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 |
|---|---|---|---|---|---|
| Elyxium Wealth, LLC | 11,270 | $7.93M | 0.83% | +5,070+81.8% | Added |
| Boston Family Office LLC | 11,191 | $7.87M | 0.48% | +110+1.0% | Added |
| First Horizon Corp | 11,177 | $7.86M | 0.30% | +98+0.9% | Added |
| Summit Financial, LLC | 11,121 | $7.84M | 0.09% | +579+5.5% | Added |
| Hanover Advisors Inc | 11,128 | $7.83M | 2.82% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 11,094 | $7.80M | 3.15% | +612+5.8% | Added |
| Seeds Investor LLC | 11,075 | $7.79M | 0.80% | −831−7.0% | Reduced |
| Price T Rowe Associates Inc | 11,073 | $7.79M | 0.00% | +8,284+297.0% | Added |
| Yousif Capital Management, LLC | 11,007 | $7.74M | 0.09% | −50.0% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 10,983 | $7.72M | 0.03% | +147+1.4% | Added |
| Latigo Investments, LLC | 10,962 | $7.71M | 3.44% | 00.0% | Unchanged |
| Alexis Investment Partners, LLC | 11,006 | $7.68M | 4.49% | −3,158−22.3% | Reduced |
| Diversified Management Inc | 10,913 | $7.68M | 1.64% | −6−0.1% | Reduced |
| Community Bank, N.A. | 10,812 | $7.60M | 0.82% | −10−0.1% | Reduced |
| Mechanics Bank Trust Department | 10,786 | $7.59M | 0.94% | −542−4.8% | Reduced |
| Linscomb & Williams, Inc. | 10,708 | $7.53M | 0.33% | −7−0.1% | Reduced |
| G&S Capital LLC | 10,704 | $7.53M | 2.19% | +116+1.1% | Added |
| Madison Park Capital Advisors, LLC | 10,644 | $7.49M | 5.34% | +93+0.9% | Added |
| CIBC Bancorp USA Inc. | 10,633 | $7.48M | 0.01% | −188−1.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 10,485 | $7.37M | 0.44% | −87−0.8% | Reduced |
| Palisade Asset Management, LLC | 10,406 | $7.32M | 0.68% | −45−0.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 10,342 | $7.27M | 0.63% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 10,292 | $7.24M | 0.32% | −582−5.4% | Reduced |
| Nicolet Bankshares Inc | 10,279 | $7.17M | 0.23% | +101+1.0% | Added |
| Hopwood Financial Services, Inc. | 10,032 | $7.06M | 4.09% | −106−1.0% | Reduced |
| RBF Capital, LLC | 10,000 | $7.03M | 0.29% | 00.0% | Unchanged |
| Wilmar Advisors LLC | 10,000 | $7.03M | 5.09% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 9,893 | $6.96M | 0.03% | +185+1.9% | Added |
| Central Trust Co | 9,790 | $6.89M | 0.12% | +83+0.9% | Added |
| Fidelis Capital Partners, LLC | 9,776 | $6.88M | 0.40% | +2,119+27.7% | Added |
| Allworth Financial LP | 9,668 | $6.80M | 0.03% | −182−1.8% | Reduced |
| Sageworth Trust Co | 9,569 | $6.73M | 0.27% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 9,494 | $6.68M | 1.87% | +280+3.0% | Added |
| Diversified Portfolios, Inc. | 9,483 | $6.67M | 0.48% | −196−2.0% | Reduced |
| Adirondack Trust Co | 9,471 | $6.66M | 1.98% | −116−1.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,452 | $6.65M | 0.05% | −150−1.6% | Reduced |
| Dakota Wealth Management | 9,354 | $6.58M | 0.13% | −1,650−15.0% | Reduced |
| Resonant Capital Advisors, LLC | 9,319 | $6.57M | 0.31% | −20−0.2% | Reduced |
| Atria Investments LLC | 9,301 | $6.54M | 0.07% | +5,102+121.5% | Added |
| Merit Financial Group, LLC | 9,277 | $6.53M | 0.04% | −944−9.2% | Reduced |
| Change Path, LLC | 9,231 | $6.49M | 0.14% | +431+4.9% | Added |
| Buckingham Strategic Partners | 9,224 | $6.49M | 0.05% | −3,288−26.3% | Reduced |
| Balboa Wealth Partners | 9,148 | $6.43M | 0.88% | −18−0.2% | Reduced |
| Advisory Services Network, LLC | 9,113 | $6.41M | 0.07% | +2,982+48.6% | Added |
| Private Wealth Asset Management, LLC | 9,113 | $6.41M | 0.62% | −626−6.4% | Reduced |
| Laird Norton Trust Company, LLC | 8,972 | $6.33M | 0.12% | −354−3.8% | Reduced |
| Motco | 8,972 | $6.31M | 0.54% | −176−1.9% | Reduced |
| Ameritas Advisory Services, LLC | 8,908 | $6.27M | 0.13% | +6,930+350.4% | Added |
| North Star Investment Management Corp. | 8,898 | $6.26M | 0.34% | +169+1.9% | Added |
| Retirement Income Solutions, Inc | 10,145 | $6.26M | 1.08% | −83−0.8% | Reduced |
| Firestone Capital Management | 8,893 | $6.25M | 1.16% | −106−1.2% | Reduced |
| Gotham Asset Management, LLC | 8,864 | $6.23M | 0.01% | +226+2.6% | Added |
| Ti-Trust, Inc | 8,799 | $6.19M | 3.33% | −796−8.3% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 8,797 | $6.19M | 2.49% | −1,136−11.4% | Reduced |
| Highview Capital Management LLC | 8,748 | $6.15M | 1.77% | −15−0.2% | Reduced |
| Estate Counselors, LLC | 8,681 | $6.11M | 0.52% | +8,256+1,942.6% | Added |
| Private Advisor Group, LLC | 8,655 | $6.09M | 0.03% | −2,493−22.4% | Reduced |
| Daymark Wealth Partners, LLC | 8,610 | $6.06M | 0.15% | +70+0.8% | Added |
| Flputnam Investment Management Co | 8,453 | $5.95M | 0.07% | −63−0.7% | Reduced |
| AMG National Trust Bank | 8,449 | $5.94M | 0.12% | −5,365−38.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,433 | $5.93M | 2.41% | −8−0.1% | Reduced |
| Leavell Investment Management, Inc. | 8,403 | $5.92M | 0.22% | −13−0.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,411 | $5.92M | 0.12% | +113+1.4% | Added |
| Synergy Financial Management, LLC | 8,398 | $5.91M | 0.56% | +8,398 | New |
| Bay Rivers Group | 8,290 | $5.83M | 1.99% | +124+1.5% | Added |
| Meridian Investment Counsel Inc. | 8,192 | $5.76M | 1.24% | −358−4.2% | Reduced |
| Founders Financial Securities LLC | 8,113 | $5.71M | 0.29% | +6,325+353.7% | Added |
| Nicollet Investment Management, Inc. | 8,059 | $5.67M | 1.75% | +230+2.9% | Added |
| Apollon Wealth Management, LLC | 8,047 | $5.66M | 0.07% | +157+2.0% | Added |
| Oppenheimer & Co Inc | 8,039 | $5.65M | 0.06% | −234−2.8% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8,189 | $5.65M | 1.82% | −11−0.1% | Reduced |
| Fifth Third Securities, Inc. | 7,973 | $5.61M | 0.32% | +37+0.5% | Added |
| Haverford Trust Co | 7,912 | $5.56M | 0.05% | +80+1.0% | Added |
| Sonata Capital Group Inc | 7,834 | $5.51M | 1.78% | +214+2.8% | Added |
| Prospera Financial Services Inc | 7,710 | $5.42M | 0.08% | −182−2.3% | Reduced |
| GWM Advisors LLC | 7,708 | $5.42M | 0.02% | +306+4.1% | Added |
| Peak Asset Management, LLC | 7,699 | $5.42M | 0.80% | −38−0.5% | Reduced |
| Evensky & Katz LLC | 7,654 | $5.38M | 0.28% | +415+5.7% | Added |
| Williams Jones Wealth Management, LLC. | 7,629 | $5.37M | 0.06% | −124−1.6% | Reduced |
| Perigon Wealth Management, LLC | 7,597 | $5.34M | 0.08% | −197−2.5% | Reduced |
| Nixon Peabody Trust Co | 7,556 | $5.31M | 0.38% | 00.0% | Unchanged |
| GTS Securities LLC | 7,546 | $5.31M | 0.11% | −40,423−84.3% | Reduced |
| KMG Fiduciary Partners, LLC | 7,544 | $5.31M | 0.49% | −8−0.1% | Reduced |
| Associated Banc-Corp | 7,528 | $5.29M | 0.13% | −115−1.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 7,510 | $5.28M | 0.27% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 7,464 | $5.25M | 1.78% | −77−1.0% | Reduced |
| Bank of New Hampshire | 7,460 | $5.25M | 1.09% | −1,019−12.0% | Reduced |
| Midwest Financial Group LLC | 7,459 | $5.25M | 1.84% | +183+2.5% | Added |
| Crestwood Advisors Group LLC | 7,419 | $5.22M | 0.08% | −302−3.9% | Reduced |
| Moneta Group Investment Advisors LLC | 7,373 | $5.19M | 0.04% | −544−6.9% | Reduced |
| Means Investment Co., Inc. | 7,308 | $5.14M | 0.39% | +1,940+36.1% | Added |
| Breakwater Capital Group | 7,297 | $5.13M | 0.62% | −135−1.8% | Reduced |
| Bokf, NA | 7,272 | $5.11M | 0.07% | −381−5.0% | Reduced |
| Hilltop Holdings Inc. | 7,222 | $5.08M | 0.41% | +3,455+91.7% | Added |
| Financial Engines Advisors L.L.C. | 7,173 | $5.05M | 0.01% | −205−2.8% | Reduced |
| Colorado Capital Management, Inc. | 7,098 | $4.99M | 1.70% | −808−10.2% | Reduced |
| J.W. Cole Advisors, Inc. | 7,093 | $4.99M | 0.09% | +203+2.9% | Added |
| Modera Wealth Management, LLC | 7,047 | $4.96M | 0.05% | −365−4.9% | Reduced |
| Flow Traders U.S. LLC | 6,967 | $4.90M | 0.20% | −1,954−21.9% | Reduced |
| Davis R M Inc | 6,779 | $4.78M | 0.08% | −21−0.3% | Reduced |