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 |
|---|---|---|---|---|---|
| One Capital Management, LLC | 342 | $211.4K | 0.01% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 300 | $211.5K | 0.03% | +300 | New |
| Cooke Wealth Management, LLC | 301 | $211.7K | 0.17% | +301 | New |
| Beaird Harris Wealth Management, LLC | 301 | $211.7K | 0.01% | +20+7.1% | Added |
| Univest Financial Corp | 301 | $211.8K | 0.01% | +301 | New |
| Baldwin Brothers Inc | 302 | $212.4K | 0.01% | +302 | New |
| Bluesphere Advisors, LLC | 303 | $213.1K | 0.07% | +303 | New |
| BOS Asset Management, LLC | 303 | $213.1K | 0.05% | +303 | New |
| Cornerstone Advisory, LLC | 304 | $213.8K | 0.02% | +304 | New |
| Geneos Wealth Management Inc. | 305 | $214.4K | 0.00% | −100−24.7% | Reduced |
| Darwin Advisors, LLC | 305 | $214.9K | 0.06% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 308 | $216.6K | 0.08% | −134−30.3% | Reduced |
| Great Lakes Advisors, LLC | 308 | $216.6K | 0.00% | +308 | New |
| Horizon Wealth Management, LLC | 308 | $216.6K | 0.03% | +308 | New |
| Winebrenner Capital Management LLC | 310 | $218.0K | 0.13% | +310 | New |
| Vision Capital Management, Inc. | 310 | $218.0K | 0.02% | +310 | New |
| RAM Investment Partners, LLC | 310 | $218.4K | 0.03% | +310 | New |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 310 | $218.9K | 0.12% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 312 | $219.3K | 0.05% | +312 | New |
| Capital Advisors Wealth Management, LLC | 312 | $219.4K | 0.03% | +312 | New |
| Strategent Financial, LLC | 312 | $219.4K | 0.13% | −22−6.6% | Reduced |
| Level Wealth Management LLC | 311 | $219.5K | 0.09% | +311 | New |
| BostonPremier Wealth LLC | 313 | $219.9K | 0.09% | +313 | New |
| Fulton Bank, N.A. | 313 | $220.1K | 0.01% | +313 | New |
| Flagship Private Wealth, LLC | 313 | $220.2K | 0.08% | −36−10.3% | Reduced |
| Mystic Asset Management, Inc. | 314 | $220.8K | 0.05% | +314 | New |
| Umpqua Bank | 314 | $220.8K | 0.05% | +314 | New |
| YHB Investment Advisors, Inc. | 315 | $221.6K | 0.01% | −10−3.1% | Reduced |
| Vantus Wealth LLC | 317 | $223.0K | 0.12% | +317 | New |
| Cora Capital Advisors LLC | 318 | $223.7K | 0.06% | +318 | New |
| Mason & Associates Inc | 319 | $224.4K | 0.04% | +319 | New |
| Kelsey Financial, LLC | 321 | $225.8K | 0.17% | +321 | New |
| Family Office Research LLC | 322 | $226.4K | 0.08% | +322 | New |
| JB Capital LLC | 324 | $227.6K | 0.01% | −19−5.5% | Reduced |
| WNY Asset Management, LLC | 324 | $227.9K | 0.02% | +324 | New |
| Wingate Wealth Advisors, Inc. | 325 | $228.6K | 0.10% | 00.0% | Unchanged |
| Integrated Wealth Management | 325 | $228.6K | 0.24% | −12−3.6% | Reduced |
| FourThought Financial Partners, LLC | 325 | $228.6K | 0.02% | −5−1.5% | Reduced |
| Pictet & Cie (Europe) SA | 325 | $228.6K | 0.00% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 325 | $228.6K | 0.08% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 325 | $229.1K | 0.02% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 328 | $230.4K | 0.04% | +1+0.3% | Added |
| Eagle Bluffs Wealth Management LLC | 327 | $230.5K | 0.08% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 328 | $230.7K | 0.04% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 329 | $231.6K | 0.01% | −15−4.4% | Reduced |
| Keebeck Wealth Management, LLC | 329 | $232.0K | 0.02% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 330 | $232.1K | 0.00% | +330 | New |
| Madison Wealth Partners, Inc | 330 | $232.1K | 0.03% | +330 | New |
| Marino, Stram & Associates LLC | 331 | $232.5K | 0.04% | −8−2.4% | Reduced |
| First Bank & Trust | 332 | $233.5K | 0.03% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 333 | $234.0K | 0.09% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 333 | $234.2K | 0.02% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 334 | $234.9K | 0.05% | −7,356−95.7% | Reduced |
| Financial Discovery Group Inc | 334 | $234.9K | 0.50% | +334 | New |
| Nichols & Pratt Advisers LLP | 335 | $235.6K | 0.01% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 335 | $236.2K | 0.06% | −1−0.3% | Reduced |
| Sherry Group, Inc. | 340 | $237.3K | 0.23% | +340 | New |
| Silicon Valley Capital Partners | 338 | $237.5K | 0.02% | +1+0.3% | Added |
| Guild Investment Management, Inc. | 340 | $239.1K | 0.16% | 00.0% | Unchanged |
| Advisor OS, LLC | 342 | $240.1K | 0.02% | +342 | New |
| Strategic Family Wealth Counselors, L.L.C. | 342 | $240.9K | 0.06% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 343 | $241.2K | 0.08% | +343 | New |
| Madden Advisory Services, Inc. | 344 | $241.9K | 0.09% | −6−1.7% | Reduced |
| Syon Capital LLC | 345 | $242.7K | 0.01% | +345 | New |
| First Interstate Bank | 346 | $243.4K | 0.01% | 00.0% | Unchanged |
| Great Waters Wealth Management | 348 | $245.0K | 0.02% | 00.0% | Unchanged |
| Breakwater Investment Management | 349 | $245.5K | 0.08% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 350 | $246.2K | 0.09% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 350 | $246.2K | 0.05% | 00.0% | Unchanged |
| Blackhill Capital Inc | 351 | $246.9K | 0.01% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 351 | $246.9K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 351 | $246.9K | 0.10% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 352 | $247.6K | 0.10% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 352 | $247.6K | 0.03% | +12+3.5% | Added |
| Cadinha & Co LLC | 353 | $248.3K | 0.04% | 00.0% | Unchanged |
| American Capital Management Inc | 353 | $248.3K | 0.01% | 00.0% | Unchanged |
| Cynosure Management, LLC | 353 | $248.3K | 0.04% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 353 | $248.3K | 0.00% | +353 | New |
| Proficio Capital Partners LLC | 353 | $248.6K | 0.01% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 354 | $249.0K | 0.15% | −30−7.8% | Reduced |
| First County Bank | 355 | $249.7K | 0.12% | +355 | New |
| Harbor Investment Advisory, LLC | 355 | $249.7K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 356 | $250.4K | 0.06% | +356 | New |
| Indivisible Partners | 357 | $250.8K | 0.01% | +357 | New |
| Nordwand Advisors, LLC | 357 | $251.1K | 0.04% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 357 | $251.4K | 0.02% | −2−0.6% | Reduced |
| Forbes J M & Co LLP | 358 | $251.8K | 0.02% | 00.0% | Unchanged |
| Ruggiero Investments, Inc. | 360 | $253.2K | 0.22% | −33−8.4% | Reduced |
| Lumbard & Kellner, LLC | 360 | $253.2K | 0.08% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 361 | $253.9K | 0.06% | +361 | New |
| Tradition Wealth Management, LLC | 361 | $254.3K | 0.02% | 00.0% | Unchanged |
| First Foundation Advisors | 363 | $255.3K | 0.01% | 00.0% | Unchanged |
| Copper Harbor Investment Advisors, LLC | 364 | $256.1K | 0.05% | +364 | New |
| WealthShield Partners, LLC | 364 | $256.6K | 0.04% | −28−7.1% | Reduced |
| Magnolia Capital Advisors LLC | 365 | $256.7K | 0.04% | 00.0% | Unchanged |
| Icapital Wealth LLC | 365 | $256.7K | 0.14% | 00.0% | Unchanged |
| Enclave Advisors LLC | 366 | $257.4K | 0.03% | 00.0% | Unchanged |
| Financial Futures Ltd Liability Co. | 368 | $259.1K | 0.10% | 00.0% | Unchanged |
| Jacobs & Co | 370 | $260.0K | 0.02% | 00.0% | Unchanged |
| Patten & Patten Inc | 370 | $260.2K | 0.01% | 00.0% | Unchanged |