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 |
|---|---|---|---|---|---|
| Bill Few Associates, Inc. | 2,025 | $1.42M | 0.30% | −8−0.4% | Reduced |
| 3EDGE Asset Management, LP | 2,018 | $1.42M | 0.06% | +531+35.7% | Added |
| Rise Advisors, LLC | 2,011 | $1.41M | 0.40% | +718+55.5% | Added |
| Eldridge Investment Advisors, Inc. | 2,005 | $1.41M | 0.28% | −64−3.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,000 | $1.41M | 0.02% | +600+42.9% | Added |
| Arthur M. Cohen & Associates, LLC | 1,994 | $1.40M | 0.22% | +1+0.1% | Added |
| NCM Capital Management, LLC | 1,988 | $1.40M | 0.43% | 00.0% | Unchanged |
| FF Advisors,LLC | 1,984 | $1.40M | 0.52% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,984 | $1.40M | 0.02% | −29−1.4% | Reduced |
| Stock Yards Bank & Trust Co | 1,983 | $1.39M | 0.04% | −40−2.0% | Reduced |
| Bear Mountain Capital, Inc. | 2,019 | $1.39M | 0.40% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 1,977 | $1.39M | 0.84% | −153−7.2% | Reduced |
| CCG Wealth Management, LLC | 1,967 | $1.39M | 0.32% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,970 | $1.39M | 0.01% | +149+8.2% | Added |
| Clear Harbor Asset Management, LLC | 1,966 | $1.38M | 0.09% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,960 | $1.38M | 0.05% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 1,957 | $1.38M | 0.45% | −299−13.3% | Reduced |
| First City Capital Management, Inc. | 1,957 | $1.38M | 0.67% | +2+0.1% | Added |
| National Asset Management, Inc. | 1,966 | $1.37M | 0.07% | +3+0.2% | Added |
| Pine Valley Investments Ltd Liability Co | 1,945 | $1.37M | 0.06% | +73+3.9% | Added |
| CAPROCK Group, Inc. | 1,936 | $1.37M | 0.03% | −1,883−49.3% | Reduced |
| Lavaca Capital LLC | 1,941 | $1.37M | 0.14% | −1,559−44.5% | Reduced |
| Burling Wealth Partners, LLC | 1,941 | $1.37M | 0.20% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,934 | $1.36M | 0.08% | −21−1.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,918 | $1.35M | 0.16% | −44−2.2% | Reduced |
| Fiera Capital Corp | 1,913 | $1.35M | 0.00% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 1,910 | $1.34M | 0.03% | 00.0% | Unchanged |
| Triumph Capital Management | 1,907 | $1.34M | 0.24% | −203−9.6% | Reduced |
| Maltin Wealth Management, Inc. | 1,897 | $1.33M | 0.45% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,887 | $1.33M | 0.02% | −6,029−76.2% | Reduced |
| Private Wealth Group, LLC | 1,887 | $1.33M | 0.51% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 1,883 | $1.32M | 0.73% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,879 | $1.32M | 0.02% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,876 | $1.32M | 0.40% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,870 | $1.32M | 0.04% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,870 | $1.32M | 0.08% | +30+1.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,869 | $1.31M | 0.07% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,860 | $1.31M | 0.25% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 1,858 | $1.31M | 0.08% | −45−2.4% | Reduced |
| Level Four Advisory Services, LLC | 1,856 | $1.31M | 0.04% | −1−0.1% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 1,853 | $1.30M | 0.32% | +56+3.1% | Added |
| SkyView Investment Advisors, LLC | 1,850 | $1.30M | 1.02% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 1,847 | $1.30M | 0.07% | +4+0.2% | Added |
| Runnymede Capital Advisors, Inc. | 1,843 | $1.30M | 0.77% | −84−4.4% | Reduced |
| Blue Zone Wealth Advisors, LLC | 1,840 | $1.29M | 0.23% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,818 | $1.28M | 0.06% | +50+2.8% | Added |
| Aptus Capital Advisors, LLC | 1,808 | $1.27M | 0.01% | +237+15.1% | Added |
| Manchester Capital Management LLC | 1,799 | $1.27M | 0.16% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 1,796 | $1.26M | 0.25% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,795 | $1.26M | 0.04% | −300−14.3% | Reduced |
| Credit Agricole S A | 1,776 | $1.25M | 0.00% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 1,775 | $1.25M | 0.18% | −15−0.8% | Reduced |
| Glassman Wealth Services | 1,770 | $1.24M | 0.15% | −66−3.6% | Reduced |
| Brighton Jones LLC | 1,759 | $1.24M | 0.02% | +62+3.7% | Added |
| Gator Capital Management, LLC | 1,755 | $1.23M | 0.27% | −273−13.5% | Reduced |
| Aegis Wealth Management, Inc. | 1,749 | $1.23M | 0.79% | +62+3.7% | Added |
| Evergreen Wealth Solutions, LLC | 1,719 | $1.23M | 0.06% | +821+91.4% | Added |
| BigSur Wealth Management LLC | 1,740 | $1.23M | 0.30% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,742 | $1.23M | 0.08% | −125−6.7% | Reduced |
| GEM Asset Management, LLC | 1,741 | $1.22M | 0.48% | −881−33.6% | Reduced |
| Lynch & Associates | 1,740 | $1.22M | 0.21% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,738 | $1.22M | 0.01% | −1,770−50.5% | Reduced |
| Park National Corp | 1,738 | $1.22M | 0.03% | 00.0% | Unchanged |
| Moment Partners, LLC | 1,728 | $1.22M | 0.22% | 00.0% | Unchanged |
| SFM, LLC | 1,728 | $1.22M | 0.62% | −36−2.0% | Reduced |
| Dynamic Advisor Solutions LLC | 1,727 | $1.21M | 0.03% | −107−5.8% | Reduced |
| Roberts Glore & Co Inc | 1,725 | $1.21M | 0.30% | −15−0.9% | Reduced |
| Long Road Investment Counsel, LLC | 1,720 | $1.21M | 0.45% | −130−7.0% | Reduced |
| Capital Advantage, Inc. | 1,696 | $1.19M | 0.15% | −88−4.9% | Reduced |
| BCJ Capital Management, LLC | 1,692 | $1.19M | 0.06% | +1,012+148.8% | Added |
| Mason Investment Advisory Services, Inc. | 1,691 | $1.19M | 0.05% | −67−3.8% | Reduced |
| Steel Peak Wealth Management LLC | 1,687 | $1.19M | 0.03% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,691 | $1.19M | 0.13% | −662−28.1% | Reduced |
| Darrow Company, Inc. | 1,684 | $1.18M | 0.46% | +1+0.1% | Added |
| Braun Stacey Associates Inc | 1,676 | $1.18M | 0.03% | −195−10.4% | Reduced |
| Legacy Private Trust Co. | 1,665 | $1.17M | 0.07% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,665 | $1.17M | 0.12% | +1,596+2,313.0% | Added |
| Jordan Park Group LLC | 1,664 | $1.17M | 0.06% | 00.0% | Unchanged |
| Financial Solutions Advisory Group, Inc. | 1,695 | $1.17M | 0.15% | +38+2.3% | Added |
| Fortress Private Ledger, LLC | 1,655 | $1.16M | 0.32% | +42+2.6% | Added |
| M3 Advisory Group, LLC | 1,653 | $1.16M | 0.60% | +32+2.0% | Added |
| Cannon Capital Management, Inc. | 1,653 | $1.16M | 0.99% | −38−2.2% | Reduced |
| White Pine Capital LLC | 1,653 | $1.16M | 0.27% | +7+0.4% | Added |
| Atomi Financial Group, Inc. | 1,648 | $1.16M | 0.03% | +28+1.7% | Added |
| Aspen Grove Capital, LLC | 1,632 | $1.15M | 0.17% | +694+74.0% | Added |
| Berger Financial Group, Inc | 1,630 | $1.15M | 0.06% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 1,626 | $1.14M | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,624 | $1.14M | 0.19% | −279−14.7% | Reduced |
| Old North State Trust, LLC | 1,621 | $1.14M | 0.59% | −27−1.6% | Reduced |
| Samalin Investment Counsel, LLC | 1,608 | $1.13M | 0.36% | +142+9.7% | Added |
| IFP Advisors, Inc | 1,602 | $1.13M | 0.02% | +192+13.6% | Added |
| Bank of Nova Scotia | 1,601 | $1.13M | 0.00% | −1,710−51.6% | Reduced |
| Sig Brokerage, LP | 1,600 | $1.13M | 0.18% | 00.0% | Unchanged |
| United Community Bank | 1,582 | $1.11M | 0.34% | +205+14.9% | Added |
| Benjamin Edwards Inc | 1,568 | $1.10M | 0.01% | +209+15.4% | Added |
| StoneX Group Inc. | 1,605 | $1.10M | 0.04% | +56+3.6% | Added |
| Beacon Financial Advisory LLC | 1,562 | $1.10M | 0.22% | −27−1.7% | Reduced |
| SEI Investments Co | 1,555 | $1.09M | 0.00% | +1,555 | New |
| VeraBank, N.A. | 1,550 | $1.09M | 0.18% | −50−3.1% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 1,537 | $1.08M | 0.64% | 00.0% | Unchanged |