STATE STREET SPDR S&P MIDCAP MDY
$693.70
-0.5% 52w: $545.95 – $703.34
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data545.95624.64703.34
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.4K
+16 QoQ
13F value
$15.29B
-1.9% QoQ
Smart-money holders
81
signal tier ≥ 2
New smart buyers
6
Q1 2026
Options barometer
0.7×
$400.9M calls / $615.3M puts
Institutional value by quarter
Number of holders
Who owns MDY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.0M | $1.26B | 0.1% | -3.4% |
| MORGAN STANLEY | Bank broker | 1.5M | $952.0M | 0.1% | +38.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.2M | $736.0M | 0.1% | -11.2% |
| NORTHERN TRUST CORP | Index provider | 1.1M | $654.5M | 0.1% | -1.3% |
| US BANCORP \DE\ | Wealth advisor | 970.0K | $598.2M | 0.7% | -1.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 881.9K | $543.9M | 0.1% | -14.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 864.8K | $533.4M | 0.3% | +4.2% |
| Pathstone Holdings, LLC | Diversified mechanical | 840.2K | $518.2M | 2.1% | -0.8% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 699.3K | $431.3M | 0.2% | -0.8% |
| UBS Group AG | Bank broker | 640.5K | $395.0M | 0.1% | +5.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 497.2K | $306.6M | 0.1% | -10.9% |
| BANK OF MONTREAL /CAN/ | Bank broker | 488.9K | $301.6M | 0.1% | -4.8% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 317.0K | $195.5M | 0.1% | +29.3% |
| ROYAL BANK OF CANADA | Bank broker | 299.7K | $184.9M | 0.0% | -14.9% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Other | 298.8K | $184.1M | 0.5% | -52.8% |
| JPMORGAN CHASE & CO | Bank broker | 304.2K | $182.2M | 0.0% | -17.9% |
| MAI Capital Management | Wealth advisor | 264.1K | $162.9M | 0.9% | -0.4% |
| Creative Planning | Wealth advisor | 248.7K | $153.4M | 0.1% | -10.1% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 251.1K | $151.5M | 0.0% | -2.9% |
| HighTower Advisors, LLC | Diversified mechanical | 235.0K | $144.9M | 0.2% | -0.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 234.7K | $144.7M | 0.2% | +32.5% |
| Corient Private Wealth LLC | Diversified mechanical | 229.9K | $141.7M | 0.2% | -52.3% |
| Arvest Bank Trust Division | Other | 227.6K | $140.4M | 7.6% | -1.9% |
| Conservest Capital Advisors, Inc. | Wealth advisor | 211.7K | $130.6M | 11.8% | -1.2% |
| LPL Financial LLC | Bank broker | 163.4K | $100.8M | 0.0% | -6.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 162.6K | $100.3M | 0.0% | -0.6% |
| Welch & Forbes LLC | Other | 161.6K | $99.6M | 1.3% | -3.1% |
| Generali Asset Management SPA SGR | Other | 159.0K | $98.1M | 2.0% | New |
| WADDELL & ASSOCIATES, LLC | Wealth advisor | 153.6K | $94.7M | 5.3% | +2.2% |
| SG Americas Securities, LLC | Diversified mechanical | 153.4K | $94.6M | 0.1% | +78.9% |
| COMMERCE BANK | Diversified mechanical | 141.2K | $87.1M | 0.4% | +430.3% |
| Cerity Partners LLC | Diversified mechanical | 138.7K | $85.6M | 0.1% | +5.5% |
| WHITTIER TRUST CO | Diversified mechanical | 133.1K | $83.2M | 0.9% | +4.0% |
| Balyasny Asset Management L.P. | Multistrat pod | 124.3K | $76.7M | 0.2% | +37.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 118.3K | $73.0M | 0.1% | -2.1% |
| Hills Bank & Trust Co | Wealth advisor | 115.4K | $71.2M | 3.4% | -1.9% |
| EP Wealth Advisors, LLC | Wealth advisor | 111.7K | $68.9M | 0.3% | +234.5% |
| BROWN ADVISORY INC | Diversified mechanical | 111.4K | $68.7M | 0.1% | -2.1% |
| Focus Partners Wealth | Wealth advisor | 107.7K | $66.5M | 0.1% | -11.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 106.8K | $65.9M | 0.1% | -11.4% |
| Mariner, LLC | Diversified mechanical | 106.8K | $65.7M | 0.1% | +2.1% |
| MONTAG A & ASSOCIATES INC | Other | 104.1K | $64.4M | 3.0% | +0.6% |
| Cetera Investment Advisers | Wealth advisor | 89.4K | $55.1M | 0.1% | +2.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 87.4K | $53.9M | 0.0% | +6.6% |
| WASHINGTON TRUST Co | Other | 85.5K | $52.7M | 1.8% | -0.4% |
| Atlantic Union Bankshares Corp | Other | 84.4K | $52.0M | 1.0% | -2.5% |
| MIRAE ASSET SECURITIES (USA) INC. | Wealth advisor | 83.3K | $51.4M | 2.4% | -25.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 80.5K | $49.7M | 0.0% | +2.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 75.9K | $46.9M | 0.1% | -15.6% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 75.7K | $46.7M | 0.1% | +0.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.