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SPDR S&P Midcap 400 ETF Trust

Filed as SPDR S&P MIDCAP 400 ETF TR (UTSER1 S&PDCRP), Equity As of 2026 Q3 among managers we track

  • 2 Owners
  • Max 0.3%
  • $3.8M
  • 1 reduce

In 2026 Q3 David Katz trimmed SPDR S&P Midcap 400 ETF Trust.

Who owns this now

Largest portfolio weights among holders, up to 0.3% (David Katz, Matrix Asset Advisors). Not free-float ownership.

  1. David Katz Reduce 0.31%
  2. Kentucky Trust Co. 0.01%

Holders

Sorted by value, long equity only, as of 2026 Q3.

History
David Katz, Matrix Asset Advisors 0.31%, was 0.34% Reduce −2.3% 5,787 $3.8M History
Kentucky Trust Co., Kentucky Trust 0.01% Hold 16 $11K History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.