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Of the 8 tracked institutions holding MDY, 4 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +4.9pt. It's a gauge of who owns the name, not just how many.
Among the 8 tracked institutional investors we monitor, MDY (STATE STR SPDR S&P MIDCAP 40) is held with a combined value of $103.50M across 168,877 shares. The largest holder is MILLENNIUM MANAGEMENT LLC with a position worth $27.29M (0.01% of their portfolio). RENAISSANCE TECHNOLOGIES LLC opened a new position in the most recent quarter. 6 funds increased their holdings.
Total Institutional Value
$103.50M
Total Shares Held
168,877
Institutional Holders
8
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | MILLENNIUM MANAGEMENT LLC | $27.29M | 0.01% | +415.9% |
| 2 | FMR LLC | $24.21M | 0.00% | +6.8% |
| 3 | AQR CAPITAL MANAGEMENT LLC | $19.66M | 0.01% | +18.9% |
| 4 | BlackRock, Inc. | $14.24M | 0.00% | +16.2% |
| 5 | RENAISSANCE TECHNOLOGIES LLC | $7.85M | 0.01% | New |
| 6 | Gotham Asset Management, LLC | $5.33M | 0.02% | - |
| 7 | VANGUARD GROUP INC | $3.21M | 0.00% | +7.8% |
| 8 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.72M | 0.00% | +86.7% |
| Member | Type | Date |
|---|---|---|
| John Boozman | Sell | Jan 23, 2026 |
| John Boozman | Buy | Nov 21, 2025 |
| John Boozman | Sell | Sep 9, 2024 |
| John Boozman | Sell |
As of the latest SEC 13F filings, MILLENNIUM MANAGEMENT LLC is the largest institutional holder of MDY with a position worth $27.29M, representing 0.01% of their portfolio. In total, 8 institutional investors hold MDY with a combined value of $103.50M.
In the most recent quarter, 1 fund opened a new position in MDY. Additionally, 6 increased their holdings.
Institutional investors hold $103.50M worth of MDY stock across 8 positions. The largest institutional holder is MILLENNIUM MANAGEMENT LLC with $27.29M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For MDY, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their MDY positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
None this quarter.
| Jul 18, 2024 |
| John Boozman | Sell | Jun 4, 2024 |
Last Close
$690.71
2026-07-24
YTD
+13.5%
91% of 52-week range