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SPDR S&P MIDCAP 400 ETF TRUST hedge fund holdings

MDYNYSE
$669.66+6.28 (+0.95%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

MDY · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+11.8%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025204272$1.21B$959M1,289Aug 14, 2025
Q3 2025228209$1.2B$1.04B1,319Nov 14, 2025
Q4 2025219220$907M$1.34B1,375Feb 14, 2026
Q1 2026222265$971M$1.2B1,390May 15, 2026
Q2 2026272217$982M$988M1,471Aug 14, 2026

Quarterly action breakdown

Q2 2026
1,471 filers
New position
125
$494M+702K sh
Increased
147
$488M+694K sh
Reduced
175
-$947M-1.35M sh
Out / sold
42
-$40.5M-57.6K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Meitav Investment House LtdNew Buy+$290M$290M1.95%Jul 20, 2026
Cibc World Market Inc.Added 1283.57%+$54.3M$58.6M0.09%Aug 13, 2026
GFS Advisors, LLCReduce 75.68%-$33.4M$10.7M0.57%Aug 13, 2026
GTS Securities LLCReduce 84.27%-$28.4M$5.31M0.11%Aug 14, 2026
Basswood Capital Management, L.L.C.New Buy+$26.8M$26.8M1.07%Aug 14, 2026
Mirae Asset Securities (Usa) Inc.Reduce 39.90%-$23.4M$35.2M0.98%Aug 5, 2026
Passaic Partners LLCNew Buy+$19.3M$19.3M1.42%Aug 14, 2026
Fi3 FINANCIAL ADVISORS, LLCNew Buy+$18.8M$18.8M4.49%Aug 14, 2026
Madison Asset Management, LLCReduce 40.05%-$16.7M$25M0.30%Aug 10, 2026
Healthcare of Ontario Pension Plan Trust FundAdded 133.13%+$15.3M$26.7M0.04%Aug 13, 2026
IMC-Chicago, LLCReduce 87.79%-$15M$2.09M0.00%Aug 6, 2026
Welch & Forbes LLCReduce 12.00%-$13.6M$100M1.22%Jul 30, 2026
SummitTX Capital, L.P.Reduce 35.77%-$13.5M$24.2M0.62%Aug 14, 2026
Redhawk Wealth Advisors, Inc.New Buy+$11.1M$11.1M1.09%Jul 9, 2026
Kayne Anderson Rudnick Investment Management LLCReduce 5.25%-$11M$199M0.62%Aug 13, 2026
MML Investors Services, LLCAdded 62.82%+$9.03M$23.4M0.05%Aug 7, 2026
Mgo One Seven LLCAdded 335.56%+$6.15M$7.99M0.13%Jul 31, 2026
Bessemer Group IncAdded 24.77%+$6.04M$30.4M0.04%Aug 12, 2026
Synergy Asset Management, LLCNew Buy+$5.91M$5.91M0.56%Jul 22, 2026
Estate Counselors, LLCAdded 1942.59%+$5.81M$6.11M0.52%Aug 7, 2026
Financial & Tax Architects, LLCReduce 95.66%-$5.17M$235K0.05%Jul 23, 2026
SCS Capital Management LLCReduce 12.61%-$4.47M$30.9M0.29%Aug 6, 2026
Founders Financial Securities LLCAdded 353.75%+$4.45M$5.71M0.29%Jul 31, 2026
RFG Advisory, LLCReduce 76.16%-$4.24M$1.33M0.02%Jul 15, 2026
Clear Point Advisors Inc.New Buy+$4.24M$4.24M3.75%Jul 29, 2026
Generali Asset Management SPA SGRAdded 3.65%+$4.08M$116M2.10%Jul 30, 2026
Sanders Morris Harris LLCSell 100%-$3.98M$00.00%Jul 7, 2026
AMG National Trust BankReduce 38.84%-$3.77M$5.94M0.12%Aug 7, 2026
Atria Investments, IncAdded 121.51%+$3.59M$6.54M0.07%Jul 28, 2026
Elyxium Wealth, LLCAdded 81.77%+$3.57M$7.93M0.83%Aug 3, 2026
Quantinno Capital Management LPAdded 29.85%+$3.16M$13.7M0.02%Aug 13, 2026
IFG Advisory, LLCAdded 142066.67%+$3M$3M0.11%Aug 14, 2026
Ghe, LLCAdded 3068.28%+$2.98M$3.07M1.16%Jul 30, 2026
WASHINGTON TRUST CoReduce 4.80%-$2.89M$57.3M1.78%Aug 3, 2026
Banco Bilbao Vizcaya Argentaria, S.A.New Buy+$2.87M$2.87M0.02%Aug 12, 2026
Evoke Wealth, LLCSell 100%-$2.85M$00.00%Aug 10, 2026
Hills Bank & Trust CoReduce 3.31%-$2.69M$78.5M3.34%Aug 10, 2026
Winter & Associates, Inc.Reduce 42.23%-$2.69M$3.68M2.76%Jul 9, 2026
Cercano Management LLCNew Buy+$2.56M$2.56M0.34%Aug 14, 2026
Heritage Investors Management CorpReduce 7.12%-$2.46M$32.1M0.89%Aug 4, 2026
Lido Advisors, LLCReduce 6.41%-$2.45M$35.8M0.10%Aug 7, 2026
Hilltop Holdings Inc.Added 91.72%+$2.43M$5.08M0.39%Aug 13, 2026
Fiduciary Financial AdvisorsNew Buy+$2.42M$2.42M0.25%Aug 14, 2026
Empowered Funds, LLCAdded 500.44%+$2.4M$2.88M0.02%Aug 17, 2026
Toth Financial Advisory CorpAdded 383.03%+$2.33M$2.94M0.29%Jul 14, 2026
Conservest Capital Advisors, Inc.Reduce 1.56%-$2.33M$147M11.66%Jul 22, 2026
Integrity Alliance, LLC.Added 578.11%+$2.32M$2.72M0.09%Jul 31, 2026
Focus Partners Advisor Solutions, LLCReduce 26.28%-$2.31M$6.49M0.06%Aug 6, 2026
Arvest Bank Trust DivisionReduce 1.44%-$2.31M$158M7.69%Aug 13, 2026
&PartnersAdded 17.00%+$2.11M$14.5M0.06%Aug 14, 2026
Glaxis Capital Management, LLCAdded 882.35%+$2.11M$2.35M4.72%Aug 11, 2026
Axxcess Wealth Management, LLCNew Buy+$2.04M$2.04M0.03%Jul 28, 2026
MassMutual Private Wealth & Trust, FSBReduce 4.94%-$1.98M$38.1M0.99%Jul 2, 2026
Paller Financial Services IncReduce 31.36%-$1.91M$4.19M3.13%Jul 7, 2026
Cumberland Advisors IncReduce 5.58%-$1.76M$29.8M10.48%Jul 21, 2026
Montag A & Associates IncReduce 2.37%-$1.74M$71.7M3.03%Aug 5, 2026
Relyea Zuckerberg Hanson LLCNew Buy+$1.66M$1.66M0.14%Jul 16, 2026
Granite FO LLCReduce 13.71%-$1.64M$10.3M5.47%Jul 15, 2026
Cyndeo Wealth Partners, LLCReduce 14.52%-$1.64M$9.66M0.46%Jul 21, 2026
Cresset Asset Management, LLCReduce 15.38%-$1.6M$8.81M0.03%Aug 14, 2026
Waldron Private Wealth LLCReduce 7.16%-$1.59M$20.7M0.72%Jul 20, 2026
DV Trading LLCAdded 105.04%+$1.57M$3.06M0.10%Aug 14, 2026
Wealth Alliance Advisory Group, LLCReduce 60.64%-$1.54M$996K0.14%Jul 23, 2026
Compass Wealth Management LLCNew Buy+$1.52M$1.52M0.29%Aug 10, 2026
Fidelis Capital Partners, LLCAdded 27.67%+$1.49M$6.88M0.40%Aug 13, 2026
Global Wealth Strategies & AssociatesAdded 14650.00%+$1.44M$1.45M0.28%Jul 1, 2026
Henshaw Capital LLCReduce 2.73%-$1.44M$51.3M1.67%Aug 12, 2026
Jefferies Financial Group Inc.New Buy+$1.43M$1.43M0.01%Aug 17, 2026
City National Bank of FloridaAdded 180.79%+$1.42M$2.21M0.93%Jul 15, 2026
Flow Traders U.S. LLCReduce 21.90%-$1.37M$4.9M0.20%Aug 14, 2026
Means Investment Co., Inc.Added 36.14%+$1.36M$5.14M0.39%Aug 14, 2026
Caprock Group, LLCReduce 49.31%-$1.33M$1.37M0.03%Jul 27, 2026
Beacon Bridge Wealth Partners, LLCReduce 76.24%-$1.27M$397K0.11%Aug 5, 2026
Baker Avenue Asset Management, LPAdded 110.63%+$1.27M$2.41M0.05%Jul 28, 2026
Horizon Investments, LLCReduce 50.46%-$1.24M$1.22M0.01%Aug 13, 2026
Curbstone Financial Management CorpReduce 5.62%-$1.23M$20.7M3.53%Jul 14, 2026
Commerce BankReduce 1.21%-$1.2M$98.1M0.43%Aug 12, 2026
Portland Global Advisors LLCReduce 2.52%-$1.16M$44.9M4.26%Aug 13, 2026
Whittier Trust CoReduce 1.25%-$1.16M$91.5M0.90%Jul 28, 2026
White Pine Capital LLCReduce 49.79%-$1.15M$1.16M0.27%Aug 5, 2026
Hanson & Doremus Investment ManagementAdded 2313.04%+$1.12M$1.17M0.12%Jul 29, 2026
Ascent Wealth Partners, LLCAdded 3.82%+$1.12M$30.3M3.03%Jul 31, 2026
Lavaca Capital LLCReduce 44.54%-$1.1M$1.37M0.13%Aug 14, 2026
RB Capital Management, LLCNew Buy+$1.07M$1.07M0.21%Aug 18, 2026
Equitable Trust CoAdded 61.01%+$1.06M$2.8M0.12%Jul 23, 2026
Newport Capital Group, LLCAdded 14.20%+$1.06M$8.49M4.76%Jul 21, 2026
Gryphon Financial Partners LLCAdded 73.07%+$1.03M$2.44M0.22%Aug 5, 2026
TritonPoint Partners, LLCNew Buy+$1.03M$1.03M0.09%Aug 13, 2026
Central Bank & Trust CoAdded 9.32%+$1.02M$12M1.70%Jul 17, 2026
TruNorth Capital Management, LLCAdded 113.28%+$1.01M$1.9M0.30%Jul 23, 2026
Mayport, LLCNew Buy+$1.01M$1.01M0.16%Aug 7, 2026
Paulson Wealth Management Inc.Added 11.41%+$1M$9.77M2.07%Aug 4, 2026
Vise Technologies, Inc.Added 129.37%+$994K$1.76M0.02%Aug 11, 2026
Impact Capital Partners LLCNew Buy+$992K$992K0.27%Jul 14, 2026
Wealth Alliance, LLCAdded 209.77%+$981K$1.45M0.12%Aug 11, 2026
Great Valley Advisor Group, Inc.Reduce 21.68%-$966K$3.49M0.06%Aug 10, 2026
First Merchants CorpReduce 8.73%-$952K$9.96M0.35%Jul 15, 2026
Midwest Trust CoReduce 2.09%-$935K$43.9M0.50%Aug 5, 2026
Jennison Associates LLCReduce 70.06%-$924K$395K0.00%Aug 3, 2026
Portside Wealth Group, LLCNew Buy+$888K$888K0.10%Jul 14, 2026

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