State Street SPDR S&P MidcapMDYETF
13F holders, Q4 2024 (December 31)1,407holders +92
88new positions
52sold out
4famous investors
$567.91avg. 13F price*
At the end of Q4 2024, 1,407 institutions reported holding State Street SPDR S&P Midcap (MDY) in their 13F filings, up 92 from Q3 2024. 88 opened new positions and 52 sold out. The largest holders were Bank of America Corp. ($1.2B), Wells Fargo & Company ($780.5M) and Morgan Stanley ($642.1M). 4 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q4 2024)
- CUSIP
- 78467Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $658.4M |
| Exits | 52 | $153.3M |
All 13F filers, Q3 2024 → Q4 2024: 3,084,878 shares bought and 1,431,914 shares sold, net +1,652,964 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,407 holders
| Bank of America Corp. | 0.11% | Reduce -2.0% | 2,082,895 | $1.2B |
| Wells Fargo & Company | 0.19% | Add +5.0% | 1,370,369 | $780.5M |
| Morgan Stanley | 0.04% | Reduce -7.2% | 1,127,257 | $642.1M |
| Northern Trust Corp. | 0.09% | Add +0.1% | 1,114,024 | $634.5M |
| US Bancorp \de | 0.78% | Reduce -1.7% | 1,045,963 | $595.8M |
| Goldman Sachs Group Inc. | 0.10% | Reduce -18.2% | 932,820 | $531.3M |
| Pathstone Holdings, LLC | 2.28% | Reduce -1.4% | 906,139 | $516.1M |
| PNC Financial Services Group, Inc. | 0.29% | Reduce -1.6% | 756,730 | $431.0M |
| UBS Group AG | 0.09% | Add +7.7% | 679,497 | $387.0M |
| Raymond James Financial Inc. | 0.12% | — | 576,599 | $328.4M |
| Northwestern Mutual Wealth Management Co. | 0.27% | Add +2.8% | 556,152 | $316.8M |
| Moore Capital Management, LP | 6.06% | New | 527,000 | $300.2M |
| Bank of Montreal | 0.15% | Add +4.2% | 516,733 | $294.3M |
| Royal Bank of Canada | 0.06% | Reduce -32.9% | 491,661 | $280.0M |
| JPMorgan Chase & Co. | 0.02% | Add +17.9% | 401,198 | $228.5M |
| Citadel Advisors | 0.21% | Add +225.2% | 395,484 | $225.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.50% | Add +246.8% | 378,239 | $215.4M |
| SG Americas Securities, LLC | 0.66% | Add +1411.1% | 265,731 | $151.4M |
| BNP Paribas Financial Markets | 0.12% | Add +73.0% | 263,160 | $149.9M |
| Alliancebernstein L.P. | 0.05% | Reduce -7.1% | 260,324 | $148.3M |
| Corient Private Wealth LP | 0.24% | Reduce -0.5% | 254,481 | $144.9M |
| Creative Planning | 0.14% | Add +0.3% | 248,635 | $141.6M |
| MAI Capital Management | 1.05% | Add +3.3% | 247,280 | $140.8M |
| Arvest Bank Trust Division | 8.05% | Reduce -2.5% | 234,511 | $133.6M |
| Conservest Capital Advisors, Inc. | 13.18% | Reduce -6.9% | 223,959 | $127.6M |
| BW Gestao de Investimentos Ltda. | 5.89% | New | 221,400 | $126.1M |
| HighTower Advisors, LLC | 0.17% | Add +52.5% | 219,217 | $124.9M |
| Welch & Forbes LLC | 1.26% | Add +22.5% | 171,847 | $97.9M |
| Bank of New York Mellon Corp | 0.02% | Add +0.1% | 170,928 | $97.4M |
| LPL Financial LLC | 0.04% | Add +14.9% | 165,022 | $94.0M |
| Employees Retirement System of Texas | 0.81% | Add +30.4% | 141,500 | $80.6M |
| Waddell & Associates, LLC | 8.14% | Add +1.1% | 140,263 | $79.9M |
| Whittier Trust Co. | 1.04% | Reduce -0.5% | 137,997 | $78.6M |
| Ameriprise Financial Inc. | 0.02% | Add +46.6% | 133,729 | $76.2M |
| FineMark National Bank & Trust | 2.46% | Reduce -0.4% | 124,044 | $70.7M |
| Hills Bank & Trust Co | 5.17% | Reduce -0.3% | 120,611 | $68.7M |
| Brown Advisory Inc. | 0.09% | Reduce -3.1% | 118,181 | $67.3M |
| SPX Gestao de Recursos Ltda | 9.80% | New | 113,906 | $64.9M |
| Truist Financial Corp. | 0.10% | Add +4.9% | 112,677 | $64.2M |
| Montag A & Associates Inc. | 2.95% | Reduce -1.9% | 108,391 | $62.0M |
| Stifel Financial Corp. | 0.06% | Add +51.3% | 105,174 | $59.9M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -22.7% | 103,203 | $58.8M |
| Cerity Partners LLC | 0.13% | Add +4.2% | 101,612 | $57.9M |
| Mariner, LLC | 0.10% | Reduce -0.8% | 100,637 | $57.3M |
| Canada Pension Plan Investment Board | 0.05% | No change | 100,000 | $57.0M |
| Sandy Spring Bank | 2.15% | Reduce -1.1% | 93,059 | $53.0M |
| WASHINGTON TRUST Co | 1.89% | Reduce -3.7% | 92,634 | $52.8M |
| Focus Partners Wealth | 0.13% | Add +113.0% | 89,889 | $51.2M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +6.7% | 86,535 | $49.3M |
| MetLife Investment Management, LLC | 0.27% | Add +371.0% | 86,200 | $49.1M |
| Henshaw Capital LLC | 1.78% | No change | 75,050 | $42.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.8% | 73,401 | $41.8M |
| Portland Global Advisors LLC | 5.05% | Reduce -2.2% | 70,064 | $39.9M |
| Pittenger & Anderson Inc. | 1.43% | Add +0.0% | 69,163 | $39.4M |
| Blair William & Co. | 0.11% | Reduce -0.5% | 69,120 | $39.4M |
| Whittier Trust Co. of Nevada Inc. | 0.93% | Reduce -0.2% | 66,432 | $37.8M |
| Financial Counselors Inc. | 0.54% | Reduce -0.2% | 65,536 | $37.3M |
| Divergent Planning, LLC | 12.56% | Add +1.7% | 64,928 | $36.7M |
| Cetera Investment Advisers | 0.07% | Reduce -4.8% | 62,875 | $35.8M |
| Bartlett & Co. Wealth Management LLC | 0.51% | Add +0.3% | 61,850 | $35.4M |
| Captrust Financial Advisors | 0.10% | Reduce -0.6% | 61,863 | $35.2M |
| Pinnacle Associates Ltd. | 0.47% | Reduce -5.9% | 61,318 | $34.9M |
| Smith, Moore & Co. | 3.14% | Reduce -0.4% | 60,370 | $34.4M |
| MassMutual Private Wealth & Trust, FSB | 0.96% | Reduce -1.6% | 60,087 | $34.2M |
| Ascent Wealth Partners, LLC | 4.57% | Add +0.0% | 59,463 | $33.9M |
| Osaic Holdings, Inc. | 0.07% | Reduce -5.0% | 56,929 | $32.4M |
| Peapack Gladstone Financial Corp. | 0.45% | Reduce -4.2% | 54,389 | $31.0M |
| BlackRock, Inc. | 0.00% | Add +41.0% | 53,599 | $30.5M |
| Baird Financial Group, Inc. | 0.06% | Reduce -1.5% | 53,075 | $30.2M |
| Heritage Investors Management Corp. | 0.96% | Reduce -0.7% | 51,967 | $29.6M |
| Bessemer Group Inc. | 0.05% | Add +55.3% | 51,628 | $29.4M |
| Oldfather Financial Services, LLC | 11.20% | Reduce -0.4% | 51,589 | $29.4M |
| Clearstead Advisors, LLC | 0.45% | Reduce -0.9% | 51,362 | $29.3M |
| Crewe Advisors LLC | 4.00% | Reduce -0.8% | 50,964 | $29.0M |
| Cumberland Advisors Inc. | 11.25% | Add +4.5% | 49,482 | $28.2M |
| First Hawaiian Bank | 0.89% | Reduce -3.9% | 47,932 | $27.3M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -0.5% | 47,146 | $26.8M |
| Citizens Financial Group Inc. | 0.52% | Reduce -3.3% | 46,519 | $26.5M |
| Retirement Systems of Alabama | 0.10% | Add +0.1% | 46,351 | $26.4M |
| Comerica Bank | 0.10% | Add +29.1% | 45,212 | $25.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3.86% | Reduce -0.1% | 44,805 | $25.5M |
| Chicago Partners Investment Group LLC | 0.85% | Reduce -10.5% | 44,343 | $25.4M |
| IFG Advisors, LLC | 5.03% | Add +4.9% | 44,418 | $25.3M |
| Granite Bay Wealth Management, LLC | 9.35% | Add +3.6% | 44,326 | $25.2M |
| Janney Montgomery Scott LLC | 0.07% | Add +8.5% | 43,930 | $25.0M |
| LCM Capital Management Inc | 13.77% | Reduce -0.7% | 42,861 | $24.4M |
| Klingman & Associates, LLC | 1.52% | Reduce -3.0% | 42,281 | $24.1M |
| Cercano Management LLC | 0.60% | New | 41,196 | $23.5M |
| Conning Inc. | 0.84% | Add +1.1% | 40,185 | $22.9M |
| Madison Asset Management, LLC | 0.26% | Add +174.7% | 39,842 | $22.7M |
| Madison Investment Advisors, LLC | 0.26% | — | 39,842 | $22.7M |
| Lido Advisors, LLC | 0.14% | Add +34.4% | 39,173 | $22.4M |
| Edge Capital Group, LLC | 0.98% | Reduce -1.1% | 38,509 | $21.9M |
| Johnson Investment Counsel Inc. | 0.20% | Add +1.5% | 36,283 | $20.7M |
| Cresset Asset Management, LLC | 0.10% | Reduce -28.2% | 36,133 | $20.6M |
| Susquehanna International Group, LLP | 0.03% | Reduce -59.0% | 36,190 | $20.6M |
| 1ST Source Bank | 1.18% | Add +0.4% | 36,156 | $20.6M |
| Waldron Private Wealth LLC | 0.81% | Reduce -4.9% | 35,333 | $20.1M |
| Prescott Group Capital Management, L.L.C. | 2.65% | Add +100.9% | 34,323 | $19.5M |
| Steele Capital Management, Inc. | 1.01% | Reduce -0.4% | 34,002 | $19.4M |
"% 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.