SPDR S&P MIDCAP 400 ETF TRST (MDY) Institutional Shareholders
SPDR S&P MIDCAP 400 ETF TRST (MDY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $15.16B in MDY holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of MDY tracked by InsiderSet, reporting ownership valued at approximately $1.26B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.42B, representing an estimated gain of +12.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed MDY value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in SPDR S&P MIDCAP 400 ETF TRST (MDY).
This page ranks the largest institutional MDY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,465
Total Reported Value
$15.16B
Largest Holder
Bank Of America Corp
Largest Position
$1.26B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.09% | 2,047,984 | $1,263,114,812 | $1,421,485,215 | +$158,370,403 | +12.54% | |
| Morgan Stanley | 0.06% | 1,543,597 | $952,029,823 | $1,071,395,242 | +$119,365,419 | +12.54% | |
| Wells Fargo & Company/Mn | 0.15% | 1,193,336 | $736,001,880 | $828,282,584 | +$92,280,704 | +12.54% | |
| Northern Trust Corp | 0.09% | 1,061,192 | $654,500,778 | $736,562,755 | +$82,061,977 | +12.54% | |
| Us Bancorp \De\ | 0.73% | 969,958 | $598,232,228 | $673,238,148 | +$75,005,920 | +12.54% | |
| Goldman Sachs Group Inc | 0.07% | 881,942 | $543,946,547 | $612,147,123 | +$68,200,576 | +12.54% | |
| Northwestern Mutual Wealth Management Co | 0.33% | 864,768 | $533,354,134 | $600,226,821 | +$66,872,687 | +12.54% | |
| Pathstone Holdings, Llc | 2.06% | 840,196 | $518,199,338 | $583,171,642 | +$64,972,304 | +12.54% | |
| Ubs Group Ag | 0.07% | 640,509 | $395,040,331 | $444,570,892 | +$49,530,561 | +12.54% | |
| Pnc Financial Services Group, Inc. | 0.21% | 525,888 | $324,346,596 | $365,013,602 | +$40,667,006 | +12.54% | |
| Raymond James Financial Inc | 0.09% | 497,191 | $306,647,710 | $345,095,301 | +$38,447,591 | +12.54% | |
| Bank Of Montreal | 0.12% | 488,938 | $301,557,140 | $339,366,976 | +$37,809,836 | +12.54% | |
| Meitav Investment House Ltd | 1.95% | 412,840 | $290,366,886 | $286,548,116 | -$3,818,770 | -1.32% | |
| Bnp Paribas Financial Markets | 0.13% | 317,029 | $195,530,806 | $220,046,659 | +$24,515,853 | +12.54% | |
| Royal Bank Of Canada | 0.04% | 299,723 | $184,858,000 | $208,034,737 | +$23,176,737 | +12.54% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.54% | 298,766 | $184,144,114 | $207,370,493 | +$23,226,379 | +12.61% | |
| Mai Capital Management | 0.92% | 264,073 | $162,870,112 | $183,290,429 | +$20,420,317 | +12.54% | |
| Creative Planning | 0.10% | 248,681 | $153,376,699 | $172,606,995 | +$19,230,296 | +12.54% | |
| Alliancebernstein L.P. | 0.05% | 251,130 | $151,501,706 | $174,306,822 | +$22,805,116 | +15.05% | |
| Conservest Capital Advisors, Inc. | 11.66% | 208,394 | $146,574,644 | $144,644,191 | -$1,930,453 | -1.32% | |
| Hightower Advisors, Llc | 0.15% | 235,008 | $144,946,265 | $163,116,703 | +$18,170,438 | +12.54% | |
| Susquehanna International Group, Llp | 0.19% | 234,686 | $144,744,937 | $162,893,206 | +$18,148,269 | +12.54% | |
| Corient Private Wealth Llc | 0.20% | 229,855 | $141,660,866 | $159,540,057 | +$17,879,191 | +12.62% | |
| Arvest Bank Trust Division | 7.63% | 227,616 | $140,384,443 | $157,985,989 | +$17,601,546 | +12.54% | |
| Generali Asset Management Spa Sgr | 2.10% | 164,778 | $115,894,959 | $114,370,762 | -$1,524,197 | -1.32% | |
| Waddell & Associates, Llc | 5.38% | 154,726 | $108,824,641 | $107,393,769 | -$1,430,872 | -1.31% | |
| Lpl Financial Llc | 0.03% | 163,404 | $100,781,131 | $113,417,082 | +$12,635,951 | +12.54% | |
| Bank Of New York Mellon Corp | 0.02% | 162,619 | $100,297,023 | $112,872,222 | +$12,575,199 | +12.54% | |
| Welch & Forbes Llc | 1.22% | 142,173 | $99,996,024 | $98,680,858 | -$1,315,166 | -1.32% | |
| Whittier Trust Co | 0.90% | 131,409 | $91,547,300 | $91,209,673 | -$337,627 | -0.37% | |
| Commerce Bank | 0.42% | 141,154 | $87,058,140 | $97,973,580 | +$10,915,440 | +12.54% | |
| Cerity Partners Llc | 0.12% | 138,738 | $85,568,602 | $96,296,658 | +$10,728,056 | +12.54% | |
| Truist Financial Corp | 0.10% | 120,108 | $84,477,059 | $83,365,762 | -$1,111,297 | -1.32% | |
| Balyasny Asset Management L.P. | 0.15% | 124,317 | $76,673,753 | $86,287,187 | +$9,613,434 | +12.54% | |
| Hills Bank & Trust Co | 3.44% | 115,410 | $71,180,271 | $80,104,927 | +$8,924,656 | +12.54% | |
| Ep Wealth Advisors, Llc | 0.34% | 111,747 | $68,920,856 | $77,562,475 | +$8,641,619 | +12.54% | |
| Brown Advisory Inc | 0.11% | 111,398 | $68,705,884 | $77,320,238 | +$8,614,354 | +12.54% | |
| Focus Partners Wealth | 0.07% | 107,744 | $66,538,188 | $74,784,033 | +$8,245,845 | +12.39% | |
| Stifel Financial Corp | 0.06% | 106,846 | $65,900,894 | $74,160,740 | +$8,259,846 | +12.53% | |
| Mariner, Llc | 0.08% | 106,752 | $65,728,983 | $74,095,496 | +$8,366,513 | +12.73% | |
| Montag A & Associates Inc | 2.99% | 104,126 | $64,378,035 | $72,272,815 | +$7,894,780 | +12.26% | |
| Cetera Investment Advisers | 0.06% | 89,367 | $55,117,759 | $62,028,741 | +$6,910,982 | +12.54% | |
| Ameriprise Financial Inc | 0.01% | 87,418 | $53,905,012 | $60,675,960 | +$6,770,948 | +12.56% | |
| Washington Trust Co | 1.78% | 85,504 | $52,735,447 | $59,347,471 | +$6,612,024 | +12.54% | |
| Atlantic Union Bankshares Corp | 1.00% | 84,363 | $52,031,988 | $58,555,515 | +$6,523,527 | +12.54% | |
| Mirae Asset Securities (Usa) Inc. | 2.43% | 83,318 | $51,387,210 | $57,830,191 | +$6,442,981 | +12.54% | |
| Envestnet Asset Management Inc | 0.01% | 80,527 | $49,665,745 | $55,892,985 | +$6,227,240 | +12.54% | |
| Commonwealth Equity Services, Llc | 0.06% | 66,690 | $46,905,984 | $46,288,862 | -$617,122 | -1.32% | |
| Osaic Holdings, Inc. | 0.07% | 75,901 | $46,852,865 | $52,682,125 | +$5,829,260 | +12.44% | |
| Blair William & Co/Il | 0.13% | 75,677 | $46,674,837 | $52,526,649 | +$5,851,812 | +12.54% |
Frequently asked questions about MDY
Who owns the most MDY stock?
The largest holders of MDY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR S&P MIDCAP 400 ETF TRST (MDY).
Is MDY widely held by superinvestors?
Many widely followed stocks like MDY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MDY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.