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 |
|---|---|---|---|---|---|
| Godsey & Gibb Associates | 180 | $126.6K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 176 | $123.8K | 0.05% | +5+2.9% | Added |
| Community Financial Services Group, LLC | 175 | $122.0K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 172 | $121.0K | 0.04% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 169 | $118.9K | 0.04% | −2−1.2% | Reduced |
| Citizens National Bank Trust Department | 168 | $118.2K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 164 | $115.3K | 0.03% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 156 | $109.7K | 0.00% | +3+2.0% | Added |
| Tower Trust & Investment Co | 151 | $106.2K | 0.06% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 150 | $105.5K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Advisors | 150 | $105.2K | 0.01% | +150 | New |
| Marshall & Sterling Wealth Advisors Inc. | 148 | $104.0K | 0.06% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 142 | $99.9K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 138 | $97.1K | 0.01% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 140 | $97.0K | 0.04% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 134 | $94.2K | 0.05% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 133 | $93.7K | 0.02% | 00.0% | Unchanged |
| Sankala Group LLC | 132 | $93.4K | 0.06% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 131 | $92.0K | 0.00% | +57+77.0% | Added |
| American National Bank | 129 | $90.7K | 0.01% | −33−20.4% | Reduced |
| Valor Advisors LLC | 126 | $88.8K | 0.07% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 125 | $88.1K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 125 | $87.9K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 125 | $87.9K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 124 | $87.2K | 0.01% | +124 | New |
| Investment Research & Advisory Group, Inc. | 122 | $85.7K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 121 | $85.3K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 120 | $85.2K | 0.01% | −1−0.8% | Reduced |
| First National Bank | 121 | $85.1K | 0.03% | +121 | New |
| S&T Bank | 120 | $84.4K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 119 | $83.7K | 0.02% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 117 | $82.3K | 0.06% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 117 | $82.3K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 116 | $81.6K | 0.01% | +116 | New |
| Canton Hathaway, LLC | 115 | $80.9K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 113 | $79.5K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 110 | $77.4K | 0.02% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 108 | $76.2K | 0.01% | +108 | New |
| Fairway Wealth LLC | 106 | $74.6K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 105 | $73.9K | 0.00% | −12−10.3% | Reduced |
| Natixis | 101 | $71.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $70.3K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 100 | $70.3K | 0.06% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 100 | $70.3K | 0.03% | +100 | New |
| Hantz Financial Services, Inc. | 100 | $70.0K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 98 | $68.9K | 0.02% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 97 | $68.4K | 0.02% | −116−54.5% | Reduced |
| Newton One Investments LLC | 96 | $67.8K | 0.02% | −6−5.9% | Reduced |
| First Community Trust NA | 90 | $63.3K | 0.03% | 00.0% | Unchanged |
| Main Street Group, LTD | 90 | $63.3K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 90 | $63.3K | 0.03% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 88 | $61.9K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 88 | $61.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 87 | $61.2K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 85 | $60.1K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 85 | $59.8K | 0.01% | 00.0% | Unchanged |
| Burk Holdings LLC | 84 | $59.1K | 0.02% | −35−29.4% | Reduced |
| Lloyd Advisory Services, LLC. | 81 | $57.3K | 0.02% | −132−62.0% | Reduced |
| Highland Investment Advisors LLC | 81 | $57.1K | 0.02% | +81 | New |
| Tripletail Wealth Management, LLC | 82 | $56.9K | 0.07% | 00.0% | Unchanged |
| Monetary Management Group Inc | 80 | $56.3K | 0.01% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 80 | $56.3K | 0.02% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 80 | $56.3K | 0.01% | +80 | New |
| Winch Advisory Services, LLC | 80 | $56.0K | 0.01% | +1+1.3% | Added |
| Bollard Group LLC | 80 | $56.0K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 79 | $55.7K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 78 | $55.5K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 77 | $54.5K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 76 | $53.6K | 0.00% | 00.0% | Unchanged |
| Dorato Capital Management | 77 | $53.1K | 0.04% | 00.0% | Unchanged |
| Vestor Capital, LLC | 2,500 | $50.0K | 0.00% | −28,310−91.9% | Reduced |
| St Germain D J Co Inc | 70 | $49.2K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 70 | $49.2K | 0.02% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 70 | $49.2K | 0.02% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 62 | $43.6K | 0.03% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 61 | $42.9K | 0.02% | 00.0% | Unchanged |
| City State Bank | 58 | $40.8K | 0.01% | +58 | New |
| N.E.W. Advisory Services LLC | 57 | $40.0K | 0.00% | +30+111.1% | Added |
| High Point Wealth Management, LLC | 57 | $39.8K | 0.03% | +1+1.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 56 | $39.7K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 56 | $39.4K | 0.03% | 00.0% | Unchanged |
| Rogco, LP | 55 | $38.7K | 0.01% | +55 | New |
| Evolution Advisers, Inc. | 54 | $37.0K | 0.01% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 51 | $35.9K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 50 | $35.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 50 | $35.2K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 50 | $34.9K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 49 | $34.5K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 47 | $33.3K | 0.00% | +47 | New |
| PlanVest Financial, Inc | 47 | $33.3K | 0.02% | 00.0% | Unchanged |
| Alerus Financial NA | 47 | $33.1K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 46 | $32.0K | 0.00% | −111−70.7% | Reduced |
| Security National Bank | 45 | $31.6K | 0.00% | −3−6.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 50 | $31.1K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 44 | $30.9K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 42 | $29.5K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 41 | $28.8K | 0.00% | +41 | New |
| Monetary Solutions, Ltd | 40 | $28.1K | 0.02% | 00.0% | Unchanged |
| GFS Advisors, LLC | 15,324 | $26.2K | 0.00% | −47,685−75.7% | Reduced |
| SHP Wealth Management | 37 | $26.0K | 0.00% | 00.0% | Unchanged |