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

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 78467Y107
Page URL: https://superinvestorclub.com/stock/MDY
Last updated: 2026-07-08T12:27:23.873Z

## Summary

As of the most recent 13F filing period, STATE STR SPDR S&P MIDCAP 40 (MDY) is held by 3 tracked superinvestors with an aggregate position value of $4.7M representing 05979892819 shares.

## Top institutional holders (3)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [David Katz](https://superinvestorclub.com/manager/79) | Matrix Asset Advisors | 5979 | $3.7M | 0.34% | 2026-03-31 |
| 2 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 892 | $550,305 | 0.02% | 2026-03-31 |
| 3 | [Mairs & Power](https://superinvestorclub.com/manager/92) | Mairs & Power | 819 | $505,203 | 0.01% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2023-09-30: 1 holders, $2.5M aggregate, 05515 shares
- 2023-12-31: 1 holders, $2.8M aggregate, 05499 shares
- 2024-03-31: 1 holders, $2.9M aggregate, 05275 shares
- 2024-06-30: 1 holders, $2.8M aggregate, 05266 shares
- 2024-09-30: 2 holders, $4.2M aggregate, 06514835 shares
- 2024-12-31: 3 holders, $4.9M aggregate, 065661035925 shares
- 2025-03-31: 2 holders, $3.9M aggregate, 06469919 shares
- 2025-06-30: 2 holders, $4.0M aggregate, 06200899 shares
- 2025-09-30: 3 holders, $4.7M aggregate, 059771064899 shares
- 2025-12-31: 2 holders, $4.2M aggregate, 06116899 shares
- 2026-03-31: 3 holders, $4.7M aggregate, 05979892819 shares

## Recent congressional trades (3)

- 2026-01-23: John Boozman (Republican-AR) sale $1,001 - $15,000
- 2025-11-21: John Boozman (Republican-AR) purchase $1,001 - $15,000
- 2025-10-21: Chuck Fleischmann (Republican-TN) sale $1,001 - $15,000

## Recent insider transactions (0)


## Citation

When citing, use: "STATE STR SPDR S&P MIDCAP 40 (MDY) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/MDY), aggregating SEC 13F, Form 4, and congressional disclosures."