SPDR S&P MIDCAP 400 ETF TRUST (MDY) — Institutional Holders, Q2 2026 (page 4)
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 301 to 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 301–400 of 1,545
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | FLOW TRADERS U.S.#301 · 6,967 sh | 6,967 | $4.9M | 0.20% | -21.9% |
| 302 | James T. Borello RIA#302 · 6,819 sh | 6,819 | $4.8M | — | +0.2% |
| 303 | DAVIS R M#303 · 6,779 sh | 6,779 | $4.8M | 0.08% | -0.3% |
| 304 | JMG Financial Group, Ltd.#304 · 6,786 sh | 6,786 | $4.8M | 0.12% | 0.0% |
| 305 | Mayflower Financial Advisors#305 · 6,746 sh | 6,746 | $4.7M | 0.41% | -1.1% |
| 306 | Concurrent Investment Advisors#306 · 6,722 sh | 6,722 | $4.7M | — | +10.3% |
| 307 | Ballentine Partners#307 · 6,518 sh | 6,518 | $4.6M | 0.06% | 0.0% |
| 308 | Houlihan Financial Resource Group, Ltd.#308 · 6,475 sh | 6,475 | $4.6M | 1.62% | -0.9% |
| 309 | Keystone Financial Group#309 · 6,364 sh | 6,364 | $4.5M | 0.27% | 0.0% |
| 310 | KEYBANK NATIONAL ASSOCIATION#310 · 6,347 sh | 6,347 | $4.5M | 0.01% | -9.4% |
| 311 | UNION SAVINGS BANK#311 · 6,347 sh | 6,347 | $4.5M | — | -1.6% |
| 312 | Fifth Third Wealth Advisors#312 · 6,281 sh | 6,281 | $4.4M | — | 0.0% |
| 313 | CHARTER RESEARCH & INVESTMENT GROUP#313 · 6,253 sh | 6,253 | $4.4M | 2.67% | -1.5% |
| 314 | Penobscot Investment Management Company#314 · 6,221 sh | 6,221 | $4.4M | — | 0.0% |
| 315 | TD PRIVATE CLIENT WEALTH#315 · 6,209 sh | 6,209 | $4.4M | 0.08% | +8.1% |
| 316 | Glen Eagle Advisors#316 · 6,196 sh | 6,196 | $4.4M | 0.55% | -0.9% |
| 317 | CAPE COD FIVE CENTS SAVINGS BANK#317 · 6,173 sh | 6,173 | $4.3M | 0.35% | — |
| 318 | Benchmark Financial Wealth Advisors#318 · 6,106 sh | 6,106 | $4.3M | — | -6.9% |
| 319 | OneDigital Investment Advisors#319 · 6,083 sh | 6,083 | $4.3M | 0.04% | +0.3% |
| 320 | Segment Wealth Management#320 · 6,078 sh | 6,078 | $4.3M | — | -0.2% |
| 321 | FIRST CITIZENS BANK#321 · 6,052 sh | 6,052 | $4.3M | — | -2.7% |
| 322 | Joel Isaacson#322 · 6,042 sh | 6,042 | $4.2M | 0.12% | +3.4% |
| 323 | Clear Point Advisors#323 · 6,023 sh | 6,023 | $4.2M | 3.75% | New |
| 324 | Argent#324 · 6,009 sh | 6,009 | $4.2M | 0.12% | +11.7% |
| 325 | BAILARD#325 · 5,978 sh | 5,978 | $4.2M | — | -0.6% |
| 326 | HSBC PLC#326 · 5,968 sh | 5,968 | $4.2M | <0.01% | -23.8% |
| 327 | Paller Financial Services#327 · 5,952 sh | 5,952 | $4.2M | — | -31.4% |
| 328 | MATRIX ASSET ADVISORS#328 · 5,926 sh | 5,926 | $4.2M | — | -0.9% |
| 329 | Tandem Investment Partners#329 · 5,923 sh | 5,923 | $4.2M | — | -1.5% |
| 330 | WOODSTOCK#330 · 5,919 sh | 5,919 | $4.2M | — | -2.3% |
| 331 | KESTRA PRIVATE WEALTH SERVICES#331 · 5,909 sh | 5,909 | $4.2M | 0.05% | +0.4% |
| 332 | FLAGSTAR ADVISORS#332 · 5,891 sh | 5,891 | $4.2M | — | +0.8% |
| 333 | UNITED CAPITAL FINANCIAL ADVISORS#333 · 5,903 sh | 5,903 | $4.2M | 0.02% | -2.5% |
| 334 | PRECEDENT WEALTH PARTNERS#334 · 5,880 sh | 5,880 | $4.1M | — | 0.0% |
| 335 | Wilmington Savings Fund Society, FSB#335 · 5,835 sh | 5,835 | $4.1M | — | -0.8% |
| 336 | SAGESPRING WEALTH PARTNERS#336 · 5,829 sh | 5,829 | $4.1M | — | -0.5% |
| 337 | Sepio Capital#337 · 5,810 sh | 5,810 | $4.1M | — | 0.0% |
| 338 | Crews Bank#338 · 5,751 sh | 5,751 | $4.0M | 0.53% | -1.7% |
| 339 | Sowell Financial Services#339 · 5,626 sh | 5,626 | $4.0M | — | -0.8% |
| 340 | GREENLEAF#340 · 5,597 sh | 5,597 | $3.9M | 0.04% | -1.2% |
| 341 | Salomon & Ludwin#341 · 5,616 sh | 5,616 | $3.9M | 0.32% | -2.1% |
| 342 | Roan Capital Partners#342 · 5,554 sh | 5,554 | $3.9M | — | +6.5% |
| 343 | SILVERCREST ASSET MANAGEMENT GROUP#343 · 5,542 sh | 5,542 | $3.9M | 0.03% | -1.7% |
| 344 | Audent Global Asset Management#344 · 5,472 sh | 5,472 | $3.9M | 4.31% | +19.4% |
| 345 | ROMANO BROTHERS AND COMPANY#345 · 5,452 sh | 5,452 | $3.8M | — | -2.6% |
| 346 | EASTERN BANK#346 · 5,448 sh | 5,448 | $3.8M | — | +4.9% |
| 347 | Sigma Planning#347 · 5,384 sh | 5,384 | $3.8M | — | +5.5% |
| 348 | HB Wealth Management#348 · 5,326 sh | 5,326 | $3.7M | — | +1.5% |
| 349 | TD Waterhouse Canada#349 · 5,366 sh | 5,366 | $3.7M | — | +1.5% |
| 350 | FIDUCIARY#350 · 5,274 sh | 5,274 | $3.7M | 0.04% | -3.8% |
| 351 | Coastline#351 · 5,243 sh | 5,243 | $3.7M | — | +4.0% |
| 352 | CENTAURUS FINANCIAL#352 · 5,242 sh | 5,242 | $3.7M | 0.16% | +2.3% |
| 353 | CHOREO#353 · 53,516 sh | 53,516 | $3.7M | 0.04% | -1.0% |
| 354 | Winter & Associates#354 · 5,228 sh | 5,228 | $3.7M | — | -42.2% |
| 355 | SSA SWISS ADVISORS AG#355 · 5,198 sh | 5,198 | $3.7M | 1.37% | +2.3% |
| 356 | Apella Capital#356 · 5,280 sh | 5,280 | $3.6M | — | -1.2% |
| 357 | Crescent Sterling, Ltd.#357 · 5,163 sh | 5,163 | $3.6M | — | +0.9% |
| 358 | Vanguard National#358 · 5,156 sh | 5,156 | $3.6M | 0.20% | 0.0% |
| 359 | Envestnet Portfolio Solutions#359 · 5,138 sh | 5,138 | $3.6M | 0.02% | +31.2% |
| 360 | GLR Partners#360 · 5,060 sh | 5,060 | $3.6M | 1.66% | +1.2% |
| 361 | SPINNAKER#361 · 5,055 sh | 5,055 | $3.6M | 0.17% | 0.0% |
| 362 | Pegasus Asset Management#362 · 4,966 sh | 4,966 | $3.5M | 1.00% | -0.1% |
| 363 | GREAT VALLEY ADVISOR GROUP#363 · 4,960 sh | 4,960 | $3.5M | 0.06% | -21.7% |
| 364 | NORTHSTAR ASSET MANAGEMENT#364 · 5,030 sh | 5,030 | $3.5M | — | +5.8% |
| 365 | Johnson Financial Group#365 · 4,914 sh | 4,914 | $3.5M | 0.11% | 0.0% |
| 366 | WESBANCO BANK#366 · 4,843 sh | 4,843 | $3.4M | 0.08% | -0.4% |
| 367 | Independence Bank of Kentucky#367 · 4,809 sh | 4,809 | $3.4M | — | 0.0% |
| 368 | Snowden Capital Advisors#368 · 4,761 sh | 4,761 | $3.4M | 0.08% | +0.9% |
| 369 | WHALEROCK POINT PARTNERS#369 · 4,763 sh | 4,763 | $3.4M | 0.57% | -15.6% |
| 370 | GSA CAPITAL PARTNERS LLP#370 · 4,759 sh | 4,759 | $3.3M | 0.21% | +50.2% |
| 371 | Asset Management Group#371 · 4,751 sh | 4,751 | $3.3M | 0.49% | -1.0% |
| 372 | Paladin Advisory Group#372 · 4,733 sh | 4,733 | $3.3M | 2.21% | 0.0% |
| 373 | STEPHENSON NATIONAL BANK#373 · 4,733 sh | 4,733 | $3.3M | — | -1.4% |
| 374 | Meridian Wealth Management#374 · 4,687 sh | 4,687 | $3.3M | 0.10% | -3.9% |
| 375 | WEST PACES ADVISORS#375 · 4,671 sh | 4,671 | $3.3M | — | +2.4% |
| 376 | BLUELINE ADVISORS#376 · 4,617 sh | 4,617 | $3.2M | — | +8.8% |
| 377 | Winthrop Advisory Group#377 · 4,590 sh | 4,590 | $3.2M | — | +3.0% |
| 378 | New England Private Wealth Advisors#378 · 4,677 sh | 4,677 | $3.2M | — | 0.0% |
| 379 | Shoker Investment Counsel#379 · 4,552 sh | 4,552 | $3.2M | 0.80% | +0.1% |
| 380 | Stratos Wealth Partners, LTD.#380 · 4,520 sh | 4,520 | $3.2M | 0.03% | +1.1% |
| 381 | Orange Investment Advisors#381 · 4,519 sh | 4,519 | $3.2M | — | -0.3% |
| 382 | Blue Fin Capital#382 · 4,509 sh | 4,509 | $3.2M | 0.46% | +6.9% |
| 383 | ELEMENT POINTE ADVISORS#383 · 4,500 sh | 4,500 | $3.2M | — | 0.0% |
| 384 | WealthBridge Capital Management#384 · 4,438 sh | 4,438 | $3.1M | — | +0.4% |
| 385 | Capital Investment Advisory Services#385 · 4,421 sh | 4,421 | $3.1M | 0.19% | +22.5% |
| 386 | Gilman Hill Asset Management#386 · 4,408 sh | 4,408 | $3.1M | — | 0.0% |
| 387 | Arkadios Wealth Advisors#387 · 4,371 sh | 4,371 | $3.1M | 0.05% | -15.0% |
| 388 | D. E. Shaw#388 · 4,370 sh | 4,370 | $3.1M | <0.01% | New |
| 389 | GHE#389 · 30,067 sh | 30,067 | $3.1M | 1.16% | -41.6% |
| 390 | Prime Capital Investment Advisors#390 · 4,364 sh | 4,364 | $3.1M | — | -0.2% |
| 391 | Veracity Capital#391 · 4,359 sh | 4,359 | $3.1M | — | 0.0% |
| 392 | Diversified#392 · 4,358 sh | 4,358 | $3.1M | 0.05% | -1.0% |
| 393 | DV Trading#393 · 4,353 sh | 4,353 | $3.1M | 0.10% | +105.0% |
| 394 | NAPLES GLOBAL ADVISORS#394 · 4,312 sh | 4,312 | $3.0M | 0.19% | -0.3% |
| 395 | Integrated Wealth Concepts#395 · 4,320 sh | 4,320 | $3.0M | 0.01% | +148.1% |
| 396 | IFG Advisory#396 · 4,265 sh | 4,265 | $3.0M | 0.11% | New |
| 397 | RWA WEALTH PARTNERS#397 · 4,256 sh | 4,256 | $3.0M | 0.03% | +10.4% |
| 398 | Providence Financial Advisors#398 · 4,218 sh | 4,218 | $3.0M | 1.69% | -11.2% |
| 399 | SALEM INVESTMENT COUNSELORS#399 · 4,195 sh | 4,195 | $3.0M | — | 0.0% |
| 400 | TOTH FINANCIAL ADVISORY#400 · 4,183 sh | 4,183 | $2.9M | — | +383.0% |
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.