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 |
|---|---|---|---|---|---|
| Ballast Rock Private Wealth LLC | 461 | $325.1K | 0.15% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 462 | $325.2K | 0.07% | 00.0% | Unchanged |
| South State Corp. | 463 | $325.6K | 0.01% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 463 | $325.9K | 0.02% | −86−15.7% | Reduced |
| Aspen Investment Management Inc | 463 | $326.0K | 0.09% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 465 | $326.9K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 466 | $327.8K | 0.04% | 00.0% | Unchanged |
| Friday Financial | 477 | $328.2K | 0.09% | +477 | New |
| Essex Savings Bank | 467 | $328.5K | 0.07% | 00.0% | Unchanged |
| PDS Planning, Inc | 468 | $329.2K | 0.02% | 00.0% | Unchanged |
| Bensler, LLC | 469 | $329.6K | 0.03% | +1+0.2% | Added |
| Index Fund Advisors, Inc. | 469 | $329.9K | 0.01% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 470 | $331.0K | 0.24% | 00.0% | Unchanged |
| National Bank of Canada | 473 | $332.6K | 0.00% | +49+11.6% | Added |
| Birch Hill Investment Advisors LLC | 475 | $334.1K | 0.01% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 475 | $334.1K | 0.06% | +475 | New |
| Maryland Capital Advisors Inc. | 476 | $334.8K | 0.11% | +476 | New |
| Gladwyn Financial Advisors, Inc. | 477 | $335.4K | 0.21% | +13+2.8% | Added |
| Granite Harbor Advisors, Inc. | 479 | $336.7K | 0.13% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 481 | $338.6K | 0.08% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 494 | $341.1K | 0.03% | +138+38.8% | Added |
| BFSG, LLC | 485 | $341.1K | 0.03% | 00.0% | Unchanged |
| May Barnhard Investments LLC | 487 | $342.5K | 0.14% | 00.0% | Unchanged |
| Western Reserve Capital Management, LLC | 488 | $343.2K | 0.25% | 00.0% | Unchanged |
| Berkeley, Inc | 489 | $343.9K | 0.11% | 00.0% | Unchanged |
| Roundview Capital LLC | 492 | $346.0K | 0.02% | +492 | New |
| Advisortrust Partners, LLC | 496 | $348.9K | 0.12% | +496 | New |
| Northeast Investment Management | 497 | $349.6K | 0.01% | +125+33.6% | Added |
| Altfest L J & Co Inc | 499 | $351.2K | 0.03% | −85−14.6% | Reduced |
| Evolution Wealth Advisors, LLC | 500 | $351.7K | 0.04% | 00.0% | Unchanged |
| MBL Wealth, LLC | 500 | $351.7K | 0.02% | 00.0% | Unchanged |
| Shaker Investments LLC | 502 | $353.0K | 0.13% | +1+0.2% | Added |
| Nations Financial Group Inc, | 505 | $355.3K | 0.02% | −38−7.0% | Reduced |
| Ronald Blue Trust, Inc. | 511 | $359.4K | 0.00% | −421−45.2% | Reduced |
| Strategic Advisors LLC | 511 | $359.4K | 0.08% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 511 | $359.8K | 0.12% | 00.0% | Unchanged |
| Novare Capital Management LLC | 513 | $360.8K | 0.03% | −8−1.5% | Reduced |
| Libra Wealth LLC | 515 | $362.2K | 0.09% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 516 | $362.7K | 0.26% | +1+0.2% | Added |
| Camden National Bank | 516 | $362.9K | 0.05% | 00.0% | Unchanged |
| S.A. Mason LLC | 516 | $362.9K | 0.11% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 515 | $364.0K | 0.08% | 00.0% | Unchanged |
| J. Team Financial, Inc. | 518 | $364.9K | 0.35% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 519 | $365.0K | 0.03% | 00.0% | Unchanged |
| NBH Bank | 521 | $366.4K | 0.15% | +521 | New |
| Tarbox Family Office, Inc. | 522 | $367.1K | 0.05% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 522 | $367.1K | 0.18% | 00.0% | Unchanged |
| Bangor Savings Bank | 522 | $367.3K | 0.03% | −1−0.2% | Reduced |
| Chris Bulman Inc | 524 | $368.6K | 0.13% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 525 | $369.3K | 0.12% | −60−10.3% | Reduced |
| Visionary Wealth Advisors | 530 | $372.5K | 0.01% | +1+0.2% | Added |
| XY Planning Network, Inc. | 533 | $374.9K | 0.05% | −1−0.2% | Reduced |
| Heritage Trust Co | 535 | $376.3K | 0.03% | −9−1.7% | Reduced |
| Simplicity Wealth,LLC | 537 | $377.8K | 0.01% | −72−11.8% | Reduced |
| Bouchey Financial Group Ltd | 536 | $377.9K | 0.02% | 00.0% | Unchanged |
| ArborFi Advisors, LLC | 541 | $380.5K | 0.28% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 545 | $383.6K | 0.09% | +3+0.6% | Added |
| Anchor Capital Advisors LLC | 546 | $384.3K | 0.01% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 550 | $386.8K | 0.12% | 00.0% | Unchanged |
| Stanich Group LLC | 553 | $389.0K | 0.24% | −603−52.2% | Reduced |
| Wedmont Private Capital | 566 | $390.4K | 0.01% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 556 | $391.1K | 0.17% | 00.0% | Unchanged |
| WP Advisors, LLC | 556 | $391.1K | 0.09% | +1+0.2% | Added |
| Legacy Financial Strategies, LLC | 557 | $391.8K | 0.06% | −19−3.3% | Reduced |
| Umb Bank N A | 557 | $391.8K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 557 | $391.8K | 0.08% | 00.0% | Unchanged |
| Gainline Financial Partners, LLC | 559 | $393.1K | 0.37% | +559 | New |
| Seascape Capital Management | 560 | $394.0K | 0.09% | −40−6.7% | Reduced |
| Jennison Associates LLC | 561 | $394.8K | 0.00% | −1,313−70.1% | Reduced |
| Ellis Investment Partners, LLC | 561 | $395.3K | 0.06% | −2−0.4% | Reduced |
| NWF Advisory Services Inc. | 562 | $395.3K | 0.04% | 00.0% | Unchanged |
| Members Wealth LLC | 562 | $395.5K | 0.22% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 563 | $396.0K | 0.00% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 564 | $396.7K | 0.11% | −1,810−76.2% | Reduced |
| Optivise Advisory Services LLC | 564 | $396.7K | 0.20% | −6−1.1% | Reduced |
| Well Done, LLC | 565 | $397.4K | 0.05% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 567 | $398.7K | 0.02% | −135−19.2% | Reduced |
| Ledyard National Bank | 569 | $400.2K | 0.03% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 570 | $400.6K | 0.01% | +141+32.9% | Added |
| Northeast Planning Associates, Inc. | 570 | $400.9K | 0.30% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 570 | $400.9K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 572 | $402.3K | 0.03% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 579 | $402.9K | 0.05% | −1−0.2% | Reduced |
| Patton Albertson Miller Group, LLC | 575 | $404.4K | 0.04% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 575 | $404.4K | 0.05% | 00.0% | Unchanged |
| Norden Group LLC | 576 | $405.1K | 0.03% | 00.0% | Unchanged |
| Claro Advisors LLC | 578 | $406.5K | 0.04% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 579 | $407.3K | 0.04% | −3−0.5% | Reduced |
| REDW Wealth LLC | 584 | $410.9K | 0.15% | +1+0.2% | Added |
| Parallel Advisors, LLC | 587 | $412.9K | 0.01% | −2−0.3% | Reduced |
| Meeder Advisory Services, Inc. | 589 | $414.3K | 0.02% | +90+18.0% | Added |
| Corsair Capital Management, L.P. | 597 | $419.9K | 0.05% | 00.0% | Unchanged |
| PFG Advisors | 599 | $421.5K | 0.02% | −77−11.4% | Reduced |
| Summa Corp. | 600 | $422.0K | 0.13% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 600 | $422.0K | 0.01% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 600 | $422.0K | 0.11% | 00.0% | Unchanged |
| Geneva Partners, LLC | 601 | $423.0K | 0.11% | +601 | New |
| Prosperity Consulting Group, LLC | 606 | $426.2K | 0.02% | −102−14.4% | Reduced |
| Astoria Portfolio Advisors LLC. | 609 | $428.3K | 0.07% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 612 | $430.4K | 0.32% | +612 | New |