SPDR S&P MIDCAP 400 ETF TRUST (MDY) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 1,545
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Whitegate Investment Counselors#401 · 4,150 sh | 4,150 | $2.9M | 0.83% | 0.0% |
| 402 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#402 · 4,143 sh | 4,143 | $2.9M | — | +1.2% |
| 403 | Providence First#403 · 4,114 sh | 4,114 | $2.9M | 0.81% | -2.9% |
| 404 | Cambria Investment Management, L.P.#404 · 4,095 sh | 4,095 | $2.9M | 0.14% | New |
| 405 | Empowered Funds#405 · 4,095 sh | 4,095 | $2.9M | 0.02% | +500.4% |
| 406 | NorthRock Partners#406 · 4,090 sh | 4,090 | $2.9M | 0.04% | +0.8% |
| 407 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A.#407 · 4,100 sh | 4,100 | $2.9M | 0.02% | New |
| 408 | STEEL GROVE CAPITAL ADVISORS#408 · 4,038 sh | 4,038 | $2.8M | — | +1.1% |
| 409 | Sterling Investment Advisors, Ltd.#409 · 4,026 sh | 4,026 | $2.8M | — | -1.2% |
| 410 | COURIER CAPITAL#410 · 4,013 sh | 4,013 | $2.8M | — | +0.4% |
| 411 | Orion Porfolio Solutions#411 · 3,996 sh | 3,996 | $2.8M | 0.02% | -15.4% |
| 412 | Sage Financial Management Group#412 · 3,981 sh | 3,981 | $2.8M | 0.77% | -3.0% |
| 413 | EQUITABLE#413 · 3,977 sh | 3,977 | $2.8M | — | +61.0% |
| 414 | Banque Transatlantique SA#414 · 3,963 sh | 3,963 | $2.8M | 0.06% | 0.0% |
| 415 | All Terrain Financial Advisors#415 · 3,918 sh | 3,918 | $2.8M | 0.45% | -1.9% |
| 416 | Cambridge Advisors#416 · 3,894 sh | 3,894 | $2.7M | — | 0.0% |
| 417 | Park Capital Management, / WI#417 · 3,892 sh | 3,892 | $2.7M | — | -0.1% |
| 418 | Baron Financial Group#418 · 3,880 sh | 3,880 | $2.7M | — | -0.2% |
| 419 | LM Advisors#419 · 3,872 sh | 3,872 | $2.7M | 0.31% | +60.9% |
| 420 | ARS Investment Partners#420 · 3,875 sh | 3,875 | $2.7M | 0.12% | +3.8% |
| 421 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#421 · 3,908 sh | 3,908 | $2.7M | 0.16% | +0.4% |
| 422 | INTEGRITY ALLIANCE#422 · 3,872 sh | 3,872 | $2.7M | 0.09% | +578.1% |
| 423 | VICTORY FINANCIAL GROUP#423 · 3,864 sh | 3,864 | $2.7M | 0.29% | -8.8% |
| 424 | Mount Yale Investment Advisors#424 · 3,820 sh | 3,820 | $2.7M | 0.05% | +18.3% |
| 425 | St. Johns Investment Management Company#425 · 3,819 sh | 3,819 | $2.7M | 1.02% | -1.2% |
| 426 | Walleye Trading#426 · 3,777 sh | 3,777 | $2.7M | <0.01% | New |
| 427 | RVW Wealth#427 · 3,770 sh | 3,770 | $2.7M | — | +3.9% |
| 428 | Financial Life Planners#428 · 3,755 sh | 3,755 | $2.6M | 1.70% | -1.4% |
| 429 | Clientfirst Wealth Management#429 · 3,741 sh | 3,741 | $2.6M | 2.16% | 0.0% |
| 430 | DAVIDSON#430 · 3,738 sh | 3,738 | $2.6M | — | -0.8% |
| 431 | American Institute for Advanced Investment Management, LLP#431 · 3,696 sh | 3,696 | $2.6M | 1.50% | -0.6% |
| 432 | PINCUS CAPITAL MANAGEMENT#432 · 3,695 sh | 3,695 | $2.6M | 1.55% | 0.0% |
| 433 | Expressive Wealth#433 · 3,693 sh | 3,693 | $2.6M | 2.45% | -3.6% |
| 434 | PKS Advisory Services#434 · 3,687 sh | 3,687 | $2.6M | — | -2.8% |
| 435 | Intelligent Financial Strategies#435 · 3,678 sh | 3,678 | $2.6M | — | -1.7% |
| 436 | Weil Company#436 · 3,685 sh | 3,685 | $2.6M | — | -5.8% |
| 437 | Lewis Asset Management#437 · 3,674 sh | 3,674 | $2.6M | — | 0.0% |
| 438 | Churchill Financial Advisors#438 · 3,667 sh | 3,667 | $2.6M | — | -0.3% |
| 439 | Revolve Wealth Partners#439 · 3,649 sh | 3,649 | $2.6M | — | 0.0% |
| 440 | Lionsbridge Wealth Management#440 · 3,643 sh | 3,643 | $2.6M | — | -4.8% |
| 441 | Investment Advisory Group#441 · 3,637 sh | 3,637 | $2.6M | 0.55% | 0.0% |
| 442 | Farther Finance Advisors#442 · 3,621 sh | 3,621 | $2.5M | — | -10.6% |
| 443 | COLDSTREAM CAPITAL MANAGEMENT#443 · 3,589 sh | 3,589 | $2.5M | 0.03% | -30.7% |
| 444 | Point#444 · 3,583 sh | 3,583 | $2.5M | 0.21% | 0.0% |
| 445 | BECKER CAPITAL MANAGEMENT#445 · 3,568 sh | 3,568 | $2.5M | 0.07% | -8.2% |
| 446 | Acorn Wealth Advisors#446 · 3,555 sh | 3,555 | $2.5M | — | +12.1% |
| 447 | SCOTIA CAPITAL#447 · 3,552 sh | 3,552 | $2.5M | <0.01% | -4.4% |
| 448 | Pacific Point Advisors#448 · 3,553 sh | 3,553 | $2.5M | 1.14% | +29.6% |
| 449 | Topsail Wealth Management#449 · 3,551 sh | 3,551 | $2.5M | 0.32% | 0.0% |
| 450 | Squarepoint Ops#450 · 3,548 sh | 3,548 | $2.5M | <0.01% | New |
| 451 | Connecticut Wealth Management#451 · 3,542 sh | 3,542 | $2.5M | — | -11.1% |
| 452 | Marin Bay Wealth Advisors#452 · 3,524 sh | 3,524 | $2.5M | 1.33% | -0.6% |
| 453 | Red Door Wealth Management#453 · 3,522 sh | 3,522 | $2.5M | 0.23% | +0.1% |
| 454 | Freestone Capital#454 · 3,514 sh | 3,514 | $2.5M | 0.06% | -3.0% |
| 455 | Wealthcare Advisory Partners#455 · 3,513 sh | 3,513 | $2.5M | — | -6.1% |
| 456 | Global Retirement Partners#456 · 3,483 sh | 3,483 | $2.4M | 0.04% | — |
| 457 | Sentinus#457 · 3,478 sh | 3,478 | $2.4M | 0.20% | +1.5% |
| 458 | Finley Financial#458 · 3,475 sh | 3,475 | $2.4M | 0.98% | -4.1% |
| 459 | Gryphon Financial Partners#459 · 3,470 sh | 3,470 | $2.4M | 0.22% | +73.1% |
| 460 | Vestmark Advisory Solutions#460 · 3,455 sh | 3,455 | $2.4M | 0.02% | +21.4% |
| 461 | ACTION POINT FINANCIAL PLANNING#461 · 3,437 sh | 3,437 | $2.4M | 0.25% | New |
| 462 | Baltimore-Washington Financial Advisors#462 · 3,427 sh | 3,427 | $2.4M | 0.09% | -9.4% |
| 463 | Baker Avenue Asset Management#463 · 3,427 sh | 3,427 | $2.4M | 0.05% | +110.6% |
| 464 | 1834 INVESTMENT ADVISORS#464 · 3,397 sh | 3,397 | $2.4M | — | -0.1% |
| 465 | Chevy Chase#465 · 3,355 sh | 3,355 | $2.4M | <0.01% | 0.0% |
| 466 | Glaxis Capital Management#466 · 3,340 sh | 3,340 | $2.3M | 4.72% | +882.4% |
| 467 | CWS Financial Advisors#467 · 3,332 sh | 3,332 | $2.3M | — | +0.2% |
| 468 | Embree Financial Group#468 · 3,293 sh | 3,293 | $2.3M | — | +0.9% |
| 469 | Kingsview Wealth Management#469 · 3,283 sh | 3,283 | $2.3M | 0.03% | -19.5% |
| 470 | PRIVATE NA#470 · 3,262 sh | 3,262 | $2.3M | — | +33.0% |
| 471 | AlTi Global#471 · 3,247 sh | 3,247 | $2.3M | 0.05% | 0.0% |
| 472 | ROSENBLUM SILVERMAN SUTTON S F#472 · 3,232 sh | 3,232 | $2.3M | 0.55% | -4.1% |
| 473 | ZWJ INVESTMENT COUNSEL#473 · 3,231 sh | 3,231 | $2.3M | — | -4.1% |
| 474 | OLD SECOND NATIONAL BANK OF AURORA#474 · 3,185 sh | 3,185 | $2.2M | — | -0.1% |
| 475 | Venturi Wealth Management#475 · 3,150 sh | 3,150 | $2.2M | 0.09% | 0.0% |
| 476 | CITY NATIONAL BANK OF FLORIDA#476 · 3,142 sh | 3,142 | $2.2M | 0.93% | +180.8% |
| 477 | INDEPENDENT FINANCIAL GROUP#477 · 3,130 sh | 3,130 | $2.2M | — | +16.1% |
| 478 | Gridiron Partners#478 · 3,123 sh | 3,123 | $2.2M | — | 0.0% |
| 479 | McKinley Carter Wealth Services#479 · 3,107 sh | 3,107 | $2.2M | — | -0.1% |
| 480 | Finivi#480 · 3,080 sh | 3,080 | $2.2M | — | +0.4% |
| 481 | Junk Investment Group#481 · 3,077 sh | 3,077 | $2.2M | — | +0.2% |
| 482 | ASPIRIANT#482 · 3,063 sh | 3,063 | $2.2M | — | 0.0% |
| 483 | WOODMONT INVESTMENT COUNSEL#483 · 3,042 sh | 3,042 | $2.1M | 0.12% | -4.0% |
| 484 | Valmark Advisers#484 · 3,038 sh | 3,038 | $2.1M | 0.02% | -1.7% |
| 485 | Kelman-Lazarov#485 · 3,014 sh | 3,014 | $2.1M | 0.28% | -0.8% |
| 486 | CALIBER WEALTH MANAGEMENT, / KS#486 · 3,006 sh | 3,006 | $2.1M | 0.20% | -4.8% |
| 487 | Quantbot Technologies#487 · 3,000 sh | 3,000 | $2.1M | 0.08% | +3.0% |
| 488 | IMC-Chicago#488 · 2,972 sh | 2,972 | $2.1M | <0.01% | -87.8% |
| 489 | Jones Kertz & Associates#489 · 2,953 sh | 2,953 | $2.1M | 0.96% | -3.8% |
| 490 | REGIONS FINANCIAL#490 · 2,939 sh | 2,939 | $2.1M | 0.01% | -0.7% |
| 491 | BITTERROOT CAPITAL ADVISORS#491 · 2,929 sh | 2,929 | $2.1M | 1.24% | 0.0% |
| 492 | GenTrust#492 · 2,914 sh | 2,914 | $2.1M | 0.08% | 0.0% |
| 493 | TIEMANN INVESTMENT ADVISORS#493 · 2,902 sh | 2,902 | $2.0M | 0.74% | -0.1% |
| 494 | Summit Trail Advisors#494 · 2,901 sh | 2,901 | $2.0M | 0.03% | 0.0% |
| 495 | AXXCESS WEALTH MANAGEMENT#495 · 2,901 sh | 2,901 | $2.0M | — | New |
| 496 | Carolina Wealth Management#496 · 2,888 sh | 2,888 | $2.0M | 0.93% | — |
| 497 | Stratos Wealth Advisors#497 · 2,864 sh | 2,864 | $2.0M | 0.11% | -9.9% |
| 498 | Nuveen#498 · 2,844 sh | 2,844 | $2.0M | <0.01% | New |
| 499 | Integrated Advisors Network#499 · 2,810 sh | 2,810 | $2.0M | — | -0.9% |
| 500 | CSS#500 · 2,810 sh | 2,810 | $2.0M | 0.08% | 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.