State Street SPDR S&P MidcapMDYETF

13F holders, Q2 2025 (June 30)
1,349holders −11
68new positions
65sold out
7famous investors
$564.49avg. 13F price*

At the end of Q2 2025, 1,349 institutions reported holding State Street SPDR S&P Midcap (MDY) in their 13F filings, down 11 from Q1 2025. 68 opened new positions and 65 sold out. The largest holders were Bank of America Corp. ($1.3B), Morgan Stanley ($748.9M) and Wells Fargo & Company ($714.7M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions68$183.2M
Exits65$202.7M

All 13F filers, Q1 2025 → Q2 2025: 1,790,920 shares bought and 1,765,553 shares sold, net +25,367 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,349 holders

Bank of America Corp. 0.10% Reduce -0.7% 2,237,977 $1.3B
Morgan Stanley 0.05% Add +25.7% 1,322,032 $748.9M
Wells Fargo & Company 0.16% Reduce -2.0% 1,261,666 $714.7M
Northern Trust Corp. 0.09% Reduce -1.4% 1,100,679 $623.5M
US Bancorp \de 0.72% Reduce -1.9% 1,015,783 $575.4M
Pathstone Holdings, LLC 2.01% Reduce -0.7% 897,244 $507.3M
Goldman Sachs Group Inc. 0.08% Add +37.4% 867,700 $491.5M
PNC Financial Services Group, Inc. 0.26% Reduce -2.8% 723,545 $409.9M
Moore Capital Management, LP 7.70% Add +73.2% 633,725 $359.0M
Northwestern Mutual Wealth Management Co. 0.25% Add +6.3% 613,019 $347.3M
UBS Group AG 0.07% Reduce -9.1% 610,592 $345.9M
Raymond James Financial Inc. 0.10% Reduce -5.0% 526,538 $298.3M
Bank of Montreal 0.14% Add +0.4% 500,851 $283.7M
Royal Bank of Canada 0.05% Add +20.1% 437,496 $247.8M
JPMorgan Chase & Co. 0.02% Reduce -3.2% 415,574 $235.4M
Alliancebernstein L.P. 0.05% Add +4.3% 264,972 $150.1M
Creative Planning 0.13% Reduce -18.5% 263,805 $149.4M
MAI Capital Management 0.98% Add +1.9% 249,015 $141.1M
Corient Private Wealth LP 0.18% Reduce -2.0% 239,454 $135.6M
Arvest Bank Trust Division 7.66% Add +0.3% 231,924 $131.4M
HighTower Advisors, LLC 0.16% Add +3.4% 224,683 $127.3M
Conservest Capital Advisors, Inc. 12.21% Reduce -2.1% 218,195 $123.6M
BNP Paribas Financial Markets 0.09% Reduce -21.5% 203,192 $115.1M
LPL Financial LLC 0.03% Add +9.0% 172,211 $97.6M
Bank of New York Mellon Corp 0.02% Add +1.5% 172,008 $97.4M
Welch & Forbes LLC 1.20% Reduce -0.3% 169,447 $96.0M
Waddell & Associates, LLC 8.68% Add +1.4% 143,568 $81.3M
Susquehanna International Group, LLP 0.12% Add +172.5% 139,508 $79.0M
Whittier Trust Co. 0.91% Reduce -2.2% 132,647 $75.1M
Cerity Partners LLC 0.13% Reduce -2.4% 128,923 $73.0M
Truist Financial Corp. 0.10% Add +4.7% 122,839 $69.6M
Kayne Anderson Rudnick Investment Management LLC 0.17% Reduce -43.8% 122,461 $69.4M
FineMark National Bank & Trust 2.35% Reduce -1.6% 122,014 $69.1M
Hills Bank & Trust Co 4.25% Reduce -1.0% 119,169 $67.5M
Brown Advisory Inc. 0.09% Add +0.5% 118,721 $67.3M
HRT Financial LP 0.27% Add +3581.0% 108,920 $61.7M
Stifel Financial Corp. 0.06% Reduce -5.4% 106,069 $60.1M
Montag A & Associates Inc. 2.93% Reduce -1.8% 105,494 $60.0M
Mariner, LLC 0.09% Add +3.8% 105,365 $59.7M
SG Americas Securities, LLC 0.27% Reduce -49.6% 104,840 $59.4M
Commonwealth Equity Services, LLC 0.08% Reduce -4.9% 101,557 $57.5M
Atlantic Union Bankshares Corp 1.18% New 90,942 $51.5M
WASHINGTON TRUST Co 1.77% Reduce -0.1% 88,255 $50.0M
Wealth Enhancement Advisory Services, LLC 0.08% Reduce -0.8% 80,953 $47.1M
Squarepoint Ops LLC 0.10% Add +140.2% 82,480 $46.7M
Focus Partners Wealth 0.10% Reduce -2.8% 80,814 $45.8M
Blair William & Co. 0.12% Add +3.5% 78,366 $44.4M
Ameriprise Financial Inc. 0.01% Add +11.6% 77,255 $43.7M
Envestnet Asset Management Inc. 0.01% Add +0.8% 77,053 $43.6M
Henshaw Capital LLC 1.69% No change 75,050 $42.5M
Osaic Holdings, Inc. 0.07% Add +0.4% 73,872 $41.9M
Captrust Financial Advisors 0.09% Reduce -3.4% 73,269 $41.5M
Divergent Planning, LLC 11.91% Add +5.6% 70,243 $40.3M
Pittenger & Anderson Inc. 1.45% Reduce -0.4% 69,817 $39.5M
Cetera Investment Advisers 0.07% Add +10.4% 69,133 $39.2M
Portland Global Advisors LLC 4.55% Reduce -1.6% 68,185 $38.6M
Whittier Trust Co. of Nevada Inc. 0.87% Add +0.5% 68,066 $38.6M
Midwest Trust Co 0.50% — 64,215 $36.4M
Bartlett & Co. Wealth Management LLC 0.49% Add +0.2% 61,808 $35.1M
Ascent Wealth Partners, LLC 4.32% Add +0.8% 61,813 $35.0M
Citizens Financial Group Inc. 0.55% Add +30.9% 60,781 $34.4M
Smith, Moore & Co. 2.87% Reduce -0.3% 60,296 $34.2M
MassMutual Private Wealth & Trust, FSB 0.91% Reduce -0.2% 60,125 $34.1M
Pinnacle Associates Ltd. 0.49% Reduce -5.7% 59,147 $33.5M
SCS Capital Management LLC 0.35% Reduce -9.7% 55,547 $31.5M
Mirae Asset Securities (usa) Inc. 1.38% New 55,382 $31.4M
Peapack Gladstone Financial Corp. 0.43% Reduce -0.2% 53,596 $30.4M
Oldfather Financial Services, LLC 10.37% Add +2.6% 53,275 $30.2M
Granite Bay Wealth Management, LLC 9.37% Add +2.2% 51,486 $29.2M
Baird Financial Group, Inc. 0.05% Reduce -1.1% 51,176 $29.0M
Heritage Investors Management Corp. 0.91% Reduce -1.1% 50,907 $28.8M
Rockefeller Capital Management L.P. 0.06% Add +4.3% 50,794 $28.8M
Crewe Advisors LLC 4.04% Reduce -1.0% 50,435 $28.6M
Janney Montgomery Scott LLC 0.07% Add +19.7% 50,104 $28.4M
Healthcare of Ontario Pension Plan Trust Fund 0.06% New 50,000 $28.3M
Prescott Group Capital Management, L.L.C. 3.30% Add +43.7% 49,323 $27.9M
MetLife Investment Management, LLC 0.16% Reduce -38.1% 48,400 $27.4M
IFG Advisors, LLC 4.57% Add +3.5% 48,003 $27.2M
Clearstead Advisors, LLC 0.37% Reduce -9.1% 47,015 $26.6M
Chicago Partners Investment Group LLC 0.76% Add +1.2% 44,902 $26.4M
Cumberland Advisors Inc. 10.65% Reduce -7.7% 44,702 $25.3M
Comerica Bank 0.10% Reduce -17.9% 44,311 $25.1M
LCM Capital Management Inc 12.92% Add +0.2% 43,891 $24.9M
Klingman & Associates, LLC 1.32% Add +0.0% 42,378 $24.0M
Composition Wealth, LLC 0.40% Add +40.8% 41,988 $23.8M
Conning Inc. 0.82% No change 40,185 $22.8M
BlackRock, Inc. 0.00% Reduce -24.5% 39,525 $22.4M
Bessemer Group Inc. 0.04% Reduce -2.7% 39,232 $22.2M
Jane Street Group, LLC 0.04% Add +1011.0% 38,273 $21.7M
Lido Advisors, LLC 0.11% Reduce -0.8% 38,084 $21.6M
Basswood Capital Management, L.L.C. 1.07% New 38,082 $21.6M
Curi Capital, LLC 0.41% Add +33.8% 37,933 $21.6M
Johnson Investment Counsel Inc. 0.19% Add +0.3% 36,411 $20.6M
1ST Source Bank 1.13% Add +0.3% 36,139 $20.5M
Steele Capital Management, Inc. 0.91% Reduce -1.1% 33,507 $19.0M
Pinnacle Financial Partners Inc 0.39% Reduce -0.6% 32,936 $18.7M
Trustmark Bank Trust Department 1.26% Reduce -0.2% 32,237 $18.3M
Hancock Whitney Corp. 0.35% Add +9.2% 31,936 $18.1M
Tandem Wealth Advisors LLC 8.92% Add +8.8% 31,828 $18.0M
Kestra Advisory Services, LLC 0.09% Add +6.4% 31,519 $17.9M

"% 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 1,349 holders