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: 10 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 |
|---|---|---|---|---|---|
| Guidance Point Advisors, LLC | 515 | $364.0K | 0.08% | 00.0% | Unchanged |
| Camden National Bank | 516 | $362.9K | 0.05% | 00.0% | Unchanged |
| S.A. Mason LLC | 516 | $362.9K | 0.11% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 516 | $362.7K | 0.26% | +1+0.2% | Added |
| Libra Wealth LLC | 515 | $362.2K | 0.09% | 00.0% | Unchanged |
| Novare Capital Management LLC | 513 | $360.8K | 0.03% | −8−1.5% | Reduced |
| Medallion Wealth Advisors, LLC | 511 | $359.8K | 0.12% | 00.0% | Unchanged |
| Strategic Advisors LLC | 511 | $359.4K | 0.08% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 511 | $359.4K | 0.00% | −421−45.2% | Reduced |
| Nations Financial Group Inc, | 505 | $355.3K | 0.02% | −38−7.0% | Reduced |
| Shaker Investments LLC | 502 | $353.0K | 0.13% | +1+0.2% | Added |
| Evolution Wealth Advisors, LLC | 500 | $351.7K | 0.04% | 00.0% | Unchanged |
| MBL Wealth, LLC | 500 | $351.7K | 0.02% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 499 | $351.2K | 0.03% | −85−14.6% | Reduced |
| Northeast Investment Management | 497 | $349.6K | 0.01% | +125+33.6% | Added |
| Advisortrust Partners, LLC | 496 | $348.9K | 0.12% | +496 | New |
| Roundview Capital LLC | 492 | $346.0K | 0.02% | +492 | New |
| Berkeley, Inc | 489 | $343.9K | 0.11% | 00.0% | Unchanged |
| Western Reserve Capital Management, LLC | 488 | $343.2K | 0.25% | 00.0% | Unchanged |
| May Barnhard Investments LLC | 487 | $342.5K | 0.14% | 00.0% | Unchanged |
| BFSG, LLC | 485 | $341.1K | 0.03% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 494 | $341.1K | 0.03% | +138+38.8% | Added |
| Heritage Wealth Management, Inc. | 481 | $338.6K | 0.08% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 479 | $336.7K | 0.13% | 00.0% | Unchanged |
| Gladwyn Financial Advisors, Inc. | 477 | $335.4K | 0.21% | +13+2.8% | Added |
| Maryland Capital Advisors Inc. | 476 | $334.8K | 0.11% | +476 | New |
| Stonebrook Private Inc. | 475 | $334.1K | 0.06% | +475 | New |
| Birch Hill Investment Advisors LLC | 475 | $334.1K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 473 | $332.6K | 0.00% | +49+11.6% | Added |
| Lesa Sroufe & Co | 470 | $331.0K | 0.24% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 469 | $329.9K | 0.01% | 00.0% | Unchanged |
| Bensler, LLC | 469 | $329.6K | 0.03% | +1+0.2% | Added |
| PDS Planning, Inc | 468 | $329.2K | 0.02% | 00.0% | Unchanged |
| Essex Savings Bank | 467 | $328.5K | 0.07% | 00.0% | Unchanged |
| Friday Financial | 477 | $328.2K | 0.09% | +477 | New |
| Resources Management Corp | 466 | $327.8K | 0.04% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 465 | $326.9K | 0.01% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 463 | $326.0K | 0.09% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 463 | $325.9K | 0.02% | −86−15.7% | Reduced |
| South State Corp. | 463 | $325.6K | 0.01% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 462 | $325.2K | 0.07% | 00.0% | Unchanged |
| Ballast Rock Private Wealth LLC | 461 | $325.1K | 0.15% | 00.0% | Unchanged |
| Ticino Wealth | 460 | $323.5K | 0.10% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 460 | $323.5K | 0.09% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 460 | $323.5K | 0.09% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 457 | $322.3K | 0.01% | 00.0% | Unchanged |
| Sapient Capital LLC | 457 | $322.2K | 0.00% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 458 | $322.1K | 0.29% | 00.0% | Unchanged |
| Sound Portfolio Advisors, LLC | 456 | $320.7K | 0.23% | −27−5.6% | Reduced |
| Generation Capital Management LLC | 455 | $320.0K | 0.20% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 454 | $319.3K | 0.09% | +454 | New |
| Allegheny Financial Group LTD | 452 | $318.4K | 0.03% | +20+4.6% | Added |
| Global Assets Advisory, LLC | 455 | $318.4K | 0.07% | +455 | New |
| Entrust Financial LLC | 450 | $316.7K | 0.21% | 00.0% | Unchanged |
| Financial Counselors Inc | 450 | $316.5K | 0.44% | 00.0% | Unchanged |
| Exeter Financial, LLC | 450 | $316.5K | 0.12% | 00.0% | Unchanged |
| American National Bank of Texas | 450 | $316.5K | 0.29% | 00.0% | Unchanged |
| JSF Financial, LLC | 450 | $316.3K | 0.05% | +1+0.2% | Added |
| Financial Partners Group, Inc | 448 | $315.1K | 0.03% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 448 | $314.9K | 0.06% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 446 | $313.7K | 0.07% | +2+0.5% | Added |
| CVFG LLC | 445 | $313.2K | 0.03% | −30−6.3% | Reduced |
| Fourth Dimension Wealth, LLC | 445 | $313.0K | 0.10% | +75+20.3% | Added |
| Tranquility Partners, LLC | 443 | $311.6K | 0.11% | −40−8.3% | Reduced |
| Oder Investment Management, LLC | 443 | $311.6K | 0.21% | 00.0% | Unchanged |
| Zacks Investment Management | 442 | $311.2K | 0.00% | +442 | New |
| Waters Parkerson & Co., LLC | 442 | $310.9K | 0.02% | −248−35.9% | Reduced |
| Trexquant Investment LP | 442 | $310.9K | 0.00% | −6−1.3% | Reduced |
| Inspirion Wealth Advisors, LLC | 445 | $310.2K | 0.04% | 00.0% | Unchanged |
| Mather Group, LLC. | 437 | $307.0K | 0.00% | +26+6.3% | Added |
| Vision Retirement, LLC | 436 | $306.8K | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 436 | $306.7K | 0.00% | 00.0% | Unchanged |
| Samara Investment Management, LLC | 436 | $306.7K | 0.28% | −75−14.7% | Reduced |
| Northstar Asset Management Inc | 435 | $306.0K | 0.09% | −21−4.6% | Reduced |
| Smithbridge Asset Management Inc | 435 | $306.0K | 0.04% | 00.0% | Unchanged |
| Inscription Capital, LLC | 435 | $305.9K | 0.03% | +1+0.2% | Added |
| Per Stirling Capital Management, LLC. | 431 | $303.5K | 0.03% | −14−3.1% | Reduced |
| William Mack & Associates, Inc. | 431 | $303.1K | 0.11% | +431 | New |
| Van Strum & Towne Inc. | 430 | $302.4K | 0.08% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 427 | $300.7K | 0.09% | −55−11.4% | Reduced |
| Broadway Wealth Solutions, Inc. | 427 | $300.3K | 0.14% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 430 | $300.1K | 0.03% | +1+0.2% | Added |
| Donaldson Capital Management, LLC | 426 | $299.9K | 0.01% | +426 | New |
| First Nebraska Trust Co | 425 | $298.9K | 0.02% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 424 | $298.2K | 0.09% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 422 | $296.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 422 | $296.8K | 0.03% | 00.0% | Unchanged |
| Lowery Thomas, LLC | 422 | $296.5K | 0.14% | +1+0.2% | Added |
| Excalibur Management Corp | 421 | $296.1K | 0.10% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 420 | $295.4K | 0.00% | −225−34.9% | Reduced |
| Unified Investment Management | 419 | $294.7K | 0.27% | −8−1.9% | Reduced |
| Hegarty Advisors, LLC | 419 | $294.7K | 0.20% | +419 | New |
| Powerhouse Assets LLC | 418 | $294.2K | 0.24% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 416 | $292.6K | 0.06% | −39−8.6% | Reduced |
| Charter Trust Co | 414 | $291.2K | 0.02% | 00.0% | Unchanged |
| Legacy Trust | 411 | $289.1K | 0.05% | −15−3.5% | Reduced |
| Trust Co | 411 | $289.1K | 0.03% | 00.0% | Unchanged |
| Clune & Associates, Ltd. | 409 | $287.4K | 0.04% | −28−6.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 406 | $287.0K | 0.08% | −31−7.1% | Reduced |
| Sheets Smith Wealth Management | 406 | $285.3K | 0.03% | 00.0% | Unchanged |