70 institutions reported holding $240.2M of STATE STR SPDR S&P MIDCAP 40 (MDY) in SEC 13F filings for 2026-06-30. Largest institutional holders: OFS Enterprise LLC ($40.0M), MassMutual Private Wealth & Trust, FSB ($38.1M), jvl associates llc ($13.8M), Thrive Wealth Management, LLC ($12.7M), Shulman DeMeo Asset Management LLC ($12.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | OFS Enterprise LLC | $40.0M | 56,835 | Added |
| 2 | MassMutual Private Wealth & Trust, FSB | $38.1M | 54,236 | Trimmed |
| 3 | jvl associates llc | $13.8M | 19,689 | Hold |
| 4 | Thrive Wealth Management, LLC | $12.7M | 18,001 | Added |
| 5 | Shulman DeMeo Asset Management LLC | $12.6M | 17,873 | Trimmed |
| 6 | Hummer Financial Advisory Services Inc | $12.1M | 17,189 | Hold |
| 7 | FIRST FINANCIAL BANK - TRUST DIVISION | $12.0M | 17,093 | Added |
| 8 | Chesley Taft & Associates LLC | $10.1M | 14,342 | Trimmed |
| 9 | Grove Bank & Trust | $8.9M | 12,709 | Added |
| 10 | Mechanics Bank Trust Department | $7.6M | 10,786 | Trimmed |
| 11 | Madison Park Capital Advisors, LLC | $7.5M | 10,644 | Added |
| 12 | Breakwater Capital Group | $5.1M | 7,297 | Trimmed |
| 13 | Colorado Capital Management, Inc. | $5.0M | 7,098 | Trimmed |
| 14 | Paller Financial Services Inc | $4.2M | 5,952 | Trimmed |
| 15 | EASTERN BANK | $3.8M | 5,448 | Added |
| 16 | Apella Capital, LLC | $3.6M | 5,280 | Trimmed |
| 17 | Crescent Sterling, Ltd. | $3.6M | 5,163 | Added |
| 18 | RVW Wealth, LLC | $2.7M | 3,770 | Added |
| 19 | TRUST POINT INC. | $2.5M | 3,583 | Trimmed |
| 20 | Finley Financial, LLC | $2.4M | 3,475 | Trimmed |
| 21 | FIRST FINANCIAL CORP /IN/ | $1.7M | 2,453 | Hold |
| 22 | CX Institutional | $1.6M | 2,285 | Added |
| 23 | Evanson Financial, LLC | $1.6M | 2,237 | New |
| 24 | GAMMA Investing LLC | $1.5M | 2,151 | Trimmed |
| 25 | ROCKLAND TRUST CO | $1.5M | 2,109 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30