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 |
|---|---|---|---|---|---|
| 1st Source Bank | 36,184 | $25.4M | 1.15% | +204+0.6% | Added |
| Madison Asset Management, LLC | 35,518 | $25.0M | 0.30% | −23,729−40.1% | Reduced |
| Kestra Advisory Services, LLC | 35,015 | $24.6M | 0.08% | −2,278−6.1% | Reduced |
| Citadel Advisors LLC | 34,729 | $24.4M | 0.01% | +34,729 | New |
| SummitTX Capital, L.P. | 34,353 | $24.2M | 0.64% | −19,131−35.8% | Reduced |
| Youngs Advisory Group, Inc. | 33,454 | $23.5M | 7.37% | +886+2.7% | Added |
| MML Investors Services, LLC | 33,271 | $23.4M | 0.05% | +12,837+62.8% | Added |
| Steele Capital Management, Inc. | 32,975 | $23.2M | 0.86% | −82−0.2% | Reduced |
| Miracle Mile Advisors, LLC | 32,657 | $23.0M | 0.27% | −456−1.4% | Reduced |
| Hancock Whitney Corp | 32,187 | $22.6M | 0.38% | −66−0.2% | Reduced |
| BlackRock, Inc. | 31,797 | $22.4M | 0.00% | +8,705+37.7% | Added |
| Trustmark National Bank Trust Department | 31,534 | $22.2M | 1.32% | −206−0.6% | Reduced |
| DC Investments Management, LLC | 30,673 | $21.6M | 7.36% | 00.0% | Unchanged |
| Brookstone Capital Management | 30,628 | $21.5M | 0.22% | +211+0.7% | Added |
| Huntington National Bank | 1,770 | $20.8M | 0.10% | −48−2.6% | Reduced |
| Curbstone Financial Management Corp | 29,434 | $20.7M | 3.53% | −1,754−5.6% | Reduced |
| Waldron Private Wealth LLC | 29,380 | $20.7M | 0.72% | −2,266−7.2% | Reduced |
| Passaic Partners LLC | 27,485 | $19.3M | 1.85% | +27,485 | New |
| Mesirow Financial Investment Management, Inc. | 27,116 | $19.1M | 0.30% | +206+0.8% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 25,046 | $18.8M | 5.66% | +25,046 | New |
| Serenus Wealth Advisors, LLC | 25,895 | $18.2M | 3.18% | −117−0.4% | Reduced |
| M&T Bank Corp | 25,041 | $17.6M | 0.05% | −2,438−8.9% | Reduced |
| Simmons Bank | 23,674 | $16.7M | 0.95% | −787−3.2% | Reduced |
| Glenmede Trust Co NA | 22,747 | $16.0M | 0.07% | −131−0.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 22,594 | $15.9M | 3.26% | +238+1.1% | Added |
| HighPoint Advisor Group LLC | 21,962 | $15.4M | 0.54% | −145−0.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,808 | $15.3M | 0.08% | −214−1.0% | Reduced |
| Caldwell Trust Co | 21,600 | $15.2M | 1.23% | +90.0% | Added |
| Nitorum Capital, L.P. | 21,216 | $14.9M | 10.16% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 20,975 | $14.8M | 2.94% | +504+2.5% | Added |
| SRS Capital Advisors, Inc. | 20,883 | $14.7M | 0.10% | +11,390+120.0% | Added |
| MCF Advisors LLC | 20,669 | $14.6M | 0.52% | −349−1.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 20,657 | $14.5M | 0.06% | +3,002+17.0% | Added |
| jvl associates llc | 19,689 | $13.8M | 3.93% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 19,513 | $13.7M | 0.02% | +4,486+29.9% | Added |
| Carnegie Capital Asset Management, LLC | 19,126 | $13.5M | 0.27% | +116+0.6% | Added |
| Old National Bancorp | 18,752 | $13.2M | 0.26% | −415−2.2% | Reduced |
| Callan Family Office, LLC | 18,564 | $13.1M | 0.26% | +55+0.3% | Added |
| Sanctuary Advisors, LLC | 18,508 | $13.0M | 0.06% | +6,315+51.8% | Added |
| Lutz Financial Services LLC | 18,176 | $12.8M | 0.78% | −14−0.1% | Reduced |
| Trifecta Capital Advisors, LLC | 18,137 | $12.8M | 1.64% | −174−1.0% | Reduced |
| Csenge Advisory Group | 18,101 | $12.7M | 0.52% | −84−0.5% | Reduced |
| Corsicana & Co. | 18,003 | $12.7M | 6.14% | −1,151−6.0% | Reduced |
| Thrive Wealth Management, LLC | 18,001 | $12.7M | 1.63% | +241+1.4% | Added |
| Franklin Resources Inc | 18,000 | $12.7M | 0.00% | −5,951−24.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 17,873 | $12.6M | 2.35% | −94−0.5% | Reduced |
| First National Bank of Omaha | 17,947 | $12.5M | 0.35% | −258−1.4% | Reduced |
| Jump Financial, LLC | 17,602 | $12.4M | 0.11% | −16,230−48.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 17,394 | $12.2M | 2.75% | −191−1.1% | Reduced |
| Wellspring Financial Advisors, LLC | 17,337 | $12.2M | 0.80% | −264−1.5% | Reduced |
| Hummer Financial Advisory Services Inc | 17,189 | $12.1M | 7.97% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 17,093 | $12.0M | 0.86% | +807+5.0% | Added |
| Central Bank & Trust Co | 17,010 | $12.0M | 1.70% | +1,450+9.3% | Added |
| Barclays PLC | 15,989 | $11.2M | 0.00% | +6,428+67.2% | Added |
| Torrey-Payne Wealth Management, LLC | 15,961 | $11.2M | 9.23% | +125+0.8% | Added |
| Legacy Advisors, LLC | 15,938 | $11.2M | 1.05% | +60.0% | Added |
| Montz Harcus Wealth Management LLC | 15,925 | $11.2M | 3.99% | −146−0.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 15,755 | $11.1M | 1.09% | +15,755 | New |
| Brown Brothers Harriman & Co | 15,676 | $11.0M | 0.05% | −1,272−7.5% | Reduced |
| Harbour Trust & Investment Management Co | 15,597 | $11.0M | 1.06% | −305−1.9% | Reduced |
| Arvest Investments, Inc. | 15,536 | $10.9M | 1.32% | +31+0.2% | Added |
| Agf Management Ltd | 15,289 | $10.8M | 0.04% | −280−1.8% | Reduced |
| Evercore Wealth Management, LLC | 15,125 | $10.6M | 0.15% | −265−1.7% | Reduced |
| Ameritas Investment Partners, Inc. | 15,045 | $10.6M | 0.28% | −6,000−28.5% | Reduced |
| Capstone Financial Advisors, Inc. | 14,956 | $10.5M | 0.51% | −222−1.5% | Reduced |
| Canopy Partners, LLC | 14,921 | $10.5M | 3.16% | −627−4.0% | Reduced |
| Jones Financial Companies LLLP | 15,050 | $10.5M | 0.00% | +2,640+21.3% | Added |
| NBT Bank N A | 14,809 | $10.4M | 0.69% | −400−2.6% | Reduced |
| Howard Capital Management Inc. | 14,723 | $10.4M | 0.12% | −241−1.6% | Reduced |
| Granite FO LLC | 14,702 | $10.3M | 5.47% | −2,335−13.7% | Reduced |
| Ieq Capital, LLC | 14,582 | $10.3M | 0.05% | −3,127−17.7% | Reduced |
| Wealthspire Advisors, LLC | 14,361 | $10.1M | 0.06% | +2,508+21.2% | Added |
| Chesley Taft & Associates LLC | 14,342 | $10.1M | 0.39% | −20−0.1% | Reduced |
| Legal & General Group Plc | 14,200 | $9.99M | 0.00% | 00.0% | Unchanged |
| Terry L. Blaker | 14,160 | $9.96M | 0.35% | −1,354−8.7% | Reduced |
| Pensionmark Financial Group, LLC | 16,124 | $9.95M | 0.16% | −101−0.6% | Reduced |
| Warren Averett Asset Management, LLC | 14,018 | $9.86M | 0.06% | +1,893+15.6% | Added |
| KCM Investment Advisors LLC | 13,972 | $9.83M | 0.29% | −40−0.3% | Reduced |
| Boyd Watterson Asset Management LLC | 13,936 | $9.80M | 2.64% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 13,887 | $9.77M | 2.07% | +1,422+11.4% | Added |
| Cyndeo Wealth Partners, LLC | 13,739 | $9.66M | 0.46% | −2,334−14.5% | Reduced |
| TKG Advisors, LLC | 13,629 | $9.59M | 3.33% | +394+3.0% | Added |
| Bearing Point Capital, LLC | 13,581 | $9.55M | 1.29% | −155−1.1% | Reduced |
| Point72 Asset Management, L.P. | 13,580 | $9.55M | 0.01% | +13,580 | New |
| RMR Wealth Builders | 13,395 | $9.42M | 0.59% | −571−4.1% | Reduced |
| Busey Wealth Management | 12,968 | $9.12M | 0.22% | −102−0.8% | Reduced |
| Equitable Holdings, Inc. | 12,960 | $9.12M | 0.05% | −173−1.3% | Reduced |
| Grove Bank & Trust | 12,709 | $8.94M | 0.89% | +519+4.3% | Added |
| Staley Capital Advisers Inc | 12,594 | $8.86M | 0.35% | −250−1.9% | Reduced |
| Cresset Asset Management, LLC | 12,497 | $8.81M | 0.03% | −2,271−15.4% | Reduced |
| Pacific Center for Financial Services | 12,312 | $8.66M | 1.93% | −41−0.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 12,168 | $8.58M | 0.15% | +249+2.1% | Added |
| Newport Capital Group, LLC | 12,055 | $8.49M | 4.76% | +1,499+14.2% | Added |
| Harbour Investments, Inc. | 11,785 | $8.29M | 0.11% | +53+0.5% | Added |
| Capital Group Private Client Services, Inc. | 11,748 | $8.26M | 0.12% | +20.0% | Added |
| Meridian Wealth Advisors, LLC | 11,736 | $8.25M | 0.94% | −170−1.4% | Reduced |
| Lodestar Private Asset Management LLC | 11,608 | $8.16M | 0.71% | +247+2.2% | Added |
| CMG Global Holdings, LLC | 11,394 | $8.01M | 3.40% | +230+2.1% | Added |
| We Are One Seven, LLC | 11,355 | $7.99M | 0.13% | +8,748+335.6% | Added |
| Sand Hill Global Advisors, LLC | 11,309 | $7.95M | 0.24% | −577−4.9% | Reduced |