State Street SPDR S&P MidcapMDYETF
13F holders, Q3 2024 (September 30)1,315holders +26
87new positions
55sold out
3famous investors
$567.22avg. 13F price*
At the end of Q3 2024, 1,315 institutions reported holding State Street SPDR S&P Midcap (MDY) in their 13F filings, up 26 from Q2 2024. 87 opened new positions and 55 sold out. The largest holders were Bank of America Corp. ($1.2B), Wells Fargo & Company ($743.3M) and Morgan Stanley ($691.7M). 3 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- State Street SPDR S&P Midcap
- Filed as
- SPDR S&P MIDCAP 400 ETF TR (Q3 2024)
- CUSIP
- 78467Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $210.3M |
| Exits | 55 | $224.9M |
All 13F filers, Q2 2024 → Q3 2024: 2,096,135 shares bought and 1,871,154 shares sold, net +224,981 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,315 holders
| Bank of America Corp. | 0.11% | Reduce -11.2% | 2,124,700 | $1.2B |
| Wells Fargo & Company | 0.18% | Reduce -2.4% | 1,304,876 | $743.3M |
| Morgan Stanley | 0.05% | Add +5.8% | 1,214,300 | $691.7M |
| Goldman Sachs Group Inc. | 0.12% | Add +134.1% | 1,140,360 | $649.6M |
| Northern Trust Corp. | 0.10% | Reduce -0.1% | 1,112,464 | $633.7M |
| US Bancorp \de | 0.78% | Add +1.1% | 1,063,964 | $606.1M |
| Pathstone Holdings, LLC | 2.34% | Reduce -0.7% | 919,305 | $523.7M |
| PNC Financial Services Group, Inc. | 0.28% | Add +0.8% | 768,842 | $438.0M |
| Royal Bank of Canada | 0.09% | Add +116.4% | 732,728 | $417.4M |
| UBS Group AG | 0.10% | Add +3.4% | 630,983 | $359.4M |
| Northwestern Mutual Wealth Management Co. | 0.27% | Add +1.4% | 541,164 | $308.3M |
| Bank of Montreal | 0.13% | Reduce -1.8% | 495,752 | $282.2M |
| Raymond James & Associates | 0.13% | Add +0.5% | 369,044 | $210.2M |
| JPMorgan Chase & Co. | 0.02% | Add +5.9% | 340,136 | $193.8M |
| Alliancebernstein L.P. | 0.05% | Reduce -4.0% | 280,091 | $159.6M |
| Corient Private Wealth LP | 0.23% | Reduce -1.5% | 255,721 | $145.7M |
| Creative Planning | 0.14% | Reduce -4.5% | 247,981 | $141.1M |
| Arvest Bank Trust Division | 7.90% | — | 240,545 | $137.0M |
| MAI Capital Management | 1.31% | Add +2.7% | 239,391 | $136.4M |
| Conservest Capital Advisors, Inc. | 13.73% | Add +3.7% | 240,646 | $133.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.6% | 170,695 | $97.2M |
| BNP Paribas Financial Markets | 0.09% | Reduce -42.9% | 152,105 | $86.6M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Add +1.4% | 148,908 | $84.8M |
| HighTower Advisors, LLC | 0.12% | Add +1.9% | 143,791 | $81.9M |
| LPL Financial LLC | 0.04% | Add +2.9% | 143,669 | $81.8M |
| Welch & Forbes LLC | 1.02% | Add +0.3% | 140,310 | $79.9M |
| Waddell & Associates, LLC | 9.62% | Add +1.7% | 138,769 | $79.1M |
| Whittier Trust Co. | 1.06% | Reduce -0.6% | 138,719 | $79.0M |
| Commonwealth Equity Services, LLC | 0.12% | Add +23.3% | 133,481 | $76.0M |
| FineMark National Bank & Trust | 2.47% | Reduce -0.5% | 124,592 | $71.0M |
| Brown Advisory Inc. | 0.09% | Reduce -0.3% | 121,948 | $69.5M |
| Citadel Advisors | 0.07% | Add +146.7% | 121,620 | $69.3M |
| Hills Bank & Trust Co | 5.21% | Reduce -0.3% | 120,979 | $68.9M |
| Montag A & Associates Inc. | 2.99% | Add +1.2% | 110,433 | $63.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.14% | Add +1.9% | 109,059 | $62.2M |
| Employees Retirement System of Texas | 0.63% | No change | 108,500 | $61.8M |
| Truist Financial Corp. | 0.10% | Add +3.3% | 107,371 | $61.2M |
| Mariner, LLC | 0.10% | Reduce -0.9% | 101,399 | $57.8M |
| Canada Pension Plan Investment Board | 0.05% | New | 100,000 | $57.0M |
| Cerity Partners LLC | 0.12% | Add +2.1% | 97,549 | $55.6M |
| WASHINGTON TRUST Co | 1.92% | Reduce -2.6% | 96,211 | $54.8M |
| Sandy Spring Bank | 2.21% | Reduce -0.2% | 94,124 | $53.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -27.4% | 91,221 | $52.0M |
| Susquehanna International Group, LLP | 0.09% | Reduce -10.6% | 88,383 | $50.3M |
| Hawk Ridge Capital Management LP | 2.10% | New | 85,624 | $48.8M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -0.6% | 81,142 | $46.2M |
| Henshaw Capital LLC | 1.79% | No change | 75,050 | $42.8M |
| Portland Global Advisors LLC | 5.13% | Reduce -0.9% | 71,661 | $40.8M |
| Stifel Financial Corp. | 0.04% | Add +23.2% | 69,509 | $39.6M |
| Blair William & Co. | 0.12% | Add +1.5% | 69,479 | $39.6M |
| Pittenger & Anderson Inc. | 1.48% | Reduce -0.3% | 69,160 | $39.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.5% | 68,709 | $39.1M |
| Whittier Trust Co. of Nevada Inc. | 0.98% | Add +0.8% | 66,564 | $37.9M |
| Cetera Investment Advisers | 0.08% | Reduce -14.2% | 66,062 | $37.6M |
| Financial Counselors Inc. | 0.55% | Reduce -0.3% | 65,668 | $37.4M |
| Divergent Planning, LLC | 13.54% | Add +3.1% | 63,830 | $36.3M |
| Captrust Financial Advisors | 0.11% | Add +0.3% | 62,215 | $35.4M |
| Bartlett & Co. Wealth Management LLC | 0.51% | Reduce -0.1% | 61,650 | $35.2M |
| MassMutual Private Wealth & Trust, FSB | 0.99% | Add +1.7% | 61,086 | $34.8M |
| Smith, Moore & Co. | 3.30% | Add +0.3% | 60,612 | $34.5M |
| Osaic Holdings, Inc. | 0.08% | Reduce -10.6% | 59,947 | $34.2M |
| Ascent Wealth Partners, LLC | 4.72% | Add +1.1% | 59,438 | $33.9M |
| Pinnacle Associates Ltd. | 0.56% | Add +0.8% | 65,142 | $33.1M |
| Peapack Gladstone Financial Corp. | 0.47% | Reduce -0.4% | 56,780 | $32.3M |
| Baird Financial Group, Inc. | 0.06% | Reduce -1.6% | 53,868 | $30.7M |
| Heritage Investors Management Corp. | 0.99% | Reduce -3.0% | 52,313 | $29.8M |
| Clearstead Advisors, LLC | 0.46% | Reduce -3.4% | 51,845 | $29.5M |
| Oldfather Financial Services, LLC | 11.35% | Reduce -0.5% | 51,789 | $29.5M |
| Crewe Advisors LLC | 3.40% | Add +5.9% | 51,391 | $29.3M |
| Cresset Asset Management, LLC | 0.11% | Reduce -1.4% | 50,320 | $28.7M |
| First Hawaiian Bank | 0.91% | Reduce -0.8% | 49,887 | $28.4M |
| Chicago Partners Investment Group LLC | 1.01% | Reduce -1.6% | 49,565 | $28.3M |
| Citizens Financial Group Inc. | 0.55% | Reduce -5.0% | 48,115 | $27.4M |
| Cumberland Advisors Inc. | 10.72% | Add +0.6% | 47,367 | $27.0M |
| Rockefeller Capital Management L.P. | 0.07% | Add +5.8% | 47,392 | $27.0M |
| Retirement Systems of Alabama | 0.10% | Reduce -1.7% | 46,287 | $26.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +44.9% | 46,089 | $26.3M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3.89% | Add +66.7% | 44,846 | $25.5M |
| Klingman & Associates, LLC | 1.54% | Reduce -1.8% | 43,599 | $24.8M |
| LCM Capital Management Inc | 14.14% | Add +2.1% | 43,156 | $24.6M |
| Kowal Investment Group, LLC | 4.52% | Add +2.4% | 43,102 | $24.6M |
| Granite Bay Wealth Management, LLC | 13.66% | Add +18.4% | 42,764 | $24.4M |
| IFG Advisors, LLC | 5.15% | Add +4.5% | 42,333 | $24.1M |
| Focus Partners Wealth | 0.08% | Add +300.4% | 42,191 | $24.0M |
| Qube Research & Technologies Ltd | 0.04% | Add +15.5% | 41,977 | $23.9M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -1.0% | 40,495 | $23.1M |
| Conning Inc. | 0.78% | Reduce -12.4% | 39,768 | $22.7M |
| Edge Capital Group, LLC | 0.98% | Reduce -2.0% | 38,933 | $22.2M |
| BlackRock, Inc. | 0.00% | — | 38,005 | $21.6M |
| Waldron Private Wealth LLC | 0.88% | Reduce -1.9% | 37,143 | $21.2M |
| 1ST Source Bank | 1.16% | Reduce -0.0% | 36,005 | $20.5M |
| Johnson Investment Counsel Inc. | 0.20% | Reduce -2.8% | 35,762 | $20.4M |
| Comerica Bank | 0.08% | Reduce -10.9% | 35,012 | $19.9M |
| Steele Capital Management, Inc. | 1.02% | Reduce -0.7% | 34,137 | $19.5M |
| GYL Financial Synergies, LLC | 1.43% | Add +1.4% | 33,450 | $19.1M |
| Prio Wealth Limited Partnership | 0.56% | Reduce -0.6% | 33,445 | $19.1M |
| Pinnacle Financial Partners Inc | 0.38% | Reduce -5.2% | 33,324 | $19.0M |
| EP Wealth Advisors, LLC | 0.16% | Add +10.0% | 33,254 | $18.9M |
| Bessemer Group Inc. | 0.03% | Add +1.6% | 33,247 | $18.9M |
| Tandem Wealth Advisors LLC | 9.47% | Add +0.3% | 32,805 | $18.7M |
"% 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.