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MDY

Spdr S&P Midcap 400 ETF Trust
$685.98 -3.84 (-0.56%) At close · Jul 13

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 1,463
Total Value: $16,038,985,465
Total Shares: 25,932,276
Showing 1–100 of 1,477 holdings by value · page 1 of 15

Institutional Ownership Trend

26 quarters

Superinvestors Holding MDY

All superinvestors →
Joel Greenblatt $5,327,572 Mario Gabelli $3,181,864

Holder Concentration

Across 1,452 13F filers
Top Holder
7.9%
Jun 2023 → Mar 2026 · range 7.5% – 9.5%
of institutional value
Top 5
26.3%
Jun 2023 → Mar 2026 · range 24.4% – 30.5%
of institutional value
Top 10
41.4%
Jun 2023 → Mar 2026 · range 38.8% – 45.5%
of institutional value
HHI
231
Jun 2023 → Mar 2026 · range 213 – 276
Broadly held
Showing 100 of 1,477
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BANK OF AMERICA CORP /DE/ Bank $1,263,114,610 7.88% 2,047,984
Mega MORGAN STANLEY $952,028,882 5.94% 1,543,597
Mega WELLS FARGO & COMPANY/MN $736,001,910 4.59% 1,193,336
Mega NORTHERN TRUST CORP Bank $654,500,777 4.08% 1,061,192
Large US BANCORP \DE\ Bank $598,231,295 3.73% 969,958
Mega GOLDMAN SACHS GROUP INC $543,946,546 3.39% 881,942
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $533,354,311 3.33% 864,768
Large Pathstone Holdings, LLC $518,199,284 3.23% 840,196
Mega PNC FINANCIAL SERVICES GROUP, INC. $431,304,581 2.69% 699,307
Mega UBS Group AG $395,040,330 2.46% 640,509
Mega RAYMOND JAMES FINANCIAL INC $306,647,520 1.91% 497,191
Mega BANK OF MONTREAL /CAN/ Bank $301,557,398 1.88% 488,938
Mega BNP PARIBAS ARBITRAGE, SA $195,530,806 1.22% 317,029
Mega JPMORGAN CHASE & CO $187,594,951 1.17% 304,162
Mega ROYAL BANK OF CANADA Bank $184,857,151 1.15% 299,723
Large KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $184,266,918 1.15% 298,766
Mega CITADEL ADVISORS LLC $166,648,552 1.04% 270,200
Mid MAI Capital Management $162,869,663 1.02% 264,073
Mega ALLIANCEBERNSTEIN L.P. $154,886,938 0.97% 251,130
Large Creative Planning $153,376,492 0.96% 248,681
Large HighTower Advisors, LLC $144,943,534 0.90% 235,008
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $144,744,937 0.90% 234,686
Large Corient Private Wealth LLC $141,765,369 0.88% 229,855
Small Arvest Bank Trust Division Bank $140,384,443 0.88% 227,616
Small Conservest Capital Advisors, Inc. $130,571,792 0.81% 211,706
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $126,004,068 0.79% 204,300
Mega LPL Financial LLC $100,781,051 0.63% 163,404
Mega Bank of New York Mellon Corp Bank $100,296,890 0.63% 162,619
Mid Welch & Forbes LLC $99,640,045 0.62% 161,554
Mid Generali Asset Management SPA SGR $98,054,355 0.61% 158,983
Small WADDELL & ASSOCIATES, LLC $94,736,186 0.59% 153,603
Large SG Americas Securities, LLC Broker-Dealer $94,609,750 0.59% 153,398
Mega JANE STREET GROUP, LLC $90,293,664 0.56% 146,400
Large COMMERCE BANK Bank $87,058,140 0.54% 141,154
Large Cerity Partners LLC $85,568,048 0.53% 138,738
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $83,139,248 0.52% 134,800
Mid WHITTIER TRUST CO Bank $82,074,103 0.51% 133,073
Large Balyasny Asset Management L.P. $76,673,752 0.48% 124,317
Large TRUIST FINANCIAL CORP $72,992,312 0.46% 118,348
Small Hills Bank & Trust Co Bank $71,180,271 0.44% 115,410
Mid EP Wealth Advisors, LLC $68,921,079 0.43% 111,747
Large BROWN ADVISORY INC $68,705,829 0.43% 111,398
Large Focus Partners Wealth $66,452,189 0.41% 107,744
Large STIFEL FINANCIAL CORP $65,898,337 0.41% 106,846
Large Mariner, LLC $65,840,362 0.41% 106,752
Mid MONTAG A & ASSOCIATES INC $64,220,751 0.40% 104,126
Large Cetera Investment Advisers $55,117,990 0.34% 89,367
Mega AMERIPRISE FINANCIAL INC $53,915,923 0.34% 87,418
Mid WASHINGTON TRUST Co Bank $52,735,446 0.33% 85,504
Mid Atlantic Union Bankshares Corp $52,031,723 0.32% 84,363
Mid MIRAE ASSET SECURITIES (USA) INC. Broker-Dealer $51,387,209 0.32% 83,318
Mega CITADEL ADVISORS LLC $50,759,348 0.32% 82,300
Mega ENVESTNET ASSET MANAGEMENT INC $49,665,832 0.31% 80,527
Large OSAIC HOLDINGS, INC. $46,812,700 0.29% 75,901
Large BLAIR WILLIAM & CO/IL $46,674,546 0.29% 75,677
Mid Henshaw Capital LLC $46,287,838 0.29% 75,050
Large COMMONWEALTH EQUITY SERVICES, LLC $44,470,246 0.28% 72,103
Large CAPTRUST FINANCIAL ADVISORS $41,855,800 0.26% 67,864
Mega JANE STREET GROUP, LLC $40,891,188 0.25% 66,300
Small Portland Global Advisors LLC $40,361,391 0.25% 65,441
Small OFS Enterprise LLC $39,974,328 0.25% 56,835
Mid Midwest Trust Co Bank $39,311,665 0.25% 63,739
Mid WHITTIER TRUST CO OF NEVADA INC Bank $39,172,893 0.24% 63,514
Mid BARTLETT & CO. WEALTH MANAGEMENT LLC $38,912,621 0.24% 63,092
Mid MassMutual Private Wealth & Trust, FSB $38,146,348 0.24% 54,236
Small SMITH, MOORE & CO. $37,947,392 0.24% 61,527
Mid Madison Asset Management, LLC $36,541,179 0.23% 59,247
Mid CITIZENS FINANCIAL GROUP INC/RI $36,411,043 0.23% 59,036
Mid PITTENGER & ANDERSON INC $36,254,386 0.23% 58,782
Mid PINNACLE ASSOCIATES LTD $35,389,688 0.22% 57,380
Large Rockefeller Capital Management L.P. $34,859,273 0.22% 56,520
Large MetLife Investment Management, LLC $34,353,532 0.21% 55,700
Large Lido Advisors, LLC $33,515,971 0.21% 54,342
Mid CHOREO, LLC $33,338,345 0.21% 54,054
Large Baird Financial Group, Inc. $33,235,962 0.21% 53,888
Mid SummitTX Capital, L.P. $32,986,791 0.21% 53,484
Mega CITIGROUP INC $31,729,218 0.20% 51,445
Mid SCS Capital Management LLC $31,048,315 0.19% 50,341
Small Crewe Advisors LLC $30,915,095 0.19% 50,125
Mega BARCLAYS PLC $30,838,000 0.19% 50,000
Mid PEAPACK GLADSTONE FINANCIAL CORP $30,768,304 0.19% 49,887
Mid HERITAGE INVESTORS MANAGEMENT CORP $30,314,987 0.19% 49,152
Mid GTS SECURITIES LLC Broker-Dealer $29,585,360 0.18% 47,969
Large FIFTH THIRD BANCORP Bank $29,531,702 0.18% 47,882
Mid Pinnacle Financial Partners, Inc. $29,325,086 0.18% 47,547
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $28,176,680 0.18% 45,685
Mid Chicago Partners Investment Group LLC $28,152,626 0.18% 45,646
Small CUMBERLAND ADVISORS INC $27,635,165 0.17% 44,807
Large Janney Montgomery Scott LLC $27,406,964 0.17% 44,437
Small Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. $27,323,084 0.17% 44,301
Small IFG Advisors, LLC $27,306,432 0.17% 44,274
Mega MILLENNIUM MANAGEMENT LLC $27,285,462 0.17% 44,240
Small LCM Capital Management Inc $26,960,429 0.17% 43,713
Mid Clearstead Advisors, LLC $26,945,010 0.17% 43,688
Small Klingman & Associates, LLC $25,699,155 0.16% 41,668
Small Ascent Wealth Partners, LLC $25,615,276 0.16% 41,532
Micro Tandem Wealth Advisors LLC $25,078,078 0.16% 40,661
Large MARSHALL WACE, LLP $24,924,504 0.16% 40,412
Mega FMR LLC $24,209,680 0.15% 39,253
Mid Curi Capital, LLC $23,460,932 0.15% 38,039
Key facts CIK 936958 CUSIP 78467Y107 13F (30d) 186 filings 165 filers

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