SPDR S&P MIDCAP 400 ETF TRUST (MDY) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 1,545
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Obermeyer Wealth Partners#501 · 2,808 sh | 2,808 | $2.0M | — | -1.2% |
| 502 | Paradigm, Strategies in Wealth Management#502 · 2,786 sh | 2,786 | $2.0M | — | -2.1% |
| 503 | Hardy Reed#503 · 2,775 sh | 2,775 | $2.0M | 0.13% | 0.0% |
| 504 | Coyle Financial Counsel#504 · 2,773 sh | 2,773 | $2.0M | 0.36% | +0.9% |
| 505 | FIDUCIENT ADVISORS#505 · 2,767 sh | 2,767 | $1.9M | 0.28% | -0.9% |
| 506 | GOULD ASSET MANAGEMENT#506 · 2,766 sh | 2,766 | $1.9M | 0.31% | -0.5% |
| 507 | TSFG#507 · 2,760 sh | 2,760 | $1.9M | — | -0.5% |
| 508 | HARBOR ADVISORY#508 · 2,743 sh | 2,743 | $1.9M | 0.52% | 0.0% |
| 509 | Advus Financial Partners#509 · 2,730 sh | 2,730 | $1.9M | — | 0.0% |
| 510 | MOODY LYNN & LIEBERSON#510 · 2,705 sh | 2,705 | $1.9M | — | 0.0% |
| 511 | Marble Harbor Investment Counsel#511 · 2,700 sh | 2,700 | $1.9M | 0.19% | 0.0% |
| 512 | TruNorth Capital Management#512 · 2,698 sh | 2,698 | $1.9M | — | +113.3% |
| 513 | Essex Financial Services#513 · 2,684 sh | 2,684 | $1.9M | 0.09% | -0.1% |
| 514 | Neuberger Berman Group#514 · 2,664 sh | 2,664 | $1.9M | <0.01% | +6.0% |
| 515 | GW&K Investment Management#515 · 2,658 sh | 2,658 | $1.9M | 0.01% | 0.0% |
| 516 | Northwest Bancshares#516 · 2,635 sh | 2,635 | $1.9M | 0.33% | -8.2% |
| 517 | Aprio Wealth Management#517 · 2,635 sh | 2,635 | $1.9M | 0.09% | +52.6% |
| 518 | Meridian Financial Advisors#518 · 2,622 sh | 2,622 | $1.8M | — | -0.9% |
| 519 | SK Wealth Management#519 · 2,608 sh | 2,608 | $1.8M | 0.42% | -3.8% |
| 520 | ARK & TLK INVESTMENTS#520 · 2,617 sh | 2,617 | $1.8M | — | 0.0% |
| 521 | Summit Wealth Partners#521 · 2,613 sh | 2,613 | $1.8M | 0.26% | -3.0% |
| 522 | PATRIOT INVESTMENT MANAGEMENT GROUP#522 · 2,606 sh | 2,606 | $1.8M | — | 0.0% |
| 523 | BRADLEY FOSTER & SARGENT#523 · 2,595 sh | 2,595 | $1.8M | 0.03% | 0.0% |
| 524 | SlateStone Wealth#524 · 2,575 sh | 2,575 | $1.8M | 0.14% | -10.4% |
| 525 | Zhang Financial#525 · 2,571 sh | 2,571 | $1.8M | 0.05% | 0.0% |
| 526 | DEUTSCHE BANK AG\#526 · 2,565 sh | 2,565 | $1.8M | <0.01% | 0.0% |
| 527 | KINGSWOOD WEALTH ADVISORS#527 · 2,525 sh | 2,525 | $1.8M | — | -0.6% |
| 528 | TOWER BRIDGE ADVISORS#528 · 2,516 sh | 2,516 | $1.8M | 0.16% | 0.0% |
| 529 | Farmers & Merchants of Long Beach#529 · 2,516 sh | 2,516 | $1.8M | — | -12.5% |
| 530 | Vise Technologies#530 · 2,507 sh | 2,507 | $1.8M | 0.02% | +129.4% |
| 531 | Olde Wealth Management#531 · 2,500 sh | 2,500 | $1.8M | 0.50% | 0.0% |
| 532 | XML Financial#532 · 2,504 sh | 2,504 | $1.8M | 0.13% | -2.0% |
| 533 | PETERSON WEALTH MANAGEMENT#533 · 2,499 sh | 2,499 | $1.8M | 0.82% | -0.8% |
| 534 | Accredited Investors#534 · 2,497 sh | 2,497 | $1.8M | 0.08% | +1.2% |
| 535 | MidFirst Bank#535 · 2,494 sh | 2,494 | $1.8M | 0.12% | 0.0% |
| 536 | Ullmann Wealth Partners Group#536 · 2,489 sh | 2,489 | $1.8M | 0.16% | 0.0% |
| 537 | SEMITAM BONAM#537 · 2,484 sh | 2,484 | $1.7M | — | -1.5% |
| 538 | Disciplined Investments#538 · 2,468 sh | 2,468 | $1.7M | 0.56% | +0.2% |
| 539 | OF VERMONT#539 · 2,466 sh | 2,466 | $1.7M | — | — |
| 540 | Forvis Mazars Wealth Advisors#540 · 2,460 sh | 2,460 | $1.7M | — | -0.6% |
| 541 | Harvest Investment Services#541 · 2,453 sh | 2,453 | $1.7M | 0.27% | +57.3% |
| 542 | FIRST FINANCIAL#542 · 2,453 sh | 2,453 | $1.7M | — | 0.0% |
| 543 | Focus Financial Network#543 · 2,445 sh | 2,445 | $1.7M | — | -4.5% |
| 544 | WEDBUSH SECURITIES#544 · 2,445 sh | 2,445 | $1.7M | — | +0.2% |
| 545 | Berman McAleer#545 · 2,435 sh | 2,435 | $1.7M | — | -15.6% |
| 546 | Pitcairn Wealth Advisors#546 · 2,433 sh | 2,433 | $1.7M | 0.19% | 0.0% |
| 547 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#547 · 2,420 sh | 2,420 | $1.7M | 0.10% | -2.2% |
| 548 | O'SHAUGHNESSY ASSET MANAGEMENT#548 · 2,375 sh | 2,375 | $1.7M | <0.01% | -18.7% |
| 549 | Capital Investment Counsel#549 · 2,359 sh | 2,359 | $1.7M | — | -0.8% |
| 550 | Relyea Zuckerberg Hanson#550 · 2,356 sh | 2,356 | $1.7M | — | New |
| 551 | VIRTUE ASSET MANAGEMENT#551 · 2,347 sh | 2,347 | $1.7M | — | -0.2% |
| 552 | Cornerstone Wealth Management#552 · 2,345 sh | 2,345 | $1.6M | 0.07% | +51.1% |
| 553 | Alpha Wealth Funds#553 · 2,334 sh | 2,334 | $1.6M | 0.90% | -18.7% |
| 554 | SAXON INTERESTS#554 · 2,329 sh | 2,329 | $1.6M | — | +25.2% |
| 555 | Journey Advisory Group#555 · 2,328 sh | 2,328 | $1.6M | 0.13% | +5.7% |
| 556 | WJ Financial Advisors#556 · 2,306 sh | 2,306 | $1.6M | 1.19% | 0.0% |
| 557 | Parkside Financial Bank#557 · 2,304 sh | 2,304 | $1.6M | — | +100.0% |
| 558 | Montecito Bank#558 · 2,304 sh | 2,304 | $1.6M | — | +6.8% |
| 559 | INSIGNEO ADVISORY SERVICES#559 · 2,293 sh | 2,293 | $1.6M | 0.06% | -7.5% |
| 560 | CX Institutional#560 · 2,285 sh | 2,285 | $1.6M | — | +100.1% |
| 561 | American Capital Advisory#561 · 2,275 sh | 2,275 | $1.6M | 0.58% | -0.4% |
| 562 | Allred Capital Management#562 · 2,263 sh | 2,263 | $1.6M | 0.52% | 0.0% |
| 563 | MILLENNIUM MANAGEMENT#563 · 2,251 sh | 2,251 | $1.6M | <0.01% | -94.9% |
| 564 | TOMPKINS FINANCIAL#564 · 2,239 sh | 2,239 | $1.6M | — | -0.1% |
| 565 | Bedminster#565 · 2,238 sh | 2,238 | $1.6M | 1.34% | -8.9% |
| 566 | Evanson Financial#566 · 2,237 sh | 2,237 | $1.6M | — | — |
| 567 | Millstone Evans Group#567 · 2,218 sh | 2,218 | $1.6M | 0.84% | -18.2% |
| 568 | Moors & Cabot#568 · 2,205 sh | 2,205 | $1.6M | 0.06% | +1.1% |
| 569 | Savvy Advisors#569 · 2,197 sh | 2,197 | $1.5M | 0.03% | -1.3% |
| 570 | CARY STREET PARTNERS FINANCIAL#570 · 2,188 sh | 2,188 | $1.5M | 0.03% | -0.9% |
| 571 | BANK OF HAWAII#571 · 2,187 sh | 2,187 | $1.5M | 0.08% | +4.8% |
| 572 | Beaumont Financial Advisors#572 · 2,181 sh | 2,181 | $1.5M | — | -5.9% |
| 573 | TIAA , NATIONAL ASSOCIATION#573 · 2,170 sh | 2,170 | $1.5M | 0.09% | -0.8% |
| 574 | Compass Wealth Management#574 · 2,163 sh | 2,163 | $1.5M | — | New |
| 575 | Element Wealth#575 · 2,157 sh | 2,157 | $1.5M | 0.57% | -9.9% |
| 576 | SIGNAL TREE FINANCIAL PARTNERS#576 · 2,155 sh | 2,155 | $1.5M | 1.00% | -0.1% |
| 577 | STEPHENS#577 · 2,152 sh | 2,152 | $1.5M | 0.02% | +5.1% |
| 578 | GAMMA Investing#578 · 2,151 sh | 2,151 | $1.5M | — | -0.7% |
| 579 | Sunflower Bank, N.A.#579 · 2,148 sh | 2,148 | $1.5M | 0.36% | 0.0% |
| 580 | COZAD ASSET MANAGEMENT#580 · 2,148 sh | 2,148 | $1.5M | 0.10% | -10.6% |
| 581 | AlphaStar Capital Management#581 · 2,128 sh | 2,128 | $1.5M | — | +3.4% |
| 582 | TCTC#582 · 2,127 sh | 2,127 | $1.5M | 0.04% | 0.0% |
| 583 | Dorsey & Whitney#583 · 2,125 sh | 2,125 | $1.5M | 0.07% | +6.0% |
| 584 | Kennebec Savings Bank#584 · 2,113 sh | 2,113 | $1.5M | — | -4.4% |
| 585 | ROCKLAND#585 · 2,109 sh | 2,109 | $1.5M | — | 0.0% |
| 586 | SENTINEL LBA#586 · 2,104 sh | 2,104 | $1.5M | 0.13% | 0.0% |
| 587 | Golden State Wealth Management#587 · 2,100 sh | 2,100 | $1.5M | 0.13% | -12.4% |
| 588 | Emprise Bank#588 · 2,096 sh | 2,096 | $1.5M | — | 0.0% |
| 589 | Peterson Wealth Services#589 · 2,081 sh | 2,081 | $1.5M | — | +17.6% |
| 590 | Frisch Financial Group#590 · 2,066 sh | 2,066 | $1.5M | 0.25% | 0.0% |
| 591 | Global Wealth Strategies & Associates#591 · 2,065 sh | 2,065 | $1.5M | — | New |
| 592 | Sunbeam Capital Management#592 · 2,063 sh | 2,063 | $1.5M | 0.66% | 0.0% |
| 593 | WEALTH ALLIANCE#593 · 2,060 sh | 2,060 | $1.4M | 0.12% | +209.8% |
| 594 | Castle Rock Wealth Management#594 · 2,076 sh | 2,076 | $1.4M | — | +8.2% |
| 595 | OXFORD FINANCIAL GROUP, LTD.#595 · 2,055 sh | 2,055 | $1.4M | 0.07% | 0.0% |
| 596 | THRIVENT FINANCIAL FOR LUTHERANS#596 · 2,051 sh | 2,051 | $1.4M | <0.01% | -12.0% |
| 597 | Orgel Wealth Management#597 · 2,050 sh | 2,050 | $1.4M | — | +8.4% |
| 598 | Granite Bay Wealth Management#598 · 2,049 sh | 2,049 | $1.4M | 0.13% | -2.8% |
| 599 | JFS WEALTH ADVISORS#599 · 2,043 sh | 2,043 | $1.4M | 0.07% | -0.5% |
| 600 | Plancorp#600 · 2,092 sh | 2,092 | $1.4M | 0.04% | -1.7% |
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.