State Street SPDR S&P MidcapMDYETF
13F holders, Q1 2025 (March 31)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $166.3M |
| Exits | 99 | $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.