Security record · archived quarter
MDY
State Street SPDR S&P MIDCAP 400 ETF Trust · Financial Services · Asset Management - Global
88Tracked holders
+3Δ holders
16.59MShares held
$10.01BReported value
+4New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +3.5% ·
share flow -5.5% ·
net new positions +3.4%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 88 | +8 | 15.28M | $10.73B | +12 | −4 |
| Q1 2026 | 81 | -7 | 15.76M | $9.71B | +2 | −9 |
| Q4 2025 | 88 | +3 | 16.59M | $10.01B | +4 | −1 |
| Q3 2025 | 13 | 0 | 3.63M | $2.17B | — | — |
| Q2 2025 | 10 | 0 | 116.59K | $66.05M | +1 | −1 |
| Q1 2025 | 7 | +2 | 354.07K | $188.89M | +2 | — |
| Q4 2024 | 5 | 0 | 444.95K | $253.44M | +2 | −2 |
| Q3 2024 | 5 | 0 | 164.85K | $93.91M | +2 | −2 |
| Q2 2024 | 5 | — | 119.95K | $64.18M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.12M | — | $1.28B | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.12M | — | $1.28B | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.12M | — | $1.28B | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.12M | — | $1.28B | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.12M | — | $1.28B | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 2.12M | — | $1.28B | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.34M | — | $810.39M | 0.2% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.34M | — | $810.39M | 0.2% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 1.34M | — | $810.39M | 0.2% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 1.34M | — | $810.39M | 0.2% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 1.34M | — | $810.39M | 0.2% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 1.34M | — | $810.39M | 0.2% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 1.12M | -37.3% | $673.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 1.12M | -37.3% | $673.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1.12M | -37.3% | $673.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 1.12M | -37.3% | $673.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 1.12M | -37.3% | $673.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1.12M | -37.3% | $673.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Northern Trust Corp | 1.07M | — | $648.52M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Northern Trust Corp | 1.07M | — | $648.52M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 1.03M | -2.7% | $620.29M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 1.03M | -2.7% | $620.29M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 1.03M | -2.7% | $620.29M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 1.03M | -2.7% | $620.29M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 25 | Us Bancorp \De\ | 980.65K | — | $591.61M | 0.7% | n/c | 1 | SEC ↗ |
| 26 | Us Bancorp \De\ | 980.65K | — | $591.61M | 0.7% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 980.65K | — | $591.61M | 0.7% | n/c | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 980.65K | — | $591.61M | 0.7% | n/c | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 830.03K | — | $500.74M | 0.3% | n/c | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 704.63K | — | $425.09M | 0.2% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 704.63K | — | $425.09M | 0.2% | n/c | 1 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 704.63K | — | $425.09M | 0.2% | n/c | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 704.63K | — | $425.09M | 0.2% | n/c | 1 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 704.63K | — | $425.09M | 0.2% | n/c | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 704.63K | — | $425.09M | 0.2% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 704.63K | — | $425.09M | 0.2% | n/c | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 704.63K | — | $425.09M | 0.2% | n/c | 1 | SEC ↗ |
| 38 | Kayne Anderson Rudnick Investment… | 633.31K | — | $382.01M | 1.0% | n/c | 1 | SEC ↗ |
| 39 | UBS Group AG | 608.45K | — | $367.07M | 0.1% | n/c | 1 | SEC ↗ |
| 40 | UBS Group AG | 608.45K | — | $367.07M | 0.1% | n/c | 1 | SEC ↗ |
| 41 | UBS Group AG | 608.45K | — | $367.07M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | UBS Group AG | 608.45K | — | $367.07M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Raymond James Financial Inc | 557.99K | — | $336.63M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | Raymond James Financial Inc | 557.99K | — | $336.63M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | Raymond James Financial Inc | 557.99K | — | $336.63M | 0.1% | n/c | 1 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 513.79K | — | $309.96M | 0.1% | n/c | 1 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 513.79K | — | $309.96M | 0.1% | n/c | 1 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 513.79K | — | $309.96M | 0.1% | n/c | 1 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 513.79K | — | $309.96M | 0.1% | n/c | 1 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 513.79K | — | $309.96M | 0.1% | n/c | 1 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 513.79K | — | $309.96M | 0.1% | n/c | 1 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 513.79K | — | $309.96M | 0.1% | n/c | 1 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 513.79K | — | $309.96M | 0.1% | n/c | 1 | SEC ↗ |
| 54 | Corient Private Wealth LP | 481.40K | — | $290.48M | 0.2% | n/c | 1 | SEC ↗ |
| 55 | Corient Private Wealth LP | 481.40K | — | $290.48M | 0.2% | n/c | 1 | SEC ↗ |
| 56 | Corient Private Wealth LP | 481.40K | — | $290.48M | 0.2% | n/c | 1 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 370.62K | -44.7% | $223.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 370.62K | -44.7% | $223.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 370.62K | -44.7% | $223.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 370.62K | -44.7% | $223.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 370.62K | -44.7% | $223.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 370.62K | -44.7% | $223.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 370.62K | -44.7% | $223.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 370.62K | -44.7% | $223.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Royal Bank Of Canada | 352.32K | — | $212.55M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Royal Bank Of Canada | 352.32K | — | $212.55M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Royal Bank Of Canada | 352.32K | — | $212.55M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Royal Bank Of Canada | 352.32K | — | $212.55M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Royal Bank Of Canada | 352.32K | — | $212.55M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Royal Bank Of Canada | 352.32K | — | $212.55M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Royal Bank Of Canada | 352.32K | — | $212.55M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Royal Bank Of Canada | 352.32K | — | $212.55M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Royal Bank Of Canada | 352.32K | — | $212.55M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Royal Bank Of Canada | 352.32K | — | $212.55M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Royal Bank Of Canada | 352.32K | — | $212.55M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Royal Bank Of Canada | 352.32K | — | $212.55M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Royal Bank Of Canada | 352.32K | — | $212.55M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Creative Planning | 276.56K | — | $166.85M | 0.1% | n/c | 1 | SEC ↗ |
| 79 | Creative Planning | 276.56K | — | $166.85M | 0.1% | n/c | 1 | SEC ↗ |
| 80 | Alliancebernstein L.P. | 258.55K | — | $155.98M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Hrt Financial Lp | 250.58K | — | $151.17M | 0.5% | n/c | 1 | SEC ↗ |
| 82 | Bnp Paribas Financial Markets | 245.25K | — | $147.96M | 0.1% | n/c | 1 | SEC ↗ |
| 83 | HighTower Advisors, LLC | 236.09K | — | $142.43M | 0.2% | n/c | 1 | SEC ↗ |
| 84 | Susquehanna International Group, Llp | 177.10K | — | $106.84M | 0.1% | n/c | 1 | SEC ↗ |
| 85 | LPL Financial LLC | 174.45K | — | $105.24M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 163.63K | — | $98.72M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 163.63K | — | $98.72M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 163.63K | — | $98.72M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 163.63K | — | $98.72M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 163.63K | — | $98.72M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 163.63K | — | $98.72M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 163.63K | — | $98.72M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 163.63K | — | $98.72M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Cerity Partners LLC | 131.55K | — | $79.37M | 0.1% | n/c | 1 | SEC ↗ |
| 95 | Cerity Partners LLC | 131.55K | — | $79.37M | 0.1% | n/c | 1 | SEC ↗ |
| 96 | Cerity Partners LLC | 131.55K | — | $79.37M | 0.1% | n/c | 1 | SEC ↗ |
| 97 | Focus Partners Wealth | 121.27K | — | $73.16M | 0.1% | n/c | 1 | SEC ↗ |
| 98 | Truist Financial Corp | 120.93K | — | $72.95M | 0.1% | n/c | 1 | SEC ↗ |
| 99 | Truist Financial Corp | 120.93K | — | $72.95M | 0.1% | n/c | 1 | SEC ↗ |
| 100 | Truist Financial Corp | 120.93K | — | $72.95M | 0.1% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Renaissance Technologies | $3.10M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,436 holders, 24.61M shares, $14.78B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
Get this via the API