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 |
|---|---|---|---|---|---|
| Weaver Consulting Group | 370 | $260.2K | 0.05% | +370 | New |
| Lotus Asset Management LLC | 370 | $260.2K | 0.23% | +370 | New |
| Verum Partners LLC | 371 | $260.9K | 0.04% | +371 | New |
| Paragon Capital Management LLC | 372 | $261.6K | 0.12% | −191−33.9% | Reduced |
| Orion Capital Management LLC | 374 | $262.7K | 0.08% | 00.0% | Unchanged |
| Team Hewins, LLC | 373 | $263.0K | 0.07% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 374 | $263.0K | 0.02% | 00.0% | Unchanged |
| Arjuna Capital | 375 | $263.8K | 0.06% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 375 | $263.8K | 0.02% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 375 | $263.8K | 0.03% | +3+0.8% | Added |
| Confluence Wealth Services, Inc. | 377 | $265.2K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 377 | $265.5K | 0.01% | +50+15.3% | Added |
| First Heartland Consultants, Inc. | 379 | $266.6K | 0.02% | +379 | New |
| Westside Investment Management, Inc. | 380 | $267.3K | 0.04% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 380 | $267.3K | 0.03% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 380 | $267.4K | 0.02% | +65+20.6% | Added |
| Foster Group, Inc. | 381 | $268.0K | 0.01% | 00.0% | Unchanged |
| Continuum Wealth Advisors, LLC | 382 | $268.7K | 0.09% | +382 | New |
| Hengehold Capital Management LLC | 383 | $269.3K | 0.02% | −14−3.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 383 | $269.4K | 0.01% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 383 | $269.7K | 0.01% | −27−6.6% | Reduced |
| Stonebridge Financial Group, LLC | 384 | $270.1K | 0.18% | −14−3.5% | Reduced |
| Private Capital Management, LLC | 385 | $270.8K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 385 | $270.9K | 0.01% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 387 | $272.0K | 0.02% | 00.0% | Unchanged |
| King Luther Capital Management Corp | – | $272.9K | 0.00% | – | – |
| First Pacific Financial | 390 | $274.3K | 0.03% | −19−4.6% | Reduced |
| IAG Wealth Partners, LLC | 392 | $275.7K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 393 | $276.4K | 0.00% | −50−11.3% | Reduced |
| Alpha Zero LLC | 400 | $277.2K | 0.11% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 395 | $277.8K | 0.03% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 395 | $278.0K | 0.04% | +1+0.3% | Added |
| STG Securities, LLC | 396 | $278.5K | 0.30% | +396 | New |
| OxenFree Capital LLC | 405 | $278.7K | 0.13% | 00.0% | Unchanged |
| S&A Financial Services, Inc. | 396 | $278.9K | 0.17% | −14−3.4% | Reduced |
| Warren Street Wealth Advisors, LLC | 400 | $281.3K | 0.06% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 400 | $281.3K | 0.06% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 400 | $281.3K | 0.05% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 400 | $281.3K | 0.02% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 400 | $281.3K | 0.03% | +400 | New |
| Keel Point, LLC | 401 | $281.9K | 0.02% | +1+0.3% | Added |
| Milestone Asset Management Group, LLC | 403 | $283.1K | 0.14% | +16+4.1% | Added |
| Sheets Smith Wealth Management | 406 | $285.3K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 406 | $287.0K | 0.08% | −31−7.1% | Reduced |
| Clune & Associates, Ltd. | 409 | $287.4K | 0.04% | −28−6.4% | Reduced |
| Legacy Trust | 411 | $289.1K | 0.05% | −15−3.5% | Reduced |
| Trust Co | 411 | $289.1K | 0.03% | 00.0% | Unchanged |
| Charter Trust Co | 414 | $291.2K | 0.02% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 416 | $292.6K | 0.06% | −39−8.6% | Reduced |
| Powerhouse Assets LLC | 418 | $294.2K | 0.24% | 00.0% | Unchanged |
| Unified Investment Management | 419 | $294.7K | 0.27% | −8−1.9% | Reduced |
| Hegarty Advisors, LLC | 419 | $294.7K | 0.20% | +419 | New |
| Boston Trust Walden Corp | 420 | $295.4K | 0.00% | −225−34.9% | Reduced |
| Excalibur Management Corp | 421 | $296.1K | 0.10% | 00.0% | Unchanged |
| Lowery Thomas, LLC | 422 | $296.5K | 0.14% | +1+0.2% | Added |
| Bogart Wealth, LLC | 422 | $296.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 422 | $296.8K | 0.03% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 424 | $298.2K | 0.09% | 00.0% | Unchanged |
| First Nebraska Trust Co | 425 | $298.9K | 0.02% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 426 | $299.9K | 0.01% | +426 | New |
| Symphony Financial, Ltd. Co. | 430 | $300.1K | 0.03% | +1+0.2% | Added |
| Broadway Wealth Solutions, Inc. | 427 | $300.3K | 0.14% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 427 | $300.7K | 0.09% | −55−11.4% | Reduced |
| Van Strum & Towne Inc. | 430 | $302.4K | 0.08% | 00.0% | Unchanged |
| William Mack & Associates, Inc. | 431 | $303.1K | 0.11% | +431 | New |
| Per Stirling Capital Management, LLC. | 431 | $303.5K | 0.03% | −14−3.1% | Reduced |
| Inscription Capital, LLC | 435 | $305.9K | 0.03% | +1+0.2% | Added |
| Northstar Asset Management Inc | 435 | $306.0K | 0.09% | −21−4.6% | Reduced |
| Smithbridge Asset Management Inc | 435 | $306.0K | 0.04% | 00.0% | Unchanged |
| Samara Investment Management, LLC | 436 | $306.7K | 0.28% | −75−14.7% | Reduced |
| Signaturefd, LLC | 436 | $306.7K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 436 | $306.8K | 0.07% | 00.0% | Unchanged |
| Mather Group, LLC. | 437 | $307.0K | 0.00% | +26+6.3% | Added |
| Inspirion Wealth Advisors, LLC | 445 | $310.2K | 0.04% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 442 | $310.9K | 0.02% | −248−35.9% | Reduced |
| Trexquant Investment LP | 442 | $310.9K | 0.00% | −6−1.3% | Reduced |
| Zacks Investment Management | 442 | $311.2K | 0.00% | +442 | New |
| Oder Investment Management, LLC | 443 | $311.6K | 0.21% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 443 | $311.6K | 0.11% | −40−8.3% | Reduced |
| Fourth Dimension Wealth, LLC | 445 | $313.0K | 0.10% | +75+20.3% | Added |
| CVFG LLC | 445 | $313.2K | 0.03% | −30−6.3% | Reduced |
| Aquire Wealth Advisors, LLC | 446 | $313.7K | 0.07% | +2+0.5% | Added |
| Fermata Advisors, LLC | 448 | $314.9K | 0.06% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 448 | $315.1K | 0.03% | 00.0% | Unchanged |
| JSF Financial, LLC | 450 | $316.3K | 0.05% | +1+0.2% | Added |
| Financial Counselors Inc | 450 | $316.5K | 0.44% | 00.0% | Unchanged |
| Exeter Financial, LLC | 450 | $316.5K | 0.12% | 00.0% | Unchanged |
| American National Bank of Texas | 450 | $316.5K | 0.29% | 00.0% | Unchanged |
| Entrust Financial LLC | 450 | $316.7K | 0.21% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 455 | $318.4K | 0.07% | +455 | New |
| Allegheny Financial Group LTD | 452 | $318.4K | 0.03% | +20+4.6% | Added |
| Genesis Private Wealth, LLC | 454 | $319.3K | 0.09% | +454 | New |
| Generation Capital Management LLC | 455 | $320.0K | 0.20% | 00.0% | Unchanged |
| Sound Portfolio Advisors, LLC | 456 | $320.7K | 0.23% | −27−5.6% | Reduced |
| Adkins Seale Capital Management LLC | 458 | $322.1K | 0.29% | 00.0% | Unchanged |
| Sapient Capital LLC | 457 | $322.2K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 457 | $322.3K | 0.01% | 00.0% | Unchanged |
| Ticino Wealth | 460 | $323.5K | 0.10% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 460 | $323.5K | 0.09% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 460 | $323.5K | 0.09% | 00.0% | Unchanged |