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
According to SEC Form 13F-HR filings in this corpus, SPDR S&P MIDCAP 400 ETF TR ranks #540 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 7 institutions report $5.7M as of Q4 2025, with ownership dominated by its top few institutional owners.
- 7
- institutions hold it
- $5.7M
- reported 13F value
- 97%
- held by top 5
- #540
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, SPDR S&P MIDCAP 400 ETF TR ranks #540 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 78467Y107 · Q4 2025 $6M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-LIGHT #540/775
- HOLDERS-FOCUS 7 filers
- CONC-DOM 97% top-5
- PHOTO-FINISH NOVO-NORDISK A S F
- ACTIVITY-MID 6 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: NOVO-NORDISK A S F
Read with: Ownership concentration guide - SPDR S&P MIDCAP 400 ETF TR's top-five holders account for 97% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · SPDR S&P MIDCAP 400 ETF TR
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
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.
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% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SPDR S&P MIDCAP 400 ETF TR's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (6)
Complete exits (14)
Frequently Asked Questions
How many institutions hold SPDR S&P MIDCAP 400 ETF TR?▼
Where does SPDR S&P MIDCAP 400 ETF TR sit among tracked securities?▼
What is the total institutional value of SPDR S&P MIDCAP 400 ETF TR?▼
How concentrated is ownership of SPDR S&P MIDCAP 400 ETF TR?▼
Who is the largest institutional holder of SPDR S&P MIDCAP 400 ETF TR?▼
Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for SPDR S&P MIDCAP 400 ETF TR: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($5.7M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (7 here).
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.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.