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 |
|---|---|---|---|---|---|
| Wealth Alliance Advisory Group, LLC | 1,416 | $996.2K | 0.14% | −2,182−60.6% | Reduced |
| WealthSpring Partners, LLC | 1,420 | $998.6K | 0.86% | +3+0.2% | Added |
| M. Kraus & Co | 1,425 | $1.00M | 0.27% | +50+3.6% | Added |
| Sequoia Financial Advisors, LLC | 1,427 | $1.00M | 0.01% | −889−38.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,425 | $1.00M | 0.22% | +1+0.1% | Added |
| Mayport, LLC | 1,430 | $1.01M | 0.16% | +1,430 | New |
| Sachetta, LLC | 1,435 | $1.01M | 0.49% | +2+0.1% | Added |
| Pasadena Private Wealth, LLC | 1,438 | $1.01M | 0.13% | +25+1.8% | Added |
| American Money Management, LLC | 1,440 | $1.01M | 0.14% | −12−0.8% | Reduced |
| Pettinga Financial Advisors, LLC | 1,441 | $1.01M | 0.16% | −12−0.8% | Reduced |
| Nwam LLC | 1,445 | $1.02M | 0.05% | +437+43.4% | Added |
| Petix & Botte Co | 1,450 | $1.02M | 0.21% | +725+100.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,450 | $1.02M | 0.11% | −5−0.3% | Reduced |
| Money Concepts Capital Corp | 1,451 | $1.02M | 0.05% | +866+148.0% | Added |
| LCNB Corp | 1,455 | $1.02M | 0.31% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 1,457 | $1.02M | 0.10% | 00.0% | Unchanged |
| TritonPoint Partners, LLC | 1,457 | $1.03M | 0.09% | +1,457 | New |
| Sovereign Financial Group, Inc. | 1,462 | $1.03M | 0.16% | −145−9.0% | Reduced |
| Rialto Wealth Management, LLC | 1,463 | $1.03M | 0.20% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 1,471 | $1.03M | 0.22% | +3+0.2% | Added |
| Foundations Investment Advisors, LLC | 1,473 | $1.04M | 0.01% | −63−4.1% | Reduced |
| Pure Financial Advisors, Inc. | 1,474 | $1.04M | 0.01% | −17−1.1% | Reduced |
| Gambit Capital Management, LLC | 1,475 | $1.04M | 0.60% | −16−1.1% | Reduced |
| First American Trust, FSB | 1,476 | $1.04M | 0.06% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 1,478 | $1.04M | 0.06% | −6−0.4% | Reduced |
| VestGen Advisors, LLC | 1,478 | $1.04M | 0.03% | −380−20.5% | Reduced |
| Old Point Trust & Financial Services N A | 1,482 | $1.04M | 0.32% | +112+8.2% | Added |
| General Partner, Inc. | 1,484 | $1.04M | 0.56% | 00.0% | Unchanged |
| Vista Investment Management | 1,495 | $1.05M | 0.32% | +1+0.1% | Added |
| Black Maple Capital Management LP | 1,500 | $1.06M | 0.71% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 1,502 | $1.06M | 0.25% | −2−0.1% | Reduced |
| Retirement Capital Strategies | 1,502 | $1.06M | 0.37% | 00.0% | Unchanged |
| Warner Financial, Inc | 1,505 | $1.06M | 0.31% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,507 | $1.06M | 0.29% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,508 | $1.06M | 0.05% | −64−4.1% | Reduced |
| Paragon Capital Management Ltd | 1,511 | $1.06M | 0.20% | −189−11.1% | Reduced |
| Certified Advisory Corp | 1,519 | $1.07M | 0.09% | +470+44.8% | Added |
| Orcam Financial Group | 1,521 | $1.07M | 0.52% | +1,521 | New |
| Vertex Planning Partners, LLC | 1,522 | $1.07M | 0.16% | +631+70.8% | Added |
| RB Capital Management, LLC | 1,526 | $1.07M | 0.21% | +1,526 | New |
| Panoramic Capital Partners, LLC | 1,526 | $1.07M | 0.51% | 00.0% | Unchanged |
| Clarendon Private LLC | 1,531 | $1.08M | 0.69% | +3+0.2% | Added |
| Up Strategic Wealth Investment Advisors LLC | 1,537 | $1.08M | 0.64% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,550 | $1.09M | 0.18% | −50−3.1% | Reduced |
| SEI Investments Co | 1,555 | $1.09M | 0.00% | +1,555 | New |
| Beacon Financial Advisory LLC | 1,562 | $1.10M | 0.22% | −27−1.7% | Reduced |
| StoneX Group Inc. | 1,605 | $1.10M | 0.04% | +56+3.6% | Added |
| Benjamin Edwards Inc | 1,568 | $1.10M | 0.01% | +209+15.4% | Added |
| United Community Bank | 1,582 | $1.11M | 0.34% | +205+14.9% | Added |
| Sig Brokerage, LP | 1,600 | $1.13M | 0.18% | 00.0% | Unchanged |
| Bank of Nova Scotia | 1,601 | $1.13M | 0.00% | −1,710−51.6% | Reduced |
| IFP Advisors, Inc | 1,602 | $1.13M | 0.02% | +192+13.6% | Added |
| Samalin Investment Counsel, LLC | 1,608 | $1.13M | 0.36% | +142+9.7% | Added |
| Old North State Trust, LLC | 1,621 | $1.14M | 0.59% | −27−1.6% | Reduced |
| SOA Wealth Advisors, LLC. | 1,624 | $1.14M | 0.19% | −279−14.7% | Reduced |
| Vaughan David Investments LLC | 1,626 | $1.14M | 0.02% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,630 | $1.15M | 0.06% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 1,632 | $1.15M | 0.17% | +694+74.0% | Added |
| Atomi Financial Group, Inc. | 1,648 | $1.16M | 0.03% | +28+1.7% | Added |
| White Pine Capital LLC | 1,653 | $1.16M | 0.27% | +7+0.4% | Added |
| Cannon Capital Management, Inc. | 1,653 | $1.16M | 0.99% | −38−2.2% | Reduced |
| M3 Advisory Group, LLC | 1,653 | $1.16M | 0.60% | +32+2.0% | Added |
| Fortress Private Ledger, LLC | 1,655 | $1.16M | 0.32% | +42+2.6% | Added |
| Financial Solutions Advisory Group, Inc. | 1,695 | $1.17M | 0.15% | +38+2.3% | Added |
| Jordan Park Group LLC | 1,664 | $1.17M | 0.06% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,665 | $1.17M | 0.12% | +1,596+2,313.0% | Added |
| Legacy Private Trust Co. | 1,665 | $1.17M | 0.07% | 00.0% | Unchanged |
| Braun Stacey Associates Inc | 1,676 | $1.18M | 0.03% | −195−10.4% | Reduced |
| Darrow Company, Inc. | 1,684 | $1.18M | 0.46% | +1+0.1% | Added |
| Middleton & Co Inc | 1,691 | $1.19M | 0.13% | −662−28.1% | Reduced |
| Steel Peak Wealth Management LLC | 1,687 | $1.19M | 0.03% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 1,691 | $1.19M | 0.05% | −67−3.8% | Reduced |
| BCJ Capital Management, LLC | 1,692 | $1.19M | 0.06% | +1,012+148.8% | Added |
| Capital Advantage, Inc. | 1,696 | $1.19M | 0.15% | −88−4.9% | Reduced |
| Long Road Investment Counsel, LLC | 1,720 | $1.21M | 0.45% | −130−7.0% | Reduced |
| Roberts Glore & Co Inc | 1,725 | $1.21M | 0.30% | −15−0.9% | Reduced |
| Dynamic Advisor Solutions LLC | 1,727 | $1.21M | 0.03% | −107−5.8% | Reduced |
| SFM, LLC | 1,728 | $1.22M | 0.62% | −36−2.0% | Reduced |
| Moment Partners, LLC | 1,728 | $1.22M | 0.22% | 00.0% | Unchanged |
| Park National Corp | 1,738 | $1.22M | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,738 | $1.22M | 0.01% | −1,770−50.5% | Reduced |
| Lynch & Associates | 1,740 | $1.22M | 0.21% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 1,741 | $1.22M | 0.48% | −881−33.6% | Reduced |
| Boston Private Wealth LLC | 1,742 | $1.23M | 0.08% | −125−6.7% | Reduced |
| BigSur Wealth Management LLC | 1,740 | $1.23M | 0.30% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 1,719 | $1.23M | 0.06% | +821+91.4% | Added |
| Aegis Wealth Management, Inc. | 1,749 | $1.23M | 0.79% | +62+3.7% | Added |
| Gator Capital Management, LLC | 1,755 | $1.23M | 0.27% | −273−13.5% | Reduced |
| Brighton Jones LLC | 1,759 | $1.24M | 0.02% | +62+3.7% | Added |
| Glassman Wealth Services | 1,770 | $1.24M | 0.15% | −66−3.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,775 | $1.25M | 0.18% | −15−0.8% | Reduced |
| Credit Agricole S A | 1,776 | $1.25M | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,795 | $1.26M | 0.04% | −300−14.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 1,796 | $1.26M | 0.25% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,799 | $1.27M | 0.16% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,808 | $1.27M | 0.01% | +237+15.1% | Added |
| Parsons Capital Management Inc | 1,818 | $1.28M | 0.06% | +50+2.8% | Added |
| Blue Zone Wealth Advisors, LLC | 1,840 | $1.29M | 0.23% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 1,843 | $1.30M | 0.77% | −84−4.4% | Reduced |
| Osborne Partners Capital Management, LLC | 1,847 | $1.30M | 0.07% | +4+0.2% | Added |