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 |
|---|---|---|---|---|---|
| Cambria Investment Management, L.P. | 4,095 | $2.88M | 0.14% | +4,095 | New |
| NorthRock Partners, LLC | 4,090 | $2.88M | 0.04% | +31+0.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,100 | $2.87M | 0.02% | +4,100 | New |
| Green Square Capital Advisors LLC | 4,038 | $2.84M | 0.27% | +43+1.1% | Added |
| Sterling Investment Advisors, Ltd. | 4,026 | $2.83M | 0.47% | −50−1.2% | Reduced |
| Courier Capital LLC | 4,013 | $2.82M | 0.14% | +14+0.4% | Added |
| Brinker Capital Investments, LLC | 3,996 | $2.81M | 0.02% | −728−15.4% | Reduced |
| Sage Financial Management Group, Inc. | 3,981 | $2.80M | 0.77% | −122−3.0% | Reduced |
| Equitable Trust Co | 3,977 | $2.80M | 0.12% | +1,507+61.0% | Added |
| Banque Transatlantique SA | 3,963 | $2.79M | 0.06% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 3,918 | $2.76M | 0.58% | −74−1.9% | Reduced |
| Cambridge Advisors Inc. | 3,894 | $2.74M | 0.47% | 00.0% | Unchanged |
| Park Capital Management, LLC | 3,892 | $2.74M | 1.61% | −3−0.1% | Reduced |
| Baron Financial Group, LLC | 3,880 | $2.73M | 1.30% | −7−0.2% | Reduced |
| LM Advisors LLC | 3,872 | $2.73M | 0.31% | +1,465+60.9% | Added |
| ARS Investment Partners, LLC | 3,875 | $2.73M | 0.12% | +141+3.8% | Added |
| International Assets Investment Management, LLC | 3,908 | $2.72M | 0.16% | +16+0.4% | Added |
| Integrity Alliance, LLC. | 3,872 | $2.72M | 0.09% | +3,301+578.1% | Added |
| Victory Financial Group, LLC | 3,864 | $2.72M | 0.29% | −372−8.8% | Reduced |
| Integrated Wealth Concepts LLC | 3,832 | $2.70M | 0.02% | +2,091+120.1% | Added |
| Mount Yale Investment Advisors, LLC | 3,820 | $2.69M | 0.05% | +591+18.3% | Added |
| St. Johns Investment Management Company, LLC | 3,819 | $2.69M | 1.02% | −47−1.2% | Reduced |
| Walleye Trading LLC | 3,777 | $2.66M | 0.04% | +3,777 | New |
| RVW Wealth, LLC | 3,770 | $2.65M | 0.17% | +141+3.9% | Added |
| Financial Life Planners | 3,755 | $2.64M | 1.70% | −53−1.4% | Reduced |
| Clientfirst Wealth Management, LLC | 3,741 | $2.63M | 2.16% | 00.0% | Unchanged |
| Davidson Trust Co | 3,738 | $2.63M | 1.03% | −30−0.8% | Reduced |
| American Institute for Advanced Investment Management, LLP | 3,696 | $2.60M | 1.50% | −22−0.6% | Reduced |
| Pincus Capital Management, LP | 3,695 | $2.60M | 1.55% | 00.0% | Unchanged |
| Expressive Wealth LLC | 3,693 | $2.60M | 2.45% | −138−3.6% | Reduced |
| PKS Advisory Services, LLC | 3,687 | $2.59M | 0.41% | −108−2.8% | Reduced |
| Intelligent Financial Strategies | 3,678 | $2.59M | 1.25% | −65−1.7% | Reduced |
| Weil Company, Inc. | 3,685 | $2.59M | 0.46% | −227−5.8% | Reduced |
| Lewis Asset Management, LLC | 3,674 | $2.58M | 0.91% | 00.0% | Unchanged |
| Churchill Financial Advisors, LLC | 3,667 | $2.58M | 0.50% | −10−0.3% | Reduced |
| Revolve Wealth Partners, LLC | 3,649 | $2.57M | 0.27% | 00.0% | Unchanged |
| Lionsbridge Wealth Management LLC | 3,643 | $2.56M | 2.51% | −184−4.8% | Reduced |
| Investment Advisory Group, LLC | 3,637 | $2.56M | 0.55% | 00.0% | Unchanged |
| Cercano Management LLC | 3,636 | $2.56M | 0.34% | +3,636 | New |
| Farther Finance Advisors, LLC | 3,621 | $2.55M | 0.02% | −431−10.6% | Reduced |
| McLaughlin Asset Management, Inc. | 3,610 | $2.54M | 1.75% | +92+2.6% | Added |
| Coldstream Capital Management Inc | 3,589 | $2.52M | 0.03% | −1,589−30.7% | Reduced |
| Trust Point Inc. | 3,583 | $2.52M | 0.21% | −10.0% | Reduced |
| Becker Capital Management Inc | 3,568 | $2.52M | 0.07% | −317−8.2% | Reduced |
| Acorn Wealth Advisors, LLC | 3,555 | $2.50M | 0.61% | +384+12.1% | Added |
| Scotia Capital Inc. | 3,552 | $2.50M | 0.01% | −163−4.4% | Reduced |
| Pacific Point Advisors, LLC | 3,553 | $2.50M | 1.14% | +811+29.6% | Added |
| Topsail Wealth Management, LLC | 3,551 | $2.50M | 0.32% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 3,548 | $2.50M | 0.00% | +3,548 | New |
| Connecticut Wealth Management, LLC | 3,542 | $2.49M | 0.09% | −443−11.1% | Reduced |
| Marin Bay Wealth Advisors, LLC | 3,524 | $2.48M | 1.33% | −22−0.6% | Reduced |
| Red Door Wealth Management, LLC | 3,522 | $2.48M | 0.23% | +4+0.1% | Added |
| Freestone Capital Holdings, LLC | 3,514 | $2.47M | 0.06% | −107−3.0% | Reduced |
| Wealthcare Advisory Partners LLC | 3,513 | $2.47M | 0.05% | −227−6.1% | Reduced |
| Global Retirement Partners, LLC | 3,483 | $2.45M | 0.04% | +3,483 | New |
| Sentinus, LLC | 3,478 | $2.45M | 0.20% | +50+1.5% | Added |
| Finley Financial, LLC | 3,475 | $2.44M | 0.98% | −150−4.1% | Reduced |
| Gryphon Financial Partners LLC | 3,470 | $2.44M | 0.22% | +1,465+73.1% | Added |
| Vestmark Advisory Solutions, Inc. | 3,455 | $2.43M | 0.02% | +608+21.4% | Added |
| Action Point Financial Planning, LLC | 3,437 | $2.42M | 0.25% | +3,437 | New |
| Baltimore-Washington Financial Advisors, Inc. | 3,427 | $2.41M | 0.09% | −356−9.4% | Reduced |
| Baker Avenue Asset Management, LP | 3,427 | $2.41M | 0.05% | +1,800+110.6% | Added |
| Northern Oak Wealth Management Inc | 3,397 | $2.39M | 0.27% | −5−0.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 3,355 | $2.36M | 0.01% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 3,340 | $2.35M | 4.72% | +3,000+882.4% | Added |
| CWS Financial Advisors, LLC | 3,332 | $2.34M | 0.52% | +7+0.2% | Added |
| Embree Financial Group | 3,293 | $2.32M | 0.23% | +29+0.9% | Added |
| Kingsview Wealth Management, LLC | 3,283 | $2.31M | 0.03% | −796−19.5% | Reduced |
| Private Trust Co NA | 3,262 | $2.29M | 0.18% | +810+33.0% | Added |
| AlTi Global, Inc. | 3,247 | $2.29M | 0.05% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 3,232 | $2.27M | 0.55% | −137−4.1% | Reduced |
| ZWJ Investment Counsel Inc | 3,231 | $2.27M | 0.07% | −137−4.1% | Reduced |
| Old Second National Bank of Aurora | 3,185 | $2.24M | 0.42% | −3−0.1% | Reduced |
| Venturi Wealth Management, LLC | 3,150 | $2.22M | 0.09% | 00.0% | Unchanged |
| City National Bank of Florida | 3,142 | $2.21M | 0.93% | +2,023+180.8% | Added |
| Independent Financial Group, LLC | 3,130 | $2.20M | 0.04% | +102+3.4% | Added |
| Gridiron Partners, LLC | 3,123 | $2.20M | 1.15% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 3,107 | $2.19M | 0.11% | −4−0.1% | Reduced |
| Finivi Inc. | 3,080 | $2.17M | 1.11% | +11+0.4% | Added |
| Junk Investment Group, LLC | 3,077 | $2.16M | 0.96% | +6+0.2% | Added |
| Aspiriant, LLC | 3,063 | $2.15M | 0.05% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 3,042 | $2.14M | 0.12% | −128−4.0% | Reduced |
| Valmark Advisers, Inc. | 3,038 | $2.14M | 0.02% | −54−1.7% | Reduced |
| Kelman-Lazarov, Inc. | 3,014 | $2.12M | 0.28% | −25−0.8% | Reduced |
| Caliber Wealth Management, LLC | 3,006 | $2.11M | 0.20% | −151−4.8% | Reduced |
| Quantbot Technologies LP | 3,000 | $2.11M | 0.08% | +86+3.0% | Added |
| IMC-Chicago, LLC | 2,972 | $2.09M | 0.02% | −21,362−87.8% | Reduced |
| Jones Kertz & Associates, Inc. | 2,953 | $2.08M | 0.96% | −117−3.8% | Reduced |
| Regions Financial Corp | 2,939 | $2.07M | 0.01% | −21−0.7% | Reduced |
| Bitterroot Capital Advisors LLC | 2,929 | $2.06M | 1.24% | 00.0% | Unchanged |
| GenTrust, LLC | 2,914 | $2.05M | 0.08% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 2,902 | $2.04M | 0.74% | −4−0.1% | Reduced |
| Summit Trail Advisors, LLC | 2,901 | $2.04M | 0.03% | +10.0% | Added |
| Axxcess Wealth Management, LLC | 2,901 | $2.04M | 0.03% | +2,901 | New |
| Carolina Wealth Management Inc | 2,888 | $2.03M | 0.93% | +2,888 | New |
| Stratos Wealth Advisors, LLC | 2,864 | $2.01M | 0.11% | −313−9.9% | Reduced |
| Nuveen, LLC | 2,844 | $2.00M | 0.00% | +2,844 | New |
| Integrated Advisors Network LLC | 2,810 | $1.98M | 0.09% | −26−0.9% | Reduced |
| CSS LLC | 2,810 | $1.98M | 0.09% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 2,808 | $1.98M | 0.08% | −34−1.2% | Reduced |