State Street SPDR S&P MidcapMDYETF

13F holders, Q1 2026 (March 31)
1,454holders +18
94new positions
67sold out
5famous investors
$614.45avg. 13F price*

At the end of Q1 2026, 1,454 institutions reported holding State Street SPDR S&P Midcap (MDY) in their 13F filings, up 18 from Q4 2025. 94 opened new positions and 67 sold out. The largest holders were Bank of America Corp. ($1.3B), Morgan Stanley ($952.0M) and Wells Fargo & Company ($736.0M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
State Street SPDR S&P Midcap
CUSIP
78467Y107
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions94$259.9M
Exits67$85.3M

All 13F filers, Q4 2025 → Q1 2026: 1,771,199 shares bought and 2,131,425 shares sold, net −360,226 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,454 holders

Bank of America Corp. 0.09% Reduce -3.4% 2,047,984 $1.3B
Morgan Stanley 0.06% Add +38.4% 1,543,597 $952.0M
Wells Fargo & Company 0.15% Reduce -11.2% 1,193,336 $736.0M
Northern Trust Corp. 0.09% Reduce -1.3% 1,061,192 $654.5M
US Bancorp \de 0.73% Reduce -1.1% 969,958 $598.2M
Goldman Sachs Group Inc. 0.07% Reduce -14.2% 881,942 $543.9M
Northwestern Mutual Wealth Management Co. 0.33% Add +4.2% 864,768 $533.4M
Pathstone Holdings, LLC 2.06% Reduce -0.8% 840,196 $518.2M
PNC Financial Services Group, Inc. 0.25% Reduce -0.8% 699,307 $431.3M
UBS Group AG 0.07% Add +5.3% 640,509 $395.0M
Raymond James Financial Inc. 0.09% Reduce -10.9% 497,191 $306.6M
Bank of Montreal 0.13% Reduce -4.8% 488,938 $301.6M
BNP Paribas Financial Markets 0.13% Add +29.3% 317,029 $195.5M
Royal Bank of Canada 0.04% Reduce -14.9% 299,723 $184.9M
Kayne Anderson Rudnick Investment Management LLC 0.54% Reduce -52.8% 298,766 $184.1M
JPMorgan Chase & Co. 0.01% Reduce -17.9% 304,162 $182.2M
MAI Capital Management 0.92% Reduce -0.4% 264,073 $162.9M
Creative Planning 0.10% Reduce -10.1% 248,681 $153.4M
Alliancebernstein L.P. 0.05% Reduce -2.9% 251,130 $151.5M
HighTower Advisors, LLC 0.15% Reduce -0.5% 235,008 $144.9M
Susquehanna International Group, LLP 0.19% Add +32.5% 234,686 $144.7M
Corient Private Wealth LP 0.20% Reduce -4.5% 229,855 $141.7M
Arvest Bank Trust Division 7.63% Reduce -1.9% 227,616 $140.4M
Conservest Capital Advisors, Inc. 11.84% Reduce -1.2% 211,706 $130.6M
LPL Financial LLC 0.03% Reduce -6.3% 163,404 $100.8M
Bank of New York Mellon Corp 0.02% Reduce -0.6% 162,619 $100.3M
Welch & Forbes LLC 1.29% Reduce -3.1% 161,554 $99.6M
Generali Asset Management SPA SGR 2.05% New 158,983 $98.1M
Waddell & Associates, LLC 5.35% Add +2.2% 153,603 $94.7M
SG Americas Securities, LLC 0.11% Add +78.9% 153,398 $94.6M
Commerce Bank 0.42% Add +430.3% 141,154 $87.1M
Cerity Partners LLC 0.12% Add +5.5% 138,738 $85.6M
Whittier Trust Co. 0.94% Add +4.0% 133,073 $83.2M
Balyasny Asset Management L.P. 0.16% Add +37.0% 124,317 $76.7M
Truist Financial Corp. 0.10% Reduce -2.1% 118,348 $73.0M
Hills Bank & Trust Co 3.44% Reduce -1.9% 115,410 $71.2M
EP Wealth Advisors, LLC 0.34% Add +234.5% 111,747 $68.9M
Brown Advisory Inc. 0.11% Reduce -2.1% 111,398 $68.7M
Focus Partners Wealth 0.07% Reduce -11.2% 107,744 $66.5M
Stifel Financial Corp. 0.06% Reduce -11.4% 106,846 $65.9M
Mariner, LLC 0.08% Add +2.1% 106,752 $65.7M
Montag A & Associates Inc. 3.00% Add +0.6% 104,126 $64.4M
Cetera Investment Advisers 0.06% Add +2.9% 89,367 $55.1M
Ameriprise Financial Inc. 0.01% Add +6.5% 87,418 $53.9M
WASHINGTON TRUST Co 1.78% Reduce -0.4% 85,504 $52.7M
Atlantic Union Bankshares Corp 1.00% Reduce -2.5% 84,363 $52.0M
Mirae Asset Securities (usa) Inc. 2.43% Reduce -25.0% 83,318 $51.4M
Envestnet Asset Management Inc. 0.01% Add +2.3% 80,527 $49.7M
Osaic Holdings, Inc. 0.07% Reduce -15.6% 75,901 $46.9M
Blair William & Co. 0.13% Add +0.4% 75,677 $46.7M
Henshaw Capital LLC 1.72% No change 75,050 $46.3M
Commonwealth Equity Services, LLC 0.06% Add +2.2% 72,103 $44.5M
Captrust Financial Advisors 0.07% Reduce -0.2% 67,864 $41.9M
Bartlett & Co. Wealth Management LLC 0.53% Reduce -0.4% 63,092 $41.7M
Portland Global Advisors LLC 4.30% Reduce -1.6% 65,441 $40.4M
Whittier Trust Co. of Nevada Inc. 0.82% Reduce -6.4% 63,514 $39.7M
Midwest Trust Co 0.49% Reduce -2.0% 63,739 $39.3M
Smith, Moore & Co. 2.76% Add +2.7% 61,527 $37.9M
Madison Asset Management, LLC 0.45% Reduce -28.9% 59,247 $36.5M
Citizens Financial Group Inc. 0.51% Reduce -0.3% 59,036 $36.4M
Pittenger & Anderson Inc. 1.44% Reduce -9.3% 58,782 $36.3M
Pinnacle Associates Ltd. 0.45% Reduce -0.6% 57,380 $35.4M
MassMutual Private Wealth & Trust, FSB 0.96% Reduce -1.9% 57,054 $35.2M
Rockefeller Capital Management L.P. 0.06% Add +5.9% 56,520 $34.9M
OFS Enterprise LLC 10.17% — 56,110 $34.6M
MetLife Investment Management, LLC 0.18% Add +6.5% 55,700 $34.4M
Lido Advisors, LLC 0.13% Reduce -0.3% 54,342 $33.6M
Baird Financial Group, Inc. 0.05% Add +6.7% 53,888 $33.2M
SummitTX Capital, L.P. 1.05% Add +41.2% 53,484 $33.0M
Citigroup Inc. 0.02% Add +57.8% 51,445 $31.7M
SCS Capital Management LLC 0.33% Reduce -4.0% 50,341 $31.0M
Crewe Advisors LLC 2.64% No change 50,125 $30.9M
Peapack Gladstone Financial Corp. 0.39% Reduce -6.2% 49,887 $30.8M
Heritage Investors Management Corp. 0.92% Reduce -1.5% 49,152 $30.3M
Chicago Partners Investment Group LLC 0.68% Add +0.1% 45,646 $30.3M
GTS Securities LLC 1.05% New 47,969 $29.6M
Fifth Third Bancorp 0.05% Add +506.3% 47,882 $29.5M
Pinnacle Financial Partners, Inc. 0.22% Add +6.6% 47,547 $29.3M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -47.5% 45,685 $28.4M
Cumberland Advisors Inc. 10.82% Add +2.0% 44,807 $27.6M
Janney Montgomery Scott LLC 0.07% Reduce -15.6% 44,437 $27.4M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3.68% Reduce -0.2% 44,301 $27.3M
IFG Advisors, LLC 4.47% Reduce -3.0% 44,274 $27.3M
Millennium Management 0.02% Add +415.9% 44,240 $27.3M
LCM Capital Management Inc 13.53% Add +0.3% 43,713 $27.0M
Clearstead Advisors, LLC 0.25% Reduce -1.5% 43,688 $26.9M
Klingman & Associates, LLC 1.24% Reduce -0.4% 41,668 $25.7M
Ascent Wealth Partners, LLC 2.98% Reduce -35.4% 41,532 $25.6M
Tandem Wealth Advisors LLC 11.18% Reduce -1.5% 40,661 $25.1M
Marshall Wace, LLP 0.03% Add +26.0% 40,412 $24.9M
GFS Advisors, LLC 1.60% Add +303.2% 63,009 $24.7M
FMR LLC 0.00% Add +6.8% 39,253 $24.2M
Curi Capital, LLC 0.42% Add +0.6% 38,039 $23.5M
Conning Inc. 0.81% Reduce -1.5% 38,022 $23.5M
Kestra Advisory Services, LLC 0.09% Add +42.8% 37,293 $23.0M
Johnson Investment Counsel Inc. 0.18% Reduce -1.7% 37,076 $22.9M
Cambridge Investment Research Advisors, Inc. 0.06% Add +9.5% 37,048 $22.9M
1ST Source Bank 1.14% Reduce -0.0% 35,980 $22.2M
TSG Advice Partners, LLC 3.27% Reduce -65.7% 35,383 $21.8M
Bessemer Group Inc. 0.03% Reduce -61.2% 34,643 $21.4M

"% 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 1,454 holders