# STATE STR SPDR S&P MIDCAP 40 (MDY)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MDY/

- Reporting holders: 88
- Reported value: $195.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $33.6M | 51,162 | 0.9% | 32 |
| [jvl associates llc](https://holderbook.com/funds/1915765-jvl-associates-llc/) | $12.9M | 19,689 | 3.7% | 36 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $11.8M | 17,627 | 2.3% | 3 |
| [CENTRAL BANK & TRUST CO](https://holderbook.com/funds/1175954-central-bank-trust-co/) | $11.5M | 17,479 | 1.6% | 32 |
| [Hummer Financial Advisory Services Inc](https://holderbook.com/funds/1802279-hummer-financial-advisory-services-inc/) | $11.3M | 17,189 | 7.4% | 28 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $11.2M | 17,010 | 0.8% | 32 |
| [Montz Harcus Wealth Management LLC](https://holderbook.com/funds/1918613-montz-harcus-wealth-management-llc/) | $10.0M | 15,157 | 3.5% | 20 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $7.5M | 11,389 | 0.7% | 32 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $7.2M | 10,982 | 1.3% | 4 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $4.8M | 7,339 | 0.6% | 16 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $4.7M | 7,164 | 1.0% | 22 |
| [Roan Capital Partners](https://holderbook.com/funds/2124783-roan-capital-partners/) | $3.9M | 5,883 | 2.8% | 3 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $3.7M | 5,523 | 0.0% | 15 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $3.5M | 5,378 | 0.1% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.5M | 5,358 | 0.0% | 12 |
| [Veracity Capital LLC](https://holderbook.com/funds/1811005-veracity-capital-llc/) | $2.9M | 4,359 | 0.8% | 19 |
| [DAVIDSON TRUST CO](https://holderbook.com/funds/1133119-davidson-trust-co/) | $2.6M | 3,965 | 1.0% | 26 |
| [Baron Financial Group, LLC](https://holderbook.com/funds/1832093-baron-financial-group-llc/) | $2.6M | 3,885 | 1.2% | 25 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $2.5M | 3,800 | 0.6% | 28 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $2.3M | 3,521 | 0.1% | 16 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $2.2M | 3,275 | 0.5% | 4 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $2.1M | 3,203 | 0.2% | 32 |
| [Gridiron Partners, LLC](https://holderbook.com/funds/1910867-gridiron-partners-llc/) | $2.1M | 3,123 | 1.0% | 12 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $1.5M | 2,294 | 0.2% | 31 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $1.5M | 2,239 | 0.1% | 19 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 88 | $195.5M |
| Q2 2026 | 1,541 | $19.2B |
| Q1 2026 | 1,449 | $17.2B |
| Q4 2025 | 1,439 | $16.6B |
| Q3 2025 | 1,372 | $16.0B |
| Q2 2025 | 1,353 | $15.4B |
| Q1 2025 | 1,364 | $14.2B |
| Q4 2024 | 1,412 | $15.9B |
| Q3 2024 | 1,319 | $14.7B |
| Q2 2024 | 1,296 | $13.7B |
| Q1 2024 | 1,299 | $16.4B |
| Q4 2023 | 1,242 | $16.3B |