MDY
ETF

State Str SPDR S&P Midcap 40 — Utser1 S&Pdcrp

UTSER1 S&PDCRP As of Jun 30, 2026 CUSIP 78467Y107
Institutional Holders
1,534
Total Held Value
$17.16B
Total Exact Shares
24.75M
Largest Holder
Bank of America
1.95M shares • $1.37B
Reported Holders1,534
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 Bank of America $1.37B 0.1% -5.0% 1.95M Jun 30, 2026
2 Morgan Stanley $868.9M <0.1% -20.0% 1.24M Jun 30, 2026
3 Wells Fargo $829.2M 0.1% -1.2% 1.18M Jun 30, 2026
4 Northern Trust $738.2M 0.1% -1.1% 1.05M Jun 30, 2026
5 US Bancorp \DE\ $677.9M 0.7% -0.6% 963.8K Jun 30, 2026
6 Goldman Sachs Group $637.4M 0.1% +2.8% 906.3K Jun 30, 2026
7 Northwestern Mutual Wealth Management $635.4M 0.3% +4.5% 903.3K Jun 30, 2026
8 Pathstone Holdings $597.5M 1.7% +1.1% 849.5K Jun 30, 2026
9 PNC Financial Services Group $487.7M 0.2% -0.8% 693.4K Jun 30, 2026
10 UBS Group $457.9M 0.1% +1.6% 651.1K Jun 30, 2026
11 Raymond James Financial $343.8M 0.1% -1.7% 488.8K Jun 30, 2026
12 Bank of Montreal $335.6M 0.1% -2.4% 477.1K Jun 30, 2026
13 Meitav Investment House
Filing dated Sep 30, 2026
 $270.6M 1.7% -0.2% 412.0K Sep 30, 2026
14 Royal Bank of Canada $205.1M <0.1% -2.7% 291.7K Jun 30, 2026
15 JPMorgan Chase $199.4M <0.1% -6.0% 285.8K Jun 30, 2026
16 Kayne Anderson Rudnick Investment Management $198.9M 0.6% -5.2% 283.1K Jun 30, 2026
17 MAI Capital Management $190.6M 0.7% +2.6% 271.0K Jun 30, 2026
18 Creative Planning $166.1M 0.1% -5.0% 236.2K Jun 30, 2026
19 HighTower Advisors $165.2M 0.2% -0.0% 234.9K Jun 30, 2026
20 Corient Private Wealth $159.3M 0.2% -1.5% 226.4K Jun 30, 2026
Exited in Latest Filing64
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.