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 |
|---|---|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 2,786 | $1.96M | 1.19% | −59−2.1% | Reduced |
| Hardy Reed LLC | 2,775 | $1.95M | 0.13% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 2,773 | $1.95M | 0.36% | +26+0.9% | Added |
| Fiducient Advisors LLC | 2,767 | $1.95M | 0.28% | −24−0.9% | Reduced |
| Gould Asset Management LLC | 2,766 | $1.95M | 0.31% | −15−0.5% | Reduced |
| TSFG, LLC | 2,760 | $1.94M | 0.24% | −13−0.5% | Reduced |
| Harbor Advisory Corp | 2,743 | $1.93M | 0.52% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,730 | $1.92M | 0.44% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,705 | $1.90M | 0.10% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,700 | $1.90M | 0.19% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 2,698 | $1.90M | 0.30% | +1,433+113.3% | Added |
| Essex Financial Services, Inc. | 2,684 | $1.89M | 0.09% | −2−0.1% | Reduced |
| Neuberger Berman Group LLC | 2,664 | $1.87M | 0.00% | +151+6.0% | Added |
| GW&K Investment Management, LLC | 2,658 | $1.87M | 0.01% | −10.0% | Reduced |
| Northwest Bancshares, Inc. | 2,635 | $1.85M | 0.33% | −235−8.2% | Reduced |
| Aprio Wealth Management, LLC | 2,635 | $1.85M | 0.09% | +908+52.6% | Added |
| Meridian Financial, LLC | 2,622 | $1.84M | 0.89% | −25−0.9% | Reduced |
| SK Wealth Management, LLC | 2,608 | $1.84M | 0.42% | −102−3.8% | Reduced |
| ARK & TLK Investments, LLC | 2,617 | $1.84M | 0.45% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 2,613 | $1.84M | 0.26% | −81−3.0% | Reduced |
| Patriot Investment Management Inc. | 2,606 | $1.83M | 0.11% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 2,595 | $1.83M | 0.03% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 2,575 | $1.81M | 0.14% | −300−10.4% | Reduced |
| Zhang Financial LLC | 2,571 | $1.81M | 0.05% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,565 | $1.80M | 0.00% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 2,525 | $1.78M | 0.07% | −15−0.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,516 | $1.77M | 0.38% | −361−12.5% | Reduced |
| Tower Bridge Advisors | 2,516 | $1.77M | 0.16% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 2,507 | $1.76M | 0.02% | +1,414+129.4% | Added |
| Financial Network Wealth Management LLC | 2,500 | $1.76M | 0.50% | 00.0% | Unchanged |
| XML Financial, LLC | 2,504 | $1.76M | 0.13% | −52−2.0% | Reduced |
| Peterson Wealth Management | 2,499 | $1.76M | 0.82% | −19−0.8% | Reduced |
| Accredited Investors Inc. | 2,497 | $1.76M | 0.08% | +29+1.2% | Added |
| MidFirst Bank | 2,494 | $1.75M | 0.12% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 2,489 | $1.75M | 0.16% | 00.0% | Unchanged |
| Semitam Bonam LLC | 2,484 | $1.75M | 1.28% | −39−1.5% | Reduced |
| Disciplined Investments, LLC | 2,468 | $1.74M | 0.56% | +4+0.2% | Added |
| Trust Co of Vermont | 2,466 | $1.73M | 0.06% | +2,466 | New |
| BKD Wealth Advisors, LLC | 2,460 | $1.73M | 0.03% | −15−0.6% | Reduced |
| Harvest Investment Services, LLC | 2,453 | $1.73M | 0.27% | +894+57.3% | Added |
| First Financial Corp | 2,453 | $1.73M | 0.60% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 2,445 | $1.72M | 0.05% | −115−4.5% | Reduced |
| Wedbush Securities Inc | 2,445 | $1.72M | 0.04% | +6+0.2% | Added |
| Berman McAleer LLC | 2,435 | $1.71M | 0.20% | −450−15.6% | Reduced |
| Pitcairn Wealth Advisors LLC | 2,433 | $1.71M | 0.19% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 2,420 | $1.70M | 0.10% | −54−2.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,375 | $1.67M | 0.01% | −546−18.7% | Reduced |
| Capital Investment Counsel, LLC | 2,359 | $1.66M | 0.21% | −20−0.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,356 | $1.66M | 0.14% | +2,356 | New |
| Virtue Asset Management LLC | 2,347 | $1.65M | 1.16% | −4−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 2,345 | $1.65M | 0.07% | +793+51.1% | Added |
| Alpha Wealth Funds, LLC | 2,334 | $1.64M | 1.02% | −536−18.7% | Reduced |
| Saxon Interests, Inc. | 2,329 | $1.64M | 0.45% | +469+25.2% | Added |
| Journey Advisory Group, LLC | 2,328 | $1.64M | 0.13% | +126+5.7% | Added |
| WJ Financial Advisors LLC | 2,306 | $1.62M | 1.19% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,304 | $1.62M | 0.24% | +147+6.8% | Added |
| Insigneo Advisory Services, LLC | 2,293 | $1.61M | 0.06% | −187−7.5% | Reduced |
| CX Institutional | 2,285 | $1.61M | 0.05% | +1,143+100.1% | Added |
| American Capital Advisory, LLC | 2,275 | $1.60M | 0.58% | −8−0.4% | Reduced |
| Allred Capital Management, LLC | 2,263 | $1.59M | 0.52% | 00.0% | Unchanged |
| Millennium Management LLC | 2,251 | $1.58M | 0.00% | −41,989−94.9% | Reduced |
| Tompkins Financial Corp | 2,239 | $1.57M | 0.11% | −2−0.1% | Reduced |
| Bedminster, LLC | 2,238 | $1.57M | 1.34% | −219−8.9% | Reduced |
| Evanson Financial, LLC | 2,237 | $1.57M | 0.08% | +2,237 | New |
| Millstone Evans Group, LLC | 2,218 | $1.56M | 0.84% | −494−18.2% | Reduced |
| Moors & Cabot, Inc. | 2,205 | $1.55M | 0.06% | +24+1.1% | Added |
| Savvy Advisors, Inc. | 2,197 | $1.55M | 0.03% | −29−1.3% | Reduced |
| Cary Street Partners Financial LLC | 2,188 | $1.54M | 0.03% | −20−0.9% | Reduced |
| Bank of Hawaii | 2,187 | $1.54M | 0.08% | +100+4.8% | Added |
| Beaumont Financial Advisors, LLC | 2,181 | $1.53M | 0.10% | −137−5.9% | Reduced |
| Tiaa Trust, National Association | 2,170 | $1.53M | 0.09% | −18−0.8% | Reduced |
| Compass Wealth Management LLC | 2,163 | $1.52M | 0.29% | +2,163 | New |
| Element Wealth, LLC | 2,157 | $1.52M | 0.57% | −238−9.9% | Reduced |
| Signal Tree Financial Partners LLC | 2,155 | $1.52M | 1.00% | −2−0.1% | Reduced |
| Stephens Inc | 2,152 | $1.51M | 0.02% | +104+5.1% | Added |
| GAMMA Investing LLC | 2,151 | $1.51M | 0.06% | −16−0.7% | Reduced |
| Cozad Asset Management Inc | 2,148 | $1.51M | 0.10% | −255−10.6% | Reduced |
| Sunflower Bank, N.A. | 2,148 | $1.51M | 0.36% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 2,128 | $1.50M | 0.10% | +70+3.4% | Added |
| TCTC Holdings, LLC | 2,127 | $1.50M | 0.04% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,125 | $1.49M | 0.07% | +121+6.0% | Added |
| Kennebec Savings Bank | 2,113 | $1.49M | 1.19% | −97−4.4% | Reduced |
| Rockland Trust Co | 2,109 | $1.48M | 0.06% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 2,104 | $1.48M | 0.13% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,100 | $1.48M | 0.13% | −298−12.4% | Reduced |
| Emprise Bank | 2,096 | $1.47M | 0.54% | 00.0% | Unchanged |
| Peterson Wealth Services | 2,081 | $1.46M | 0.32% | +312+17.6% | Added |
| Frisch Financial Group, Inc. | 2,066 | $1.46M | 0.25% | −10.0% | Reduced |
| Global Wealth Strategies & Associates | 2,065 | $1.45M | 0.28% | +2,051+14,650.0% | Added |
| Sunbeam Capital Management, LLC | 2,063 | $1.45M | 0.66% | 00.0% | Unchanged |
| Wealth Alliance | 2,060 | $1.45M | 0.12% | +1,395+209.8% | Added |
| Castle Rock Wealth Management, LLC | 2,076 | $1.45M | 0.28% | +157+8.2% | Added |
| Oxford Financial Group Ltd | 2,055 | $1.45M | 0.07% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 2,051 | $1.44M | 0.00% | −280−12.0% | Reduced |
| Orgel Wealth Management, LLC | 2,050 | $1.44M | 0.03% | +158+8.4% | Added |
| Granite Bay Wealth Management, LLC | 2,049 | $1.44M | 0.13% | −59−2.8% | Reduced |
| JFS Wealth Advisors, LLC | 2,043 | $1.44M | 0.07% | −10−0.5% | Reduced |
| Plancorp, LLC | 2,092 | $1.44M | 0.04% | −37−1.7% | Reduced |
| Fiduciary Alliance LLC | 2,036 | $1.43M | 0.10% | +475+30.4% | Added |
| Jefferies Financial Group Inc. | 2,033 | $1.43M | 0.01% | +2,033 | New |