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
Q3 2026 data is still coming in: 6 institutions have reported holding MDY so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Keudell/Morrison Wealth Management | 692 | $486.7K | 0.09% | +10+1.5% | Added |
| InTrack Investment Management Inc | 692 | $486.5K | 0.24% | −197−22.2% | Reduced |
| Arwa LLC | 702 | $486.4K | 0.20% | 00.0% | Unchanged |
| Steinberganna Wealth Management | 690 | $485.1K | 0.20% | +2+0.3% | Added |
| JDM Financial Group LLC | 689 | $484.6K | 0.17% | −26,271−97.4% | Reduced |
| Heartwood Wealth Advisors LLC | 688 | $483.9K | 0.04% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 687 | $483.2K | 0.14% | +78+12.8% | Added |
| Bedel Financial Consulting, Inc. | 687 | $483.2K | 0.05% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 685 | $483.0K | 0.09% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 686 | $482.5K | 0.06% | −36−5.0% | Reduced |
| Capital Advisors Inc | 683 | $480.4K | 0.01% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 683 | $480.1K | 0.17% | −5−0.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 681 | $479.0K | 0.09% | 00.0% | Unchanged |
| Colonial Trust Co | 681 | $478.6K | 0.06% | −5−0.7% | Reduced |
| Carret Asset Management, LLC | 675 | $474.8K | 0.04% | 00.0% | Unchanged |
| Selby Wealth Management, LLC | 674 | $474.2K | 0.17% | −23−3.3% | Reduced |
| Commonwealth Financial Services, LLC | 674 | $474.1K | 0.06% | −10−1.5% | Reduced |
| Koss-Olinger Consulting, LLC | 674 | $473.7K | 0.04% | −798−54.2% | Reduced |
| McMillan Office, Inc. | 670 | $471.2K | 0.05% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 666 | $468.4K | 0.26% | −3−0.4% | Reduced |
| Wealth Architects, LLC | 666 | $468.4K | 0.04% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 662 | $465.6K | 0.03% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 654 | $460.0K | 0.01% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 650 | $457.2K | 0.01% | −5−0.8% | Reduced |
| Wilkins Investment Counsel Inc | 650 | $457.2K | 0.06% | 00.0% | Unchanged |
| ORBA Wealth Advisors, L.L.C. | 644 | $453.0K | 0.39% | −572−47.0% | Reduced |
| Ayrshire Capital Management LLC | 642 | $451.5K | 0.21% | −25−3.7% | Reduced |
| Colter Lewis Investment Partners LLC | 640 | $451.2K | 0.20% | 00.0% | Unchanged |
| Larson Financial Group LLC | 637 | $447.9K | 0.01% | −13−2.0% | Reduced |
| Gillespie Robinson & Grimm Inc | 636 | $447.3K | 0.03% | +61+10.6% | Added |
| Assetmark, Inc | 634 | $445.9K | 0.00% | +137+27.6% | Added |
| Amplius Wealth Advisors, LLC | 633 | $445.2K | 0.03% | +633 | New |
| Octavia Wealth Advisors, LLC | 631 | $444.9K | 0.04% | −13−2.0% | Reduced |
| Green Harvest Asset Management LLC | 627 | $441.0K | 0.01% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 626 | $440.3K | 0.05% | 00.0% | Unchanged |
| Cortland Associates Inc | 621 | $437.0K | 0.06% | +5+0.8% | Added |
| Aberdeen Wealth Management LLC | 621 | $436.8K | 0.21% | 00.0% | Unchanged |
| Sym Financial Corp | 618 | $434.7K | 0.03% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 618 | $434.7K | 0.05% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 618 | $434.6K | 0.01% | −397−39.1% | Reduced |
| Howard Capital Management Group, LLC | 615 | $432.6K | 0.03% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 613 | $431.1K | 0.15% | −37−5.7% | Reduced |
| Eagle Bay Advisors LLC | 612 | $430.4K | 0.32% | +612 | New |
| Astoria Portfolio Advisors LLC. | 609 | $428.3K | 0.07% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 606 | $426.2K | 0.02% | −102−14.4% | Reduced |
| Geneva Partners, LLC | 601 | $423.0K | 0.11% | +601 | New |
| 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 |
| PFG Advisors | 599 | $421.5K | 0.02% | −77−11.4% | Reduced |
| Corsair Capital Management, L.P. | 597 | $419.9K | 0.05% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 589 | $414.3K | 0.02% | +90+18.0% | Added |
| Parallel Advisors, LLC | 587 | $412.9K | 0.01% | −2−0.3% | Reduced |
| REDW Wealth LLC | 584 | $410.9K | 0.15% | +1+0.2% | Added |
| Institute for Wealth Management, LLC. | 579 | $407.3K | 0.04% | −3−0.5% | Reduced |
| Claro Advisors LLC | 578 | $406.5K | 0.04% | 00.0% | Unchanged |
| Norden Group LLC | 576 | $405.1K | 0.03% | 00.0% | Unchanged |
| 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 |
| Scarborough Advisors, LLC | 579 | $402.9K | 0.05% | −1−0.2% | Reduced |
| Asset Dedication, LLC | 572 | $402.3K | 0.03% | 00.0% | Unchanged |
| Northeast Planning Associates, Inc. | 570 | $400.9K | 0.30% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 570 | $400.9K | 0.02% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 570 | $400.6K | 0.01% | +141+32.9% | Added |
| Ledyard National Bank | 569 | $400.2K | 0.03% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 567 | $398.7K | 0.02% | −135−19.2% | Reduced |
| Well Done, LLC | 565 | $397.4K | 0.05% | 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 |
| Bridges Investment Management Inc | 563 | $396.0K | 0.00% | 00.0% | Unchanged |
| Members Wealth LLC | 562 | $395.5K | 0.22% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 562 | $395.3K | 0.04% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 561 | $395.3K | 0.06% | −2−0.4% | Reduced |
| Jennison Associates LLC | 561 | $394.8K | 0.00% | −1,313−70.1% | Reduced |
| Seascape Capital Management | 560 | $394.0K | 0.09% | −40−6.7% | Reduced |
| Gainline Financial Partners, LLC | 559 | $393.1K | 0.37% | +559 | New |
| 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 |
| WP Advisors, LLC | 556 | $391.1K | 0.09% | +1+0.2% | Added |
| Trail Ridge Investment Advisors, LLC | 556 | $391.1K | 0.17% | 00.0% | Unchanged |
| Wedmont Private Capital | 566 | $390.4K | 0.01% | 00.0% | Unchanged |
| Stanich Group LLC | 553 | $389.0K | 0.24% | −603−52.2% | Reduced |
| Red Lighthouse Investment Management, LLC | 550 | $386.8K | 0.12% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 546 | $384.3K | 0.01% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 545 | $383.6K | 0.09% | +3+0.6% | Added |
| ArborFi Advisors, LLC | 541 | $380.5K | 0.28% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 536 | $377.9K | 0.02% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 537 | $377.8K | 0.01% | −72−11.8% | Reduced |
| Heritage Trust Co | 535 | $376.3K | 0.03% | −9−1.7% | Reduced |
| XY Planning Network, Inc. | 533 | $374.9K | 0.05% | −1−0.2% | Reduced |
| Visionary Wealth Advisors | 530 | $372.5K | 0.01% | +1+0.2% | Added |
| Financial Council Asset Management Inc | 525 | $369.3K | 0.12% | −60−10.3% | Reduced |
| Chris Bulman Inc | 524 | $368.6K | 0.13% | 00.0% | Unchanged |
| Bangor Savings Bank | 522 | $367.3K | 0.03% | −1−0.2% | Reduced |
| Tarbox Family Office, Inc. | 522 | $367.1K | 0.05% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 522 | $367.1K | 0.18% | 00.0% | Unchanged |
| NBH Bank | 521 | $366.4K | 0.15% | +521 | New |
| Wealthcare Capital Management LLC | 519 | $365.0K | 0.03% | 00.0% | Unchanged |
| J. Team Financial, Inc. | 518 | $364.9K | 0.35% | 00.0% | Unchanged |