SPDR S&P MIDCAP 400 ETF TRUST (MDY) — Institutional Holders, Q2 2026 (page 13)
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 1,201 to 1,300. 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 1,201–1,300 of 1,545
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | CLUNE & ASSOCIATES, LTD.#1201 · 409 sh | 409 | $287.4K | — | -6.4% |
| 1202 | HAZLETT, BURT & WATSON#1202 · 406 sh | 406 | $287.0K | 0.08% | -7.1% |
| 1203 | SHEETS SMITH WEALTH MANAGEMENT#1203 · 406 sh | 406 | $285.3K | — | 0.0% |
| 1204 | Milestone Asset Management Group#1204 · 403 sh | 403 | $283.1K | — | +4.1% |
| 1205 | Keel Point#1205 · 401 sh | 401 | $281.9K | 0.02% | +0.2% |
| 1206 | Warren Street Wealth Advisors#1206 · 400 sh | 400 | $281.3K | 0.06% | 0.0% |
| 1207 | Cordatus Wealth Management#1207 · 400 sh | 400 | $281.3K | — | 0.0% |
| 1208 | SkyOak Wealth#1208 · 400 sh | 400 | $281.3K | 0.05% | 0.0% |
| 1209 | Fortis Capital Management#1209 · 400 sh | 400 | $281.3K | 0.03% | New |
| 1210 | Rockwood Wealth Management#1210 · 400 sh | 400 | $281.3K | — | 0.0% |
| 1211 | S&A Financial Services#1211 · 396 sh | 396 | $278.9K | 0.17% | -3.4% |
| 1212 | OxenFree Capital#1212 · 405 sh | 405 | $278.7K | — | 0.0% |
| 1213 | STG SECURITIES#1213 · 396 sh | 396 | $278.5K | 0.02% | — |
| 1214 | Summit Financial Wealth Advisors#1214 · 395 sh | 395 | $278.0K | — | +0.3% |
| 1215 | FSM Wealth Advisors#1215 · 395 sh | 395 | $277.8K | — | 0.0% |
| 1216 | Alpha Zero#1216 · 400 sh | 400 | $277.2K | 0.11% | 0.0% |
| 1217 | Federation des caisses Desjardins du Quebec#1217 · 393 sh | 393 | $276.4K | <0.01% | -11.3% |
| 1218 | IAG Wealth Partners#1218 · 392 sh | 392 | $275.7K | 0.03% | 0.0% |
| 1219 | First Pacific Financial#1219 · 390 sh | 390 | $274.3K | — | -4.6% |
| 1220 | KING LUTHER CAPITAL MANAGEMENT#1220 · 388 sh | 388 | $272.9K | <0.01% | -0.5% |
| 1221 | SHUFRO ROSE#1221 · 387 sh | 387 | $272.0K | 0.02% | 0.0% |
| 1222 | QUADRANT CAPITAL GROUP#1222 · 385 sh | 385 | $270.9K | — | -50.0% |
| 1223 | Private Capital Management#1223 · 385 sh | 385 | $270.8K | 0.02% | 0.0% |
| 1224 | Stonebridge Financial Group, / MO#1224 · 384 sh | 384 | $270.1K | 0.18% | -3.5% |
| 1225 | Advisory Alpha#1225 · 383 sh | 383 | $269.7K | <0.01% | -6.6% |
| 1226 | Nicholas Hoffman & Company#1226 · 383 sh | 383 | $269.4K | <0.01% | 0.0% |
| 1227 | HENGEHOLD CAPITAL MANAGEMENT#1227 · 383 sh | 383 | $269.3K | — | -3.5% |
| 1228 | CONTINUUM WEALTH ADVISORS#1228 · 382 sh | 382 | $268.7K | — | New |
| 1229 | Foster Group#1229 · 381 sh | 381 | $268.0K | — | 0.0% |
| 1230 | Advyzon Investment Management#1230 · 380 sh | 380 | $267.4K | 0.02% | +20.6% |
| 1231 | NOESIS CAPITAL MANGEMENT#1231 · 380 sh | 380 | $267.3K | — | 0.0% |
| 1232 | Westside Investment Management#1232 · 380 sh | 380 | $267.3K | 0.04% | 0.0% |
| 1233 | First Heartland Consultants#1233 · 379 sh | 379 | $266.6K | — | New |
| 1234 | CREATIVE FINANCIAL DESIGNS#1234 · 377 sh | 377 | $265.5K | 0.01% | +15.3% |
| 1235 | Confluence Wealth Services#1235 · 377 sh | 377 | $265.2K | <0.01% | 0.0% |
| 1236 | Arjuna Capital#1236 · 375 sh | 375 | $263.8K | 0.06% | 0.0% |
| 1237 | J. L. Bainbridge#1237 · 375 sh | 375 | $263.8K | — | 0.0% |
| 1238 | Stokes Family Office#1238 · 375 sh | 375 | $263.8K | 0.03% | +0.8% |
| 1239 | FULTON BREAKEFIELD BROENNIMAN#1239 · 374 sh | 374 | $263.0K | 0.02% | 0.0% |
| 1240 | Team Hewins#1240 · 373 sh | 373 | $263.0K | 0.07% | 0.0% |
| 1241 | Orion Capital Management#1241 · 374 sh | 374 | $262.7K | 0.08% | 0.0% |
| 1242 | Paragon Capital Management#1242 · 372 sh | 372 | $261.6K | 0.12% | -33.9% |
| 1243 | Verum Partners#1243 · 371 sh | 371 | $260.9K | — | New |
| 1244 | PATTEN & PATTEN#1244 · 370 sh | 370 | $260.2K | — | 0.0% |
| 1245 | Weaver Consulting Group#1245 · 370 sh | 370 | $260.2K | — | New |
| 1246 | Lotus Asset Management#1246 · 370 sh | 370 | $260.2K | — | — |
| 1247 | JACOBS#1247 · 370 sh | 370 | $260.0K | — | 0.0% |
| 1248 | Financial Futures Ltd Liability#1248 · 368 sh | 368 | $259.1K | — | 0.0% |
| 1249 | Enclave Advisors#1249 · 366 sh | 366 | $257.4K | — | 0.0% |
| 1250 | MAGNOLIA CAPITAL ADVISORS#1250 · 365 sh | 365 | $256.7K | 0.04% | 0.0% |
| 1251 | PURSUE WEALTH PARTNERS#1251 · 365 sh | 365 | $256.7K | 0.14% | 0.0% |
| 1252 | WealthShield Partners#1252 · 364 sh | 364 | $256.6K | 0.04% | -7.1% |
| 1253 | Copper Harbor Investment Advisors#1253 · 364 sh | 364 | $256.1K | — | — |
| 1254 | FIRST FOUNDATION ADVISORS#1254 · 363 sh | 363 | $255.3K | <0.01% | 0.0% |
| 1255 | Tradition Wealth Management#1255 · 361 sh | 361 | $254.3K | 0.02% | 0.0% |
| 1256 | Sandy Cove Advisors#1256 · 361 sh | 361 | $253.9K | 0.06% | New |
| 1257 | Lumbard & Kellner#1257 · 360 sh | 360 | $253.2K | 0.08% | 0.0% |
| 1258 | Ruggiero Investments#1258 · 360 sh | 360 | $253.2K | 0.21% | -8.4% |
| 1259 | FORBES J M & LLP#1259 · 358 sh | 358 | $251.8K | — | 0.0% |
| 1260 | Magnus Financial Group#1260 · 357 sh | 357 | $251.4K | — | -0.6% |
| 1261 | Nordwand Advisors#1261 · 357 sh | 357 | $251.1K | 0.04% | 0.0% |
| 1262 | Indivisible Partners#1262 · 357 sh | 357 | $250.8K | — | New |
| 1263 | TUCKER ASSET MANAGEMENT#1263 · 356 sh | 356 | $250.4K | 0.06% | New |
| 1264 | HARBOR INVESTMENT ADVISORY#1264 · 355 sh | 355 | $249.7K | — | 0.0% |
| 1265 | First County Bank#1265 · 355 sh | 355 | $249.7K | — | New |
| 1266 | THOMPSON DAVIS#1266 · 354 sh | 354 | $249.0K | 0.15% | -7.8% |
| 1267 | Proficio Capital Partners#1267 · 353 sh | 353 | $248.6K | <0.01% | 0.0% |
| 1268 | AMERICAN CAPITAL MANAGEMENT#1268 · 353 sh | 353 | $248.3K | 0.01% | 0.0% |
| 1269 | Clark Capital Management Group#1269 · 353 sh | 353 | $248.3K | <0.01% | New |
| 1270 | Cynosure Management#1270 · 353 sh | 353 | $248.3K | 0.04% | 0.0% |
| 1271 | CADINHA#1271 · 353 sh | 353 | $248.3K | — | 0.0% |
| 1272 | OARSMAN CAPITAL#1272 · 352 sh | 352 | $247.6K | 0.03% | +3.5% |
| 1273 | Kapstone Financial Advisors#1273 · 352 sh | 352 | $247.6K | 0.10% | 0.0% |
| 1274 | DIMENSION CAPITAL MANAGEMENT#1274 · 351 sh | 351 | $246.9K | 0.03% | 0.0% |
| 1275 | CNB Bank#1275 · 351 sh | 351 | $246.9K | 0.10% | 0.0% |
| 1276 | BLACKHILL CAPITAL#1276 · 351 sh | 351 | $246.9K | 0.01% | 0.0% |
| 1277 | SILVERLAKE WEALTH MANAGEMENT#1277 · 350 sh | 350 | $246.2K | — | 0.0% |
| 1278 | Purkiss Capital Advisors#1278 · 350 sh | 350 | $246.2K | 0.09% | 0.0% |
| 1279 | Breakwater Investment Management#1279 · 349 sh | 349 | $245.5K | — | 0.0% |
| 1280 | Great Waters Wealth Management#1280 · 348 sh | 348 | $245.0K | — | 0.0% |
| 1281 | FIRST INTERSTATE BANK#1281 · 346 sh | 346 | $243.4K | — | 0.0% |
| 1282 | SYON CAPITAL#1282 · 345 sh | 345 | $242.7K | 0.01% | New |
| 1283 | Madden Advisory Services#1283 · 344 sh | 344 | $241.9K | 0.09% | -1.7% |
| 1284 | Armstrong, Fleming & Moore#1284 · 343 sh | 343 | $241.2K | 0.08% | New |
| 1285 | Strategic Family Wealth Counselors, L.L.C.#1285 · 342 sh | 342 | $240.9K | 0.06% | 0.0% |
| 1286 | Advisor OS#1286 · 342 sh | 342 | $240.1K | 0.02% | New |
| 1287 | Guild Investment Management#1287 · 340 sh | 340 | $239.1K | 0.16% | 0.0% |
| 1288 | Silicon Valley Capital Partners#1288 · 338 sh | 338 | $237.5K | 0.02% | +0.3% |
| 1289 | Sherry Group#1289 · 340 sh | 340 | $237.3K | — | New |
| 1290 | Windsor Capital Management#1290 · 335 sh | 335 | $236.2K | — | -0.3% |
| 1291 | NICHOLS & PRATT ADVISERS LLP#1291 · 335 sh | 335 | $235.6K | — | 0.0% |
| 1292 | FINANCIAL DISCOVERY GROUP#1292 · 334 sh | 334 | $234.9K | 0.50% | New |
| 1293 | Financial & Tax Architects#1293 · 334 sh | 334 | $234.9K | — | -95.7% |
| 1294 | Occidental Asset Management#1294 · 333 sh | 333 | $234.2K | 0.02% | 0.0% |
| 1295 | Silver Oak Advisory Group#1295 · 333 sh | 333 | $234.0K | 0.09% | 0.0% |
| 1296 | First Bank#1296 · 332 sh | 332 | $233.5K | — | 0.0% |
| 1297 | MARINO, STRAM & ASSOCIATES#1297 · 331 sh | 331 | $232.5K | — | -2.4% |
| 1298 | RiverFront Investment Group#1298 · 330 sh | 330 | $232.1K | <0.01% | New |
| 1299 | Madison Wealth Partners#1299 · 330 sh | 330 | $232.1K | 0.03% | New |
| 1300 | Keebeck Wealth Management#1300 · 329 sh | 329 | $232.0K | 0.02% | 0.0% |
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.