Follow-The-Filings

Security · featured owners

Spdr S&P Midcap 400 ETF Tr

Spdr S&P Midcap 400 ETF Tr UTSER1 S&PDCRP Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 0.3%
  • $5M
  • 2 reduce

Who owns this now

Largest portfolio weights among featured holders · max 0.3% (David Katz - Matrix Asset Advisors) · not free-float ownership

  1. David Katz reduce 0.34%
  2. Mairs & Power reduce 0.01%
  3. Kentucky Trust Co. 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
David Katz - Matrix Asset Advisors 2026 Q2 0.34% Reduce −0.9% 5,926 $4M history
Mairs & Power 2026 Q2 0.01% Reduce −2.6% 798 $561K history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.01% Hold 16 $11K history

ownership over time

filing count by report period · click a bar for that quarter’s holders