SPDR S&P MIDCAP 400 ETF TRUST (MDY) — Institutional Holders, Q2 2026 (page 3)
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 201 to 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 201–300 of 1,545
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | MGO ONE SEVEN#201 · 11,355 sh | 11,355 | $8.0M | 0.13% | +335.6% |
| 202 | Sand Hill Global Advisors#202 · 11,309 sh | 11,309 | $8.0M | 0.24% | -4.9% |
| 203 | Elyxium Wealth#203 · 11,270 sh | 11,270 | $7.9M | — | +81.8% |
| 204 | BOSTON FAMILY OFFICE#204 · 11,191 sh | 11,191 | $7.9M | 0.48% | +1.0% |
| 205 | FIRST HORIZON NATIONAL#205 · 11,177 sh | 11,177 | $7.9M | — | +0.9% |
| 206 | Summit Financial#206 · 11,121 sh | 11,121 | $7.8M | 0.09% | +5.5% |
| 207 | HANOVER ADVISORS#207 · 11,128 sh | 11,128 | $7.8M | 2.82% | 0.0% |
| 208 | LYNX CAPITAL GROUP LTD#208 · 11,094 sh | 11,094 | $7.8M | 3.15% | +5.8% |
| 209 | SEEDS INVESTOR#209 · 11,075 sh | 11,075 | $7.8M | 0.80% | -7.0% |
| 210 | PRICE T ROWE ASSOCIATES#210 · 11,073 sh | 11,073 | $7.8M | <0.01% | +297.0% |
| 211 | YOUSIF CAPITAL MANAGEMENT#211 · 11,007 sh | 11,007 | $7.7M | — | 0.0% |
| 212 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#212 · 10,983 sh | 10,983 | $7.7M | 0.03% | +1.4% |
| 213 | Latigo Investments#213 · 10,962 sh | 10,962 | $7.7M | 3.44% | 0.0% |
| 214 | Alexis Investment Partners#214 · 11,006 sh | 11,006 | $7.7M | 4.49% | -22.3% |
| 215 | DIVERSIFIED MANAGEMENT#215 · 10,913 sh | 10,913 | $7.7M | — | -0.1% |
| 216 | Community Bank, N.A.#216 · 10,812 sh | 10,812 | $7.6M | 0.82% | -0.1% |
| 217 | Mechanics Bank Department#217 · 10,786 sh | 10,786 | $7.6M | — | -4.8% |
| 218 | Linscomb Wealth#218 · 10,708 sh | 10,708 | $7.5M | 0.33% | -0.1% |
| 219 | G&S Capital#219 · 10,704 sh | 10,704 | $7.5M | — | +1.1% |
| 220 | Madison Park Capital Advisors#220 · 10,644 sh | 10,644 | $7.5M | 5.33% | +0.9% |
| 221 | CIBC Bancorp USA#221 · 10,633 sh | 10,633 | $7.5M | <0.01% | -1.7% |
| 222 | Pinnacle Wealth Management Advisory Group#222 · 10,485 sh | 10,485 | $7.4M | — | -0.8% |
| 223 | Palisade Asset Management#223 · 10,406 sh | 10,406 | $7.3M | 0.68% | -0.4% |
| 224 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.#224 · 10,342 sh | 10,342 | $7.3M | 0.63% | 0.0% |
| 225 | Goelzer Investment Management#225 · 10,292 sh | 10,292 | $7.2M | — | -5.4% |
| 226 | NICOLET BANKSHARES#226 · 10,279 sh | 10,279 | $7.2M | 0.23% | +1.0% |
| 227 | Hopwood Financial Services#227 · 10,032 sh | 10,032 | $7.1M | 4.09% | -1.0% |
| 228 | RBF Capital#228 · 10,000 sh | 10,000 | $7.0M | 0.29% | 0.0% |
| 229 | Wilmar Advisors#229 · 10,000 sh | 10,000 | $7.0M | 5.09% | 0.0% |
| 230 | Beacon Pointe Advisors#230 · 9,893 sh | 9,893 | $7.0M | 0.03% | +1.9% |
| 231 | CENTRAL#231 · 9,790 sh | 9,790 | $6.9M | 0.12% | +0.9% |
| 232 | Fidelis Capital Partners#232 · 9,776 sh | 9,776 | $6.9M | 0.40% | +27.7% |
| 233 | Allworth Financial#233 · 9,668 sh | 9,668 | $6.8M | 0.03% | -1.8% |
| 234 | Sageworth#234 · 9,569 sh | 9,569 | $6.7M | 0.27% | 0.0% |
| 235 | BARRETT & COMPANY#235 · 9,494 sh | 9,494 | $6.7M | — | +3.0% |
| 236 | Diversified Portfolios#236 · 9,483 sh | 9,483 | $6.7M | 0.48% | -2.0% |
| 237 | ADIRONDACK#237 · 9,471 sh | 9,471 | $6.7M | — | -1.2% |
| 238 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#238 · 9,452 sh | 9,452 | $6.6M | 0.05% | -1.6% |
| 239 | Dakota Wealth Management#239 · 9,354 sh | 9,354 | $6.6M | 0.13% | -15.0% |
| 240 | Resonant Capital Advisors#240 · 9,319 sh | 9,319 | $6.6M | — | -0.2% |
| 241 | Atria Investments#241 · 9,301 sh | 9,301 | $6.5M | — | +121.5% |
| 242 | Merit Financial Group#242 · 9,277 sh | 9,277 | $6.5M | 0.04% | -9.2% |
| 243 | CreativeOne Wealth#243 · 9,231 sh | 9,231 | $6.5M | 0.14% | +4.9% |
| 244 | Focus Partners Advisor Solutions#244 · 9,224 sh | 9,224 | $6.5M | 0.06% | -26.3% |
| 245 | Balboa Wealth Partners#245 · 9,148 sh | 9,148 | $6.4M | — | -0.2% |
| 246 | Advisory Services Network#246 · 9,113 sh | 9,113 | $6.4M | 0.07% | +48.6% |
| 247 | Private Wealth Asset Management#247 · 9,113 sh | 9,113 | $6.4M | 0.62% | -6.4% |
| 248 | Laird Norton Wetherby Company#248 · 8,972 sh | 8,972 | $6.3M | 0.12% | -3.8% |
| 249 | MOTCO#249 · 8,972 sh | 8,972 | $6.3M | 0.54% | -1.9% |
| 250 | Ameritas Advisory Services#250 · 8,908 sh | 8,908 | $6.3M | 0.13% | +350.4% |
| 251 | North Star Investment Management#251 · 8,898 sh | 8,898 | $6.3M | 0.34% | +1.9% |
| 252 | RETIREMENT INCOME SOLUTIONS#252 · 10,145 sh | 10,145 | $6.3M | 1.08% | -0.8% |
| 253 | Firestone Capital Management#253 · 8,893 sh | 8,893 | $6.3M | 1.16% | -1.2% |
| 254 | Gotham Asset Management#254 · 8,864 sh | 8,864 | $6.2M | 0.01% | +2.6% |
| 255 | TI#255 · 8,799 sh | 8,799 | $6.2M | — | -8.3% |
| 256 | ARBOR WEALTH ADVISORS#256 · 8,797 sh | 8,797 | $6.2M | 2.49% | -11.4% |
| 257 | Highview Capital Management#257 · 8,748 sh | 8,748 | $6.2M | 1.77% | -0.2% |
| 258 | Estate Counselors#258 · 8,681 sh | 8,681 | $6.1M | 0.52% | +1942.6% |
| 259 | Private Advisor Group#259 · 8,655 sh | 8,655 | $6.1M | 0.03% | -22.4% |
| 260 | DAYMARK WEALTH PARTNERS#260 · 8,610 sh | 8,610 | $6.1M | 0.15% | +0.8% |
| 261 | FLPUTNAM INVESTMENT MANAGEMENT#261 · 8,453 sh | 8,453 | $5.9M | 0.07% | -0.7% |
| 262 | AMG National Bank#262 · 8,449 sh | 8,449 | $5.9M | 0.12% | -38.8% |
| 263 | Murphy, Middleton, Hinkle & Parker#263 · 8,433 sh | 8,433 | $5.9M | — | -0.1% |
| 264 | LEAVELL INVESTMENT MANAGEMENT#264 · 8,403 sh | 8,403 | $5.9M | 0.22% | -0.2% |
| 265 | Ashton Thomas Private Wealth#265 · 8,411 sh | 8,411 | $5.9M | 0.12% | +1.4% |
| 266 | Synergy Financial Management#266 · 8,398 sh | 8,398 | $5.9M | 0.56% | New |
| 267 | Bay Rivers Group#267 · 8,290 sh | 8,290 | $5.8M | 1.99% | +1.5% |
| 268 | MERIDIAN INVESTMENT COUNSEL#268 · 8,192 sh | 8,192 | $5.8M | — | -4.2% |
| 269 | FOUNDERS FINANCIAL SECURITIES#269 · 8,113 sh | 8,113 | $5.7M | 0.29% | +353.7% |
| 270 | Nicollet Investment Management#270 · 8,059 sh | 8,059 | $5.7M | — | +2.9% |
| 271 | Apollon Wealth Management#271 · 8,047 sh | 8,047 | $5.7M | — | +2.0% |
| 272 | OPPENHEIMER#272 · 8,039 sh | 8,039 | $5.7M | — | -2.8% |
| 273 | Carlton Hofferkamp & Jenks Wealth Management#273 · 8,189 sh | 8,189 | $5.7M | — | -0.1% |
| 274 | FIFTH THIRD SECURITIES#274 · 7,973 sh | 7,973 | $5.6M | — | +0.5% |
| 275 | Haverford#275 · 7,912 sh | 7,912 | $5.6M | 0.05% | +1.0% |
| 276 | SONATA CAPITAL GROUP#276 · 7,834 sh | 7,834 | $5.5M | — | +2.8% |
| 277 | Prospera Financial Services#277 · 7,710 sh | 7,710 | $5.4M | 0.08% | -2.3% |
| 278 | NewEdge Advisors#278 · 7,708 sh | 7,708 | $5.4M | 0.02% | New |
| 279 | Peak Asset Management#279 · 7,699 sh | 7,699 | $5.4M | 0.80% | -0.5% |
| 280 | Evensky & Katz#280 · 7,654 sh | 7,654 | $5.4M | 0.28% | +5.7% |
| 281 | Williams Jones Wealth Management#281 · 7,629 sh | 7,629 | $5.4M | 0.06% | -1.6% |
| 282 | Perigon Wealth Management#282 · 7,597 sh | 7,597 | $5.3M | — | -2.5% |
| 283 | NIXON PEABODY#283 · 7,556 sh | 7,556 | $5.3M | — | 0.0% |
| 284 | GTS SECURITIES#284 · 7,546 sh | 7,546 | $5.3M | 0.11% | -84.3% |
| 285 | KMG FIDUCIARY PARTNERS#285 · 7,544 sh | 7,544 | $5.3M | — | -0.1% |
| 286 | ASSOCIATED BANC#286 · 7,528 sh | 7,528 | $5.3M | 0.13% | -1.5% |
| 287 | SMITH CHAS P & ASSOCIATES PA CPAS#287 · 7,510 sh | 7,510 | $5.3M | — | 0.0% |
| 288 | Intrepid Financial Planning Group#288 · 7,464 sh | 7,464 | $5.3M | 1.78% | -1.0% |
| 289 | Bank of New Hampshire#289 · 7,460 sh | 7,460 | $5.2M | — | -12.0% |
| 290 | Midwest Financial Group#290 · 7,459 sh | 7,459 | $5.2M | — | +2.5% |
| 291 | Crestwood Advisors Group#291 · 7,419 sh | 7,419 | $5.2M | 0.08% | -3.9% |
| 292 | MONETA GROUP INVESTMENT ADVISORS#292 · 7,373 sh | 7,373 | $5.2M | 0.04% | -6.9% |
| 293 | MEANS INVESTMENT#293 · 7,308 sh | 7,308 | $5.1M | 0.39% | +36.1% |
| 294 | Breakwater Capital Group#294 · 7,297 sh | 7,297 | $5.1M | — | -1.8% |
| 295 | BOKF, NA#295 · 7,272 sh | 7,272 | $5.1M | 0.07% | -5.0% |
| 296 | Hilltop#296 · 7,222 sh | 7,222 | $5.1M | 0.39% | +91.7% |
| 297 | Financial Engines Advisors L.L.C.#297 · 7,173 sh | 7,173 | $5.0M | <0.01% | -2.8% |
| 298 | Colorado Capital Management#298 · 7,098 sh | 7,098 | $5.0M | — | -10.2% |
| 299 | J.W. COLE ADVISORS#299 · 7,093 sh | 7,093 | $5.0M | 0.09% | +2.9% |
| 300 | Modera Wealth Management#300 · 7,047 sh | 7,047 | $5.0M | 0.05% | -4.9% |
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.