State Street SPDR S&P MidcapMDYETF
13F holders, Q4 2025 (December 31)1,436holders +70
71new positions
56sold out
9famous investors
$599.90avg. 13F price*
At the end of Q4 2025, 1,436 institutions reported holding State Street SPDR S&P Midcap (MDY) in their 13F filings, up 70 from Q3 2025. 71 opened new positions and 56 sold out. The largest holders were Bank of America Corp. ($1.3B), Wells Fargo & Company ($810.4M) and Morgan Stanley ($673.1M). 9 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- State Street SPDR S&P Midcap
- Filed as
- SPDR S&P MIDCAP 400 ETF TR (Q4 2025)
- CUSIP
- 78467Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $119.1M |
| Exits | 56 | $310.5M |
All 13F filers, Q3 2025 → Q4 2025: 1,742,343 shares bought and 2,287,326 shares sold, net −544,983 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,436 holders
| Bank of America Corp. | 0.09% | Add +3.1% | 2,120,329 | $1.3B |
| Wells Fargo & Company | 0.16% | Add +6.9% | 1,343,298 | $810.4M |
| Morgan Stanley | 0.04% | Reduce -37.3% | 1,115,655 | $673.1M |
| Northern Trust Corp. | 0.08% | Reduce -1.2% | 1,074,994 | $648.5M |
| Goldman Sachs Group Inc. | 0.09% | Reduce -2.7% | 1,028,201 | $620.3M |
| US Bancorp \de | 0.69% | Reduce -1.8% | 980,650 | $591.6M |
| Pathstone Holdings, LLC | 1.97% | Reduce -4.8% | 846,872 | $511.2M |
| Northwestern Mutual Wealth Management Co. | 0.32% | Add +5.3% | 830,031 | $500.7M |
| PNC Financial Services Group, Inc. | 0.23% | Reduce -1.4% | 704,633 | $425.1M |
| Kayne Anderson Rudnick Investment Management LLC | 1.03% | Add +167.4% | 633,310 | $382.0M |
| UBS Group AG | 0.07% | Reduce -4.5% | 608,452 | $367.1M |
| Raymond James Financial Inc. | 0.10% | Add +5.4% | 557,992 | $336.6M |
| Bank of Montreal | 0.13% | Add +2.2% | 513,790 | $310.0M |
| JPMorgan Chase & Co. | 0.02% | Add +10.6% | 370,619 | $223.6M |
| Royal Bank of Canada | 0.04% | Add +3.8% | 352,323 | $212.6M |
| Creative Planning | 0.12% | Reduce -3.3% | 276,564 | $166.8M |
| MAI Capital Management | 0.93% | Add +6.0% | 265,202 | $160.0M |
| Alliancebernstein L.P. | 0.05% | Add +0.6% | 258,554 | $156.0M |
| HRT Financial LP | 0.48% | Add +131.9% | 250,582 | $151.2M |
| BNP Paribas Financial Markets | 0.09% | Add +58.9% | 245,251 | $148.0M |
| Corient Private Wealth LP | 0.20% | Add +2.2% | 240,736 | $145.3M |
| HighTower Advisors, LLC | 0.16% | Reduce -0.8% | 236,091 | $142.4M |
| Arvest Bank Trust Division | 7.58% | Reduce -0.3% | 231,907 | $139.9M |
| Conservest Capital Advisors, Inc. | 11.66% | Reduce -1.6% | 214,319 | $129.3M |
| Susquehanna International Group, LLP | 0.15% | Add +8.1% | 177,104 | $106.8M |
| LPL Financial LLC | 0.03% | Add +1.1% | 174,446 | $105.2M |
| Welch & Forbes LLC | 1.22% | Reduce -1.1% | 166,753 | $100.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -4.8% | 163,633 | $98.7M |
| Waddell & Associates, LLC | 6.12% | Add +1.4% | 150,332 | $90.7M |
| Whittier Trust Co. | 0.87% | Reduce -0.6% | 127,976 | $80.4M |
| Cerity Partners LLC | 0.12% | Add +6.1% | 131,552 | $79.4M |
| Focus Partners Wealth | 0.08% | Add +37.2% | 121,265 | $73.2M |
| Truist Financial Corp. | 0.10% | Reduce -3.9% | 120,928 | $73.0M |
| Stifel Financial Corp. | 0.07% | Add +10.8% | 120,609 | $72.8M |
| Hills Bank & Trust Co | 4.12% | Reduce -1.7% | 117,586 | $70.9M |
| FineMark National Bank & Trust | 2.19% | Reduce -0.3% | 116,109 | $70.0M |
| Brown Advisory Inc. | 0.10% | Reduce -0.9% | 113,788 | $68.6M |
| Mirae Asset Securities (usa) Inc. | 2.65% | Reduce -0.1% | 111,131 | $67.0M |
| Mariner, LLC | 0.08% | Reduce -0.6% | 104,560 | $63.1M |
| Montag A & Associates Inc. | 2.87% | Reduce -1.6% | 103,466 | $62.6M |
| TSG Advice Partners, LLC | 9.50% | — | 103,151 | $62.2M |
| Balyasny Asset Management L.P. | 0.11% | Add +1942.4% | 90,763 | $54.8M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +1.6% | 86,951 | $54.7M |
| Osaic Holdings, Inc. | 0.08% | Reduce -3.5% | 89,938 | $54.3M |
| Bessemer Group Inc. | 0.08% | Add +114.0% | 89,237 | $53.8M |
| Cetera Investment Advisers | 0.06% | Reduce -4.8% | 86,834 | $52.4M |
| Atlantic Union Bankshares Corp | 0.98% | Reduce -3.8% | 86,561 | $52.2M |
| WASHINGTON TRUST Co | 1.69% | Reduce -2.4% | 85,815 | $51.8M |
| SG Americas Securities, LLC | 0.07% | Add +131.6% | 85,760 | $51.7M |
| Madison Asset Management, LLC | 0.58% | Add +246.4% | 83,341 | $50.3M |
| Ameriprise Financial Inc. | 0.01% | Add +9.2% | 82,041 | $49.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.4% | 78,745 | $47.5M |
| Divergent Planning, LLC | 11.90% | Add +2.6% | 76,242 | $46.6M |
| Blair William & Co. | 0.12% | Reduce -2.3% | 75,368 | $45.5M |
| Henshaw Capital LLC | 1.63% | No change | 75,050 | $45.3M |
| Whittier Trust Co. of Nevada Inc. | 0.88% | Reduce -0.0% | 67,830 | $42.6M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -19.9% | 70,521 | $42.5M |
| Captrust Financial Advisors | 0.08% | Reduce -5.3% | 67,994 | $41.0M |
| Portland Global Advisors LLC | 4.31% | Reduce -0.7% | 66,505 | $40.1M |
| Midwest Trust Co | 0.49% | Reduce -1.8% | 65,015 | $39.2M |
| Pittenger & Anderson Inc. | 1.50% | Reduce -7.4% | 64,832 | $39.1M |
| Ascent Wealth Partners, LLC | 4.47% | Add +1.1% | 64,328 | $38.8M |
| Bartlett & Co. Wealth Management LLC | 0.50% | Add +2.6% | 63,317 | $38.3M |
| Smith, Moore & Co. | 2.73% | Reduce -0.6% | 59,895 | $36.1M |
| Citizens Financial Group Inc. | 0.48% | Reduce -0.9% | 59,213 | $35.7M |
| MassMutual Private Wealth & Trust, FSB | 0.90% | Reduce -3.0% | 58,149 | $35.1M |
| Pinnacle Associates Ltd. | 0.45% | Reduce -1.1% | 57,751 | $34.8M |
| Oldfather Financial Services, LLC | 9.92% | Add +0.5% | 55,249 | $33.3M |
| Lido Advisors, LLC | 0.13% | Reduce -4.4% | 54,534 | $32.7M |
| Rockefeller Capital Management L.P. | 0.06% | Add +1.3% | 53,349 | $32.2M |
| Peapack Gladstone Financial Corp. | 0.40% | Reduce -0.8% | 53,158 | $32.1M |
| Janney Montgomery Scott LLC | 0.07% | Add +11.7% | 52,670 | $31.8M |
| SCS Capital Management LLC | 0.34% | Reduce -1.1% | 52,453 | $31.7M |
| MetLife Investment Management, LLC | 0.15% | Add +124.5% | 52,300 | $31.6M |
| Baird Financial Group, Inc. | 0.05% | Add +1.8% | 50,502 | $30.5M |
| Crewe Advisors LLC | 2.68% | Add +0.0% | 50,125 | $30.2M |
| Heritage Investors Management Corp. | 0.88% | Reduce -1.2% | 49,921 | $30.1M |
| Chicago Partners Investment Group LLC | 0.72% | Add +1.9% | 45,582 | $29.0M |
| IFG Advisors, LLC | 4.58% | Reduce -2.4% | 45,622 | $27.5M |
| Pinnacle Financial Partners, Inc. | 0.20% | — | 44,594 | $26.9M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3.59% | Add +48.1% | 44,400 | $26.8M |
| Clearstead Advisors, LLC | 0.34% | Reduce -5.0% | 44,364 | $26.8M |
| Cumberland Advisors Inc. | 10.05% | Reduce -0.8% | 43,947 | $26.5M |
| Comerica Bank | 0.11% | Add +5.2% | 43,694 | $26.4M |
| LCM Capital Management Inc | 12.70% | Reduce -0.6% | 43,573 | $26.3M |
| Tandem Wealth Advisors LLC | 11.42% | Add +34.1% | 41,299 | $25.5M |
| Klingman & Associates, LLC | 1.22% | Reduce -0.2% | 41,828 | $25.2M |
| Conning Inc. | 0.82% | No change | 38,596 | $23.3M |
| Basswood Capital Management, L.L.C. | 1.01% | No change | 38,082 | $23.0M |
| Curi Capital, LLC | 0.40% | Add +0.1% | 37,832 | $22.9M |
| SummitTX Capital, L.P. | 0.69% | New | 37,867 | $22.8M |
| Johnson Investment Counsel Inc. | 0.19% | Add +2.7% | 37,726 | $22.8M |
| FMR LLC | 0.00% | Add +5.7% | 36,750 | $22.2M |
| 1ST Source Bank | 1.14% | Add +0.5% | 35,986 | $21.7M |
| Composition Wealth, LLC | 0.30% | Reduce -6.3% | 34,390 | $20.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +22.8% | 33,836 | $20.4M |
| EP Wealth Advisors, LLC | 0.10% | — | 33,406 | $20.2M |
| Steele Capital Management, Inc. | 0.86% | Reduce -0.3% | 33,223 | $20.1M |
| Hancock Whitney Corp. | 0.36% | Add +5.2% | 32,988 | $19.9M |
| Jane Street Group, LLC | 0.02% | Add +10.2% | 32,820 | $19.8M |
"% 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.