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 |
|---|---|---|---|---|---|
| First Business Financial Services, Inc. | 887 | $623.9K | 0.05% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 882 | $620.3K | 0.26% | +882 | New |
| Mitchell McLeod Pugh & Williams Inc | 881 | $619.5K | 0.08% | −7−0.8% | Reduced |
| Flynn Zito Capital Management, LLC | 880 | $618.8K | 0.17% | +1+0.1% | Added |
| JNBA Financial Advisors | 878 | $617.7K | 0.05% | −9−1.0% | Reduced |
| Canvas Wealth Advisors, LLC | 878 | $617.5K | 0.09% | +62+7.6% | Added |
| Legacy Capital Wealth Partners, LLC | 873 | $614.3K | 0.12% | −4−0.5% | Reduced |
| Congress Asset Management Co | 873 | $614.0K | 0.00% | −161−15.6% | Reduced |
| Evernest Financial Advisors, LLC | 871 | $612.7K | 0.13% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 870 | $611.9K | 0.09% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 866 | $610.6K | 0.06% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 862 | $606.3K | 0.01% | −25−2.8% | Reduced |
| IMA Wealth, Inc. | 858 | $603.5K | 0.04% | +858 | New |
| United Bank | 858 | $603.5K | 0.07% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 872 | $602.2K | 0.21% | −74−7.8% | Reduced |
| Hirtle Callaghan & Co LLC | 855 | $601.4K | 0.02% | +855 | New |
| Cornerstone Wealth Group, LLC | 853 | $599.6K | 0.04% | +23+2.8% | Added |
| Rockline Wealth Management, LLC | 852 | $599.2K | 0.11% | −3−0.4% | Reduced |
| Duncker Streett & Co Inc | 849 | $597.3K | 0.10% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 843 | $592.9K | 0.08% | +44+5.5% | Added |
| Platform Technology Partners | 841 | $591.5K | 0.10% | 00.0% | Unchanged |
| Montis Financial, LLC | 840 | $590.9K | 0.12% | −8−0.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 839 | $589.8K | 0.02% | +97+13.1% | Added |
| Eagle Global Advisors LLC | 838 | $589.4K | 0.02% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 835 | $588.7K | 0.05% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 836 | $587.6K | 0.00% | +480+134.8% | Added |
| Principal Securities, Inc. | 832 | $585.5K | 0.01% | −8−1.0% | Reduced |
| Stillwater Capital Advisors, LLC | 830 | $583.8K | 0.06% | 00.0% | Unchanged |
| DWR Wealth Management, LLC | 836 | $583.5K | 0.44% | 00.0% | Unchanged |
| Sunpointe, LLC | 828 | $582.5K | 0.17% | −952−53.5% | Reduced |
| Gamco Investors, Inc. Et Al | 821 | $577.4K | 0.01% | −4,338−84.1% | Reduced |
| HBK Sorce Advisory LLC | 818 | $574.4K | 0.01% | −67−7.6% | Reduced |
| Missouri Trust & Investment Co | 836 | $573.8K | 0.16% | 00.0% | Unchanged |
| Abound Financial, LLC | 815 | $573.2K | 0.23% | −16−1.9% | Reduced |
| Seelaus Asset Management LLC | 814 | $572.5K | 0.40% | 00.0% | Unchanged |
| 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 |
| Genesis Wealth Advisors, LLC | 806 | $566.9K | 0.34% | −40−4.7% | Reduced |
| Evolve Private Wealth, LLC | 804 | $566.8K | 0.03% | +269+50.3% | Added |
| Marquette Asset Management, LLC | 800 | $562.7K | 0.07% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 800 | $562.7K | 0.02% | 00.0% | Unchanged |
| Mairs & Power Inc | 798 | $561.4K | 0.01% | −21−2.6% | Reduced |
| Roof Eidam & Maycock | 798 | $561.3K | 0.11% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 797 | $560.6K | 0.03% | 00.0% | Unchanged |
| Henderson Brothers Financial Partners, LLC | 796 | $559.9K | 0.27% | −796−50.0% | Reduced |
| Rehmann Capital Advisory Group | 793 | $558.4K | 0.03% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 793 | $557.7K | 0.03% | +1+0.1% | Added |
| First National Trust Co | 792 | $557.0K | 0.02% | −218−21.6% | Reduced |
| Orleans Capital Management Corp | 791 | $556.3K | 0.29% | 00.0% | Unchanged |
| Washington Trust Bank | 790 | $555.6K | 0.04% | −4−0.5% | Reduced |
| One Charles Private Wealth Services, LLC | 788 | $554.4K | 0.13% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 788 | $554.2K | 0.02% | −31−3.8% | Reduced |
| Canal Capital Management, LLC | 787 | $553.5K | 0.07% | +2+0.3% | Added |
| Objectivity Squared, LLC | 785 | $552.0K | 0.31% | +2+0.3% | Added |
| Apollon Financial, LLC | 781 | $549.6K | 0.06% | −42−5.1% | Reduced |
| Deltec Asset Management LLC | 780 | $548.6K | 0.08% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 780 | $548.6K | 0.24% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 773 | $543.7K | 0.01% | −25−3.1% | Reduced |
| Ritholtz Wealth Management | 772 | $543.0K | 0.01% | −7−0.9% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 764 | $537.4K | 0.18% | +76+11.0% | Added |
| UBS Asset Management Americas Inc | 761 | $535.2K | 0.00% | −222−22.6% | Reduced |
| Harbor Group, Inc. | 761 | $534.9K | 0.06% | +1+0.1% | Added |
| Cardiff Park Advisors, LLC | 759 | $534.2K | 0.04% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 759 | $533.9K | 0.01% | +2+0.3% | Added |
| Maxele Advisors, LLC | 758 | $533.1K | 0.37% | +758 | New |
| TMB Capital Partners, LLC | 754 | $530.2K | 0.17% | +2+0.3% | Added |
| LS Investment Advisors, LLC | 753 | $529.6K | 0.07% | 00.0% | Unchanged |
| BIP Wealth, LLC | 751 | $528.3K | 0.01% | −6−0.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 741 | $522.4K | 0.01% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 741 | $521.2K | 0.46% | −5−0.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 741 | $521.0K | 0.03% | +70+10.4% | Added |
| Macquarie Group Ltd | 736 | $517.7K | 0.00% | +736 | New |
| PFG Investments, LLC | 736 | $517.4K | 0.02% | +14+1.9% | Added |
| Lee Danner & Bass Inc | 733 | $515.5K | 0.03% | −192−20.8% | Reduced |
| Isthmus Partners, LLC | 733 | $515.5K | 0.05% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 730 | $513.4K | 0.21% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 728 | $512.0K | 0.12% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 726 | $511.2K | 0.00% | +726 | New |
| Compass Planning Associates Inc | 725 | $510.0K | 0.28% | +725 | New |
| Rodgers Brothers Inc. | 725 | $509.9K | 0.05% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 722 | $507.8K | 0.09% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 719 | $507.1K | 0.26% | −100−12.2% | Reduced |
| Diesslin Group, Inc. | 720 | $506.4K | 0.20% | −10−1.4% | Reduced |
| Capital Advisors, Ltd. LLC | 717 | $505.0K | 0.05% | 00.0% | Unchanged |
| marrick wealth, LLC | 715 | $502.9K | 0.36% | +227+46.5% | Added |
| Field & Main Bank | 714 | $502.2K | 0.10% | 00.0% | Unchanged |
| Ellerson Group Inc | 711 | $500.1K | 0.30% | −4−0.6% | Reduced |
| Lawood & Co | 710 | $499.4K | 0.34% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 707 | $497.3K | 0.15% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 706 | $496.6K | 0.02% | −28−3.8% | Reduced |
| Coquina Private Wealth LLC | 706 | $496.6K | 0.34% | 00.0% | Unchanged |
| Napier Financial, LLC | 705 | $495.9K | 0.10% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 705 | $495.6K | 0.01% | −85−10.8% | Reduced |
| Sigma Investment Counselors Inc | 704 | $495.2K | 0.02% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 704 | $495.2K | 0.10% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 703 | $494.4K | 0.30% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 699 | $491.6K | 0.05% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 699 | $491.6K | 0.14% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 698 | $490.9K | 0.09% | +15+2.2% | Added |
| Brand Asset Management Group, Inc. | 693 | $487.4K | 0.11% | −8−1.1% | Reduced |