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 |
|---|---|---|---|---|---|
| JMG Financial Group, Ltd. | 6,786 | $4.77M | 0.12% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 6,746 | $4.74M | 0.41% | −77−1.1% | Reduced |
| Concurrent Investment Advisors, LLC | 6,722 | $4.73M | 0.04% | +629+10.3% | Added |
| Ballentine Partners, LLC | 6,518 | $4.58M | 0.06% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 6,475 | $4.55M | 1.62% | −58−0.9% | Reduced |
| Keystone Financial Group | 6,364 | $4.48M | 0.27% | 00.0% | Unchanged |
| Keybank National Association | 6,347 | $4.46M | 0.01% | −660−9.4% | Reduced |
| Union Savings Bank | 6,347 | $4.46M | 1.79% | −106−1.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,281 | $4.42M | 0.12% | −10.0% | Reduced |
| Charter Research & Investment Group, Inc. | 6,253 | $4.40M | 2.67% | −97−1.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,221 | $4.38M | 0.30% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 6,209 | $4.37M | 0.08% | +464+8.1% | Added |
| Glen Eagle Advisors, LLC | 6,196 | $4.36M | 0.55% | −54−0.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 6,173 | $4.34M | 0.35% | +6,173 | New |
| Benchmark Financial Wealth Advisors, LLC | 6,106 | $4.29M | 1.06% | −456−6.9% | Reduced |
| Resources Investment Advisors, LLC. | 6,083 | $4.28M | 0.04% | +18+0.3% | Added |
| Segment Wealth Management, LLC | 6,078 | $4.27M | 0.22% | −15−0.2% | Reduced |
| First Citizens Bank & Trust Co | 6,052 | $4.26M | 0.06% | −170−2.7% | Reduced |
| Joel Isaacson & Co., LLC | 6,042 | $4.25M | 0.12% | +197+3.4% | Added |
| Clear Point Advisors Inc. | 6,023 | $4.24M | 3.75% | +6,023 | New |
| Argent Trust Co | 6,009 | $4.23M | 0.12% | +628+11.7% | Added |
| Bailard, Inc. | 5,978 | $4.20M | 0.09% | −34−0.6% | Reduced |
| HSBC Holdings PLC | 5,968 | $4.20M | 0.00% | −1,863−23.8% | Reduced |
| Paller Financial Services Inc | 5,952 | $4.19M | 3.13% | −2,719−31.4% | Reduced |
| Matrix Asset Advisors Inc | 5,926 | $4.17M | 0.34% | −53−0.9% | Reduced |
| Tandem Investment Partners LLC | 5,923 | $4.17M | 3.21% | −88−1.5% | Reduced |
| Woodstock Corp | 5,919 | $4.16M | 0.35% | −140−2.3% | Reduced |
| Kestra Private Wealth Services, LLC | 5,909 | $4.16M | 0.05% | +24+0.4% | Added |
| Signature Securities Group Corporation | 5,891 | $4.15M | 1.25% | +49+0.8% | Added |
| United Capital Financial Advisers, LLC | 5,903 | $4.15M | 0.02% | −151−2.5% | Reduced |
| Precedent Wealth Partners, LLC | 5,880 | $4.14M | 0.69% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 5,835 | $4.10M | 0.09% | −50−0.8% | Reduced |
| Sagespring Wealth Partners, LLC | 5,829 | $4.10M | 0.06% | −27−0.5% | Reduced |
| Sepio Capital, LP | 5,810 | $4.09M | 0.21% | 00.0% | Unchanged |
| Crews Bank & Trust | 5,751 | $4.04M | 0.53% | −97−1.7% | Reduced |
| Sowell Financial Services LLC | 5,626 | $3.96M | 0.13% | −48−0.8% | Reduced |
| Greenleaf Trust | 5,597 | $3.94M | 0.04% | −68−1.2% | Reduced |
| Salomon & Ludwin, LLC | 5,616 | $3.91M | 0.32% | −122−2.1% | Reduced |
| Roan Capital Partners | 5,554 | $3.91M | 3.24% | +338+6.5% | Added |
| Silvercrest Asset Management Group LLC | 5,542 | $3.90M | 0.03% | −95−1.7% | Reduced |
| Audent Global Asset Management, LLC | 5,472 | $3.86M | 4.31% | +890+19.4% | Added |
| Romano Brothers and Company | 5,452 | $3.83M | 0.39% | −147−2.6% | Reduced |
| Eastern Bank | 5,448 | $3.83M | 0.06% | +254+4.9% | Added |
| Sigma Planning Corp | 5,384 | $3.79M | 0.10% | +283+5.5% | Added |
| HB Wealth Management, LLC | 5,326 | $3.75M | 0.02% | +78+1.5% | Added |
| TD Waterhouse Canada Inc. | 5,366 | $3.74M | 0.01% | +81+1.5% | Added |
| Fiduciary Trust Co | 5,274 | $3.71M | 0.04% | −206−3.8% | Reduced |
| Coastline Trust Co | 5,243 | $3.69M | 0.33% | +204+4.0% | Added |
| Centaurus Financial, Inc. | 5,242 | $3.69M | 0.14% | +116+2.3% | Added |
| RSM US Wealth Management LLC | 53,516 | $3.68M | 0.04% | −538−1.0% | Reduced |
| Winter & Associates, Inc. | 5,228 | $3.68M | 2.76% | −3,822−42.2% | Reduced |
| Ssa Swiss Advisors AG | 5,198 | $3.66M | 1.37% | +116+2.3% | Added |
| Apella Capital, LLC | 5,280 | $3.63M | 0.05% | −64−1.2% | Reduced |
| Crescent Sterling, Ltd. | 5,163 | $3.63M | 3.25% | +45+0.9% | Added |
| Vanguard National Trust Co | 5,156 | $3.63M | 0.20% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 5,138 | $3.61M | 0.02% | +1,223+31.2% | Added |
| GLR Partners, LLC | 5,060 | $3.56M | 1.66% | +62+1.2% | Added |
| Spinnaker Trust | 5,055 | $3.56M | 0.17% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 4,966 | $3.49M | 1.00% | −5−0.1% | Reduced |
| Great Valley Advisor Group, Inc. | 4,960 | $3.49M | 0.06% | −1,373−21.7% | Reduced |
| Northstar Asset Management LLC | 5,030 | $3.47M | 0.65% | +275+5.8% | Added |
| Johnson Financial Group, Inc. | 4,914 | $3.46M | 0.11% | −20.0% | Reduced |
| Wesbanco Bank Inc | 4,843 | $3.41M | 0.08% | −21−0.4% | Reduced |
| Independence Bank of Kentucky | 4,809 | $3.38M | 0.38% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4,761 | $3.36M | 0.08% | +41+0.9% | Added |
| Whalerock Point Partners, LLC | 4,763 | $3.35M | 0.57% | −882−15.6% | Reduced |
| Gsa Capital Partners LLP | 4,759 | $3.35M | 0.21% | +1,590+50.2% | Added |
| Asset Management Group, Inc. | 4,751 | $3.34M | 0.49% | −49−1.0% | Reduced |
| Stephenson National Bank & Trust | 4,733 | $3.33M | 0.84% | −67−1.4% | Reduced |
| Paladin Advisory Group, LLC | 4,733 | $3.33M | 2.21% | −10.0% | Reduced |
| Meridian Wealth Management, LLC | 4,687 | $3.30M | 0.10% | −192−3.9% | Reduced |
| West Paces Advisors Inc. | 4,671 | $3.29M | 0.55% | +109+2.4% | Added |
| Blueline Advisors LLC | 4,617 | $3.25M | 2.25% | +375+8.8% | Added |
| Winthrop Advisory Group LLC | 4,590 | $3.24M | 0.22% | +133+3.0% | Added |
| New England Private Wealth Advisors LLC | 4,677 | $3.23M | 0.31% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 4,552 | $3.20M | 0.80% | +5+0.1% | Added |
| Stratos Wealth Partners, LTD. | 4,520 | $3.18M | 0.03% | +47+1.1% | Added |
| Hudson Valley Investment Advisors Inc | 4,519 | $3.18M | 0.39% | −13−0.3% | Reduced |
| Blue Fin Capital, Inc. | 4,509 | $3.17M | 0.46% | +290+6.9% | Added |
| Element Pointe Advisors, LLC | 4,500 | $3.17M | 0.51% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 4,438 | $3.12M | 0.62% | +17+0.4% | Added |
| Capital Investment Advisory Services, LLC | 4,421 | $3.11M | 0.19% | +813+22.5% | Added |
| Gilman Hill Asset Management, LLC | 4,408 | $3.10M | 0.42% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,371 | $3.07M | 0.05% | −771−15.0% | Reduced |
| D. E. Shaw & Co., Inc. | 4,370 | $3.07M | 0.00% | +4,370 | New |
| Ghe, LLC | 30,067 | $3.07M | 1.16% | +29,118+3,068.3% | Added |
| Prime Capital Investment Advisors, LLC | 4,364 | $3.07M | 0.03% | −10−0.2% | Reduced |
| Veracity Capital LLC | 4,359 | $3.07M | 0.83% | 00.0% | Unchanged |
| Diversified Trust Co | 4,358 | $3.07M | 0.05% | −45−1.0% | Reduced |
| DV Trading LLC | 4,353 | $3.06M | 0.25% | +2,230+105.0% | Added |
| Naples Global Advisors, LLC | 4,312 | $3.04M | 0.19% | −15−0.3% | Reduced |
| IFG Advisory, LLC | 4,265 | $3.00M | 0.11% | +4,262+142,066.7% | Added |
| Adviser Investments LLC | 4,256 | $2.99M | 0.03% | +401+10.4% | Added |
| Providence Financial Advisors, LLC | 4,218 | $2.97M | 1.69% | −533−11.2% | Reduced |
| Salem Investment Counselors Inc | 4,195 | $2.96M | 0.07% | −20.0% | Reduced |
| Toth Financial Advisory Corp | 4,183 | $2.94M | 0.29% | +3,317+383.0% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,150 | $2.92M | 0.83% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,143 | $2.91M | 0.03% | +50+1.2% | Added |
| Providence First Trust Co | 4,114 | $2.89M | 0.81% | −122−2.9% | Reduced |
| Empowered Funds, LLC | 4,095 | $2.88M | 0.02% | +3,413+500.4% | Added |