State Street SPDR S&P MidcapMDYETF

13F holders, Q1 2025 (March 31)
1,360holders −47
59new positions
99sold out
6famous investors
$531.29avg. 13F price*

At the end of Q1 2025, 1,360 institutions reported holding State Street SPDR S&P Midcap (MDY) in their 13F filings, down 47 from Q4 2024. 59 opened new positions and 99 sold out. The largest holders were Bank of America Corp. ($1.2B), Wells Fargo & Company ($687.1M) and Northern Trust Corp. ($595.5M). 6 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
State Street SPDR S&P Midcap
Filed as
SPDR S&P MIDCAP 400 ETF TR (Q1 2025)
CUSIP
78467Y107
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions59$166.3M
Exits99$418.6M

All 13F filers, Q4 2024 → Q1 2025: 1,224,527 shares bought and 2,480,756 shares sold, net −1,256,229 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,360 holders

Bank of America Corp. 0.11% Add +8.2% 2,253,693 $1.2B
Wells Fargo & Company 0.17% Reduce -6.0% 1,288,023 $687.1M
Northern Trust Corp. 0.09% Add +0.2% 1,116,167 $595.5M
Morgan Stanley 0.04% Reduce -6.7% 1,051,544 $561.0M
US Bancorp \de 0.74% Reduce -1.0% 1,035,651 $552.5M
Pathstone Holdings, LLC 2.09% Reduce -0.3% 903,747 $482.1M
PNC Financial Services Group, Inc. 0.21% Reduce -1.6% 744,696 $397.3M
UBS Group AG 0.08% Reduce -1.1% 671,791 $358.4M
Goldman Sachs Group Inc. 0.06% Reduce -32.3% 631,644 $337.0M
Northwestern Mutual Wealth Management Co. 0.25% Add +3.7% 576,635 $307.6M
Raymond James Financial Inc. 0.11% Reduce -3.9% 553,938 $295.5M
Bank of Montreal 0.14% Reduce -3.4% 498,941 $266.2M
JPMorgan Chase & Co. 0.02% Add +7.0% 429,365 $229.1M
Moore Capital Management, LP 7.71% Reduce -30.6% 365,925 $195.2M
Royal Bank of Canada 0.04% Reduce -25.9% 364,358 $194.4M
Creative Planning 0.16% Add +30.2% 323,637 $172.7M
BNP Paribas Financial Markets 0.11% Reduce -1.6% 258,837 $138.1M
Alliancebernstein L.P. 0.05% Reduce -2.4% 254,171 $135.6M
Corient Private Wealth LP 0.21% Reduce -3.9% 244,478 $130.4M
MAI Capital Management 0.99% Reduce -1.2% 244,385 $130.4M
Arvest Bank Trust Division 7.80% Reduce -1.4% 231,152 $123.3M
Citadel Advisors 0.12% Reduce -43.5% 223,342 $119.1M
Conservest Capital Advisors, Inc. 12.49% Reduce -0.5% 222,910 $118.9M
Kayne Anderson Rudnick Investment Management LLC 0.28% Reduce -42.4% 217,984 $116.3M
HighTower Advisors, LLC 0.16% Reduce -0.8% 217,367 $116.0M
SG Americas Securities, LLC 0.38% Reduce -21.8% 207,845 $110.9M
Welch & Forbes LLC 1.19% Reduce -1.1% 169,884 $90.6M
Bank of New York Mellon Corp 0.02% Reduce -0.8% 169,477 $90.4M
LPL Financial LLC 0.03% Reduce -4.2% 158,036 $84.3M
Waddell & Associates, LLC 9.17% Add +0.9% 141,588 $75.5M
Whittier Trust Co. 1.01% Reduce -1.7% 135,602 $72.3M
Cerity Partners LLC 0.14% Add +30.0% 132,087 $70.5M
FineMark National Bank & Trust 2.42% Add +0.0% 124,050 $66.2M
Hills Bank & Trust Co 4.52% Reduce -0.2% 120,356 $64.2M
Brown Advisory Inc. 0.09% Reduce 0.0% 118,178 $63.0M
Truist Financial Corp. 0.10% Add +4.2% 117,384 $62.6M
Qube Research & Technologies Ltd 0.09% Add +3560.8% 114,692 $61.2M
Stifel Financial Corp. 0.06% Add +6.6% 112,150 $59.8M
Montag A & Associates Inc. 2.88% Reduce -0.9% 107,443 $57.5M
Commonwealth Equity Services, LLC 0.08% Add +3.5% 106,833 $57.0M
Millennium Management 0.05% Add +339.8% 102,111 $54.5M
Mariner, LLC 0.09% Add +0.9% 101,544 $54.2M
Sandy Spring Bank 2.06% Reduce -1.1% 92,031 $49.1M
WASHINGTON TRUST Co 1.81% Reduce -4.7% 88,308 $47.1M
SPX Gestao de Recursos Ltda 5.98% Reduce -23.9% 86,698 $46.3M
Focus Partners Wealth 0.11% Reduce -7.5% 83,158 $44.4M
Wealth Enhancement Advisory Services, LLC 0.08% Reduce -5.7% 81,630 $43.5M
MetLife Investment Management, LLC 0.23% Reduce -9.3% 78,200 $41.7M
Envestnet Asset Management Inc. 0.01% Add +4.1% 76,412 $40.8M
Captrust Financial Advisors 0.10% Add +22.6% 75,860 $40.5M
Blair William & Co. 0.12% Add +9.5% 75,681 $40.4M
Henshaw Capital LLC 1.76% No change 75,050 $40.0M
Osaic Holdings, Inc. 0.09% Add +29.2% 73,572 $39.3M
Pittenger & Anderson Inc. 1.37% Add +1.3% 70,075 $37.4M
Portland Global Advisors LLC 4.66% Reduce -1.1% 69,301 $37.0M
Ameriprise Financial Inc. 0.01% Reduce -48.3% 69,204 $36.9M
Divergent Planning, LLC 12.02% Add +2.4% 66,502 $36.2M
Whittier Trust Co. of Nevada Inc. 0.91% Add +2.0% 67,732 $36.1M
Starr Indemnity & Liability Co 17.41% New 67,400 $36.0M
Financial Counselors Inc. 0.53% Add +0.1% 65,600 $35.0M
Pinnacle Associates Ltd. 0.49% Add +2.3% 62,751 $33.5M
Cetera Investment Advisers 0.06% Reduce -0.4% 62,623 $33.4M
Bartlett & Co. Wealth Management LLC 0.49% Reduce -0.2% 61,708 $33.0M
SCS Capital Management LLC 0.42% New 61,505 $32.9M
Ascent Wealth Partners, LLC 4.39% Add +3.1% 61,310 $32.7M
Smith, Moore & Co. 2.99% Add +0.2% 60,492 $32.3M
MassMutual Private Wealth & Trust, FSB 0.93% Add +0.3% 60,252 $32.1M
Comerica Bank 0.12% Add +19.4% 53,998 $28.8M
Peapack Gladstone Financial Corp. 0.43% Reduce -1.2% 53,719 $28.7M
BlackRock, Inc. 0.00% Reduce -2.3% 52,354 $27.9M
Oldfather Financial Services, LLC 10.51% Add +0.7% 51,922 $27.7M
Baird Financial Group, Inc. 0.05% Reduce -2.5% 51,747 $27.6M
Clearstead Advisors, LLC 0.43% Add +0.7% 51,720 $27.6M
Heritage Investors Management Corp. 0.94% Reduce -1.0% 51,469 $27.5M
Susquehanna International Group, LLP 0.04% Add +41.5% 51,191 $27.3M
Crewe Advisors LLC 3.82% Reduce -0.0% 50,953 $27.2M
Granite Bay Wealth Management, LLC 9.34% Add +13.7% 50,398 $26.9M
Rockefeller Capital Management L.P. 0.06% Add +3.4% 48,724 $26.0M
Cumberland Advisors Inc. 11.71% Reduce -2.1% 48,437 $25.8M
Citizens Financial Group Inc. 0.49% Reduce -0.2% 46,445 $24.8M
IFG Advisors, LLC 4.77% Add +4.5% 46,397 $24.8M
Retirement Systems of Alabama 0.10% Reduce -0.2% 46,240 $24.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3.70% Add +1.5% 45,467 $24.3M
Chicago Partners Investment Group LLC 0.79% Add +0.1% 44,380 $23.6M
LCM Capital Management Inc 13.72% Add +2.2% 43,787 $23.4M
Klingman & Associates, LLC 1.38% Add +0.2% 42,360 $22.6M
C V Starr & Co. Inc. 17.31% New 42,100 $22.5M
Janney Montgomery Scott LLC 0.06% Reduce -4.7% 41,865 $22.3M
Bessemer Group Inc. 0.04% Reduce -21.9% 40,326 $21.5M
Weiss Asset Management LP 0.84% New 40,210 $21.5M
Conning Inc. 0.79% No change 40,185 $21.4M
Lido Advisors, LLC 0.12% Reduce -2.0% 38,400 $20.5M
Johnson Investment Counsel Inc. 0.19% Add +0.1% 36,316 $19.4M
1ST Source Bank 1.13% Reduce -0.4% 36,020 $19.2M
Waldron Private Wealth LLC 0.88% Reduce -0.8% 35,034 $18.7M
Madison Asset Management, LLC 0.21% Reduce -12.4% 34,904 $18.6M
Squarepoint Ops LLC 0.04% Add +2318.0% 34,335 $18.3M
Prescott Group Capital Management, L.L.C. 2.66% No change 34,323 $18.3M
Steele Capital Management, Inc. 0.94% Reduce -0.4% 33,876 $18.1M
Pinnacle Financial Partners Inc 0.36% Reduce -1.3% 33,140 $17.7M

"% 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.

Show all 1,360 holders