MDY — State Str Spdr S&P Midcap 40 Institutional Holders · Q3 2026

Name: Who Owns MDY? 94 Institutions Hold $198M (Q3 2026)
Creator: ko.io

Who owns State Str Spdr S&P Midcap 40 (MDY)? 94 institutions reported holding $197.55M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: MassMutual Private Wealth & Trust, FSB ($33.6M), jvl associates llc ($12.9M), Shulman DeMeo Asset Management LLC ($11.8M).

Rank	Institution	Value	Shares	Change
1	MassMutual Private Wealth & Trust, FSB	$33.6M	51,162	Trimmed
2	jvl associates llc	$12.9M	19,689	Hold
3	Shulman DeMeo Asset Management LLC	$11.8M	17,627	Trimmed
4	CENTRAL BANK & TRUST CO	$11.5M	17,479	Added
5	Hummer Financial Advisory Services Inc	$11.3M	17,189	Hold
6	FIRST FINANCIAL BANK - TRUST DIVISION	$11.2M	17,010	Trimmed
7	Montz Harcus Wealth Management LLC	$10.0M	15,157	Trimmed
8	Grove Bank & Trust	$7.5M	11,389	Trimmed
9	DIVERSIFIED MANAGEMENT INC	$7.2M	10,982	Added
10	Breakwater Capital Group	$4.8M	7,339	Added
11	Bank of New Hampshire	$4.7M	7,164	Trimmed
12	Roan Capital Partners	$3.9M	5,883	Added
13	Apella Capital, LLC	$3.7M	5,523	Added
14	EASTERN BANK	$3.5M	5,378	Trimmed
15	Farther Finance Advisors, LLC	$3.5M	5,358	Added
16	Veracity Capital LLC	$2.9M	4,359	Hold
17	DAVIDSON TRUST CO	$2.6M	3,965	Added
18	Baron Financial Group, LLC	$2.6M	3,885	Added
19	STEPH & CO	$2.5M	3,800	Trimmed
20	RVW Wealth, LLC	$2.3M	3,521	Trimmed
21	RFG - Bristol Wealth Advisors, LLC	$2.2M	3,275	Added
22	Coastline Trust Co	$2.1M	3,203	Trimmed
23	Gridiron Partners, LLC	$2.1M	3,123	Hold
24	CX Institutional	$1.6M	2,472	Added
25	Montecito Bank & Trust	$1.5M	2,294	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30