State Street SPDR S&P MidcapMDYETF
13F holders, Q1 2026 (March 31)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $259.9M |
| Exits | 67 | $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.