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Who Owns SPDR MidCap Trust Series I
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in SPDR MidCap Trust Series I.
Who crossed 5% of MDY →Managers holding
81
as of 2026-09-30
Reported value
$178.9M
summed across filings
Shares held
271.8K
Added vs trimmed
21 / 22
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund51.2K shtrimmed | $33.6M |
| jvl associates llcUTSER1 S&PDCRP19.7K shheld | $12.9M |
| Shulman DeMeo Asset Management LLCUTSER1 S&PDCRP17.6K shtrimmed | $11.8M |
| CENTRAL BANK & TRUST COEquities17.5K shadded | $11.5M |
| Hummer Financial Advisory Services IncUTSER1 S&PDCRP17.2K shheld | $11.3M |
| Montz Harcus Wealth Management LLCUTSER1 S&PDCRP15.2K shtrimmed | $10M |
| Grove Bank & TrustUTSER1 S&PDCRP11.4K shtrimmed | $7.5M |
| DIVERSIFIED MANAGEMENT INCUTSER1 S&PDCRP11K shadded | $7.2M |
| Breakwater Capital GroupUTSER1 S&PDCRP7.3K shadded | $4.8M |
| Bank of New HampshireUTSER1 S&PDCRP7.2K shtrimmed | $4.7M |
| Roan Capital PartnersUTSER1 S&PDCRP5.9K shadded | $3.9M |
| Apella Capital, LLCUTSER1 S&PDCRP5.5K shadded | $3.7M |
| EASTERN BANKUTSER1 S&PDCRP5.4K shtrimmed | $3.5M |
| Farther Finance Advisors, LLCETF5.4K shadded | $3.5M |
| Veracity Capital LLCUTSER1 S&PDCRP4.4K shheld | $2.9M |
| DAVIDSON TRUST COEquities4K shadded | $2.6M |
| Baron Financial Group, LLCUTSER1 S&PDCRP3.9K shadded | $2.6M |
| STEPH & COUTSER1 S&PDCRP3.8K shtrimmed | $2.5M |
| RVW Wealth, LLCUTSER1 S&PDCRP3.5K shtrimmed | $2.3M |
| RFG - Bristol Wealth Advisors, LLCUTSER1 S&PDCRP3.3K shadded | $2.2M |
| Gridiron Partners, LLCUTSER1 S&PDCRP3.1K shheld | $2.1M |
| TOMPKINS FINANCIAL CORPUTSER1 S&PDCRP2.2K shheld | $1.5M |
| GAMMA Investing LLCETF2.2K shheld | $1.4M |
| ROCKLAND TRUST COUTSER1 S&PDCRP2.1K shheld | $1.4M |
| Emprise BankEquities2.1K shheld | $1.4M |
| Bill Few Associates, Inc.UTSER1 S&PDCRP2K shtrimmed | $1.3M |
| Castle Rock Wealth Management, LLCUTSER1 S&PDCRP1.8K shtrimmed | $1.2M |
| PARK NATIONAL CORP /OH/Com1.7K shtrimmed | $1.1M |
| Legacy Private Trust Co.UTSER1 S&PDCRP1.7K shheld | $1.1M |
| TOTH FINANCIAL ADVISORY CORPUTSER1 S&PDCRP1.6K shtrimmed | $1.1M |
| Paragon Capital Management LtdUTSER1 S&PDCRP1.5K shtrimmed | $975.9K |
| General Partner, Inc.CL1.5K shheld | $974.6K |
| Apeiron RIA LLCUTSER1 S&PDCRP1.5K shadded | $970.2K |
| Prosperity Planning, Inc.UTSER1 S&PDCRP1.4K shadded | $923.3K |
| ELEVATION WEALTH PARTNERS, LLCUTSER1 S&PDCRP1.4K shtrimmed | $918.7K |
| Mirador Capital Partners LPUTSER1 S&PDCRP1.3K shadded | $830.4K |
| Kaydan Wealth Management, Inc.UTSER1 S&PDCRP1.2K shtrimmed | $759.2K |
| BOYUM WEALTH ARCHITECTS LLCUTSER1 S&PDCRP1.1K shheld | $705.8K |
| RTD Financial Advisors, Inc.UTSER1 S&PDCRP1.1K shheld | $697.5K |
| Allen Mooney & Barnes Investment Advisors LLCETF1K shadded | $680.3K |
| Venture Visionary Partners LLCUTSER1 S&PDCRP1K shtrimmed | $671.4K |
| Valeo Financial Advisors, LLCETF1K shheld | $663.3K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCUTSER1 S&PDCRP994 shheld | $652.8K |
| CONGRESS ASSET MANAGEMENT COCOM873 shheld | $573.3K |
| Marquette Asset Management, LLCUTSER1 S&PDCRP854 shadded | $560.8K |
| TITLEIST ASSET MANAGEMENT, LLCUTSER1 S&PDCRP845 shtrimmed | $555.1K |
| CoreCap Advisors, LLCETF824 shadded | $541.1K |
| Wedmont Private CapitalUTSER1 S&PDCRP754 shadded | $502.5K |
| LAWOOD & COExchange Traded Fund710 shheld | $466.3K |
| Heartwood Wealth Advisors LLCETF688 shheld | $451.8K |
| AVITY INVESTMENT MANAGEMENT INC.UTSER1 S&PDCRP621 shtrimmed | $407.8K |
| First Heartland Consultants, Inc.UTSER1 S&PDCRP516 shadded | $338.9K |
| Gladwyn Financial Advisors, Inc.UTSER1 S&PDCRP486 shadded | $319.2K |
| Friday FinancialUTSER1 S&PDCRP477 shheld | $316.4K |
| Councilor Wealth, LLCUTSER1 S&PDCRP474 shtrimmed | $311.3K |
| SAPIENT CAPITAL LLCUTSER1 S&PDCRP457 shheld | $300.8K |
| ALKEME WEALTH, LLCUTSER1 S&PDCRP450 shheld | $295.5K |
| American National Bank of TexasExchange Traded Fund450 shheld | $295.5K |
| INSPIRION WEALTH ADVISORS, LLCUTSER1 S&PDCRP445 shheld | $292.2K |
| OxenFree Capital LLCUTSER1 S&PDCRP405 shheld | $273.4K |
| Trust CoETF411 shheld | $269.9K |
| WINEBRENNER CAPITAL MANAGEMENT LLCUTSER1 S&PDCRP410 shadded | $269.6K |
| Factor Wealth Management LTDUTSER1 S&PDCRP409 shheld | $268.3K |
| Tactive Advisors, LLCUTSER1 S&PDCRP373 shadded | $245K |
| Weaver Consulting GroupUTSER1 S&PDCRP370 shheld | $243.1K |
| JACOBS & CO/CAUTSER1S&PDCRP370 shheld | $242K |
| Great Waters Wealth ManagementUTSER1 S&PDCRP348 shheld | $228.8K |
| MRA Advisory GroupUTSER1 S&PDCRP325 shheld | $213.4K |
| Sherry Group, Inc.STATE STREET MIDCAP318 shtrimmed | $208.8K |
| Capital Advisors Wealth Management, LLCUTSER1 S&PDCRP312 shheld | $204.9K |
| Acropolis Investment Management, LLCUTSER1 S&PDCRP294 shadded | $193.1K |
| Bangor Savings BankUTSER1 S&PDCRP232 shtrimmed | $152.5K |
| ATWOOD & PALMER INCCOM223 shheld | $146.1K |
| Horizons Wealth ManagementETF164 shheld | $107.7K |
| AMERICAN NATIONAL BANK & TRUSTUTSER1 S&PDCRP129 shheld | $84.7K |
| FIRST COMMUNITY TRUST NAUTSER1 S&PDCRP90 shheld | $59.1K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHUTSER1 S&PDCRP85 sh— | $56K |
| Dorato Capital ManagementUTSER1 S&PDCRP77 shheld | $51.1K |
| MJT & Associates Financial Advisory Group, Inc.ETF16 shheld | $10.5K |
| Olistico Wealth, LLCETF12 shtrimmed | $7.9K |
| Byrne Asset Management LLCCOM2 shheld | $1.3K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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