SPDR S&P MIDCAP 400 ETF TRUST (MDY) — Institutional Holders, Q2 2026 (page 11)
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 1,001 to 1,100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MDY 13F holders ranked 1,001–1,100 of 1,545
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Brand Asset Management Group#1001 · 693 sh | 693 | $487.4K | 0.11% | -1.1% |
| 1002 | Keudell/Morrison Wealth Management#1002 · 692 sh | 692 | $486.7K | — | +1.5% |
| 1003 | InTrack Investment Management#1003 · 692 sh | 692 | $486.5K | — | -22.2% |
| 1004 | ARWA#1004 · 702 sh | 702 | $486.4K | — | 0.0% |
| 1005 | STEINBERGANNA WEALTH MANAGEMENT#1005 · 690 sh | 690 | $485.1K | — | +0.3% |
| 1006 | JDM Financial Group#1006 · 689 sh | 689 | $484.6K | 0.17% | -97.4% |
| 1007 | Heartwood Wealth Advisors#1007 · 688 sh | 688 | $483.9K | — | 0.0% |
| 1008 | Arrowroot Family Office#1008 · 687 sh | 687 | $483.2K | 0.14% | -5.0% |
| 1009 | Bedel Financial Consulting#1009 · 687 sh | 687 | $483.2K | 0.05% | 0.0% |
| 1010 | CM WEALTH ADVISORS#1010 · 685 sh | 685 | $483.0K | 0.09% | 0.0% |
| 1011 | CRA Financial Services#1011 · 686 sh | 686 | $482.5K | — | -5.0% |
| 1012 | CAPITAL ADVISORS#1012 · 683 sh | 683 | $480.4K | <0.01% | 0.0% |
| 1013 | Retirement Planning of New England#1013 · 683 sh | 683 | $480.1K | — | -0.7% |
| 1014 | Newman Dignan & Sheerar#1014 · 681 sh | 681 | $479.0K | — | 0.0% |
| 1015 | Colonial / SC#1015 · 681 sh | 681 | $478.6K | 0.06% | -0.7% |
| 1016 | CARRET ASSET MANAGEMENT#1016 · 675 sh | 675 | $474.8K | 0.04% | 0.0% |
| 1017 | Selby Wealth Management#1017 · 674 sh | 674 | $474.2K | — | -3.3% |
| 1018 | Commonwealth Financial Services#1018 · 674 sh | 674 | $474.1K | — | -1.5% |
| 1019 | Koss-Olinger Consulting#1019 · 674 sh | 674 | $473.7K | 0.04% | -54.2% |
| 1020 | McMillan Office#1020 · 670 sh | 670 | $471.2K | 0.05% | 0.0% |
| 1021 | Wealth Architects#1021 · 666 sh | 666 | $468.4K | 0.04% | 0.0% |
| 1022 | Blackston Financial Advisory Group#1022 · 666 sh | 666 | $468.4K | 0.26% | -0.4% |
| 1023 | Clearwater Capital Advisors#1023 · 662 sh | 662 | $465.6K | 0.03% | 0.0% |
| 1024 | FIRST FINANCIAL BANKSHARES#1024 · 654 sh | 654 | $460.0K | <0.01% | 0.0% |
| 1025 | WILKINS INVESTMENT COUNSEL#1025 · 650 sh | 650 | $457.2K | 0.06% | 0.0% |
| 1026 | Spears Abacus Advisors#1026 · 650 sh | 650 | $457.2K | <0.01% | -0.8% |
| 1027 | ORBA Wealth Advisors, L.L.C.#1027 · 644 sh | 644 | $453.0K | — | -47.0% |
| 1028 | Ayrshire Capital Management#1028 · 642 sh | 642 | $451.5K | — | -3.7% |
| 1029 | Colter Lewis Investment Partners#1029 · 640 sh | 640 | $451.2K | 0.20% | 0.0% |
| 1030 | Larson Financial Group#1030 · 637 sh | 637 | $447.9K | 0.01% | -2.0% |
| 1031 | AVITY INVESTMENT MANAGEMENT#1031 · 636 sh | 636 | $447.3K | — | +10.6% |
| 1032 | ASSETMARK#1032 · 634 sh | 634 | $445.9K | — | +27.6% |
| 1033 | Amplius Wealth Advisors#1033 · 633 sh | 633 | $445.2K | — | New |
| 1034 | Octavia Wealth Advisors#1034 · 631 sh | 631 | $444.9K | 0.04% | -2.0% |
| 1035 | PGIM Custom Harvest#1035 · 627 sh | 627 | $441.0K | <0.01% | 0.0% |
| 1036 | Cypress Wealth Services#1036 · 626 sh | 626 | $440.3K | — | 0.0% |
| 1037 | MLP3#1037 · 624 sh | 624 | $438.8K | — | +0.2% |
| 1038 | CORTLAND ASSOCIATES#1038 · 621 sh | 621 | $437.0K | 0.06% | +0.8% |
| 1039 | Aberdeen Wealth Management#1039 · 621 sh | 621 | $436.8K | 0.21% | 0.0% |
| 1040 | BlueSky Wealth Advisors#1040 · 618 sh | 618 | $434.7K | 0.05% | 0.0% |
| 1041 | SYM FINANCIAL#1041 · 618 sh | 618 | $434.7K | — | 0.0% |
| 1042 | TCG Advisory Services#1042 · 618 sh | 618 | $434.6K | <0.01% | -39.1% |
| 1043 | Howard Capital Management Group#1043 · 615 sh | 615 | $432.6K | — | 0.0% |
| 1044 | Ruggaard & Associates#1044 · 613 sh | 613 | $431.1K | 0.15% | -5.7% |
| 1045 | Eagle Bay Advisors#1045 · 612 sh | 612 | $430.4K | — | New |
| 1046 | Astoria Portfolio Advisors#1046 · 609 sh | 609 | $428.3K | 0.07% | 0.0% |
| 1047 | Prosperity Consulting Group#1047 · 606 sh | 606 | $426.2K | 0.02% | -14.4% |
| 1048 | Geneva Partners#1048 · 601 sh | 601 | $423.0K | — | New |
| 1049 | FARMERS & MERCHANTS INVESTMENTS#1049 · 600 sh | 600 | $422.0K | — | 0.0% |
| 1050 | TriaGen Wealth Management#1050 · 600 sh | 600 | $422.0K | — | 0.0% |
| 1051 | Summa#1051 · 600 sh | 600 | $422.0K | 0.13% | 0.0% |
| 1052 | PFG Advisors#1052 · 599 sh | 599 | $421.5K | — | -11.4% |
| 1053 | CORSAIR CAPITAL MANAGEMENT, L.P.#1053 · 597 sh | 597 | $419.9K | 0.05% | 0.0% |
| 1054 | Meeder Advisory Services#1054 · 589 sh | 589 | $414.3K | 0.02% | +18.0% |
| 1055 | Parallel Advisors#1055 · 587 sh | 587 | $412.9K | <0.01% | -0.3% |
| 1056 | REDW Wealth#1056 · 584 sh | 584 | $410.9K | 0.15% | +0.2% |
| 1057 | Institute for Wealth Management#1057 · 579 sh | 579 | $407.3K | 0.04% | -0.5% |
| 1058 | Claro Advisors#1058 · 578 sh | 578 | $406.5K | 0.04% | 0.0% |
| 1059 | NORDEN GROUP#1059 · 576 sh | 576 | $405.1K | — | 0.0% |
| 1060 | PATTON ALBERTSON MILLER GROUP#1060 · 575 sh | 575 | $404.4K | — | 0.0% |
| 1061 | Heritage Investment Group#1061 · 575 sh | 575 | $404.4K | 0.05% | 0.0% |
| 1062 | Scarborough Advisors#1062 · 579 sh | 579 | $402.9K | — | -0.2% |
| 1063 | Asset Dedication#1063 · 572 sh | 572 | $402.3K | 0.03% | 0.0% |
| 1064 | NORTHEAST PLANNING ASSOCIATES, / NH#1064 · 570 sh | 570 | $400.9K | 0.30% | 0.0% |
| 1065 | GC Wealth Management RIA#1065 · 570 sh | 570 | $400.9K | 0.02% | 0.0% |
| 1066 | Capital Asset Advisory Services#1066 · 570 sh | 570 | $400.6K | 0.01% | +32.9% |
| 1067 | Ledyard National Bank#1067 · 569 sh | 569 | $400.2K | — | 0.0% |
| 1068 | GUYASUTA INVESTMENT ADVISORS#1068 · 567 sh | 567 | $398.7K | — | -19.2% |
| 1069 | Well Done#1069 · 565 sh | 565 | $397.4K | — | 0.0% |
| 1070 | Beacon Bridge Wealth Partners#1070 · 564 sh | 564 | $396.7K | 0.11% | -76.2% |
| 1071 | Optivise Advisory Services#1071 · 564 sh | 564 | $396.7K | — | -1.1% |
| 1072 | BRIDGES INVESTMENT MANAGEMENT#1072 · 563 sh | 563 | $396.0K | <0.01% | 0.0% |
| 1073 | MEMBERS WEALTH#1073 · 562 sh | 562 | $395.5K | — | 0.0% |
| 1074 | NWF Advisory Services#1074 · 562 sh | 562 | $395.3K | — | 0.0% |
| 1075 | Ellis Investment Partners#1075 · 561 sh | 561 | $395.3K | — | -0.4% |
| 1076 | JENNISON ASSOCIATES#1076 · 561 sh | 561 | $394.8K | <0.01% | -70.1% |
| 1077 | Seascape Capital Management#1077 · 560 sh | 560 | $394.0K | 0.09% | -6.7% |
| 1078 | GAINLINE FINANCIAL PARTNERS#1078 · 559 sh | 559 | $393.1K | — | — |
| 1079 | Legacy Financial Strategies#1079 · 557 sh | 557 | $391.8K | — | -3.3% |
| 1080 | High Net Worth Advisory Group#1080 · 557 sh | 557 | $391.8K | — | 0.0% |
| 1081 | UMB Bank, n.a.#1081 · 557 sh | 557 | $391.8K | <0.01% | 0.0% |
| 1082 | WP Advisors#1082 · 556 sh | 556 | $391.1K | — | +0.2% |
| 1083 | Trail Ridge Investment Advisors#1083 · 556 sh | 556 | $391.1K | — | 0.0% |
| 1084 | Wedmont Private Capital#1084 · 566 sh | 566 | $390.4K | — | 0.0% |
| 1085 | Stanich Group#1085 · 553 sh | 553 | $389.0K | — | -52.2% |
| 1086 | RED LIGHTHOUSE INVESTMENT MANAGEMENT#1086 · 550 sh | 550 | $386.8K | 0.12% | 0.0% |
| 1087 | ANCHOR CAPITAL ADVISORS#1087 · 546 sh | 546 | $384.3K | 0.01% | 0.0% |
| 1088 | Empirical Asset Management#1088 · 545 sh | 545 | $383.6K | 0.09% | +0.6% |
| 1089 | ArborFi Advisors#1089 · 541 sh | 541 | $380.5K | 0.28% | 0.0% |
| 1090 | Bouchey Financial Group Ltd#1090 · 536 sh | 536 | $377.9K | 0.02% | 0.0% |
| 1091 | Simplicity Wealth#1091 · 537 sh | 537 | $377.8K | — | -11.8% |
| 1092 | Heritage#1092 · 535 sh | 535 | $376.3K | 0.03% | -1.7% |
| 1093 | XY Planning Network#1093 · 533 sh | 533 | $374.9K | — | -0.2% |
| 1094 | Visionary Wealth Advisors#1094 · 530 sh | 530 | $372.5K | 0.01% | +0.2% |
| 1095 | Financial Council#1095 · 525 sh | 525 | $369.3K | 0.12% | -10.3% |
| 1096 | Chris Bulman#1096 · 524 sh | 524 | $368.6K | — | 0.0% |
| 1097 | Bangor Savings Bank#1097 · 522 sh | 522 | $367.3K | — | -0.2% |
| 1098 | Tarbox Group#1098 · 522 sh | 522 | $367.1K | — | 0.0% |
| 1099 | Counterweight Ventures#1099 · 522 sh | 522 | $367.1K | 0.18% | 0.0% |
| 1100 | NBH Bank#1100 · 521 sh | 521 | $366.4K | 0.15% | — |
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.