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 |
|---|---|---|---|---|---|
| Milestone Asset Management Group, LLC | 403 | $283.1K | 0.14% | +16+4.1% | Added |
| Keel Point, LLC | 401 | $281.9K | 0.02% | +1+0.3% | Added |
| Warren Street Wealth Advisors, LLC | 400 | $281.3K | 0.06% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 400 | $281.3K | 0.06% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 400 | $281.3K | 0.05% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 400 | $281.3K | 0.02% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 400 | $281.3K | 0.03% | +400 | New |
| S&A Financial Services, Inc. | 396 | $278.9K | 0.17% | −14−3.4% | Reduced |
| OxenFree Capital LLC | 405 | $278.7K | 0.13% | 00.0% | Unchanged |
| STG Securities, LLC | 396 | $278.5K | 0.30% | +396 | New |
| Summit Financial Wealth Advisors, LLC | 395 | $278.0K | 0.04% | +1+0.3% | Added |
| FSM Wealth Advisors, LLC | 395 | $277.8K | 0.03% | 00.0% | Unchanged |
| Alpha Zero LLC | 400 | $277.2K | 0.11% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 393 | $276.4K | 0.00% | −50−11.3% | Reduced |
| IAG Wealth Partners, LLC | 392 | $275.7K | 0.03% | 00.0% | Unchanged |
| First Pacific Financial | 390 | $274.3K | 0.03% | −19−4.6% | Reduced |
| King Luther Capital Management Corp | – | $272.9K | 0.00% | – | – |
| Shufro Rose & Co LLC | 387 | $272.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 385 | $270.9K | 0.01% | 00.0% | Unchanged |
| Private Capital Management, LLC | 385 | $270.8K | 0.02% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 384 | $270.1K | 0.18% | −14−3.5% | Reduced |
| Advisory Alpha, LLC | 383 | $269.7K | 0.01% | −27−6.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 383 | $269.4K | 0.01% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 383 | $269.3K | 0.02% | −14−3.5% | Reduced |
| Continuum Wealth Advisors, LLC | 382 | $268.7K | 0.09% | +382 | New |
| Foster Group, Inc. | 381 | $268.0K | 0.01% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 380 | $267.4K | 0.02% | +65+20.6% | Added |
| Noesis Capital Mangement Corp | 380 | $267.3K | 0.03% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 380 | $267.3K | 0.04% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 379 | $266.6K | 0.02% | +379 | New |
| Creative Financial Designs Inc | 377 | $265.5K | 0.01% | +50+15.3% | Added |
| Confluence Wealth Services, Inc. | 377 | $265.2K | 0.01% | 00.0% | Unchanged |
| Arjuna Capital | 375 | $263.8K | 0.06% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 375 | $263.8K | 0.02% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 375 | $263.8K | 0.03% | +3+0.8% | Added |
| Fulton Breakefield Broenniman LLC | 374 | $263.0K | 0.02% | 00.0% | Unchanged |
| Team Hewins, LLC | 373 | $263.0K | 0.07% | 00.0% | Unchanged |
| Orion Capital Management LLC | 374 | $262.7K | 0.08% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 372 | $261.6K | 0.12% | −191−33.9% | Reduced |
| Verum Partners LLC | 371 | $260.9K | 0.04% | +371 | New |
| Patten & Patten Inc | 370 | $260.2K | 0.01% | 00.0% | Unchanged |
| Weaver Consulting Group | 370 | $260.2K | 0.05% | +370 | New |
| Lotus Asset Management LLC | 370 | $260.2K | 0.23% | +370 | New |
| Jacobs & Co | 370 | $260.0K | 0.02% | 00.0% | Unchanged |
| Financial Futures Ltd Liability Co. | 368 | $259.1K | 0.10% | 00.0% | Unchanged |
| Enclave Advisors LLC | 366 | $257.4K | 0.03% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 365 | $256.7K | 0.04% | 00.0% | Unchanged |
| Icapital Wealth LLC | 365 | $256.7K | 0.14% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 364 | $256.6K | 0.04% | −28−7.1% | Reduced |
| Copper Harbor Investment Advisors, LLC | 364 | $256.1K | 0.05% | +364 | New |
| First Foundation Advisors | 363 | $255.3K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 361 | $254.3K | 0.02% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 361 | $253.9K | 0.06% | +361 | New |
| Ruggiero Investments, Inc. | 360 | $253.2K | 0.22% | −33−8.4% | Reduced |
| Lumbard & Kellner, LLC | 360 | $253.2K | 0.08% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 358 | $251.8K | 0.02% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 357 | $251.4K | 0.02% | −2−0.6% | Reduced |
| Nordwand Advisors, LLC | 357 | $251.1K | 0.04% | 00.0% | Unchanged |
| Indivisible Partners | 357 | $250.8K | 0.01% | +357 | New |
| Tucker Asset Management LLC | 356 | $250.4K | 0.06% | +356 | New |
| Harbor Investment Advisory, LLC | 355 | $249.7K | 0.02% | 00.0% | Unchanged |
| First County Bank | 355 | $249.7K | 0.12% | +355 | New |
| Thompson Davis & Co., Inc. | 354 | $249.0K | 0.15% | −30−7.8% | Reduced |
| Proficio Capital Partners LLC | 353 | $248.6K | 0.01% | 00.0% | Unchanged |
| Cadinha & Co LLC | 353 | $248.3K | 0.04% | 00.0% | Unchanged |
| American Capital Management Inc | 353 | $248.3K | 0.01% | 00.0% | Unchanged |
| Cynosure Management, LLC | 353 | $248.3K | 0.04% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 353 | $248.3K | 0.00% | +353 | New |
| Kapstone Financial Advisors LLC | 352 | $247.6K | 0.10% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 352 | $247.6K | 0.03% | +12+3.5% | Added |
| Blackhill Capital Inc | 351 | $246.9K | 0.01% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 351 | $246.9K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 351 | $246.9K | 0.10% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 350 | $246.2K | 0.05% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 350 | $246.2K | 0.09% | 00.0% | Unchanged |
| Breakwater Investment Management | 349 | $245.5K | 0.08% | 00.0% | Unchanged |
| Great Waters Wealth Management | 348 | $245.0K | 0.02% | 00.0% | Unchanged |
| First Interstate Bank | 346 | $243.4K | 0.01% | 00.0% | Unchanged |
| Syon Capital LLC | 345 | $242.7K | 0.01% | +345 | New |
| Madden Advisory Services, Inc. | 344 | $241.9K | 0.09% | −6−1.7% | Reduced |
| Armstrong, Fleming & Moore, Inc | 343 | $241.2K | 0.08% | +343 | New |
| Strategic Family Wealth Counselors, L.L.C. | 342 | $240.9K | 0.06% | 00.0% | Unchanged |
| Advisor OS, LLC | 342 | $240.1K | 0.02% | +342 | New |
| Guild Investment Management, Inc. | 340 | $239.1K | 0.16% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 338 | $237.5K | 0.02% | +1+0.3% | Added |
| Sherry Group, Inc. | 340 | $237.3K | 0.23% | +340 | New |
| Windsor Capital Management, LLC | 335 | $236.2K | 0.06% | −1−0.3% | Reduced |
| Nichols & Pratt Advisers LLP | 335 | $235.6K | 0.01% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 334 | $234.9K | 0.05% | −7,356−95.7% | Reduced |
| Financial Discovery Group Inc | 334 | $234.9K | 0.50% | +334 | New |
| Occidental Asset Management, LLC | 333 | $234.2K | 0.02% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 333 | $234.0K | 0.09% | 00.0% | Unchanged |
| First Bank & Trust | 332 | $233.5K | 0.03% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 331 | $232.5K | 0.04% | −8−2.4% | Reduced |
| RiverFront Investment Group, LLC | 330 | $232.1K | 0.00% | +330 | New |
| Madison Wealth Partners, Inc | 330 | $232.1K | 0.03% | +330 | New |
| Keebeck Wealth Management, LLC | 329 | $232.0K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 329 | $231.6K | 0.01% | −15−4.4% | Reduced |
| Garrett Wealth Advisory Group, LLC | 328 | $230.7K | 0.04% | 00.0% | Unchanged |
| Eagle Bluffs Wealth Management LLC | 327 | $230.5K | 0.08% | 00.0% | Unchanged |