13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
MDY

SPDR S&P MIDCAP 400 ETF TR

1,528 institutions still hold SPDR S&P MIDCAP 400 ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78467Y107·Exchange Traded Fund·1,528 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.6%
vs prior quarter
13F value held
$9.1B
53.0% inst. owned
of float
Holders
1,528
-45 QoQ
filers reporting
Activity
+60 / −21
+813 added · −797 reduced
this quarter
Concentration
13.88%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

1,528 institutions reported MDY in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 13.9% of the visible book. -45 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.3B2.0M0.09%Q1 202602
MORGAN STANLEY
CIK 0000895421
$952M1.5M0.06%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$736M1.2M0.14%Q1 202604
NORTHERN TRUST CORP
CIK 0000073124· Index
$655M1.1M0.09%Q1 202605
US BANCORP \DE\
CIK 0000036104
$598M970K0.73%Q1 202606
GOLDMAN SACHS GROUP INC
CIK 0000886982
$544M882K0.06%Q1 202607
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$533M865K0.33%Q1 202608
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$520M322K0.25%Q1 202609
Pathstone Holdings, LLC
CIK 0002011612
$518M840K2.06%Q1 202610
UBS Group AG
CIK 0001610520
$395M641K0.06%Q1 202611
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$354M574K0.04%Q1 202612
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$319M529K0.19%Q4 202513
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$307M497K0.09%Q1 202614
BANK OF MONTREAL /CAN/
CIK 0000927971
$302M489K0.11%Q1 202615
CITADEL ADVISORS LLC
CIK 0001423053
$236M392K0.04%Q4 202516
ROYAL BANK OF CANADA
CIK 0001000275
$185M300K0.03%Q1 202617
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
CIK 0001021223
$184M299K0.54%Q1 202618
JPMORGAN CHASE & CO
CIK 0000019617
$182M304K0.01%Q1 202619
MAI Capital Management
CIK 0001040197
$163M264K0.92%Q1 202620
Creative Planning
CIK 0001540235
$153M249K0.10%Q1 2026
Page 1 of 77
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