State Street SPDR S&P MidcapMDYETF
13F holders, Q3 2025 (September 30)1,366holders +17
68new positions
44sold out
6famous investors
$584.01avg. 13F price*
At the end of Q3 2025, 1,366 institutions reported holding State Street SPDR S&P Midcap (MDY) in their 13F filings, up 17 from Q2 2025. 68 opened new positions and 44 sold out. The largest holders were Bank of America Corp. ($1.2B), Morgan Stanley ($1.1B) and Wells Fargo & Company ($748.7M). 6 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 (Q3 2025)
- CUSIP
- 78467Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $26.6M |
| Exits | 44 | $58.9M |
All 13F filers, Q2 2025 → Q3 2025: 2,084,161 shares bought and 1,392,394 shares sold, net +691,767 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,366 holders
| Bank of America Corp. | 0.09% | Reduce -8.1% | 2,056,151 | $1.2B |
| Morgan Stanley | 0.06% | Add +34.7% | 1,780,404 | $1.1B |
| Wells Fargo & Company | 0.15% | Reduce -0.4% | 1,256,091 | $748.7M |
| Northern Trust Corp. | 0.08% | Reduce -1.1% | 1,088,416 | $648.7M |
| Goldman Sachs Group Inc. | 0.09% | Add +21.8% | 1,056,887 | $629.9M |
| US Bancorp \de | 0.71% | Reduce -1.7% | 998,110 | $594.9M |
| Pathstone Holdings, LLC | 2.03% | Reduce -0.8% | 889,822 | $530.4M |
| Northwestern Mutual Wealth Management Co. | 0.31% | Add +28.6% | 788,274 | $469.8M |
| PNC Financial Services Group, Inc. | 0.26% | Reduce -1.2% | 714,972 | $426.1M |
| UBS Group AG | 0.07% | Add +4.3% | 636,918 | $379.6M |
| Raymond James Financial Inc. | 0.10% | Add +0.6% | 529,533 | $315.6M |
| Bank of Montreal | 0.13% | Add +0.4% | 502,730 | $299.6M |
| Moore Capital Management, LP | 4.12% | Reduce -46.4% | 340,000 | $202.7M |
| Royal Bank of Canada | 0.04% | Reduce -22.4% | 339,521 | $202.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -19.4% | 334,973 | $199.7M |
| Creative Planning | 0.13% | Add +8.5% | 286,128 | $170.5M |
| Alliancebernstein L.P. | 0.05% | Reduce -3.0% | 257,129 | $153.3M |
| MAI Capital Management | 0.93% | Add +0.5% | 250,159 | $149.1M |
| HighTower Advisors, LLC | 0.16% | Add +5.9% | 237,914 | $141.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.34% | Add +93.4% | 236,837 | $141.2M |
| Corient Private Wealth LP | 0.22% | Reduce -1.6% | 235,580 | $140.4M |
| Arvest Bank Trust Division | 7.69% | Add +0.3% | 232,628 | $138.7M |
| Conservest Capital Advisors, Inc. | 12.00% | Reduce -0.2% | 217,689 | $129.8M |
| LPL Financial LLC | 0.03% | Add +0.1% | 172,465 | $102.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.1% | 171,927 | $102.5M |
| Welch & Forbes LLC | 1.21% | Reduce -0.5% | 168,530 | $100.4M |
| Susquehanna International Group, LLP | 0.14% | Add +17.5% | 163,905 | $97.7M |
| Barclays PLC | 0.03% | Add +1259.0% | 155,506 | $92.7M |
| BNP Paribas Financial Markets | 0.07% | Reduce -24.0% | 154,349 | $92.0M |
| Waddell & Associates, LLC | 7.52% | Add +3.3% | 148,331 | $88.4M |
| Whittier Trust Co. | 0.88% | Reduce -2.9% | 128,786 | $77.4M |
| Truist Financial Corp. | 0.10% | Add +2.5% | 125,891 | $75.0M |
| Cerity Partners LLC | 0.12% | Reduce -3.9% | 123,960 | $73.9M |
| Hills Bank & Trust Co | 4.20% | Add +0.4% | 119,611 | $71.3M |
| FineMark National Bank & Trust | 2.27% | Reduce -4.5% | 116,467 | $69.4M |
| Brown Advisory Inc. | 0.09% | Reduce -3.3% | 114,839 | $68.4M |
| Mirae Asset Securities (usa) Inc. | 2.91% | Add +100.9% | 111,284 | $66.3M |
| Stifel Financial Corp. | 0.06% | Add +2.7% | 108,905 | $64.9M |
| HRT Financial LP | 0.24% | Reduce -0.8% | 108,070 | $64.4M |
| Montag A & Associates Inc. | 2.90% | Reduce -0.3% | 105,201 | $62.9M |
| Mariner, LLC | 0.08% | Reduce -0.2% | 105,154 | $62.7M |
| Osaic Holdings, Inc. | 0.08% | Add +26.2% | 93,225 | $55.6M |
| Cetera Investment Advisers | 0.06% | Add +32.0% | 91,232 | $54.4M |
| Atlantic Union Bankshares Corp | 1.01% | Reduce -1.0% | 89,998 | $53.6M |
| Focus Partners Wealth | 0.09% | Add +9.4% | 88,384 | $52.7M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -13.3% | 88,088 | $52.5M |
| WASHINGTON TRUST Co | 1.72% | Reduce -0.4% | 87,927 | $52.4M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +5.8% | 85,625 | $51.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.7% | 77,622 | $46.3M |
| Blair William & Co. | 0.12% | Reduce -1.6% | 77,101 | $46.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.8% | 75,101 | $44.8M |
| Henshaw Capital LLC | 1.67% | No change | 75,050 | $44.7M |
| Divergent Planning, LLC | 11.86% | Add +5.8% | 74,284 | $44.6M |
| Captrust Financial Advisors | 0.09% | Reduce -2.1% | 71,760 | $42.8M |
| Pittenger & Anderson Inc. | 1.53% | Add +0.3% | 70,018 | $41.7M |
| Whittier Trust Co. of Nevada Inc. | 0.87% | Reduce -0.3% | 67,859 | $40.8M |
| Portland Global Advisors LLC | 4.46% | Reduce -1.7% | 67,000 | $39.9M |
| Midwest Trust Co | 0.51% | Add +3.1% | 66,230 | $39.5M |
| Ascent Wealth Partners, LLC | 4.40% | Add +2.9% | 63,632 | $37.9M |
| Bartlett & Co. Wealth Management LLC | 0.49% | Reduce -0.1% | 61,713 | $36.9M |
| Smith, Moore & Co. | 2.75% | Reduce -0.0% | 60,281 | $35.9M |
| MassMutual Private Wealth & Trust, FSB | 0.91% | Reduce -0.3% | 59,962 | $35.7M |
| Citizens Financial Group Inc. | 0.49% | Reduce -1.7% | 59,770 | $35.6M |
| Pinnacle Associates Ltd. | 0.46% | Reduce -1.3% | 58,366 | $34.8M |
| Lido Advisors, LLC | 0.14% | Add +49.9% | 57,069 | $34.1M |
| Oldfather Financial Services, LLC | 10.20% | Add +3.1% | 54,950 | $32.8M |
| Peapack Gladstone Financial Corp. | 0.42% | Reduce -0.0% | 53,592 | $31.9M |
| SCS Capital Management LLC | 0.34% | Reduce -4.5% | 53,046 | $31.6M |
| Rockefeller Capital Management L.P. | 0.06% | Add +3.7% | 52,656 | $31.4M |
| Heritage Investors Management Corp. | 0.90% | Reduce -0.8% | 50,510 | $30.1M |
| Crewe Advisors LLC | 2.85% | Reduce -0.6% | 50,119 | $29.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.06% | No change | 50,000 | $29.8M |
| Baird Financial Group, Inc. | 0.05% | Reduce -3.0% | 49,634 | $29.6M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -5.9% | 47,144 | $28.1M |
| IFG Advisors, LLC | 4.54% | Reduce -2.7% | 46,719 | $27.8M |
| Clearstead Advisors, LLC | 0.41% | Reduce -0.7% | 46,682 | $27.8M |
| Chicago Partners Investment Group LLC | 0.70% | Reduce -0.3% | 44,747 | $26.8M |
| Cumberland Advisors Inc. | 10.14% | Reduce -0.9% | 44,302 | $26.4M |
| LCM Capital Management Inc | 12.53% | Reduce -0.2% | 43,817 | $26.1M |
| Prescott Group Capital Management, L.L.C. | 2.72% | Reduce -12.1% | 43,335 | $25.8M |
| Klingman & Associates, LLC | 1.26% | Reduce -1.1% | 41,928 | $25.0M |
| Bessemer Group Inc. | 0.04% | Add +6.3% | 41,707 | $24.9M |
| Comerica Bank | 0.09% | Reduce -6.2% | 41,552 | $24.8M |
| Squarepoint Ops LLC | 0.05% | Reduce -51.3% | 40,158 | $23.9M |
| Conning Inc. | 0.81% | Reduce -4.0% | 38,596 | $23.0M |
| Basswood Capital Management, L.L.C. | 1.05% | No change | 38,082 | $22.7M |
| Curi Capital, LLC | 0.42% | Reduce -0.4% | 37,794 | $22.6M |
| SG Americas Securities, LLC | 0.08% | Reduce -64.7% | 37,030 | $22.1M |
| Johnson Investment Counsel Inc. | 0.18% | Add +0.8% | 36,722 | $21.9M |
| Composition Wealth, LLC | 0.33% | Reduce -12.6% | 36,687 | $21.9M |
| 1ST Source Bank | 1.13% | Reduce -0.9% | 35,820 | $21.3M |
| Millennium Management | 0.02% | Add +314.3% | 35,427 | $21.1M |
| Kestra Advisory Services, LLC | 0.10% | Add +10.7% | 34,898 | $20.8M |
| FMR LLC | 0.00% | Add +11.2% | 34,767 | $20.7M |
| Waldron Private Wealth LLC | 0.81% | Add +8.8% | 33,618 | $20.0M |
| Steele Capital Management, Inc. | 0.88% | Reduce -0.5% | 33,331 | $19.9M |
| Trustmark Bank Trust Department | 1.25% | Reduce -0.1% | 32,194 | $19.2M |
| Citigroup Inc. | 0.01% | Add +93.8% | 31,993 | $19.1M |
| Pinnacle Financial Partners Inc | 0.45% | Reduce -4.5% | 31,461 | $18.8M |
| Hancock Whitney Corp. | 0.34% | Reduce -1.8% | 31,356 | $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.