SPDR S&P MIDCAP 400 ETF TRUST (MDY) — Institutional Holders, Q2 2026

1,545 institutional investment managers reported a MDY position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $17.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← MDY stock profile

MDY in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

142

Added to

344

Trimmed

541

Sold out

Biggest buyers

MEITAV INVESTMENT HOUSE LTDNew · +412,840 sh+$290.4M
CITIGROUPAdded · +127,401 sh+$89.6M
CIBC WORLD MARKETAdded · +77,245 sh+$54.3M
TWO SIGMA INVESTMENTSNew · +41,640 sh+$29.3M
NORTHWESTERN MUTUAL WEALTH MANAGEMENTAdded · +38,573 sh+$27.1M

Biggest sellers

MORGAN STANLEYTrimmed · -308,245 sh-$216.8M
BNP PARIBAS FINANCIAL MARKETSTrimmed · -173,127 sh-$121.8M
BANK OF AMERICATrimmed · -101,476 sh-$71.4M
SUSQUEHANNA INTERNATIONAL GROUP, LLPTrimmed · -77,056 sh-$54.2M
BALYASNY ASSET MANAGEMENT L.P.Trimmed · -54,435 sh-$38.3M

MDY 13F holders ranked 1–100 of 1,545

Institutional investors reporting a position in SPDR S&P MIDCAP 400 ETF TRUST on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BANK OF AMERICA#1 · 1,946,508 sh	1,946,508	$1.4B	0.09%	-5.0%
2	MORGAN STANLEY#2 · 1,235,352 sh	1,235,352	$868.9M	0.05%	-20.0%
3	WELLS FARGO & COMPANY#3 · 1,178,967 sh	1,178,967	$829.2M	0.13%	-1.2%
4	NORTHERN#4 · 1,049,595 sh	1,049,595	$738.2M	0.09%	-1.1%
5	US BANCORP \DE\#5 · 963,812 sh	963,812	$677.9M	0.74%	-0.6%
6	GOLDMAN SACHS GROUP#6 · 906,280 sh	906,280	$637.4M	0.06%	+2.8%
7	NORTHWESTERN MUTUAL WEALTH MANAGEMENT#7 · 903,341 sh	903,341	$635.4M	0.34%	+4.5%
8	Pathstone#8 · 849,491 sh	849,491	$597.5M	1.74%	+1.1%
9	PNC FINANCIAL SERVICES GROUP#9 · 693,381 sh	693,381	$487.7M	0.24%	-0.8%
10	UBS Group AG#10 · 651,062 sh	651,062	$457.9M	0.06%	+1.6%
11	RAYMOND JAMES FINANCIAL#11 · 488,839 sh	488,839	$343.8M	0.09%	-1.7%
12	BANK OF MONTREAL#12 · 477,136 sh	477,136	$335.6M	0.11%	-2.4%
13	MEITAV INVESTMENT HOUSE LTD#13 · 412,840 sh	412,840	$290.4M	1.95%	New
14	ROYAL BANK OF CANADA#14 · 291,654 sh	291,654	$205.1M	0.03%	-2.7%
15	JPMORGAN CHASE#15 · 285,765 sh	285,765	$199.4M	0.01%	-6.0%
16	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#16 · 283,087 sh	283,087	$198.9M	0.62%	-5.2%
17	MAI Capital Management#17 · 271,019 sh	271,019	$190.6M	0.72%	+2.6%
18	Creative Planning#18 · 236,181 sh	236,181	$166.1M	0.10%	-5.0%
19	HighTower Advisors#19 · 234,897 sh	234,897	$165.2M	0.16%	0.0%
20	Corient Private Wealth#20 · 226,432 sh	226,432	$159.3M	0.22%	-1.5%
21	Arvest Bank Division#21 · 224,334 sh	224,334	$157.8M	7.69%	-1.4%
22	ALLIANCEBERNSTEIN L.P.#22 · 244,920 sh	244,920	$151.1M	0.05%	-2.5%
23	Conservest Capital Advisors#23 · 208,394 sh	208,394	$146.6M	11.66%	-1.6%
24	CITIGROUP#24 · 178,846 sh	178,846	$125.8M	0.04%	+247.6%
25	LPL Financial#25 · 166,179 sh	166,179	$116.9M	0.03%	+1.7%
26	Generali Asset Management SPA SGR#26 · 164,778 sh	164,778	$115.9M	—	+3.6%
27	Bank of New York Mellon#27 · 161,143 sh	161,143	$113.3M	0.02%	-0.9%
28	SUSQUEHANNA INTERNATIONAL GROUP, LLP#28 · 157,630 sh	157,630	$110.9M	<0.01%	-32.8%
29	WADDELL & ASSOCIATES#29 · 154,726 sh	154,726	$108.8M	5.38%	+0.7%
30	BNP PARIBAS FINANCIAL MARKETS#30 · 143,902 sh	143,902	$101.2M	0.04%	-54.6%
31	SG Americas Securities#31 · 143,035 sh	143,035	$100.6M	0.06%	-6.8%
32	WELCH & FORBES#32 · 142,173 sh	142,173	$100.0M	1.22%	-12.0%
33	Cerity Partners#33 · 139,760 sh	139,760	$98.3M	0.12%	+0.7%
34	COMMERCE BANK#34 · 139,449 sh	139,449	$98.1M	0.43%	-1.2%
35	WHITTIER#35 · 131,409 sh	131,409	$91.5M	0.90%	-1.3%
36	TRUIST FINANCIAL#36 · 120,108 sh	120,108	$84.5M	0.10%	+1.5%
37	EP Wealth Advisors#37 · 119,454 sh	119,454	$84.0M	0.32%	+6.9%
38	Hills Bank#38 · 111,587 sh	111,587	$78.5M	3.34%	-3.3%
39	BROWN ADVISORY#39 · 110,435 sh	110,435	$77.7M	0.12%	-0.9%
40	Mariner#40 · 104,807 sh	104,807	$73.7M	0.08%	-1.8%
41	MONTAG A & ASSOCIATES#41 · 101,656 sh	101,656	$71.7M	3.03%	-2.4%
42	Focus Partners Wealth#42 · 101,693 sh	101,693	$71.5M	0.07%	-5.6%
43	OSAIC#43 · 96,420 sh	96,420	$67.9M	0.08%	+27.0%
44	ENVESTNET ASSET MANAGEMENT#44 · 89,737 sh	89,737	$63.1M	0.01%	+11.4%
45	Cetera Investment Advisers#45 · 88,675 sh	88,675	$62.4M	0.06%	-0.8%
46	AMERIPRISE FINANCIAL#46 · 85,773 sh	85,773	$60.4M	0.01%	-1.9%
47	Union Bankshares#47 · 83,440 sh	83,440	$58.7M	0.98%	-1.1%
48	CIBC WORLD MARKET#48 · 83,263 sh	83,263	$58.6M	0.09%	+1283.6%
49	WASHINGTON#49 · 81,402 sh	81,402	$57.3M	—	-4.8%
50	BLAIR WILLIAM#50 · 76,091 sh	76,091	$53.5M	0.14%	+0.5%
51	Henshaw Capital#51 · 73,000 sh	73,000	$51.3M	1.67%	-2.7%
52	STIFEL FINANCIAL#52 · 72,534 sh	72,534	$51.0M	0.04%	-32.1%
53	BALYASNY ASSET MANAGEMENT L.P.#53 · 69,882 sh	69,882	$49.2M	0.06%	-43.8%
54	CAPTRUST FINANCIAL ADVISORS#54 · 67,963 sh	67,963	$47.8M	0.07%	+0.1%
55	COMMONWEALTH EQUITY SERVICES#55 · 66,690 sh	66,690	$46.9M	0.06%	-7.5%
56	Portland Global Advisors#56 · 63,792 sh	63,792	$44.9M	4.26%	-2.5%
57	BARTLETT & WEALTH MANAGEMENT#57 · 63,175 sh	63,175	$44.5M	0.56%	+0.1%
58	Midwest#58 · 62,409 sh	62,409	$43.9M	—	-2.1%
59	WHITTIER OF NEVADA#59 · 62,245 sh	62,245	$42.8M	0.80%	-2.0%
60	SMITH, MOORE#60 · 60,828 sh	60,828	$42.8M	2.78%	-1.1%
61	CITIZENS FINANCIAL GROUP#61 · 59,492 sh	59,492	$41.8M	—	+0.8%
62	PITTENGER & ANDERSON#62 · 58,735 sh	58,735	$41.3M	1.48%	-0.1%
63	Rockefeller Capital Management L.P.#63 · 57,763 sh	57,763	$40.6M	0.06%	+2.2%
64	OFS Enterprise#64 · 56,835 sh	56,835	$40.0M	—	+1.3%
65	PINNACLE ASSOCIATES LTD#65 · 56,215 sh	56,215	$39.5M	—	-2.0%
66	MetLife Investment Management#66 · 54,500 sh	54,500	$38.3M	0.17%	-2.2%
67	MassMutual Private Wealth & , FSB#67 · 54,236 sh	54,236	$38.1M	—	-4.9%
68	Baird Financial Group#68 · 52,970 sh	52,970	$37.3M	0.05%	-1.7%
69	Lido Advisors#69 · 50,859 sh	50,859	$35.8M	0.10%	-6.4%
70	AQR CAPITAL MANAGEMENT#70 · 50,915 sh	50,915	$35.8M	0.01%	+55.1%
71	Crewe Advisors#71 · 50,124 sh	50,124	$35.3M	2.55%	0.0%
72	MIRAE ASSET SECURITIES (USA)#72 · 50,072 sh	50,072	$35.2M	—	-39.9%
73	FIFTH THIRD BANCORP#73 · 49,926 sh	49,926	$35.1M	0.06%	+4.3%
74	PEAPACK GLADSTONE FINANCIAL#74 · 49,860 sh	49,860	$35.1M	0.40%	-0.1%
75	WEALTH ENHANCEMENT ADVISORY SERVICES#75 · 49,110 sh	49,110	$33.9M	—	+7.5%
76	Pinnacle Financial Partners#76 · 46,580 sh	46,580	$32.8M	0.22%	-2.0%
77	HERITAGE INVESTORS MANAGEMENT#77 · 45,654 sh	45,654	$32.1M	0.89%	-7.1%
78	Janney Montgomery Scott#78 · 44,841 sh	44,841	$31.5M	0.06%	+0.9%
79	MERCER GLOBAL ADVISORS#79 · 44,808 sh	44,808	$31.5M	0.04%	+66.5%
80	Chicago Partners Investment Group#80 · 45,473 sh	45,473	$31.3M	—	-0.4%
81	Clearstead Advisors#81 · 44,423 sh	44,423	$31.2M	0.29%	+1.7%
82	LCM Capital Management#82 · 44,192 sh	44,192	$31.1M	—	+1.1%
83	Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P#83 · 44,041 sh	44,041	$31.0M	3.65%	-0.6%
84	SCS Capital Management#84 · 43,991 sh	43,991	$30.9M	0.29%	-12.6%
85	IFG Advisors#85 · 43,944 sh	43,944	$30.9M	—	-0.7%
86	BESSEMER GROUP#86 · 43,225 sh	43,225	$30.4M	0.04%	+24.8%
87	Ascent Wealth Partners#87 · 43,120 sh	43,120	$30.3M	—	+3.8%
88	CUMBERLAND ADVISORS#88 · 42,307 sh	42,307	$29.8M	10.48%	-5.6%
89	Savant Capital#89 · 44,623 sh	44,623	$29.5M	0.09%	+103.7%
90	TWO SIGMA INVESTMENTS#90 · 41,640 sh	41,640	$29.3M	0.02%	New
91	Klingman & Associates#91 · 41,488 sh	41,488	$29.2M	—	-0.4%
92	Tandem Wealth Advisors#92 · 41,156 sh	41,156	$28.9M	11.52%	+1.2%
93	FMR#93 · 41,042 sh	41,042	$28.9M	<0.01%	+4.6%
94	MARSHALL WACE, LLP#94 · 39,554 sh	39,554	$27.8M	0.02%	-2.1%
95	BASSWOOD CAPITAL MANAGEMENT, L.L.C.#95 · 38,082 sh	38,082	$26.8M	1.07%	New
96	CONNING#96 · 38,022 sh	38,022	$26.7M	0.80%	0.0%
97	HEALTHCARE OF ONTARIO PENSION PLAN FUND#97 · 38,000 sh	38,000	$26.7M	0.04%	+133.1%
98	Cambridge Investment Research Advisors#98 · 37,833 sh	37,833	$26.6M	0.06%	+2.1%
99	RMB Capital Management#99 · 37,574 sh	37,574	$26.5M	0.41%	-1.2%
100	JOHNSON INVESTMENT COUNSEL#100 · 36,927 sh	36,927	$26.0M	0.19%	-0.4%

Funds that sold out of MDY in Q2 2026 (48)

Held MDY at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held MDY in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
RENAISSANCE TECHNOLOGIES12,720 sh	12,720	$7.8M
Brevan Howard Capital Management7,391 sh	7,391	$4.6M
SANDERS MORRIS HARRIS9,450 sh	9,450	$4.0M
SEGALL BRYANT & HAMILL5,120 sh	5,120	$3.2M
TWO SIGMA SECURITIES4,651 sh	4,651	$2.9M
EVOKE WEALTH4,612 sh	4,612	$2.9M
Baer Investment Advisory4,236 sh	4,236	$2.6M
Accent Capital Management3,831 sh	3,831	$2.6M
HRT FINANCIAL3,561 sh	3,561	$2.2M
McLaughlin Asset Management3,518 sh	3,518	$2.2M
JANE STREET GROUP3,022 sh	3,022	$1.9M
Schrum Private Wealth Management1,298 sh	1,298	$800.8K
Ground Swell Capital1,241 sh	1,241	$765.4K
Greystone Financial Group1,004 sh	1,004	$619.2K
GK Wealth Management836 sh	836	$500.8K
VISTA INVESTMENT PARTNERS II796 sh	796	$490.9K
Belpointe Asset Management777 sh	777	$479.5K
Independent Advisor Alliance773 sh	773	$476.9K
Breachway Investments743 sh	743	$461.9K
Neumann Capital Management700 sh	700	$431.7K
True North Advisors689 sh	689	$424.9K
Grant Street Asset Management678 sh	678	$418.4K
Steelhead Wealth Management650 sh	650	$401.0K
Jain Global551 sh	551	$339.8K
49 WEALTH MANAGEMENT548 sh	548	$337.9K
Good Harbor Advisors503 sh	503	$310.2K
TD ASSET MANAGEMENT442 sh	442	$272.6K
Alexander Randolph Advisory404 sh	404	$249.2K
SeaCrest Wealth Management373 sh	373	$230.2K
Vanguard Personalized Indexing Management336 sh	336	$207.2K
Richmond Investment Services328 sh	328	$202.3K
FIRST COMMONWEALTH FINANCIAL325 sh	325	$200.4K
DAGCO227 sh	227	$140.0K
Legend Capital Advisors157 sh	157	$96.8K
Bullock Wealth Management Group118 sh	118	$73.4K
Essential Partners100 sh	100	$61.7K
Golden State Equity Partners66 sh	66	$40.7K
KELLEHER FINANCIAL ADVISORS70 sh	70	$39.7K
Forum Finance Group S.A.66 sh	66	$33.0K
Sound Income Strategies50 sh	50	$31.1K
Aviso Financial50 sh	50	$30.8K
POM Investment Strategies47 sh	47	$29.0K
CURIO WEALTH41 sh	41	$25.3K
BALLAST ADVISORS20 sh	20	$12.3K
Halbert, Hargrove/Russell9 sh	9	$5.6K
Van Hulzen Asset Management5 sh	5	$3.1K
Strengthening Families & Communities2 sh	2	$1.3K
Atomic Invest1 sh	1	$339.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.