SPDR S&P MIDCAP 400 ETF TRUST (MDY) — Institutional Holders, Q2 2026 (page 12)
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 1,101 to 1,200. 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 1,101–1,200 of 1,545
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1101 | WEALTHCARE CAPITAL MANAGEMENT#1101 · 519 sh | 519 | $365.0K | — | 0.0% |
| 1102 | J. Team Financial#1102 · 518 sh | 518 | $364.9K | 0.35% | 0.0% |
| 1103 | Guidance Point Advisors#1103 · 515 sh | 515 | $364.0K | — | 0.0% |
| 1104 | CAMDEN NATIONAL BANK#1104 · 516 sh | 516 | $362.9K | 0.05% | 0.0% |
| 1105 | S.A. Mason#1105 · 516 sh | 516 | $362.9K | — | 0.0% |
| 1106 | Redwood Park Advisors#1106 · 516 sh | 516 | $362.7K | 0.24% | +0.2% |
| 1107 | LIBRA WEALTH#1107 · 515 sh | 515 | $362.2K | 0.09% | 0.0% |
| 1108 | NOVARE CAPITAL MANAGEMENT#1108 · 513 sh | 513 | $360.8K | 0.03% | -1.5% |
| 1109 | Medallion Wealth Advisors#1109 · 511 sh | 511 | $359.8K | 0.11% | 0.0% |
| 1110 | Strategic Advisors#1110 · 511 sh | 511 | $359.4K | — | 0.0% |
| 1111 | Ronald Blue#1111 · 511 sh | 511 | $359.4K | — | -45.2% |
| 1112 | NATIONS FINANCIAL GROUP , /IA#1112 · 505 sh | 505 | $355.3K | 0.02% | -7.0% |
| 1113 | SHAKER INVESTMENTS#1113 · 502 sh | 502 | $353.0K | 0.13% | +0.2% |
| 1114 | Evolution Wealth Advisors#1114 · 500 sh | 500 | $351.7K | 0.04% | 0.0% |
| 1115 | MBL Wealth#1115 · 500 sh | 500 | $351.7K | — | 0.0% |
| 1116 | ALTFEST L J#1116 · 499 sh | 499 | $351.2K | — | -14.6% |
| 1117 | NORTHEAST INVESTMENT MANAGEMENT#1117 · 497 sh | 497 | $349.6K | 0.01% | +33.6% |
| 1118 | ADVISORTRUST PARTNERS#1118 · 496 sh | 496 | $348.9K | 0.12% | New |
| 1119 | Roundview Capital#1119 · 492 sh | 492 | $346.0K | 0.02% | New |
| 1120 | Berkeley#1120 · 489 sh | 489 | $343.9K | — | 0.0% |
| 1121 | Western Reserve Capital Management#1121 · 488 sh | 488 | $343.2K | — | 0.0% |
| 1122 | May Barnhard Investments#1122 · 487 sh | 487 | $342.5K | — | 0.0% |
| 1123 | BFSG#1123 · 485 sh | 485 | $341.1K | 0.03% | 0.0% |
| 1124 | Accurate Wealth Management#1124 · 494 sh | 494 | $341.1K | — | +38.8% |
| 1125 | Heritage Wealth Management#1125 · 481 sh | 481 | $338.6K | 0.08% | 0.0% |
| 1126 | Granite Harbor Advisors#1126 · 479 sh | 479 | $336.7K | 0.13% | 0.0% |
| 1127 | Gladwyn Financial Advisors#1127 · 477 sh | 477 | $335.4K | — | +2.8% |
| 1128 | MARYLAND CAPITAL ADVISORS#1128 · 476 sh | 476 | $334.8K | — | — |
| 1129 | Stonebrook Private#1129 · 475 sh | 475 | $334.1K | 0.06% | New |
| 1130 | Birch Hill Investment Advisors#1130 · 475 sh | 475 | $334.1K | — | 0.0% |
| 1131 | NATIONAL BANK OF CANADA#1131 · 473 sh | 473 | $332.6K | <0.01% | +11.6% |
| 1132 | Lesa Sroufe#1132 · 470 sh | 470 | $331.0K | 0.24% | 0.0% |
| 1133 | Index Fund Advisors#1133 · 469 sh | 469 | $329.9K | 0.01% | 0.0% |
| 1134 | Bensler#1134 · 469 sh | 469 | $329.6K | 0.03% | +0.2% |
| 1135 | PDS Planning#1135 · 468 sh | 468 | $329.2K | 0.02% | 0.0% |
| 1136 | Essex Savings Bank#1136 · 467 sh | 467 | $328.5K | — | 0.0% |
| 1137 | Friday Financial#1137 · 477 sh | 477 | $328.2K | — | New |
| 1138 | RESOURCES MANAGEMENT /CT#1138 · 466 sh | 466 | $327.8K | 0.04% | 0.0% |
| 1139 | Root Financial Partners#1139 · 465 sh | 465 | $326.9K | — | 0.0% |
| 1140 | Aspen Investment Management#1140 · 463 sh | 463 | $326.0K | 0.09% | 0.0% |
| 1141 | WealthPlan Investment Management#1141 · 463 sh | 463 | $325.9K | — | -15.7% |
| 1142 | SouthState Bank#1142 · 463 sh | 463 | $325.6K | 0.01% | 0.0% |
| 1143 | WealthTrust Axiom#1143 · 462 sh | 462 | $325.2K | 0.07% | 0.0% |
| 1144 | Ballast Rock Private Wealth#1144 · 461 sh | 461 | $325.1K | — | 0.0% |
| 1145 | O'Brien Greene#1145 · 460 sh | 460 | $323.5K | 0.09% | 0.0% |
| 1146 | TICINO WEALTH#1146 · 460 sh | 460 | $323.5K | — | 0.0% |
| 1147 | INVESTMENT ADVISORY SERVICES /TX#1147 · 460 sh | 460 | $323.5K | — | 0.0% |
| 1148 | EVERGREEN CAPITAL MANAGEMENT#1148 · 457 sh | 457 | $322.3K | — | 0.0% |
| 1149 | SAPIENT CAPITAL#1149 · 457 sh | 457 | $322.2K | — | 0.0% |
| 1150 | ADKINS SEALE CAPITAL MANAGEMENT#1150 · 458 sh | 458 | $322.1K | 0.29% | 0.0% |
| 1151 | Jaffetilchin Investment Partners#1151 · 457 sh | 457 | $321.7K | 0.02% | +0.2% |
| 1152 | Sound Portfolio Advisors#1152 · 456 sh | 456 | $320.7K | 0.23% | -5.6% |
| 1153 | Generation Capital Management#1153 · 455 sh | 455 | $320.0K | 0.20% | 0.0% |
| 1154 | GENESIS PRIVATE WEALTH#1154 · 454 sh | 454 | $319.3K | 0.09% | New |
| 1155 | Allegheny Financial Group LTD#1155 · 452 sh | 452 | $318.4K | 0.03% | +4.6% |
| 1156 | Global Assets Advisory#1156 · 455 sh | 455 | $318.4K | 0.07% | New |
| 1157 | ENTRUST FINANCIAL#1157 · 450 sh | 450 | $316.7K | 0.21% | 0.0% |
| 1158 | Exeter Financial#1158 · 450 sh | 450 | $316.5K | — | 0.0% |
| 1159 | American National Bank of Texas#1159 · 450 sh | 450 | $316.5K | — | 0.0% |
| 1160 | FINANCIAL COUNSELORS#1160 · 450 sh | 450 | $316.5K | — | 0.0% |
| 1161 | JSF Financial#1161 · 450 sh | 450 | $316.3K | — | +0.2% |
| 1162 | Financial Partners Group#1162 · 448 sh | 448 | $315.1K | — | 0.0% |
| 1163 | Fermata Advisors#1163 · 448 sh | 448 | $314.9K | — | 0.0% |
| 1164 | Aquire Wealth Advisors#1164 · 446 sh | 446 | $313.7K | — | +0.5% |
| 1165 | CVFG#1165 · 445 sh | 445 | $313.2K | 0.03% | -6.3% |
| 1166 | Fourth Dimension Wealth#1166 · 445 sh | 445 | $313.0K | 0.10% | +20.3% |
| 1167 | Tranquility Partners#1167 · 443 sh | 443 | $311.6K | — | -8.3% |
| 1168 | Oder Investment Management#1168 · 443 sh | 443 | $311.6K | 0.21% | 0.0% |
| 1169 | ZACKS INVESTMENT MANAGEMENT#1169 · 442 sh | 442 | $311.2K | <0.01% | New |
| 1170 | WATERS PARKERSON#1170 · 442 sh | 442 | $310.9K | 0.02% | -35.9% |
| 1171 | Trexquant Investment#1171 · 442 sh | 442 | $310.9K | <0.01% | -1.3% |
| 1172 | INSPIRION WEALTH ADVISORS#1172 · 445 sh | 445 | $310.2K | — | 0.0% |
| 1173 | MATHER GROUP#1173 · 437 sh | 437 | $307.0K | — | +6.3% |
| 1174 | Vision Retirement#1174 · 436 sh | 436 | $306.8K | 0.07% | 0.0% |
| 1175 | SIGNATUREFD#1175 · 436 sh | 436 | $306.7K | — | 0.0% |
| 1176 | Samara Investment Management#1176 · 436 sh | 436 | $306.7K | 0.28% | -14.7% |
| 1177 | SMITHBRIDGE ASSET MANAGEMENT#1177 · 435 sh | 435 | $306.0K | — | 0.0% |
| 1178 | NORTHSTAR ASSET MANAGEMENT#1178 · 435 sh | 435 | $306.0K | 0.09% | -4.6% |
| 1179 | Inscription Capital#1179 · 435 sh | 435 | $305.9K | 0.03% | +0.2% |
| 1180 | Per Stirling Capital Management#1180 · 431 sh | 431 | $303.5K | 0.03% | -3.1% |
| 1181 | William Mack & Associates#1181 · 431 sh | 431 | $303.1K | 0.11% | New |
| 1182 | VAN STRUM & TOWNE#1182 · 430 sh | 430 | $302.4K | 0.08% | 0.0% |
| 1183 | Strategic Financial Concepts#1183 · 427 sh | 427 | $300.7K | 0.09% | -11.4% |
| 1184 | Broadway Wealth Solutions#1184 · 427 sh | 427 | $300.3K | — | 0.0% |
| 1185 | Symphony Financial, Ltd.#1185 · 430 sh | 430 | $300.1K | — | +0.2% |
| 1186 | DONALDSON CAPITAL MANAGEMENT#1186 · 426 sh | 426 | $299.9K | <0.01% | New |
| 1187 | First Nebraska#1187 · 425 sh | 425 | $298.9K | 0.02% | 0.0% |
| 1188 | INVESTMENT PARTNERS, LTD.#1188 · 424 sh | 424 | $298.2K | 0.09% | 0.0% |
| 1189 | Bogart Wealth#1189 · 422 sh | 422 | $296.8K | 0.01% | 0.0% |
| 1190 | Pinnacle Wealth Planning Services#1190 · 422 sh | 422 | $296.8K | 0.03% | 0.0% |
| 1191 | LOWERY THOMAS#1191 · 422 sh | 422 | $296.5K | 0.14% | +0.2% |
| 1192 | EXCALIBUR MANAGEMENT#1192 · 421 sh | 421 | $296.1K | 0.10% | 0.0% |
| 1193 | Boston Walden#1193 · 420 sh | 420 | $295.4K | <0.01% | -34.9% |
| 1194 | Unified Investment Management#1194 · 419 sh | 419 | $294.7K | — | -1.9% |
| 1195 | Hegarty Advisors#1195 · 419 sh | 419 | $294.7K | — | New |
| 1196 | Powerhouse Assets#1196 · 418 sh | 418 | $294.2K | — | 0.0% |
| 1197 | Progressive Investment Management#1197 · 416 sh | 416 | $292.6K | — | -8.6% |
| 1198 | BAR HARBOR WEALTH MANAGEMENT#1198 · 414 sh | 414 | $291.2K | — | 0.0% |
| 1199 | Trust Co#1199 · 411 sh | 411 | $289.1K | — | 0.0% |
| 1200 | Legacy#1200 · 411 sh | 411 | $289.1K | 0.05% | -3.5% |
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.