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 |
|---|---|---|---|---|---|
| Delap Wealth Advisory, LLC | 1,178 | $828.5K | 0.28% | 00.0% | Unchanged |
| Compass Capital Corp | 1,163 | $826.6K | 0.27% | −12−1.0% | Reduced |
| Port Capital LLC | 1,170 | $822.9K | 0.03% | +1,170 | New |
| Omega Financial Group, LLC | 1,158 | $814.3K | 0.25% | −21−1.8% | Reduced |
| STAR Financial Bank | 1,157 | $813.8K | 0.33% | −10−0.9% | Reduced |
| Brightwater Advisory LLC | 1,154 | $811.7K | 0.51% | −43−3.6% | Reduced |
| Parkside Financial Bank & Trust | 1,152 | $810.2K | 0.06% | 00.0% | Unchanged |
| North Star Asset Management Inc | 1,151 | $809.5K | 0.03% | 00.0% | Unchanged |
| Truepoint, Inc. | 1,144 | $804.6K | 0.02% | 00.0% | Unchanged |
| CDM Financial Counseling Services, Inc. | 1,141 | $802.4K | 0.69% | −1−0.1% | Reduced |
| Rathbone Brothers plc | 1,140 | $801.8K | 0.00% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 1,135 | $799.4K | 0.33% | −7−0.6% | Reduced |
| Forum Financial Management, LP | 1,134 | $797.9K | 0.01% | +262+30.0% | Added |
| New Hampshire Trust | 1,134 | $797.6K | 0.15% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,131 | $795.5K | 0.14% | 00.0% | Unchanged |
| FCG Investment Co | 1,126 | $792.0K | 0.27% | −84−6.9% | Reduced |
| Cascade Financial Partners, LLC | 1,116 | $784.9K | 0.07% | −59−5.0% | Reduced |
| Summit Asset Management, LLC | 1,108 | $779.3K | 0.10% | 00.0% | Unchanged |
| Cypress Capital Advisors, LLC | 1,104 | $776.5K | 0.32% | +36+3.4% | Added |
| River Street Advisors LLC | 1,098 | $772.3K | 0.23% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,097 | $771.7K | 0.01% | +80+7.9% | Added |
| Carrera Capital Advisors | 1,093 | $770.5K | 0.11% | +2+0.2% | Added |
| Jacksonville Wealth Management, LLC | 1,086 | $763.9K | 0.43% | −23−2.1% | Reduced |
| AlphaCore Capital LLC | 1,086 | $763.6K | 0.01% | +88+8.8% | Added |
| Round Rock Advisors, LLC | 1,085 | $763.4K | 0.10% | −16−1.5% | Reduced |
| Howland Capital Management LLC | 1,077 | $759.3K | 0.03% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,078 | $757.9K | 0.09% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,076 | $756.8K | 0.03% | −31−2.8% | Reduced |
| Venture Visionary Partners LLC | 1,065 | $749.2K | 0.02% | −89−7.7% | Reduced |
| Western Wealth Management, LLC | 1,065 | $749.1K | 0.02% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,065 | $748.8K | 0.05% | −10−0.9% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,064 | $748.4K | 0.04% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 1,062 | $747.0K | 0.08% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,061 | $746.2K | 0.05% | −16−1.5% | Reduced |
| Stablepoint Partners, LLC | 1,059 | $745.1K | 0.10% | +202+23.6% | Added |
| Royal Fund Management, LLC | 1,059 | $744.8K | 0.06% | −16−1.5% | Reduced |
| First Western Trust Bank | 1,055 | $742.0K | 0.04% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 1,047 | $736.1K | 0.17% | −50−4.6% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 1,035 | $727.8K | 0.11% | +1+0.1% | Added |
| WorthPointe, LLC | 1,032 | $725.8K | 0.18% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 1,050 | $724.8K | 0.53% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 1,030 | $724.4K | 0.23% | +1,030 | New |
| MEMBERS Trust Co | 1,030 | $724.4K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Architects, Inc. | 1,054 | $723.0K | 0.29% | 00.0% | Unchanged |
| Baxter Bros Inc | 1,023 | $719.5K | 0.08% | 00.0% | Unchanged |
| Range Advisory, LLC | 1,016 | $714.6K | 0.09% | +2+0.2% | Added |
| River Wealth Advisors LLC | 1,015 | $713.9K | 0.07% | −21−2.0% | Reduced |
| GSB Wealth Management, LLC | 1,013 | $712.6K | 0.14% | −22−2.1% | Reduced |
| Spire Wealth Management | 1,012 | $711.5K | 0.02% | +1+0.1% | Added |
| Flagship Harbor Advisors, LLC | 1,008 | $708.8K | 0.03% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 1,007 | $708.3K | 0.19% | +164+19.5% | Added |
| Connors Investor Services Inc | 1,007 | $708.3K | 0.06% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,008 | $706.4K | 0.01% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,003 | $705.5K | 0.02% | +1+0.1% | Added |
| Nemes Rush Group LLC | 1,003 | $705.2K | 0.06% | −5−0.5% | Reduced |
| AE Wealth Management LLC | 1,002 | $704.4K | 0.00% | −82−7.6% | Reduced |
| Seven Mile Advisory | 992 | $699.4K | 0.47% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 994 | $699.1K | 0.42% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 994 | $698.9K | 0.01% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 993 | $698.4K | 0.14% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 989 | $695.6K | 0.03% | 00.0% | Unchanged |
| WBH Advisory Inc | 988 | $695.2K | 0.05% | −58−5.5% | Reduced |
| Tanager Wealth Management LLP | 988 | $694.9K | 0.06% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 985 | $692.8K | 0.03% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 978 | $688.0K | 0.42% | −12−1.2% | Reduced |
| WSFS Capital Management, LLC | 975 | $685.9K | 0.03% | 00.0% | Unchanged |
| Livet Wealth, LLC | 972 | $683.5K | 0.39% | −169−14.8% | Reduced |
| Maren Capital LLC | 964 | $678.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 955 | $673.0K | 0.03% | 00.0% | Unchanged |
| BSW Wealth Partners | 956 | $672.4K | 0.07% | −4−0.4% | Reduced |
| Avalon Trust Co | 950 | $668.2K | 0.04% | −300−24.0% | Reduced |
| Markowski Investments | 950 | $668.1K | 0.15% | +950 | New |
| Tower View Investment Management & Research LLC | 949 | $667.2K | 0.29% | 00.0% | Unchanged |
| Clear Trail Advisors, LLC | 943 | $663.3K | 0.10% | −10−1.0% | Reduced |
| Sax Wealth Advisors, LLC | 1,073 | $661.8K | 0.03% | +147+15.9% | Added |
| HTG Investment Advisors, Inc. | 940 | $661.1K | 0.17% | 00.0% | Unchanged |
| Bell Bank | 940 | $661.1K | 0.03% | +5+0.5% | Added |
| Shepherd Financial Partners LLC | 936 | $658.3K | 0.05% | +81+9.5% | Added |
| Modern Wealth Management, LLC | 935 | $657.4K | 0.01% | +587+168.7% | Added |
| Northland Securities, Inc. | 928 | $652.7K | 0.38% | 00.0% | Unchanged |
| HCR Wealth Advisors | 926 | $651.8K | 0.06% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 917 | $650.3K | 0.10% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 923 | $649.2K | 0.03% | 00.0% | Unchanged |
| First Trust Advisors LP | 923 | $649.2K | 0.00% | +223+31.9% | Added |
| Trillium Asset Management, LLC | 920 | $647.1K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 920 | $647.1K | 0.05% | +428+87.0% | Added |
| Sanchez Gaunt Capital Management, LLC | 912 | $641.4K | 0.36% | −10−1.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 904 | $635.8K | 0.01% | −13−1.4% | Reduced |
| Contravisory Investment Management, Inc. | 903 | $635.4K | 0.11% | +551+156.5% | Added |
| First PREMIER Bank | 902 | $634.0K | 0.10% | 00.0% | Unchanged |
| Eagle Strategies LLC | 900 | $633.2K | 0.06% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 897 | $631.0K | 0.04% | 00.0% | Unchanged |
| Chicago Capital, LLC | 895 | $629.5K | 0.02% | +895 | New |
| First Manhattan Co | 892 | $628.9K | 0.00% | +892 | New |
| Edgestream Partners, L.P. | 894 | $628.8K | 0.02% | +517+137.1% | Added |
| Bragg Financial Advisors, Inc | 892 | $627.6K | 0.02% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 890 | $626.0K | 0.16% | −54−5.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 888 | $624.6K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 887 | $624.0K | 0.00% | −1−0.1% | Reduced |
| Creekside Partners | 887 | $623.9K | 0.23% | +1+0.1% | Added |