wealth Management LLC299$210.3K0.03%+299New
Pingora Partners LLC300$211.0K0.12%00.0%Unchanged
Mountain Hill Investment Partners Corp.300$211.0K0.12%00.0%Unchanged
Boston Common Asset Management, LLC300$211.0K0.01%+300New
Corundum Group, Inc.300$211.0K0.06%+300New
JT Stratford LLC300$211.0K0.02%+300New
Pacific Capital Wealth Advisors, Inc300$211.0K0.03%+300New
Systematic Alpha Investments, LLC300$211.0K0.01%+300New
Kearns & Associates LLC300$211.0K0.10%+300New
LJI Wealth Management, LLC300$211.0K0.03%+300New
Beacon Hill Wealth Management Ltd.300$211.0K0.15%+300New