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 |
|---|---|---|---|---|---|
| Mairs & Power Inc | 798 | $561.4K | 0.01% | −21−2.6% | Reduced |
| Marquette Asset Management, LLC | 800 | $562.7K | 0.07% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $562.7K | 0.02% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 804 | $566.8K | 0.03% | +269+50.3% | Added |
| Genesis Wealth Advisors, LLC | 806 | $566.9K | 0.34% | −40−4.7% | Reduced |
| Midland Wealth Advisors LLC | 813 | $571.8K | 0.03% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 813 | $571.8K | 0.03% | +3+0.4% | Added |
| Seelaus Asset Management LLC | 814 | $572.5K | 0.40% | 00.0% | Unchanged |
| Abound Financial, LLC | 815 | $573.2K | 0.23% | −16−1.9% | Reduced |
| Missouri Trust & Investment Co | 836 | $573.8K | 0.16% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 818 | $574.4K | 0.01% | −67−7.6% | Reduced |
| Gamco Investors, Inc. Et Al | 821 | $577.4K | 0.01% | −4,338−84.1% | Reduced |
| Sunpointe, LLC | 828 | $582.5K | 0.17% | −952−53.5% | Reduced |
| DWR Wealth Management, LLC | 836 | $583.5K | 0.44% | 00.0% | Unchanged |
| Stillwater Capital Advisors, LLC | 830 | $583.8K | 0.06% | 00.0% | Unchanged |
| Principal Securities, Inc. | 832 | $585.5K | 0.01% | −8−1.0% | Reduced |
| Empower Advisory Group, LLC | 836 | $587.6K | 0.00% | +480+134.8% | Added |
| Monograph Wealth Advisors, LLC | 835 | $588.7K | 0.05% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 838 | $589.4K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 839 | $589.8K | 0.02% | +97+13.1% | Added |
| Montis Financial, LLC | 840 | $590.9K | 0.12% | −8−0.9% | Reduced |
| Platform Technology Partners | 841 | $591.5K | 0.10% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 843 | $592.9K | 0.08% | +44+5.5% | Added |
| Duncker Streett & Co Inc | 849 | $597.3K | 0.10% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 852 | $599.2K | 0.11% | −3−0.4% | Reduced |
| Cornerstone Wealth Group, LLC | 853 | $599.6K | 0.04% | +23+2.8% | Added |
| Hirtle Callaghan & Co LLC | 855 | $601.4K | 0.02% | +855 | New |
| Fortress Wealth Group, LLC | 872 | $602.2K | 0.21% | −74−7.8% | Reduced |
| United Bank | 858 | $603.5K | 0.07% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 858 | $603.5K | 0.04% | +858 | New |
| Advisors Capital Management, LLC | 862 | $606.3K | 0.01% | −25−2.8% | Reduced |
| Naviter Wealth, LLC | 866 | $610.6K | 0.06% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 870 | $611.9K | 0.09% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 871 | $612.7K | 0.13% | 00.0% | Unchanged |
| Congress Asset Management Co | 873 | $614.0K | 0.00% | −161−15.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 873 | $614.3K | 0.12% | −4−0.5% | Reduced |
| Canvas Wealth Advisors, LLC | 878 | $617.5K | 0.09% | +62+7.6% | Added |
| JNBA Financial Advisors | 878 | $617.7K | 0.05% | −9−1.0% | Reduced |
| Flynn Zito Capital Management, LLC | 880 | $618.8K | 0.17% | +1+0.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 881 | $619.5K | 0.08% | −7−0.8% | Reduced |
| Sequent Asset Management, LLC | 882 | $620.3K | 0.26% | +882 | New |
| First Business Financial Services, Inc. | 887 | $623.9K | 0.05% | 00.0% | Unchanged |
| Creekside Partners | 887 | $623.9K | 0.23% | +1+0.1% | Added |
| Park Avenue Securities LLC | 887 | $624.0K | 0.00% | −1−0.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 888 | $624.6K | 0.01% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 890 | $626.0K | 0.16% | −54−5.7% | Reduced |
| Bragg Financial Advisors, Inc | 892 | $627.6K | 0.02% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 894 | $628.8K | 0.02% | +517+137.1% | Added |
| First Manhattan Co | 892 | $628.9K | 0.00% | +892 | New |
| Chicago Capital, LLC | 895 | $629.5K | 0.02% | +895 | New |
| Titleist Asset Management, LLC | 897 | $631.0K | 0.04% | 00.0% | Unchanged |
| Eagle Strategies LLC | 900 | $633.2K | 0.06% | 00.0% | Unchanged |
| First PREMIER Bank | 902 | $634.0K | 0.10% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 903 | $635.4K | 0.11% | +551+156.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 904 | $635.8K | 0.01% | −13−1.4% | Reduced |
| Sanchez Gaunt Capital Management, LLC | 912 | $641.4K | 0.36% | −10−1.1% | Reduced |
| Trillium Asset Management, LLC | 920 | $647.1K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 920 | $647.1K | 0.05% | +428+87.0% | Added |
| First Trust Advisors LP | 923 | $649.2K | 0.00% | +223+31.9% | Added |
| J.Safra Asset Management Corp | 923 | $649.2K | 0.03% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 917 | $650.3K | 0.10% | 00.0% | Unchanged |
| HCR Wealth Advisors | 926 | $651.8K | 0.06% | 00.0% | Unchanged |
| Northland Securities, Inc. | 928 | $652.7K | 0.38% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 935 | $657.4K | 0.01% | +587+168.7% | Added |
| Shepherd Financial Partners LLC | 936 | $658.3K | 0.05% | +81+9.5% | Added |
| HTG Investment Advisors, Inc. | 940 | $661.1K | 0.17% | 00.0% | Unchanged |
| Bell Bank | 940 | $661.1K | 0.03% | +5+0.5% | Added |
| Sax Wealth Advisors, LLC | 1,073 | $661.8K | 0.03% | +147+15.9% | Added |
| Clear Trail Advisors, LLC | 943 | $663.3K | 0.10% | −10−1.0% | Reduced |
| Tower View Investment Management & Research LLC | 949 | $667.2K | 0.29% | 00.0% | Unchanged |
| Markowski Investments | 950 | $668.1K | 0.15% | +950 | New |
| Avalon Trust Co | 950 | $668.2K | 0.04% | −300−24.0% | Reduced |
| BSW Wealth Partners | 956 | $672.4K | 0.07% | −4−0.4% | Reduced |
| Smithfield Trust Co | 955 | $673.0K | 0.03% | 00.0% | Unchanged |
| Maren Capital LLC | 964 | $678.0K | 0.03% | 00.0% | Unchanged |
| Livet Wealth, LLC | 972 | $683.5K | 0.39% | −169−14.8% | Reduced |
| WSFS Capital Management, LLC | 975 | $685.9K | 0.03% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 978 | $688.0K | 0.42% | −12−1.2% | Reduced |
| Diversified Enterprises, LLC | 985 | $692.8K | 0.03% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 988 | $694.9K | 0.06% | 00.0% | Unchanged |
| WBH Advisory Inc | 988 | $695.2K | 0.05% | −58−5.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 989 | $695.6K | 0.03% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 993 | $698.4K | 0.14% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 994 | $698.9K | 0.01% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 994 | $699.1K | 0.42% | 00.0% | Unchanged |
| Seven Mile Advisory | 992 | $699.4K | 0.47% | 00.0% | Unchanged |
| AE Wealth Management LLC | 1,002 | $704.4K | 0.00% | −82−7.6% | Reduced |
| Nemes Rush Group LLC | 1,003 | $705.2K | 0.06% | −5−0.5% | Reduced |
| Grimes & Company, Inc. | 1,003 | $705.5K | 0.02% | +1+0.1% | Added |
| Valeo Financial Advisors, LLC | 1,008 | $706.4K | 0.01% | 00.0% | Unchanged |
| Connors Investor Services Inc | 1,007 | $708.3K | 0.06% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 1,007 | $708.3K | 0.19% | +164+19.5% | Added |
| Flagship Harbor Advisors, LLC | 1,008 | $708.8K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 1,012 | $711.5K | 0.02% | +1+0.1% | Added |
| GSB Wealth Management, LLC | 1,013 | $712.6K | 0.14% | −22−2.1% | Reduced |
| River Wealth Advisors LLC | 1,015 | $713.9K | 0.07% | −21−2.0% | Reduced |
| Range Advisory, LLC | 1,016 | $714.6K | 0.09% | +2+0.2% | Added |
| Baxter Bros Inc | 1,023 | $719.5K | 0.08% | 00.0% | Unchanged |
| Heritage Wealth Architects, Inc. | 1,054 | $723.0K | 0.29% | 00.0% | Unchanged |
| MEMBERS Trust Co | 1,030 | $724.4K | 0.02% | 00.0% | Unchanged |