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 |
|---|---|---|---|---|---|
| Clarendon Private LLC | 1,531 | $1.08M | 0.69% | +3+0.2% | Added |
| Panoramic Capital Partners, LLC | 1,526 | $1.07M | 0.51% | 00.0% | Unchanged |
| RB Capital Management, LLC | 1,526 | $1.07M | 0.21% | +1,526 | New |
| Vertex Planning Partners, LLC | 1,522 | $1.07M | 0.16% | +631+70.8% | Added |
| Orcam Financial Group | 1,521 | $1.07M | 0.52% | +1,521 | New |
| Certified Advisory Corp | 1,519 | $1.07M | 0.09% | +470+44.8% | Added |
| Paragon Capital Management Ltd | 1,511 | $1.06M | 0.20% | −189−11.1% | Reduced |
| OneAscent Financial Services LLC | 1,508 | $1.06M | 0.05% | −64−4.1% | Reduced |
| Gen-Wealth Partners Inc | 1,507 | $1.06M | 0.29% | 00.0% | Unchanged |
| Warner Financial, Inc | 1,505 | $1.06M | 0.31% | 00.0% | Unchanged |
| Retirement Capital Strategies | 1,502 | $1.06M | 0.37% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 1,502 | $1.06M | 0.25% | −2−0.1% | Reduced |
| Black Maple Capital Management LP | 1,500 | $1.06M | 0.71% | 00.0% | Unchanged |
| Vista Investment Management | 1,495 | $1.05M | 0.32% | +1+0.1% | Added |
| General Partner, Inc. | 1,484 | $1.04M | 0.56% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,482 | $1.04M | 0.32% | +112+8.2% | Added |
| VestGen Advisors, LLC | 1,478 | $1.04M | 0.03% | −380−20.5% | Reduced |
| Coastal Bridge Advisors, LLC | 1,478 | $1.04M | 0.06% | −6−0.4% | Reduced |
| First American Trust, FSB | 1,476 | $1.04M | 0.06% | 00.0% | Unchanged |
| Gambit Capital Management, LLC | 1,475 | $1.04M | 0.60% | −16−1.1% | Reduced |
| Pure Financial Advisors, Inc. | 1,474 | $1.04M | 0.01% | −17−1.1% | Reduced |
| Foundations Investment Advisors, LLC | 1,473 | $1.04M | 0.01% | −63−4.1% | Reduced |
| Rothschild Capital Partners, LLC | 1,471 | $1.03M | 0.22% | +3+0.2% | Added |
| Rialto Wealth Management, LLC | 1,463 | $1.03M | 0.20% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,462 | $1.03M | 0.16% | −145−9.0% | Reduced |
| TritonPoint Partners, LLC | 1,457 | $1.03M | 0.09% | +1,457 | New |
| Tritonpoint Wealth, LLC | 1,457 | $1.02M | 0.10% | 00.0% | Unchanged |
| LCNB Corp | 1,455 | $1.02M | 0.31% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,451 | $1.02M | 0.05% | +866+148.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,450 | $1.02M | 0.11% | −5−0.3% | Reduced |
| Petix & Botte Co | 1,450 | $1.02M | 0.21% | +725+100.0% | Added |
| Nwam LLC | 1,445 | $1.02M | 0.05% | +437+43.4% | Added |
| Pettinga Financial Advisors, LLC | 1,441 | $1.01M | 0.16% | −12−0.8% | Reduced |
| American Money Management, LLC | 1,440 | $1.01M | 0.14% | −12−0.8% | Reduced |
| Pasadena Private Wealth, LLC | 1,438 | $1.01M | 0.13% | +25+1.8% | Added |
| Sachetta, LLC | 1,435 | $1.01M | 0.49% | +2+0.1% | Added |
| Mayport, LLC | 1,430 | $1.01M | 0.16% | +1,430 | New |
| Quadrant Private Wealth Management, LLC | 1,425 | $1.00M | 0.22% | +1+0.1% | Added |
| Sequoia Financial Advisors, LLC | 1,427 | $1.00M | 0.01% | −889−38.4% | Reduced |
| M. Kraus & Co | 1,425 | $1.00M | 0.27% | +50+3.6% | Added |
| WealthSpring Partners, LLC | 1,420 | $998.6K | 0.86% | +3+0.2% | Added |
| Wealth Alliance Advisory Group, LLC | 1,416 | $996.2K | 0.14% | −2,182−60.6% | Reduced |
| Bridgewater Advisors Inc. | 1,435 | $996.0K | 0.05% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 1,411 | $992.4K | 0.27% | +1,411 | New |
| ZRC Wealth Management, LLC | 1,405 | $988.3K | 0.30% | −24−1.7% | Reduced |
| Leisure Capital Management | 1,405 | $988.2K | 0.31% | 00.0% | Unchanged |
| Prosperity Planning, Inc. | 1,404 | $987.5K | 0.23% | −56−3.8% | Reduced |
| Lam Group, Inc. | 1,400 | $984.7K | 0.49% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 1,396 | $981.9K | 0.09% | +696+99.4% | Added |
| Sawgrass Asset Management LLC | 1,393 | $979.8K | 0.13% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,391 | $978.3K | 0.02% | −9−0.6% | Reduced |
| Tudor Investment Corp Et Al | 1,387 | $975.5K | 0.00% | +1,387 | New |
| Andrews, Lucia Wealth Management LLC | 1,383 | $972.7K | 0.51% | 00.0% | Unchanged |
| BankPlus Trust Department | 1,381 | $971.3K | 0.23% | +19+1.4% | Added |
| Fca Corp | 1,380 | $970.6K | 0.24% | 00.0% | Unchanged |
| Apeiron RIA LLC | 1,376 | $967.5K | 0.25% | +87+6.7% | Added |
| Hohimer Wealth Management, LLC | 1,366 | $960.8K | 0.10% | +50+3.8% | Added |
| Ashford Advisors, LLC | 1,361 | $959.6K | 0.20% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,360 | $956.2K | 0.11% | −13−0.9% | Reduced |
| Opulen Financial Group LLC | 1,357 | $954.1K | 0.60% | +3+0.2% | Added |
| McGuire Investment Group, LLC | 1,354 | $952.3K | 0.08% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1,325 | $931.9K | 0.65% | −144−9.8% | Reduced |
| Viawealth, LLC | 1,325 | $931.9K | 0.47% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 1,320 | $928.4K | 0.25% | −49−3.6% | Reduced |
| Garden State Investment Advisory Services LLC | 1,315 | $925.3K | 0.18% | −29−2.2% | Reduced |
| Cypress Capital, LLC | 1,314 | $923.9K | 0.25% | +53+4.2% | Added |
| Avantax Planning Partners, Inc. | 1,313 | $923.5K | 0.02% | −358−21.4% | Reduced |
| Kovack Advisors, Inc. | 1,311 | $917.9K | 0.04% | +44+3.5% | Added |
| Collaborative Capital Advisors LLC | 1,300 | $916.6K | 0.58% | +1,300 | New |
| D.A. Davidson & Co. | 1,299 | $914.1K | 0.01% | −50−3.7% | Reduced |
| Dana Investment Advisors, Inc. | 1,300 | $914.1K | 0.02% | −8−0.6% | Reduced |
| L & S Advisors Inc | 1,294 | $910.3K | 0.09% | +5+0.4% | Added |
| Davenport & Co LLC | 1,283 | $902.4K | 0.00% | +25+2.0% | Added |
| Appleton Partners Inc | 1,280 | $900.0K | 0.06% | −20−1.5% | Reduced |
| Renaissance Investment Group LLC | 1,273 | $895.4K | 0.18% | −114−8.2% | Reduced |
| SNS Financial Group, LLC | 1,269 | $892.5K | 0.02% | +696+121.5% | Added |
| MontVue Capital Management, Inc. | 1,268 | $891.8K | 0.51% | −33−2.5% | Reduced |
| TCI Wealth Advisors, Inc. | 1,268 | $891.8K | 0.04% | 00.0% | Unchanged |
| Pacific Financial Group Inc | 1,266 | $890.7K | 0.43% | −53−4.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,264 | $889.2K | 0.02% | −489−27.9% | Reduced |
| Sentinel Wealth Management, Inc. | 1,260 | $888.4K | 0.63% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,263 | $888.3K | 0.10% | +1,263 | New |
| Holistic Financial Partners | 1,262 | $887.7K | 0.54% | +1+0.1% | Added |
| Fiduciary Wealth Partners, LLC | 1,261 | $886.9K | 0.49% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,257 | $883.9K | 0.01% | +22+1.8% | Added |
| Citizens Business Bank | 1,255 | $882.7K | 0.13% | +214+20.6% | Added |
| HM Payson & Co | 1,253 | $881.3K | 0.01% | +25+2.0% | Added |
| Miramar Capital, LLC | 1,252 | $880.6K | 0.19% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 1,250 | $879.5K | 0.11% | +126+11.2% | Added |
| Urban Financial Advisory Corp | 1,243 | $874.3K | 0.24% | +2+0.2% | Added |
| German American Bancorp, Inc. | 1,242 | $874.0K | 0.07% | 00.0% | Unchanged |
| Glenview Trust Co | 1,241 | $872.8K | 0.01% | +265+27.2% | Added |
| Garrett Investment Advisors LLC | 1,225 | $861.6K | 0.06% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 1,219 | $857.4K | 0.56% | −58−4.5% | Reduced |
| Financial Advisory Service, Inc. | 1,216 | $855.1K | 0.04% | +1+0.1% | Added |
| Simon Quick Advisors, LLC | 1,213 | $853.1K | 0.03% | −11−0.9% | Reduced |
| Betterment LLC | 1,194 | $840.0K | 0.00% | +355+42.3% | Added |
| Sage Mountain Advisors LLC | 1,190 | $837.0K | 0.05% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 1,189 | $836.3K | 0.25% | −31−2.5% | Reduced |
| Marion Wealth Management | 1,187 | $834.5K | 0.17% | +73+6.6% | Added |