SPDR S&P MIDCAP 400 ETF TRUST (MDY) — Institutional Holders, Q2 2026 (page 14)
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 1,301 to 1,400. 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 1,301–1,400 of 1,545
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | GUARDIAN WEALTH ADVISORS, / NC#1301 · 329 sh | 329 | $231.6K | 0.01% | -4.4% |
| 1302 | Garrett Wealth Advisory Group#1302 · 328 sh | 328 | $230.7K | — | 0.0% |
| 1303 | Eagle Bluffs Wealth Management#1303 · 327 sh | 327 | $230.5K | — | 0.0% |
| 1304 | D L CARLSON INVESTMENT GROUP#1304 · 328 sh | 328 | $230.4K | 0.04% | +0.3% |
| 1305 | Crescent Grove Advisors#1305 · 325 sh | 325 | $229.1K | — | 0.0% |
| 1306 | Pictet & Cie (Europe) SA#1306 · 325 sh | 325 | $228.6K | — | 0.0% |
| 1307 | MRA Advisory Group#1307 · 325 sh | 325 | $228.6K | — | 0.0% |
| 1308 | FourThought Financial Partners#1308 · 325 sh | 325 | $228.6K | 0.02% | -1.5% |
| 1309 | Integrated Wealth Management#1309 · 325 sh | 325 | $228.6K | — | -3.6% |
| 1310 | Wingate Wealth Advisors#1310 · 325 sh | 325 | $228.6K | — | 0.0% |
| 1311 | WNY Asset Management#1311 · 324 sh | 324 | $227.9K | 0.02% | New |
| 1312 | JB Capital#1312 · 324 sh | 324 | $227.6K | — | -5.5% |
| 1313 | Family Office Research#1313 · 322 sh | 322 | $226.4K | — | New |
| 1314 | Kelsey Financial#1314 · 321 sh | 321 | $225.8K | 0.17% | New |
| 1315 | Mason & Associates#1315 · 319 sh | 319 | $224.4K | 0.04% | New |
| 1316 | CORA CAPITAL ADVISORS#1316 · 318 sh | 318 | $223.7K | 0.06% | New |
| 1317 | Vantus Wealth#1317 · 317 sh | 317 | $223.0K | 0.12% | — |
| 1318 | YHB Investment Advisors#1318 · 315 sh | 315 | $221.6K | — | -3.1% |
| 1319 | Mystic Asset Management#1319 · 314 sh | 314 | $220.8K | — | New |
| 1320 | Umpqua Bank#1320 · 314 sh | 314 | $220.8K | 0.05% | New |
| 1321 | Flagship Private Wealth#1321 · 313 sh | 313 | $220.2K | 0.08% | -10.3% |
| 1322 | FULTON BANK, N.A.#1322 · 313 sh | 313 | $220.1K | — | New |
| 1323 | BostonPremier Wealth#1323 · 313 sh | 313 | $219.9K | — | New |
| 1324 | Level Wealth Management#1324 · 311 sh | 311 | $219.5K | — | New |
| 1325 | Strategent Financial#1325 · 312 sh | 312 | $219.4K | 0.13% | -6.6% |
| 1326 | Capital Advisors Wealth Management#1326 · 312 sh | 312 | $219.4K | — | New |
| 1327 | BCGM Wealth Management#1327 · 312 sh | 312 | $219.3K | 0.05% | New |
| 1328 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY#1328 · 310 sh | 310 | $218.9K | 0.12% | 0.0% |
| 1329 | RAM Investment Partners#1329 · 310 sh | 310 | $218.4K | — | New |
| 1330 | Vision Capital Management#1330 · 310 sh | 310 | $218.0K | — | New |
| 1331 | WINEBRENNER CAPITAL MANAGEMENT#1331 · 310 sh | 310 | $218.0K | — | New |
| 1332 | GREAT LAKES ADVISORS#1332 · 308 sh | 308 | $216.6K | <0.01% | New |
| 1333 | Horizon Wealth Management#1333 · 308 sh | 308 | $216.6K | 0.03% | New |
| 1334 | BlueChip Wealth Advisors#1334 · 308 sh | 308 | $216.6K | 0.08% | -30.3% |
| 1335 | Darwin Wealth Management#1335 · 305 sh | 305 | $214.9K | 0.06% | 0.0% |
| 1336 | Geneos Wealth Management#1336 · 305 sh | 305 | $214.4K | <0.01% | -24.7% |
| 1337 | Cornerstone Advisory#1337 · 304 sh | 304 | $213.8K | 0.02% | New |
| 1338 | Bluesphere Advisors#1338 · 303 sh | 303 | $213.1K | — | New |
| 1339 | BOS Asset Management#1339 · 303 sh | 303 | $213.1K | — | New |
| 1340 | BALDWIN WEALTH PARTNERS#1340 · 302 sh | 302 | $212.4K | — | New |
| 1341 | UNIVEST FINANCIAL#1341 · 301 sh | 301 | $211.8K | 0.01% | New |
| 1342 | Beaird Harris Wealth Management#1342 · 301 sh | 301 | $211.7K | 0.01% | +7.1% |
| 1343 | Cooke Wealth Management#1343 · 301 sh | 301 | $211.7K | — | New |
| 1344 | Atlanta Consulting Group Advisors#1344 · 300 sh | 300 | $211.5K | 0.03% | New |
| 1345 | One Capital Management#1345 · 342 sh | 342 | $211.4K | <0.01% | 0.0% |
| 1346 | Boston Common Asset Management#1346 · 300 sh | 300 | $211.0K | — | New |
| 1347 | Corundum Group#1347 · 300 sh | 300 | $211.0K | 0.06% | New |
| 1348 | JT Stratford#1348 · 300 sh | 300 | $211.0K | 0.02% | New |
| 1349 | Pacific Capital Wealth Advisors#1349 · 300 sh | 300 | $211.0K | — | New |
| 1350 | Systematic Alpha Investments#1350 · 300 sh | 300 | $211.0K | <0.01% | New |
| 1351 | Kearns & Associates#1351 · 300 sh | 300 | $211.0K | — | New |
| 1352 | LJI Wealth Management#1352 · 300 sh | 300 | $211.0K | 0.03% | New |
| 1353 | Pingora Partners#1353 · 300 sh | 300 | $211.0K | 0.12% | 0.0% |
| 1354 | Mountain Hill Investment Partners#1354 · 300 sh | 300 | $211.0K | — | 0.0% |
| 1355 | BEACON HILL WEALTH MANAGEMENT LTD.#1355 · 300 sh | 300 | $211.0K | — | — |
| 1356 | GREENUP STREET WEALTH MANAGEMENT#1356 · 299 sh | 299 | $210.3K | 0.03% | New |
| 1357 | SOUTH PLAINS FINANCIAL#1357 · 298 sh | 298 | $209.6K | 0.11% | 0.0% |
| 1358 | Financial Advisory#1358 · 297 sh | 297 | $208.9K | — | New |
| 1359 | EVERPAR ADVISORS#1359 · 297 sh | 297 | $208.9K | 0.06% | New |
| 1360 | VISTA CAPITAL PARTNERS#1360 · 296 sh | 296 | $208.3K | 0.02% | New |
| 1361 | Key FInancial#1361 · 296 sh | 296 | $208.2K | 0.03% | 0.0% |
| 1362 | Acropolis Investment Management#1362 · 294 sh | 294 | $206.8K | — | +18.1% |
| 1363 | Tactive Advisors#1363 · 294 sh | 294 | $206.8K | — | New |
| 1364 | Laurel Wealth Advisors#1364 · 293 sh | 293 | $206.1K | 0.02% | New |
| 1365 | NerdWallet Wealth Partners#1365 · 293 sh | 293 | $206.1K | 0.07% | New |
| 1366 | McElhenny Sheffield Capital Management#1366 · 292 sh | 292 | $205.4K | 0.05% | -34.4% |
| 1367 | of the South#1367 · 292 sh | 292 | $205.4K | — | New |
| 1368 | ALEXANDER LABRUNERIE#1368 · 292 sh | 292 | $205.4K | 0.07% | New |
| 1369 | Noble Wealth Management PBC#1369 · 292 sh | 292 | $205.4K | — | 0.0% |
| 1370 | Integrity Wealth Solutions#1370 · 291 sh | 291 | $204.9K | 0.08% | New |
| 1371 | CASCADE INVESTMENT GROUP#1371 · 291 sh | 291 | $204.7K | — | New |
| 1372 | Rossmore Private Capital#1372 · 290 sh | 290 | $204.5K | 0.02% | New |
| 1373 | DENVER WEALTH MANAGEMENT#1373 · 290 sh | 290 | $204.0K | 0.06% | New |
| 1374 | Aldebaran Financial#1374 · 290 sh | 290 | $204.0K | 0.17% | New |
| 1375 | COWA#1375 · 290 sh | 290 | $204.0K | 0.05% | New |
| 1376 | James J. Burns & Company#1376 · 290 sh | 290 | $204.0K | — | New |
| 1377 | Hoese & LLP#1377 · 290 sh | 290 | $204.0K | — | 0.0% |
| 1378 | Shakespeare Wealth Management#1378 · 289 sh | 289 | $203.2K | 0.05% | New |
| 1379 | KAVAR CAPITAL PARTNERS GROUP#1379 · 288 sh | 288 | $202.6K | 0.03% | New |
| 1380 | IHT Wealth Management#1380 · 288 sh | 288 | $202.6K | <0.01% | -34.4% |
| 1381 | MMA ASSET MANAGEMENT#1381 · 287 sh | 287 | $202.2K | 0.06% | New |
| 1382 | Smith Partners Wealth Management#1382 · 287 sh | 287 | $201.9K | 0.16% | New |
| 1383 | Fox Hill Wealth Management#1383 · 286 sh | 286 | $201.3K | 0.08% | New |
| 1384 | Chesapeake Wealth Management#1384 · 285 sh | 285 | $200.5K | 0.06% | New |
| 1385 | BLUE BELL PRIVATE WEALTH MANAGEMENT#1385 · 282 sh | 282 | $198.3K | 0.02% | -15.1% |
| 1386 | BAYBAN#1386 · 273 sh | 273 | $192.0K | 0.15% | 0.0% |
| 1387 | Providence Capital Advisors#1387 · 270 sh | 270 | $189.9K | 0.03% | New |
| 1388 | Jackson, Grant Investment Advisers#1388 · 254 sh | 254 | $178.9K | 0.06% | -1.9% |
| 1389 | EVERMAY WEALTH MANAGEMENT#1389 · 250 sh | 250 | $176.3K | 0.02% | 0.0% |
| 1390 | Longview Financial Advisors#1390 · 244 sh | 244 | $171.6K | 0.08% | 0.0% |
| 1391 | CITY HOLDING#1391 · 240 sh | 240 | $168.8K | — | 0.0% |
| 1392 | Align Financial#1392 · 238 sh | 238 | $167.4K | — | 0.0% |
| 1393 | Russell Investments Group, Ltd.#1393 · 227 sh | 227 | $160.0K | <0.01% | -5.8% |
| 1394 | Comprehensive Financial Planning#1394 · 226 sh | 226 | $158.8K | 0.08% | +6.1% |
| 1395 | ATWOOD & PALMER#1395 · 223 sh | 223 | $156.5K | — | -40.2% |
| 1396 | TIAA Wealth Investment Management#1396 · 219 sh | 219 | $152.8K | <0.01% | +51.0% |
| 1397 | ATLAS CAPITAL ADVISORS#1397 · 217 sh | 217 | $152.6K | 0.02% | 0.0% |
| 1398 | Three Bearings Fiduciary Advisors#1398 · 199 sh | 199 | $140.2K | 0.13% | 0.0% |
| 1399 | Mascoma Wealth Management#1399 · 198 sh | 198 | $139.3K | — | 0.0% |
| 1400 | Holos Integrated Wealth#1400 · 200 sh | 200 | $137.6K | — | 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.