State Street SPDR S&P MidcapMDYETF
13F holders, Q1 2024 (March 31)1,294holders
3famous investors
$556.35avg. 13F price*
At the end of Q1 2024, 1,294 institutions reported holding State Street SPDR S&P Midcap (MDY) in their 13F filings. The largest holders were Bank of America Corp. ($1.3B), Morgan Stanley ($909.6M) and Wells Fargo & Company ($758.1M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- State Street SPDR S&P Midcap
- Filed as
- SPDR S&P MIDCAP 400 ETF TR (Q1 2024)
- CUSIP
- 78467Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $123.9M |
| Exits | 49 | $78.7M |
Ownership 1,294 holders
| Bank of America Corp. | 0.13% | Add +19.3% | 2,412,897 | $1.3B |
| Morgan Stanley | 0.07% | Add +5.8% | 1,634,748 | $909.6M |
| Wells Fargo & Company | 0.20% | Reduce -7.7% | 1,362,552 | $758.1M |
| Northern Trust Corp. | 0.11% | Reduce -3.1% | 1,114,521 | $620.1M |
| US Bancorp \de | 0.83% | Reduce -1.2% | 1,069,012 | $594.8M |
| Pathstone Holdings, LLC | 2.49% | Reduce -0.7% | 950,260 | $528.7M |
| Royal Bank of Canada | 0.11% | Add +58.9% | 784,857 | $436.7M |
| PNC Financial Services Group, Inc. | 0.30% | Reduce -0.6% | 777,272 | $432.5M |
| UBS Group AG | 0.11% | Add +1.6% | 621,738 | $345.9M |
| Northwestern Mutual Wealth Management Co. | 0.34% | Add +13.1% | 588,719 | $327.6M |
| Goldman Sachs Group Inc. | 0.07% | Add +47.7% | 572,912 | $318.8M |
| Bank of Montreal | 0.09% | Reduce -0.5% | 487,591 | $271.5M |
| JPMorgan Chase & Co. | 0.02% | Add +0.2% | 371,678 | $206.8M |
| Raymond James & Associates | 0.13% | Reduce -10.8% | 356,786 | $198.5M |
| Alliancebernstein L.P. | 0.06% | Add +97.2% | 289,865 | $161.3M |
| Creative Planning | 0.16% | Add +1.8% | 265,473 | $147.7M |
| Arvest Trust Co. N A | 8.14% | Reduce -2.1% | 257,439 | $143.2M |
| Corient Private Wealth LP | 0.25% | Reduce 0.0% | 257,105 | $143.1M |
| Conservest Capital Advisors, Inc. | 13.74% | Reduce -5.1% | 242,106 | $134.7M |
| BNP Paribas Financial Markets | 0.17% | Reduce -31.2% | 240,374 | $133.7M |
| MAI Capital Management | 1.20% | Add +1.6% | 206,272 | $114.8M |
| Citigroup Inc. | 0.11% | Add +15.0% | 188,603 | $104.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -14.8% | 175,895 | $97.9M |
| Welch & Forbes LLC | 1.17% | Reduce -17.0% | 153,690 | $85.5M |
| HighTower Advisors, LLC | 0.13% | Reduce -21.4% | 144,208 | $80.3M |
| LPL Financial LLC | 0.04% | Reduce -0.9% | 139,244 | $77.5M |
| Whittier Trust Co. | 1.13% | Reduce -2.2% | 139,144 | $77.4M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Reduce -1.5% | 138,712 | $77.2M |
| Waddell & Associates, LLC | 10.14% | Reduce -1.8% | 134,867 | $75.0M |
| FineMark National Bank & Trust | 2.62% | Reduce -0.7% | 126,646 | $70.5M |
| Hills Bank & Trust Co | 5.72% | Reduce -0.8% | 121,164 | $67.4M |
| Brown Advisory Inc. | 0.09% | Reduce -0.3% | 114,660 | $63.8M |
| Montag A & Associates Inc. | 3.08% | Add +0.2% | 110,359 | $61.5M |
| Employees Retirement System of Texas | 0.66% | No change | 108,500 | $60.4M |
| WASHINGTON TRUST Co | 2.15% | Reduce -2.1% | 105,079 | $58.5M |
| Truist Financial Corp. | 0.09% | Reduce -29.7% | 102,988 | $57.3M |
| SG Americas Securities, LLC | 0.29% | Add +109.7% | 101,803 | $56.6M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -12.4% | 101,175 | $56.3M |
| Mariner, LLC | 0.12% | Add +0.6% | 101,126 | $56.3M |
| Sandy Spring Bank | 2.44% | Reduce -3.2% | 96,355 | $53.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -14.1% | 90,846 | $50.6M |
| Cerity Partners LLC | 0.13% | Reduce -3.4% | 90,171 | $50.2M |
| Citadel Advisors | 0.04% | Reduce -43.2% | 76,925 | $42.8M |
| Hyman Charles D | 2.36% | Add +1.4% | 76,737 | $42.7M |
| Henshaw Capital LLC | 1.95% | No change | 75,050 | $41.8M |
| Portland Global Advisors LLC | 5.65% | Reduce -5.7% | 74,443 | $41.4M |
| MetLife Investment Management, LLC | 0.27% | Add +47.7% | 73,400 | $40.8M |
| Pittenger & Anderson Inc. | 1.56% | Add +0.2% | 68,964 | $38.4M |
| Blair William & Co. | 0.12% | Add +4.2% | 66,768 | $37.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.3% | 65,348 | $36.4M |
| Whittier Trust Co. of Nevada Inc. | 1.04% | Add +3.1% | 65,266 | $36.3M |
| Pinnacle Associates Ltd. | 0.57% | Reduce -0.4% | 64,897 | $36.1M |
| Financial Counselors Inc. | 0.61% | Reduce -5.3% | 64,783 | $36.0M |
| Cetera Investment Advisers | 0.08% | Add +498.7% | 63,519 | $35.3M |
| Captrust Financial Advisors | 0.13% | Reduce -16.9% | 62,129 | $34.6M |
| Bartlett & Co. Wealth Management LLC | 0.53% | Reduce -0.3% | 61,850 | $34.5M |
| Smith, Moore & Co. | 3.55% | Add +1.0% | 59,907 | $33.3M |
| Divergent Planning, LLC | 14.02% | Add +4.5% | 60,058 | $33.2M |
| Ascent Wealth Partners, LLC | 4.89% | Add +2.4% | 59,203 | $32.9M |
| Osaic Holdings, Inc. | 0.07% | Add +11.1% | 58,336 | $32.5M |
| MassMutual Private Wealth & Trust, FSB | 1.01% | Add +3.0% | 58,188 | $32.4M |
| Peapack Gladstone Financial Corp. | 0.50% | Reduce -3.3% | 57,271 | $31.9M |
| Baird Financial Group, Inc. | 0.07% | Reduce -2.3% | 56,266 | $31.3M |
| Heritage Investors Management Corp. | 1.07% | Reduce -2.0% | 54,596 | $30.4M |
| Clearstead Advisors, LLC | 1.44% | Reduce -1.4% | 53,051 | $29.0M |
| Stifel Financial Corp. | 0.03% | Reduce -17.9% | 52,031 | $28.9M |
| Oldfather Financial Services, LLC | 11.89% | Add +0.9% | 51,901 | $28.9M |
| Susquehanna International Group, LLP | 0.04% | Reduce -24.5% | 49,977 | $27.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.06% | Reduce -80.0% | 49,924 | $27.8M |
| First Hawaiian Bank | 0.85% | Reduce -0.8% | 48,961 | $27.2M |
| Crewe Advisors LLC | 3.14% | Reduce -0.7% | 48,448 | $27.0M |
| Comerica Bank | 0.11% | Add +20.3% | 47,053 | $26.2M |
| Retirement Systems of Alabama | 0.10% | Add +0.1% | 46,952 | $26.1M |
| Conning Inc. | 0.89% | Reduce -2.3% | 46,753 | $26.0M |
| Citizens Financial Group Inc. | 0.85% | Reduce -4.1% | 45,884 | $25.5M |
| Chicago Partners Investment Group LLC | 1.07% | Add +1.7% | 47,685 | $25.3M |
| Financial Advisory Group | 4.45% | Reduce -1.1% | 45,304 | $25.2M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -2.5% | 44,878 | $25.0M |
| Cumberland Advisors Inc. | 9.28% | Add +2.1% | 44,867 | $25.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4.11% | Reduce -0.2% | 44,857 | $25.0M |
| Klingman & Associates, LLC | 1.79% | Reduce -1.8% | 44,646 | $24.8M |
| Kowal Investment Group, LLC | 5.12% | Add +0.3% | 42,568 | $23.7M |
| LCM Capital Management Inc | 15.03% | Add +1.1% | 41,798 | $23.3M |
| Edge Capital Group, LLC | 1.14% | Reduce -4.5% | 41,363 | $23.0M |
| Nixon Peabody Trust Co. | 2.10% | Reduce -19.2% | 41,149 | $22.9M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -5.6% | 40,650 | $22.6M |
| Wealth Alliance Advisory Group, LLC | 5.13% | Add +4.2% | 39,752 | $22.1M |
| Shapiro Capital Management LLC | 0.58% | New | 39,250 | $21.8M |
| IFG Advisors, LLC | 5.63% | Add +5.4% | 39,132 | $21.8M |
| Waldron Private Wealth LLC | 0.96% | Reduce -10.4% | 38,184 | $21.3M |
| Barclays PLC | 0.01% | Add +5.2% | 37,760 | $21.0M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -1.7% | 37,275 | $20.7M |
| Johnson Investment Counsel Inc. | 0.22% | Reduce -0.8% | 36,934 | $20.6M |
| Cresset Asset Management, LLC | 0.10% | Add +63.8% | 36,439 | $20.3M |
| 1ST Source Bank | 1.18% | Reduce -0.3% | 36,366 | $20.2M |
| M&T Bank Corp | 0.07% | Reduce -10.5% | 36,211 | $20.1M |
| Steele Capital Management, Inc. | 1.15% | Add +0.1% | 35,904 | $20.0M |
| Balyasny Asset Management L.P. | 0.05% | New | 35,840 | $19.9M |
| BlackRock Inc. | 0.00% | Reduce -9.9% | 35,735 | $19.9M |
| Prio Wealth Limited Partnership | 0.57% | Add +0.4% | 35,734 | $19.9M |
"% of holder's portfolio" is MDY's weight in each manager's 13F, not the share of State Street SPDR S&P Midcap the manager owns.