SPDR S&P MIDCAP 400 ETF TRUST (MDY) — Institutional Holders, Q2 2026 (page 2)
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 101 to 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 101–200 of 1,545
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | 1ST SOURCE BANK#101 · 36,184 sh | 36,184 | $25.4M | 1.15% | +0.6% |
| 102 | Madison Asset Management#102 · 35,518 sh | 35,518 | $25.0M | 0.30% | -40.1% |
| 103 | Kestra Advisory Services#103 · 35,015 sh | 35,015 | $24.6M | 0.08% | -6.1% |
| 104 | CITADEL ADVISORS#104 · 34,729 sh | 34,729 | $24.4M | <0.01% | New |
| 105 | SummitTX Capital, L.P.#105 · 34,353 sh | 34,353 | $24.2M | 0.62% | -35.8% |
| 106 | YOUNGS ADVISORY GROUP#106 · 33,454 sh | 33,454 | $23.5M | — | +2.7% |
| 107 | MML INVESTORS SERVICES#107 · 33,271 sh | 33,271 | $23.4M | 0.05% | +62.8% |
| 108 | Steele Capital Management#108 · 32,975 sh | 32,975 | $23.2M | 0.86% | -0.2% |
| 109 | Miracle Mile Advisors#109 · 32,657 sh | 32,657 | $23.0M | 0.27% | -1.4% |
| 110 | HANCOCK WHITNEY#110 · 32,187 sh | 32,187 | $22.6M | 0.38% | -0.2% |
| 111 | BlackRock#111 · 31,797 sh | 31,797 | $22.4M | <0.01% | +37.7% |
| 112 | TRUSTMARK NATIONAL BANK DEPARTMENT#112 · 31,534 sh | 31,534 | $22.2M | 1.32% | -0.6% |
| 113 | DC Investments Management#113 · 30,673 sh | 30,673 | $21.6M | 7.36% | 0.0% |
| 114 | Brookstone Capital Management#114 · 30,628 sh | 30,628 | $21.5M | — | +0.7% |
| 115 | HUNTINGTON NATIONAL BANK#115 · 29,521 sh | 29,521 | $20.8M | 0.10% | -6.0% |
| 116 | Curbstone Financial Management#116 · 29,434 sh | 29,434 | $20.7M | — | -5.6% |
| 117 | Waldron Private Wealth#117 · 29,380 sh | 29,380 | $20.7M | 0.72% | -7.2% |
| 118 | Passaic Partners#118 · 27,485 sh | 27,485 | $19.3M | 1.42% | New |
| 119 | Mesirow Financial Investment Management#119 · 27,116 sh | 27,116 | $19.1M | 0.30% | +0.8% |
| 120 | Fi3 FINANCIAL ADVISORS#120 · 25,046 sh | 25,046 | $18.8M | 4.49% | New |
| 121 | Serenus Wealth Advisors#121 · 25,895 sh | 25,895 | $18.2M | 3.18% | -0.4% |
| 122 | M&T BANK#122 · 25,041 sh | 25,041 | $17.6M | 0.05% | -4.3% |
| 123 | Simmons Bank#123 · 23,674 sh | 23,674 | $16.7M | 0.95% | -3.2% |
| 124 | GLENMEDE NA#124 · 22,747 sh | 22,747 | $16.0M | 0.07% | -0.6% |
| 125 | Atlantic Edge Private Wealth Management#125 · 22,594 sh | 22,594 | $15.9M | — | +1.1% |
| 126 | HighPoint Advisor Group#126 · 21,962 sh | 21,962 | $15.4M | 0.54% | -0.7% |
| 127 | Steward Partners Investment Advisory#127 · 21,808 sh | 21,808 | $15.3M | 0.08% | -1.0% |
| 128 | Caldwell#128 · 21,600 sh | 21,600 | $15.2M | 1.23% | 0.0% |
| 129 | Nitorum Capital, L.P.#129 · 21,216 sh | 21,216 | $14.9M | 10.16% | 0.0% |
| 130 | PEDDOCK CAPITAL ADVISORS#130 · 20,975 sh | 20,975 | $14.8M | — | +2.5% |
| 131 | SRS Capital Advisors#131 · 20,883 sh | 20,883 | $14.7M | 0.10% | +120.0% |
| 132 | MCF Advisors#132 · 20,669 sh | 20,669 | $14.6M | 0.52% | -1.7% |
| 133 | WILEY BROS.-AINTREE CAPITAL#133 · 20,657 sh | 20,657 | $14.5M | 0.06% | +17.0% |
| 134 | jvl associates#134 · 19,689 sh | 19,689 | $13.8M | — | 0.0% |
| 135 | Quantinno Capital Management#135 · 19,513 sh | 19,513 | $13.7M | 0.02% | +29.9% |
| 136 | Carnegie Investment Counsel#136 · 19,126 sh | 19,126 | $13.5M | — | +0.6% |
| 137 | OLD NATIONAL BANCORP#137 · 18,752 sh | 18,752 | $13.2M | — | -2.2% |
| 138 | Callan Family Office#138 · 18,564 sh | 18,564 | $13.1M | 0.26% | +0.3% |
| 139 | Sanctuary Advisors#139 · 18,508 sh | 18,508 | $13.0M | 0.06% | +51.8% |
| 140 | Lutz Financial Services#140 · 18,176 sh | 18,176 | $12.8M | 0.78% | -0.1% |
| 141 | Trifecta Capital Advisors#141 · 18,137 sh | 18,137 | $12.8M | — | -1.0% |
| 142 | Csenge Advisory Group#142 · 18,101 sh | 18,101 | $12.7M | 0.52% | -0.5% |
| 143 | Corsicana#143 · 18,003 sh | 18,003 | $12.7M | 6.14% | -6.0% |
| 144 | Thrive Wealth Management#144 · 18,001 sh | 18,001 | $12.7M | — | +1.4% |
| 145 | FRANKLIN RESOURCES#145 · 18,000 sh | 18,000 | $12.7M | <0.01% | -24.8% |
| 146 | Shulman DeMeo Asset Management#146 · 17,873 sh | 17,873 | $12.6M | — | -0.5% |
| 147 | FIRST NATIONAL BANK OF OMAHA#147 · 17,947 sh | 17,947 | $12.5M | 0.35% | -1.4% |
| 148 | Jump Financial#148 · 17,602 sh | 17,602 | $12.4M | 0.10% | -48.0% |
| 149 | DUMONT & BLAKE INVESTMENT ADVISORS#149 · 17,394 sh | 17,394 | $12.2M | 2.75% | -1.1% |
| 150 | Wellspring Financial Advisors#150 · 17,337 sh | 17,337 | $12.2M | 0.80% | -1.5% |
| 151 | Hummer Financial Advisory Services#151 · 17,189 sh | 17,189 | $12.1M | — | 0.0% |
| 152 | First Financial Bank - Division#152 · 17,093 sh | 17,093 | $12.0M | — | +5.0% |
| 153 | CENTRAL BANK#153 · 17,010 sh | 17,010 | $12.0M | — | +9.3% |
| 154 | BARCLAYS PLC#154 · 15,989 sh | 15,989 | $11.2M | <0.01% | +67.2% |
| 155 | Torrey-Payne Wealth Management#155 · 15,961 sh | 15,961 | $11.2M | 9.23% | +0.8% |
| 156 | Legacy Advisors#156 · 15,938 sh | 15,938 | $11.2M | — | 0.0% |
| 157 | Montz Harcus Wealth Management#157 · 15,925 sh | 15,925 | $11.2M | — | -0.9% |
| 158 | Redhawk Wealth Advisors#158 · 15,755 sh | 15,755 | $11.1M | — | New |
| 159 | BROWN BROTHERS HARRIMAN#159 · 15,676 sh | 15,676 | $11.0M | 0.05% | -7.5% |
| 160 | Harbour & Investment Management#160 · 15,597 sh | 15,597 | $11.0M | 1.06% | -1.9% |
| 161 | ARVEST INVESTMENTS#161 · 15,536 sh | 15,536 | $10.9M | — | +0.2% |
| 162 | AGF MANAGEMENT LTD#162 · 15,289 sh | 15,289 | $10.8M | 0.04% | -1.8% |
| 163 | GFS Advisors#163 · 123 sh | 123 | $10.7M | 0.62% | -99.7% |
| 164 | Evercore Wealth Management#164 · 15,125 sh | 15,125 | $10.6M | 0.15% | -1.7% |
| 165 | Ameritas Investment Partners#165 · 15,045 sh | 15,045 | $10.6M | 0.28% | -28.5% |
| 166 | Capstone Financial Advisors#166 · 14,956 sh | 14,956 | $10.5M | 0.51% | -1.5% |
| 167 | Canopy Partners#167 · 14,921 sh | 14,921 | $10.5M | 3.16% | -4.0% |
| 168 | JONES FINANCIAL COMPANIES LLLP#168 · 15,050 sh | 15,050 | $10.5M | <0.01% | +21.3% |
| 169 | NBT BANK N A#169 · 14,809 sh | 14,809 | $10.4M | — | -2.6% |
| 170 | Howard Capital Management#170 · 14,723 sh | 14,723 | $10.4M | — | -1.6% |
| 171 | Granite FO#171 · 14,702 sh | 14,702 | $10.3M | — | -13.7% |
| 172 | IEQ CAPITAL#172 · 14,582 sh | 14,582 | $10.3M | 0.05% | -17.7% |
| 173 | Wealthspire Advisors#173 · 14,361 sh | 14,361 | $10.1M | 0.06% | +21.2% |
| 174 | Chesley Taft & Associates#174 · 14,342 sh | 14,342 | $10.1M | — | -0.1% |
| 175 | Legal & General Group Plc#175 · 14,200 sh | 14,200 | $10.0M | <0.01% | 0.0% |
| 176 | FIRST MERCHANTS#176 · 14,160 sh | 14,160 | $10.0M | — | -8.7% |
| 177 | World Investment Advisors#177 · 16,124 sh | 16,124 | $9.9M | 0.16% | -0.6% |
| 178 | Waverly Advisors#178 · 14,018 sh | 14,018 | $9.9M | 0.06% | +15.6% |
| 179 | KCM INVESTMENT ADVISORS#179 · 13,972 sh | 13,972 | $9.8M | — | -0.3% |
| 180 | BOYD WATTERSON ASSET MANAGEMENT#180 · 13,936 sh | 13,936 | $9.8M | 2.64% | 0.0% |
| 181 | Paulson Wealth Management#181 · 13,887 sh | 13,887 | $9.8M | 2.07% | +11.4% |
| 182 | Cyndeo Wealth Partners#182 · 13,739 sh | 13,739 | $9.7M | — | -14.5% |
| 183 | TKG Advisors#183 · 13,629 sh | 13,629 | $9.6M | 3.33% | +3.0% |
| 184 | BEARING POINT CAPITAL#184 · 13,581 sh | 13,581 | $9.6M | 1.29% | -1.1% |
| 185 | Point72 Asset Management, L.P.#185 · 13,580 sh | 13,580 | $9.6M | 0.01% | New |
| 186 | RMR Wealth Builders#186 · 13,395 sh | 13,395 | $9.4M | — | -4.1% |
| 187 | Busey Wealth Management#187 · 12,968 sh | 12,968 | $9.1M | — | -0.8% |
| 188 | Equitable#188 · 12,960 sh | 12,960 | $9.1M | 0.03% | -1.3% |
| 189 | Grove Bank#189 · 12,709 sh | 12,709 | $8.9M | — | +4.3% |
| 190 | STALEY CAPITAL ADVISERS#190 · 12,594 sh | 12,594 | $8.9M | 0.35% | -1.9% |
| 191 | Cresset Asset Management#191 · 12,497 sh | 12,497 | $8.8M | 0.03% | -15.4% |
| 192 | Pacific Center for Financial Services#192 · 12,312 sh | 12,312 | $8.7M | — | -0.3% |
| 193 | Badgley Phelps Wealth Managers#193 · 12,168 sh | 12,168 | $8.6M | — | +2.1% |
| 194 | Newport Capital Group#194 · 12,055 sh | 12,055 | $8.5M | — | +14.2% |
| 195 | Cercano Management#195 · 174,939 sh | 174,939 | $8.3M | 0.80% | New |
| 196 | HARBOUR INVESTMENTS#196 · 11,785 sh | 11,785 | $8.3M | 0.11% | +0.5% |
| 197 | Capital Group Private Client Services#197 · 11,748 sh | 11,748 | $8.3M | 0.12% | 0.0% |
| 198 | Meridian Wealth Advisors#198 · 11,736 sh | 11,736 | $8.3M | 0.94% | -1.4% |
| 199 | LODESTAR PRIVATE ASSET MANAGEMENT#199 · 11,608 sh | 11,608 | $8.2M | — | +2.2% |
| 200 | CMG Global#200 · 11,394 sh | 11,394 | $8.0M | — | +2.1% |
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.