MDY Institutional Ownership & Shareholders
SPDR S&P MIDCAP 400 ETF TRST (MDY) is currently held by 1,520 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $16.07B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of MDY tracked by InsiderSet, reporting ownership valued at approximately $1.37B in its June 30, 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 $1.30B, representing an estimated loss of -4.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% 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
1,520
Total Reported Value
$16.07B
Largest Holder
Bank Of America Corp
Largest Position
$1.37B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
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% | 1,946,508 | $1,369,056,522 | $1,301,980,271 | -$67,076,251 | -4.90% | |
| Morgan Stanley | 0.05% | 1,235,352 | $868,873,974 | $826,302,246 | -$42,571,728 | -4.90% | |
| Wells Fargo & Company/Mn | 0.14% | 1,178,967 | $829,215,034 | $788,587,447 | -$40,627,587 | -4.90% | |
| Northern Trust Corp | 0.09% | 1,049,595 | $738,222,148 | $702,053,104 | -$36,169,044 | -4.90% | |
| Us Bancorp \De\ | 0.74% | 963,812 | $677,888,132 | $644,674,571 | -$33,213,561 | -4.90% | |
| Goldman Sachs Group Inc | 0.07% | 906,280 | $637,422,975 | $606,192,566 | -$31,230,409 | -4.90% | |
| Pathstone Holdings, Llc | 2.06% | 840,196 | $518,199,338 | $561,990,300 | +$43,790,962 | +8.45% | |
| Ubs Group Ag | 0.07% | 651,062 | $457,917,947 | $435,482,351 | -$22,435,596 | -4.90% | |
| Pnc Financial Services Group, Inc. | 0.20% | 521,780 | $366,988,692 | $349,008,206 | -$17,980,486 | -4.90% | |
| Raymond James Financial Inc | 0.09% | 488,839 | $343,820,432 | $326,974,630 | -$16,845,802 | -4.90% | |
| Bank Of Montreal | 0.12% | 477,136 | $335,589,167 | $319,146,728 | -$16,442,439 | -4.90% | |
| Meitav Investment House Ltd | 1.74% | 412,045 | $270,594,072 | $275,608,660 | +$5,014,588 | +1.85% | |
| Royal Bank Of Canada | 0.03% | 291,654 | $205,133,000 | $195,081,528 | -$10,051,472 | -4.90% | |
| Jpmorgan Chase & Co | 0.01% | 285,765 | $199,441,363 | $191,142,493 | -$8,298,870 | -4.16% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.62% | 283,087 | $198,947,840 | $189,351,233 | -$9,596,607 | -4.82% | |
| Mai Capital Management | 0.73% | 271,019 | $190,627,274 | $181,279,189 | -$9,348,085 | -4.90% | |
| Corient Private Wealth Llc | 0.22% | 226,432 | $159,258,168 | $151,455,836 | -$7,802,332 | -4.90% | |
| Arvest Bank Trust Division | 7.69% | 224,334 | $157,783,075 | $150,052,526 | -$7,730,549 | -4.90% | |
| Creative Planning | 0.09% | 237,165 | $155,748,419 | $158,634,925 | +$2,886,506 | +1.85% | |
| Alliancebernstein L.P. | 0.05% | 244,920 | $151,056,859 | $163,822,090 | +$12,765,231 | +8.45% | |
| Conservest Capital Advisors, Inc. | 11.66% | 208,394 | $146,574,644 | $139,390,579 | -$7,184,065 | -4.90% | |
| Citigroup Inc | 0.06% | 178,846 | $125,789,546 | $119,626,512 | -$6,163,034 | -4.90% | |
| Generali Asset Management Spa Sgr | 2.06% | 179,949 | $118,174,308 | $120,364,287 | +$2,189,979 | +1.85% | |
| Lpl Financial Llc | 0.03% | 166,179 | $116,880,201 | $111,153,810 | -$5,726,391 | -4.90% | |
| Bank Of New York Mellon Corp | 0.02% | 161,143 | $113,338,511 | $107,785,330 | -$5,553,181 | -4.90% | |
| Susquehanna International Group, Llp | 0.10% | 157,630 | $110,867,484 | $105,435,554 | -$5,431,930 | -4.90% | |
| Waddell & Associates, Llc | 5.38% | 154,726 | $108,824,641 | $103,493,127 | -$5,331,514 | -4.90% | |
| Bnp Paribas Financial Markets | 0.05% | 143,902 | $101,212,033 | $96,253,170 | -$4,958,863 | -4.90% | |
| Sg Americas Securities, Llc | 0.06% | 143,035 | $100,602,000 | $95,673,251 | -$4,928,749 | -4.90% | |
| Welch & Forbes Llc | 1.22% | 142,173 | $99,996,024 | $95,096,676 | -$4,899,348 | -4.90% | |
| Cerity Partners Llc | 0.12% | 139,760 | $98,299,511 | $93,482,669 | -$4,816,842 | -4.90% | |
| Commerce Bank | 0.43% | 139,449 | $98,080,058 | $93,274,647 | -$4,805,411 | -4.90% | |
| Whittier Trust Co | 0.90% | 131,409 | $91,547,300 | $87,896,852 | -$3,650,448 | -3.99% | |
| Ep Wealth Advisors, Llc | 0.32% | 119,454 | $84,016,869 | $79,900,392 | -$4,116,477 | -4.90% | |
| Brown Advisory Inc | 0.12% | 110,435 | $77,673,665 | $73,867,763 | -$3,805,902 | -4.90% | |
| Mariner, Llc | 0.08% | 104,807 | $73,670,679 | $70,103,306 | -$3,567,373 | -4.84% | |
| Focus Partners Wealth | 0.07% | 101,693 | $71,528,804 | $68,020,414 | -$3,508,390 | -4.90% | |
| Hills Bank & Trust Co | 3.44% | 115,410 | $71,180,271 | $77,195,441 | +$6,015,170 | +8.45% | |
| Truist Financial Corp | 0.08% | 105,153 | $69,054,842 | $70,334,739 | +$1,279,897 | +1.85% | |
| Osaic Holdings, Inc. | 0.08% | 96,420 | $67,900,085 | $64,493,410 | -$3,406,675 | -5.02% | |
| Montag A & Associates Inc | 2.83% | 99,916 | $65,775,926 | $66,831,814 | +$1,055,888 | +1.61% | |
| Envestnet Asset Management Inc | 0.01% | 89,737 | $63,115,411 | $60,023,285 | -$3,092,126 | -4.90% | |
| Cetera Investment Advisers | 0.06% | 88,675 | $62,368,540 | $59,312,934 | -$3,055,606 | -4.90% | |
| Ameriprise Financial Inc | 0.01% | 85,773 | $60,376,198 | $57,371,844 | -$3,004,354 | -4.98% | |
| Atlantic Union Bankshares Corp | 0.98% | 83,440 | $58,686,991 | $55,811,347 | -$2,875,644 | -4.90% | |
| Cibc World Market Inc. | 0.10% | 83,263 | $58,562,198 | $55,692,955 | -$2,869,243 | -4.90% | |
| Blair William & Co/Il | 0.14% | 76,091 | $53,517,526 | $50,895,748 | -$2,621,778 | -4.90% | |
| Washington Trust Co | 1.63% | 79,945 | $52,500,681 | $53,473,612 | +$972,931 | +1.85% | |
| Henshaw Capital Llc | 1.67% | 73,000 | $51,343,820 | $48,828,240 | -$2,515,580 | -4.90% | |
| Mirae Asset Securities (Usa) Inc. | 2.24% | 77,729 | $51,045,412 | $51,991,374 | +$945,962 | +1.85% |
Frequently asked questions about MDY
Who are the largest institutional holders of MDY?
The largest institutional holders of MDY reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Wells Fargo & Company/Mn, Northern Trust Corp, and Us Bancorp \De\. InsiderSet ranks institutional holders by their latest reported MDY position.
What is MDY institutional ownership?
This page tracks MDY positions reported by institutional investment managers through SEC Form 13F. SPDR S&P MIDCAP 400 ETF TRST (MDY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MDY?
InsiderSet currently tracks 1,520 institutional managers reporting MDY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MDY shareholders.
How much MDY stock do institutions own?
Institutional investment managers disclosed approximately $16.07B in MDY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MDY institutional ownership last updated?
The latest MDY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MDY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MDY position after the reporting date.
Are institutions buying or selling MDY?
Institutional buying and selling can be analyzed by comparing MDY positions across consecutive 13F reporting periods. InsiderSet's MDY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MDY ownership changes.
How has MDY institutional ownership changed over time?
InsiderSet tracks MDY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.