Stock ownership · SEC 13F · Q4 2025

SPDR S&P MIDCAP 400 ETF TR

Who owns SPDR S&P MIDCAP 400 ETF TR (CUSIP 78467Y107)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$5.7M
Reported value
7
Institutions
97%
Top-5 share

The verdict

As of Q4 2025, 7 institutions report $5.7M in SPDR S&P MIDCAP 400 ETF TR positions, ownership that is dominated by its top few institutional owners.

7
institutions hold it
$5.7M
reported 13F value
97%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$5.7M

Institutional 13F value

Institutions

7

Reporting holders

Top-5 concentration

97%

Held by 5 largest

New buyers

6

Opened Q4 2025

Concentrated ownership

Top-5 holder concentration

0%100%97%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Largest institutional holders of SPDR S&P MIDCAP 400 ETF TR
  1. 1
  2. 2
  3. 3
  4. 4
    ARWA LLC $423K
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a SPDR S&P MIDCAP 400 ETF TR position has fallen from 8 to 7 over the last 8 quarters of 13F filings.

05101520 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 7
Distinct 13F filers holding SPDR S&P MIDCAP 400 ETF TR, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 SSA SWISS ADVISORS AG 4,667 $2.8M 49.0%
2 MidFirst Bank 2,522 $1.5M 26.5%
3 Diesslin Group, Inc. 789 $476K 8.3%
4 ARWA LLC 702 $423K 7.4%
5 Astoria Portfolio Advisors LLC. 551 $357K 6.2%
6 TD Capital Management LLC 157 $95K 1.6%
7 Anchor Investment Management, LLC 100 $60K 1.0%

Latest Quarter Activity · Q4 2025

What the data says about SPDR S&P MIDCAP 400 ETF TR

This stock’s institutional ownership is top-heavy, concentrated in a small set of large positions.

  • See how SPDR S&P MIDCAP 400 ETF TR's holder count and reported value have shifted quarter over quarter. Biggest movers
  • Check where this stock ranks among the most widely held names before treating one position as a signal. Most-held stocks
  • Review the gaps in 13F reporting before drawing conclusions from it. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold SPDR S&P MIDCAP 400 ETF TR?
SPDR S&P MIDCAP 400 ETF TR is held by 7 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of SPDR S&P MIDCAP 400 ETF TR?
Institutions report $5.7M of SPDR S&P MIDCAP 400 ETF TR as of Q4 2025.
How concentrated is ownership of SPDR S&P MIDCAP 400 ETF TR?
The top five institutional holders account for 97% of the reported institutional value in SPDR S&P MIDCAP 400 ETF TR, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of SPDR S&P MIDCAP 400 ETF TR?
SSA SWISS ADVISORS AG is the largest reported holder of SPDR S&P MIDCAP 400 ETF TR with $2.8M across 4,667 shares as of Q4 2025.
Where does this SPDR S&P MIDCAP 400 ETF TR data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.