Spdr S&p Midcap 400 Etf Trst (MDY) Held by Superinvestors
SPDR S&P MIDCAP 400 ETF TRST (MDY) is currently held by 3 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $5.37M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Matrix Advisors Value Fund is currently the largest disclosed institutional shareholder of MDY tracked by InsiderSet, reporting ownership valued at approximately $3.80M in its September 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 $3.87M, representing an estimated gain of +1.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed MDY value among the investors covered in this analysis. Major shareholders include Matrix Advisors Value Fund, Sequoia Financial Advisors, Mairs & Power Growth Fund, 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.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Matrix Advisors Value Fund | David Katz | 0.31% | 5,787 | $3,801,035 | $3,870,809 | +$69,774 | +1.84% |
| Sequoia Financial Advisors | 0.01% | 1,427 | $1,003,327 | $954,492 | -$48,835 | -4.87% | |
| Mairs & Power Growth Fund | Andrew R. Adams | 0.01% | 798 | $561,353 | $533,766 | -$27,587 | -4.91% |
Frequently asked questions about MDY
Who are the largest superinvestors holding MDY?
The largest superinvestors holding MDY in the latest SEC Form 13F filings include Matrix Advisors Value Fund, Sequoia Financial Advisors, and Mairs & Power Growth Fund. InsiderSet ranks these superinvestors by their latest reported MDY position.
What does the MDY superinvestors page include?
This page tracks MDY positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. SPDR S&P MIDCAP 400 ETF TRST (MDY) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold MDY?
InsiderSet currently tracks 3 superinvestors reporting MDY holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own MDY.
How much MDY stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $5.37M in MDY holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were MDY superinvestor holdings last updated?
The latest MDY superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended September 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 holdings.
Are superinvestor MDY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its MDY position after the reporting date.
Are superinvestors buying or selling MDY?
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 have superinvestor MDY holdings changed over time?
InsiderSet tracks MDY holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.