Who owns SPDR S&P MIDCAP 400 ETF TRUST (MDY)? Elite investor 13F holders
7 tracked elite investors reported holding SPDR S&P MIDCAP 400 ETF TRUST as of 2026-06-30, including Gotham Asset Management, Matrix Asset Advisors, GAMCO, D.E. Shaw, Tudor Investment. Who bought, trimmed or exited each quarter, with links to the original SEC 13F filings.
7 tracked investors currently reported holding · Latest report period: 2026-06-30
The Trust seeks to achieve its investment objective by holding a portfolio of the common stocks that are included in the index (the “Portfolio”), with the weight of each stock in the Portfolio substantially corresponding to the weight of such stock in the index.
Reported holders and securities, including exits (up to 20)
| Investor | Security | Instrument | Report period | Filed | Value | Quantity | Units | Change | Source |
|---|---|---|---|---|---|---|---|---|---|
| Renaissance Technologies LLC | STATE STR SPDR S&P MIDCAP 40 | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 0.00 USD | 0.000000 | Shares | exited | Original filing |
| Gotham Asset Management | STATE STR SPDR S&P MIDCAP 40 | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 6234406.00 USD | 8864.000000 | Shares | add | Original filing |
| Matrix Asset Advisors | STATE STR SPDR S&P MIDCAP 40 | SHARE | 2026-06-30 | 2026-07-15 00:00:00 | 4167981.00 USD | 5926.000000 | Shares | reduce | Original filing |
| GAMCO | STATE STR SPDR S&P MIDCAP 40 | SHARE | 2026-06-30 | 2026-08-12 00:00:00 | 577442.00 USD | 821.000000 | Shares | reduce | Original filing |
| D.E. Shaw | STATE STR SPDR S&P MIDCAP 40 | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 3073596.00 USD | 4370.000000 | Shares | buy | Original filing |
| Tudor Investment | STATE STR SPDR S&P MIDCAP 40 | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 975533.00 USD | 1387.000000 | Shares | buy | Original filing |
| Mairs & Power Funds | STATE STR SPDR S&P MIDCAP 40 | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 561353.00 USD | 798.000000 | Shares | reduce | Original filing |
| Ancora Advisors / Ancora Holdings | STATE STR SPDR S&P MIDCAP 40 | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 495634.00 USD | 705.000000 | Shares | reduce | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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