State Street SPDR S&P MidcapMDYETF
13F holders, Q2 2024 (June 30)1,289holders −5
74new positions
80sold out
3famous investors
$530.18avg. 13F price*
At the end of Q2 2024, 1,289 institutions reported holding State Street SPDR S&P Midcap (MDY) in their 13F filings, down 5 from Q1 2024. 74 opened new positions and 80 sold out. The largest holders were Bank of America Corp. ($1.3B), Wells Fargo & Company ($715.4M) and Morgan Stanley ($614.2M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 (Q2 2024)
- CUSIP
- 78467Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $246.6M |
| Exits | 80 | $112.3M |
All 13F filers, Q1 2024 → Q2 2024: 1,624,173 shares bought and 1,927,236 shares sold, net −303,063 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,289 holders
| Bank of America Corp. | 0.12% | Reduce -0.9% | 2,391,267 | $1.3B |
| Wells Fargo & Company | 0.19% | Reduce -1.9% | 1,336,943 | $715.4M |
| Morgan Stanley | 0.05% | Reduce -29.8% | 1,147,877 | $614.2M |
| Northern Trust Corp. | 0.10% | Reduce -0.1% | 1,113,109 | $595.6M |
| US Bancorp \de | 0.77% | Reduce -1.6% | 1,052,245 | $563.0M |
| Pathstone Holdings, LLC | 2.24% | Reduce -2.6% | 925,886 | $495.4M |
| PNC Financial Services Group, Inc. | 0.27% | Reduce -1.8% | 763,017 | $408.3M |
| UBS Group AG | 0.10% | Reduce -1.9% | 610,216 | $326.5M |
| Northwestern Mutual Wealth Management Co. | 0.28% | Reduce -9.3% | 533,690 | $285.6M |
| Bank of Montreal | 0.08% | Add +3.5% | 504,716 | $269.7M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -14.9% | 487,235 | $260.7M |
| Raymond James & Associates | 0.13% | Add +2.9% | 367,233 | $196.5M |
| Royal Bank of Canada | 0.04% | Reduce -56.9% | 338,531 | $181.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -13.6% | 321,106 | $171.8M |
| Alliancebernstein L.P. | 0.05% | Add +0.6% | 291,710 | $156.1M |
| BNP Paribas Financial Markets | 0.16% | Add +10.9% | 266,552 | $142.6M |
| Creative Planning | 0.15% | Reduce -2.2% | 259,522 | $138.9M |
| Corient Private Wealth LP | 0.24% | Add +0.9% | 259,509 | $138.9M |
| Arvest Trust Co. N A | 7.78% | Reduce -5.0% | 244,564 | $130.9M |
| Conservest Capital Advisors, Inc. | 13.92% | Reduce -4.2% | 231,963 | $129.1M |
| MAI Capital Management | 1.23% | Add +13.0% | 233,055 | $124.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.4% | 173,470 | $92.8M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Add +5.9% | 146,894 | $78.6M |
| HighTower Advisors, LLC | 0.12% | Reduce -2.1% | 141,170 | $75.5M |
| LPL Financial LLC | 0.04% | Add +0.3% | 139,608 | $74.7M |
| Whittier Trust Co. | 1.06% | Add +0.3% | 139,504 | $74.6M |
| Welch & Forbes LLC | 0.99% | Reduce -9.0% | 139,912 | $74.3M |
| Waddell & Associates, LLC | 9.60% | Add +1.1% | 136,396 | $73.0M |
| USA Financial Formulas | 11.45% | New | 131,970 | $70.6M |
| Ameriprise Financial Inc. | 0.02% | Add +38.3% | 125,670 | $67.2M |
| FineMark National Bank & Trust | 2.47% | Reduce -1.1% | 125,231 | $67.0M |
| Brown Advisory Inc. | 0.09% | Add +6.6% | 122,276 | $65.4M |
| Hills Bank & Trust Co | 5.26% | Add +0.2% | 121,386 | $65.0M |
| Montag A & Associates Inc. | 2.96% | Reduce -1.2% | 109,077 | $58.6M |
| Employees Retirement System of Texas | 0.64% | No change | 108,500 | $58.1M |
| Commonwealth Equity Services, LLC | 0.09% | Add +7.0% | 108,302 | $58.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.14% | Add +114.4% | 107,037 | $57.3M |
| Truist Financial Corp. | 0.08% | Add +1.0% | 103,975 | $55.6M |
| Mariner, LLC | 0.11% | Add +1.1% | 102,280 | $54.7M |
| SG Americas Securities, LLC | 0.34% | Reduce -2.3% | 99,448 | $53.2M |
| Susquehanna International Group, LLP | 0.09% | Add +97.8% | 98,865 | $52.9M |
| WASHINGTON TRUST Co | 1.93% | Reduce -6.0% | 98,816 | $52.9M |
| Cerity Partners LLC | 0.14% | Add +5.9% | 95,528 | $51.2M |
| Sandy Spring Bank | 2.23% | Reduce -2.1% | 94,344 | $50.5M |
| Cercano Management LLC | 1.20% | Add +692.0% | 83,934 | $45.0M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +118.9% | 81,602 | $43.7M |
| Hyman Charles D | 2.30% | Add +0.7% | 77,241 | $41.3M |
| Cetera Investment Advisers | 0.09% | Add +21.2% | 76,990 | $41.2M |
| Modern Wealth Management, LLC | 3.01% | New | 76,178 | $40.8M |
| Henshaw Capital LLC | 1.81% | No change | 75,050 | $40.2M |
| Portland Global Advisors LLC | 5.25% | Reduce -2.8% | 72,330 | $38.7M |
| Barclays PLC | 0.02% | Add +86.6% | 70,462 | $37.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.8% | 70,453 | $37.7M |
| Pittenger & Anderson Inc. | 1.52% | Add +0.6% | 69,340 | $37.1M |
| Blair William & Co. | 0.11% | Add +2.5% | 68,429 | $36.6M |
| Osaic Holdings, Inc. | 0.08% | Add +14.9% | 67,053 | $35.9M |
| Whittier Trust Co. of Nevada Inc. | 0.98% | Add +1.2% | 66,036 | $35.3M |
| Financial Counselors Inc. | 0.57% | Add +1.7% | 65,886 | $35.3M |
| Pinnacle Associates Ltd. | 0.54% | Reduce -0.4% | 64,629 | $34.6M |
| Pinkerton Wealth, LLC | 5.23% | New | 63,618 | $34.0M |
| MetLife Investment Management, LLC | 0.20% | Reduce -14.6% | 62,700 | $33.5M |
| Captrust Financial Advisors | 0.11% | Reduce -0.2% | 61,999 | $33.2M |
| Bartlett & Co. Wealth Management LLC | 0.50% | Reduce -0.3% | 61,690 | $33.1M |
| Divergent Planning, LLC | 13.15% | Add +3.1% | 61,926 | $33.0M |
| Smith, Moore & Co. | 3.34% | Add +0.9% | 60,428 | $32.3M |
| MassMutual Private Wealth & Trust, FSB | 0.98% | Add +3.2% | 60,074 | $32.1M |
| Ascent Wealth Partners, LLC | 4.61% | Reduce -0.7% | 58,786 | $31.5M |
| Peapack Gladstone Financial Corp. | 0.47% | Reduce -0.5% | 57,004 | $30.5M |
| Stifel Financial Corp. | 0.03% | Add +8.4% | 56,409 | $30.2M |
| BlackRock Inc. | 0.00% | Add +56.8% | 56,045 | $30.0M |
| Baird Financial Group, Inc. | 0.06% | Reduce -2.7% | 54,743 | $29.3M |
| Heritage Investors Management Corp. | 1.01% | Reduce -1.2% | 53,957 | $28.9M |
| Clearstead Advisors, LLC | 0.49% | Add +1.2% | 53,676 | $28.7M |
| Chicago Partners Investment Group LLC | 1.10% | Add +5.7% | 50,378 | $28.4M |
| Oldfather Financial Services, LLC | 11.42% | Add +0.2% | 52,028 | $27.8M |
| Cresset Asset Management, LLC | 0.12% | Add +40.0% | 51,007 | $27.4M |
| Citizens Financial Group Inc. | 0.60% | Add +10.4% | 50,665 | $27.1M |
| First Hawaiian Bank | 0.91% | Add +2.7% | 50,291 | $26.9M |
| Passaic Partners LLC | 3.95% | Add +110.6% | 50,258 | $26.9M |
| Citadel Advisors | 0.03% | Reduce -35.9% | 49,303 | $26.4M |
| Crewe Advisors LLC | 2.91% | Add +0.1% | 48,517 | $26.0M |
| Cumberland Advisors Inc. | 10.32% | Add +5.0% | 47,102 | $25.2M |
| Retirement Systems of Alabama | 0.10% | Add +0.3% | 47,099 | $25.2M |
| Conning Inc. | 0.91% | Reduce -2.9% | 45,422 | $24.3M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -0.2% | 44,784 | $24.0M |
| Klingman & Associates, LLC | 1.61% | Reduce -0.6% | 44,395 | $23.8M |
| Citigroup Inc. | 0.02% | Reduce -77.2% | 43,096 | $23.1M |
| LCM Capital Management Inc | 14.11% | Add +1.1% | 42,280 | $22.6M |
| Kowal Investment Group, LLC | 4.49% | Reduce -1.1% | 42,095 | $22.5M |
| Dumont & Blake Investment Advisors LLC | 3.11% | Add +100.5% | 41,061 | $22.0M |
| Janney Montgomery Scott LLC | 0.07% | Add +0.6% | 40,911 | $21.9M |
| IFG Advisors, LLC | 5.14% | Add +3.6% | 40,525 | $21.7M |
| Edge Capital Group, LLC | 1.03% | Reduce -3.9% | 39,738 | $21.3M |
| Comerica Bank | 0.09% | Reduce -16.5% | 39,283 | $21.0M |
| Millennium Management | 0.02% | Add +1603.6% | 38,825 | $20.8M |
| Waldron Private Wealth LLC | 0.91% | Reduce -0.9% | 37,845 | $20.3M |
| Johnson Investment Counsel Inc. | 0.21% | Reduce -0.4% | 36,794 | $19.7M |
| Qube Research & Technologies Ltd | 0.04% | Add +293.0% | 36,345 | $19.4M |
| Granite Bay Wealth Management, LLC | 10.35% | Add +10.2% | 36,117 | $19.3M |
| 1ST Source Bank | 1.13% | Reduce -1.0% | 36,007 | $19.3M |
"% 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.