SPDR S&P MIDCAP 400 ETF TRUST (MDY) — Institutional Holders, Q2 2026 (page 16)
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 1,501 to 1,545. 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 1,501–1,545 of 1,545
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1501 | Monetary Solutions, Ltd#1501 · 40 sh | 40 | $28.1K | — | 0.0% |
| 1502 | SHP Wealth Management#1502 · 37 sh | 37 | $26.0K | <0.01% | 0.0% |
| 1503 | GILL CAPITAL PARTNERS#1503 · 36 sh | 36 | $25.3K | — | +100.0% |
| 1504 | Versant Capital Management#1504 · 36 sh | 36 | $25.3K | — | 0.0% |
| 1505 | WEBSTER BANK, N. A.#1505 · 35 sh | 35 | $24.6K | <0.01% | 0.0% |
| 1506 | MTM Investment Management#1506 · 33 sh | 33 | $23.2K | <0.01% | New |
| 1507 | Cornerstone Planning Group#1507 · 33 sh | 33 | $23.0K | — | -2.9% |
| 1508 | GGM Financials#1508 · 31 sh | 31 | $21.5K | <0.01% | -65.2% |
| 1509 | Steigerwald, Gordon & Koch#1509 · 30 sh | 30 | $21.1K | <0.01% | 0.0% |
| 1510 | CONSULTIVA WEALTH MANAGEMENT#1510 · 28 sh | 28 | $19.7K | 0.04% | 0.0% |
| 1511 | GABLES CAPITAL MANAGEMENT#1511 · 27 sh | 27 | $19.0K | <0.01% | 0.0% |
| 1512 | CHILTON CAPITAL MANAGEMENT#1512 · 25 sh | 25 | $17.6K | <0.01% | -30.6% |
| 1513 | CGC Financial Services#1513 · 25 sh | 25 | $17.6K | — | 0.0% |
| 1514 | Signature Equity Partners#1514 · 25 sh | 25 | $17.6K | <0.01% | 0.0% |
| 1515 | Activest Wealth Management#1515 · 24 sh | 24 | $16.9K | — | 0.0% |
| 1516 | CVA Family Office#1516 · 23 sh | 23 | $16.2K | <0.01% | 0.0% |
| 1517 | Capital Analysts#1517 · 23 sh | 23 | $16.0K | <0.01% | 0.0% |
| 1518 | Olistico Wealth#1518 · 20 sh | 20 | $14.1K | — | 0.0% |
| 1519 | CKW FINANCIAL GROUP#1519 · 20 sh | 20 | $14.0K | <0.01% | 0.0% |
| 1520 | Murphy & Mullick Capital Management#1520 · 18 sh | 18 | $12.7K | <0.01% | 0.0% |
| 1521 | BURKETT FINANCIAL SERVICES#1521 · 17 sh | 17 | $12.5K | — | -32.0% |
| 1522 | VALLEY NATIONAL ADVISERS#1522 · 17 sh | 17 | $12.0K | — | 0.0% |
| 1523 | Newbridge Financial Services Group#1523 · 17 sh | 17 | $11.7K | — | 0.0% |
| 1524 | MJT & Associates Financial Advisory Group#1524 · 16 sh | 16 | $11.3K | — | 0.0% |
| 1525 | Kentucky#1525 · 16 sh | 16 | $11.3K | — | 0.0% |
| 1526 | Nova Wealth Management#1526 · 15 sh | 15 | $10.6K | <0.01% | 0.0% |
| 1527 | CHAPMAN FINANCIAL GROUP#1527 · 14 sh | 14 | $9.8K | — | 0.0% |
| 1528 | Downshift Financial#1528 · 14 sh | 14 | $9.8K | — | New |
| 1529 | Dunhill Financial#1529 · 14 sh | 14 | $9.8K | <0.01% | 0.0% |
| 1530 | GHP Investment Advisors#1530 · 12 sh | 12 | $8.4K | — | 0.0% |
| 1531 | Roble, Belko & Company#1531 · 11 sh | 11 | $8.0K | <0.01% | 0.0% |
| 1532 | Oakworth Capital#1532 · 11 sh | 11 | $7.7K | — | 0.0% |
| 1533 | Solstein Capital#1533 · 10 sh | 10 | $7.0K | <0.01% | 0.0% |
| 1534 | Rossby Financial, LCC#1534 · 10 sh | 10 | $7.0K | <0.01% | 0.0% |
| 1535 | Timmons Wealth Management#1535 · 9 sh | 9 | $6.2K | <0.01% | 0.0% |
| 1536 | Fairscale Capital#1536 · 8 sh | 8 | $5.6K | <0.01% | 0.0% |
| 1537 | CALDWELL SUTTER CAPITAL#1537 · 7 sh | 7 | $4.9K | <0.01% | 0.0% |
| 1538 | Coston, McIsaac & Partners#1538 · 6 sh | 6 | $4.0K | <0.01% | 0.0% |
| 1539 | Heritage Wealth Advisors#1539 · 5 sh | 5 | $3.5K | <0.01% | 0.0% |
| 1540 | 1620 INVESTMENT ADVISORS#1540 · 2 sh | 2 | $1.4K | <0.01% | New |
| 1541 | Byrne Asset Management#1541 · 2 sh | 2 | $1.4K | — | New |
| 1542 | Lodestone Wealth Management#1542 · 2 sh | 2 | $1.4K | — | 0.0% |
| 1543 | Tower Research Capital (TRC)#1543 · 1 sh | 1 | $703.00 | 0.00% | -98.1% |
| 1544 | CARY STREET PARTNERS INVESTMENT ADVISORY#1544 · 1 sh | 1 | $703.00 | <0.01% | 0.0% |
| 1545 | VESTOR CAPITAL#1545 · 2,500 sh | 2,500 | — | — | -91.9% |
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.