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 |
|---|---|---|---|---|---|
| Northstar Advisory Group, LLC | 1,030 | $724.4K | 0.23% | +1,030 | New |
| Daytona Street Capital LLC | 1,050 | $724.8K | 0.53% | 00.0% | Unchanged |
| WorthPointe, LLC | 1,032 | $725.8K | 0.18% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 1,035 | $727.8K | 0.11% | +1+0.1% | Added |
| Peak Planning Group, LLC | 1,047 | $736.1K | 0.17% | −50−4.6% | Reduced |
| First Western Trust Bank | 1,055 | $742.0K | 0.04% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 1,059 | $744.8K | 0.06% | −16−1.5% | Reduced |
| Stablepoint Partners, LLC | 1,059 | $745.1K | 0.10% | +202+23.6% | Added |
| Kanawha Capital Management LLC | 1,061 | $746.2K | 0.05% | −16−1.5% | Reduced |
| RTD Financial Advisors, Inc. | 1,062 | $747.0K | 0.08% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 1,064 | $748.4K | 0.04% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,065 | $748.8K | 0.05% | −10−0.9% | Reduced |
| Western Wealth Management, LLC | 1,065 | $749.1K | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 1,065 | $749.2K | 0.02% | −89−7.7% | Reduced |
| BLB&B Advisors, LLC | 1,076 | $756.8K | 0.03% | −31−2.8% | Reduced |
| Fagan Associates, Inc. | 1,078 | $757.9K | 0.09% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,077 | $759.3K | 0.03% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 1,085 | $763.4K | 0.10% | −16−1.5% | Reduced |
| AlphaCore Capital LLC | 1,086 | $763.6K | 0.01% | +88+8.8% | Added |
| Jacksonville Wealth Management, LLC | 1,086 | $763.9K | 0.43% | −23−2.1% | Reduced |
| Carrera Capital Advisors | 1,093 | $770.5K | 0.11% | +2+0.2% | Added |
| Capital Investment Advisors, LLC | 1,097 | $771.7K | 0.01% | +80+7.9% | Added |
| River Street Advisors LLC | 1,098 | $772.3K | 0.23% | 00.0% | Unchanged |
| Cypress Capital Advisors, LLC | 1,104 | $776.5K | 0.32% | +36+3.4% | Added |
| Summit Asset Management, LLC | 1,108 | $779.3K | 0.10% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 1,116 | $784.9K | 0.07% | −59−5.0% | Reduced |
| FCG Investment Co | 1,126 | $792.0K | 0.27% | −84−6.9% | Reduced |
| Single Point Partners, LLC | 1,131 | $795.5K | 0.14% | 00.0% | Unchanged |
| New Hampshire Trust | 1,134 | $797.6K | 0.15% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,134 | $797.9K | 0.01% | +262+30.0% | Added |
| Pacific Sun Financial Corp | 1,135 | $799.4K | 0.33% | −7−0.6% | Reduced |
| Rathbone Brothers plc | 1,140 | $801.8K | 0.00% | 00.0% | Unchanged |
| CDM Financial Counseling Services, Inc. | 1,141 | $802.4K | 0.69% | −1−0.1% | Reduced |
| Truepoint, Inc. | 1,144 | $804.6K | 0.02% | 00.0% | Unchanged |
| North Star Asset Management Inc | 1,151 | $809.5K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,152 | $810.2K | 0.06% | 00.0% | Unchanged |
| Brightwater Advisory LLC | 1,154 | $811.7K | 0.51% | −43−3.6% | Reduced |
| STAR Financial Bank | 1,157 | $813.8K | 0.33% | −10−0.9% | Reduced |
| Omega Financial Group, LLC | 1,158 | $814.3K | 0.25% | −21−1.8% | Reduced |
| Port Capital LLC | 1,170 | $822.9K | 0.03% | +1,170 | New |
| Compass Capital Corp | 1,163 | $826.6K | 0.27% | −12−1.0% | Reduced |
| Delap Wealth Advisory, LLC | 1,178 | $828.5K | 0.28% | 00.0% | Unchanged |
| Marion Wealth Management | 1,187 | $834.5K | 0.17% | +73+6.6% | Added |
| Kaydan Wealth Management, Inc. | 1,189 | $836.3K | 0.25% | −31−2.5% | Reduced |
| Sage Mountain Advisors LLC | 1,190 | $837.0K | 0.05% | 00.0% | Unchanged |
| Betterment LLC | 1,194 | $840.0K | 0.00% | +355+42.3% | Added |
| Simon Quick Advisors, LLC | 1,213 | $853.1K | 0.03% | −11−0.9% | Reduced |
| Financial Advisory Service, Inc. | 1,216 | $855.1K | 0.04% | +1+0.1% | Added |
| Prosperity Bancshares Inc | 1,219 | $857.4K | 0.56% | −58−4.5% | Reduced |
| Garrett Investment Advisors LLC | 1,225 | $861.6K | 0.06% | 00.0% | Unchanged |
| Glenview Trust Co | 1,241 | $872.8K | 0.01% | +265+27.2% | Added |
| German American Bancorp, Inc. | 1,242 | $874.0K | 0.07% | 00.0% | Unchanged |
| Urban Financial Advisory Corp | 1,243 | $874.3K | 0.24% | +2+0.2% | Added |
| Mirador Capital Partners LP | 1,250 | $879.5K | 0.11% | +126+11.2% | Added |
| Miramar Capital, LLC | 1,252 | $880.6K | 0.19% | 00.0% | Unchanged |
| HM Payson & Co | 1,253 | $881.3K | 0.01% | +25+2.0% | Added |
| Citizens Business Bank | 1,255 | $882.7K | 0.13% | +214+20.6% | Added |
| Mission Wealth Management, LP | 1,257 | $883.9K | 0.01% | +22+1.8% | Added |
| Fiduciary Wealth Partners, LLC | 1,261 | $886.9K | 0.49% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,262 | $887.7K | 0.54% | +1+0.1% | Added |
| Portside Wealth Group, LLC | 1,263 | $888.3K | 0.10% | +1,263 | New |
| Sentinel Wealth Management, Inc. | 1,260 | $888.4K | 0.63% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,264 | $889.2K | 0.02% | −489−27.9% | Reduced |
| Pacific Financial Group Inc | 1,266 | $890.7K | 0.43% | −53−4.0% | Reduced |
| MontVue Capital Management, Inc. | 1,268 | $891.8K | 0.51% | −33−2.5% | Reduced |
| TCI Wealth Advisors, Inc. | 1,268 | $891.8K | 0.04% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 1,269 | $892.5K | 0.02% | +696+121.5% | Added |
| Renaissance Investment Group LLC | 1,273 | $895.4K | 0.18% | −114−8.2% | Reduced |
| Appleton Partners Inc | 1,280 | $900.0K | 0.06% | −20−1.5% | Reduced |
| Davenport & Co LLC | 1,283 | $902.4K | 0.00% | +25+2.0% | Added |
| L & S Advisors Inc | 1,294 | $910.3K | 0.09% | +5+0.4% | Added |
| Dana Investment Advisors, Inc. | 1,300 | $914.1K | 0.02% | −8−0.6% | Reduced |
| D.A. Davidson & Co. | 1,299 | $914.1K | 0.01% | −50−3.7% | Reduced |
| Collaborative Capital Advisors LLC | 1,300 | $916.6K | 0.58% | +1,300 | New |
| Kovack Advisors, Inc. | 1,311 | $917.9K | 0.04% | +44+3.5% | Added |
| Avantax Planning Partners, Inc. | 1,313 | $923.5K | 0.02% | −358−21.4% | Reduced |
| Cypress Capital, LLC | 1,314 | $923.9K | 0.25% | +53+4.2% | Added |
| Garden State Investment Advisory Services LLC | 1,315 | $925.3K | 0.18% | −29−2.2% | Reduced |
| Harmony Asset Management LLC | 1,320 | $928.4K | 0.25% | −49−3.6% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1,325 | $931.9K | 0.65% | −144−9.8% | Reduced |
| Viawealth, LLC | 1,325 | $931.9K | 0.47% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 1,354 | $952.3K | 0.08% | 00.0% | Unchanged |
| Opulen Financial Group LLC | 1,357 | $954.1K | 0.60% | +3+0.2% | Added |
| Tennessee Valley Asset Management Partners | 1,360 | $956.2K | 0.11% | −13−0.9% | Reduced |
| Ashford Advisors, LLC | 1,361 | $959.6K | 0.20% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,366 | $960.8K | 0.10% | +50+3.8% | Added |
| Apeiron RIA LLC | 1,376 | $967.5K | 0.25% | +87+6.7% | Added |
| Fca Corp | 1,380 | $970.6K | 0.24% | 00.0% | Unchanged |
| BankPlus Trust Department | 1,381 | $971.3K | 0.23% | +19+1.4% | Added |
| Andrews, Lucia Wealth Management LLC | 1,383 | $972.7K | 0.51% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 1,387 | $975.5K | 0.00% | +1,387 | New |
| Alesco Advisors LLC | 1,391 | $978.3K | 0.02% | −9−0.6% | Reduced |
| Sawgrass Asset Management LLC | 1,393 | $979.8K | 0.13% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 1,396 | $981.9K | 0.09% | +696+99.4% | Added |
| Lam Group, Inc. | 1,400 | $984.7K | 0.49% | 00.0% | Unchanged |
| Prosperity Planning, Inc. | 1,404 | $987.5K | 0.23% | −56−3.8% | Reduced |
| Leisure Capital Management | 1,405 | $988.2K | 0.31% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,405 | $988.3K | 0.30% | −24−1.7% | Reduced |
| Impact Capital Partners LLC | 1,411 | $992.4K | 0.27% | +1,411 | New |
| Bridgewater Advisors Inc. | 1,435 | $996.0K | 0.05% | 00.0% | Unchanged |