SPDR S&P MIDCAP 400 ETF TRUST (MDY) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 1,545
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | VeraBank, N.A.#701 · 1,550 sh | 1,550 | $1.1M | 0.18% | -3.1% |
| 702 | UP STRATEGIC WEALTH INVESTMENT ADVISORS#702 · 1,537 sh | 1,537 | $1.1M | 0.64% | 0.0% |
| 703 | Clarendon Private#703 · 1,531 sh | 1,531 | $1.1M | 0.69% | +0.2% |
| 704 | Panoramic Capital Partners#704 · 1,526 sh | 1,526 | $1.1M | 0.51% | 0.0% |
| 705 | RB Capital Management#705 · 1,526 sh | 1,526 | $1.1M | 0.21% | New |
| 706 | Vertex Planning Partners#706 · 1,522 sh | 1,522 | $1.1M | 0.16% | +70.8% |
| 707 | Orcam Financial Group#707 · 1,521 sh | 1,521 | $1.1M | 0.52% | New |
| 708 | Certified Advisory#708 · 1,519 sh | 1,519 | $1.1M | 0.09% | +44.8% |
| 709 | Paragon Capital Management Ltd#709 · 1,511 sh | 1,511 | $1.1M | — | -11.1% |
| 710 | OneAscent Financial Services#710 · 1,508 sh | 1,508 | $1.1M | 0.05% | -4.1% |
| 711 | Gen-Wealth Partners#711 · 1,507 sh | 1,507 | $1.1M | 0.29% | 0.0% |
| 712 | WARNER FINANCIAL#712 · 1,505 sh | 1,505 | $1.1M | 0.31% | 0.0% |
| 713 | RETIREMENT CAPITAL STRATEGIES#713 · 1,502 sh | 1,502 | $1.1M | 0.37% | 0.0% |
| 714 | Wood Tarver Financial Group#714 · 1,502 sh | 1,502 | $1.1M | 0.25% | -0.1% |
| 715 | Black Maple Capital Management#715 · 1,500 sh | 1,500 | $1.1M | 0.60% | 0.0% |
| 716 | VISTA INVESTMENT MANAGEMENT#716 · 1,495 sh | 1,495 | $1.1M | 0.32% | +0.1% |
| 717 | General Partner#717 · 1,484 sh | 1,484 | $1.0M | — | 0.0% |
| 718 | OLD POINT & FINANCIAL SERVICES N A#718 · 1,482 sh | 1,482 | $1.0M | 0.32% | +8.2% |
| 719 | VestGen Advisors#719 · 1,478 sh | 1,478 | $1.0M | 0.03% | -20.5% |
| 720 | Coastal Bridge Advisors#720 · 1,478 sh | 1,478 | $1.0M | 0.06% | -0.4% |
| 721 | FIRST AMERICAN , FSB#721 · 1,476 sh | 1,476 | $1.0M | 0.06% | 0.0% |
| 722 | Gambit Capital Management#722 · 1,475 sh | 1,475 | $1.0M | 0.60% | -1.1% |
| 723 | Pure Financial Advisors#723 · 1,474 sh | 1,474 | $1.0M | 0.01% | -1.1% |
| 724 | Foundations Investment Advisors#724 · 1,473 sh | 1,473 | $1.0M | 0.01% | -4.1% |
| 725 | Rothschild Capital Partners#725 · 1,471 sh | 1,471 | $1.0M | 0.22% | +0.2% |
| 726 | Rialto Wealth Management#726 · 1,463 sh | 1,463 | $1.0M | 0.20% | 0.0% |
| 727 | Sovereign Financial Group#727 · 1,462 sh | 1,462 | $1.0M | 0.16% | -9.0% |
| 728 | TritonPoint Partners#728 · 1,457 sh | 1,457 | $1.0M | 0.09% | New |
| 729 | TRITONPOINT WEALTH#729 · 1,457 sh | 1,457 | $1.0M | — | 0.0% |
| 730 | LCNB#730 · 1,455 sh | 1,455 | $1.0M | 0.31% | 0.0% |
| 731 | MONEY CONCEPTS CAPITAL#731 · 1,451 sh | 1,451 | $1.0M | 0.05% | +148.0% |
| 732 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#732 · 1,450 sh | 1,450 | $1.0M | 0.11% | -0.3% |
| 733 | Petix & Botte#733 · 1,450 sh | 1,450 | $1.0M | 0.21% | 0.0% |
| 734 | NWAM#734 · 1,445 sh | 1,445 | $1.0M | 0.05% | +43.4% |
| 735 | Pettinga Financial Advisors#735 · 1,441 sh | 1,441 | $1.0M | — | -0.8% |
| 736 | American Money Management#736 · 1,440 sh | 1,440 | $1.0M | 0.14% | -0.8% |
| 737 | Pasadena Private Wealth#737 · 1,438 sh | 1,438 | $1.0M | 0.13% | +1.8% |
| 738 | Sachetta#738 · 1,435 sh | 1,435 | $1.0M | 0.49% | +0.1% |
| 739 | MAYPORT#739 · 1,430 sh | 1,430 | $1.0M | 0.16% | New |
| 740 | Quadrant Private Wealth Management#740 · 1,425 sh | 1,425 | $1.0M | 0.22% | +0.1% |
| 741 | Sequoia Financial Advisors#741 · 1,427 sh | 1,427 | $1.0M | <0.01% | -38.4% |
| 742 | M. Kraus#742 · 1,425 sh | 1,425 | $1.0M | — | +3.6% |
| 743 | WealthSpring Partners#743 · 1,420 sh | 1,420 | $998.6K | — | +0.2% |
| 744 | Wealth Alliance Advisory Group#744 · 1,416 sh | 1,416 | $996.2K | — | -60.6% |
| 745 | Bridgewater Advisors#745 · 1,435 sh | 1,435 | $996.0K | 0.05% | 0.0% |
| 746 | Impact Capital Partners#746 · 1,411 sh | 1,411 | $992.4K | — | New |
| 747 | ZRC WEALTH MANAGEMENT#747 · 1,405 sh | 1,405 | $988.3K | — | -1.7% |
| 748 | Leisure Capital Management#748 · 1,405 sh | 1,405 | $988.2K | 0.31% | 0.0% |
| 749 | Prosperity Planning#749 · 1,404 sh | 1,404 | $987.5K | — | -3.8% |
| 750 | LAM GROUP#750 · 1,400 sh | 1,400 | $984.7K | — | 0.0% |
| 751 | Black Diamond Financial#751 · 1,396 sh | 1,396 | $981.9K | — | +99.4% |
| 752 | SAWGRASS ASSET MANAGEMENT#752 · 1,393 sh | 1,393 | $979.8K | 0.13% | 0.0% |
| 753 | ALESCO ADVISORS#753 · 1,391 sh | 1,391 | $978.3K | 0.02% | -0.6% |
| 754 | TUDOR INVESTMENT ET AL#754 · 1,387 sh | 1,387 | $975.5K | <0.01% | New |
| 755 | ANDREWS, LUCIA WEALTH MANAGEMENT#755 · 1,383 sh | 1,383 | $972.7K | 0.51% | 0.0% |
| 756 | BankPlus Department#756 · 1,381 sh | 1,381 | $971.3K | 0.23% | +1.4% |
| 757 | FCA#757 · 1,380 sh | 1,380 | $970.6K | 0.24% | 0.0% |
| 758 | Apeiron RIA#758 · 1,376 sh | 1,376 | $967.5K | — | +6.7% |
| 759 | HOHIMER WEALTH MANAGEMENT#759 · 1,366 sh | 1,366 | $960.8K | 0.10% | +3.8% |
| 760 | Ashford Advisors#760 · 1,361 sh | 1,361 | $959.6K | 0.20% | 0.0% |
| 761 | Tennessee Valley Asset Management Partners#761 · 1,360 sh | 1,360 | $956.2K | 0.11% | -0.9% |
| 762 | Opulen Financial Group#762 · 1,357 sh | 1,357 | $954.1K | — | +0.2% |
| 763 | McGuire Investment Group#763 · 1,354 sh | 1,354 | $952.3K | — | 0.0% |
| 764 | VIAWEALTH#764 · 1,325 sh | 1,325 | $931.9K | 0.47% | 0.0% |
| 765 | Gunpowder Capital Management, dba Oliver Wealth Management#765 · 1,325 sh | 1,325 | $931.9K | 0.65% | -9.8% |
| 766 | HARMONY ASSET MANAGEMENT#766 · 1,320 sh | 1,320 | $928.4K | — | -3.6% |
| 767 | Garden State Investment Advisory Services#767 · 1,315 sh | 1,315 | $925.3K | 0.17% | -2.2% |
| 768 | Cypress Capital#768 · 1,314 sh | 1,314 | $923.9K | — | +4.2% |
| 769 | Avantax Planning Partners#769 · 1,313 sh | 1,313 | $923.5K | 0.02% | -21.4% |
| 770 | Kovack Advisors#770 · 1,311 sh | 1,311 | $917.9K | 0.04% | +3.5% |
| 771 | Collaborative Capital Advisors#771 · 1,300 sh | 1,300 | $916.6K | 0.58% | — |
| 772 | D.A. DAVIDSON#772 · 1,299 sh | 1,299 | $914.1K | <0.01% | -3.7% |
| 773 | Dana Investment Advisors#773 · 1,300 sh | 1,300 | $914.1K | 0.02% | -0.6% |
| 774 | L & S Advisors#774 · 1,294 sh | 1,294 | $910.3K | 0.09% | +0.4% |
| 775 | DAVENPORT#775 · 1,283 sh | 1,283 | $902.4K | — | +2.0% |
| 776 | APPLETON PARTNERS#776 · 1,280 sh | 1,280 | $900.0K | 0.06% | -1.5% |
| 777 | Renaissance Investment Group#777 · 1,273 sh | 1,273 | $895.4K | 0.18% | -8.2% |
| 778 | SNS Financial Group#778 · 1,269 sh | 1,269 | $892.5K | 0.02% | +121.5% |
| 779 | TCI Wealth Advisors#779 · 1,268 sh | 1,268 | $891.8K | 0.04% | 0.0% |
| 780 | MontVue Capital Management#780 · 1,268 sh | 1,268 | $891.8K | — | -2.5% |
| 781 | PACIFIC FINANCIAL GROUP#781 · 1,266 sh | 1,266 | $890.7K | 0.43% | -4.0% |
| 782 | SIGNATURE ESTATE & INVESTMENT ADVISORS#782 · 1,264 sh | 1,264 | $889.2K | — | -27.9% |
| 783 | SENTINEL WEALTH MANAGEMENT#783 · 1,260 sh | 1,260 | $888.4K | 0.63% | 0.0% |
| 784 | Portside Wealth Group#784 · 1,263 sh | 1,263 | $888.3K | — | New |
| 785 | Holistic Financial Partners#785 · 1,262 sh | 1,262 | $887.7K | 0.54% | +0.1% |
| 786 | Fiduciary Wealth Partners#786 · 1,261 sh | 1,261 | $886.9K | 0.49% | 0.0% |
| 787 | MISSION WEALTH MANAGEMENT#787 · 1,257 sh | 1,257 | $883.9K | — | +1.8% |
| 788 | Citizens Business Bank#788 · 1,255 sh | 1,255 | $882.7K | 0.13% | +20.6% |
| 789 | HM PAYSON#789 · 1,253 sh | 1,253 | $881.3K | 0.01% | +2.0% |
| 790 | Miramar Capital#790 · 1,252 sh | 1,252 | $880.6K | 0.19% | 0.0% |
| 791 | Mirador Capital Partners#791 · 1,250 sh | 1,250 | $879.5K | — | +11.2% |
| 792 | Urban Financial Advisory#792 · 1,243 sh | 1,243 | $874.3K | 0.24% | +0.2% |
| 793 | GERMAN AMERICAN BANCORP#793 · 1,242 sh | 1,242 | $874.0K | 0.07% | 0.0% |
| 794 | CGN Advisors#794 · 1,225 sh | 1,225 | $861.6K | — | 0.0% |
| 795 | PROSPERITY BANCSHARES#795 · 1,219 sh | 1,219 | $857.4K | 0.56% | -4.5% |
| 796 | FAS Wealth Partners#796 · 1,216 sh | 1,216 | $855.1K | 0.04% | +0.1% |
| 797 | SIMON QUICK ADVISORS#797 · 1,213 sh | 1,213 | $853.1K | — | -0.9% |
| 798 | Betterment#798 · 1,194 sh | 1,194 | $840.0K | <0.01% | +42.3% |
| 799 | Sage Mountain Advisors#799 · 1,190 sh | 1,190 | $837.0K | 0.05% | 0.0% |
| 800 | Kaydan Wealth Management#800 · 1,189 sh | 1,189 | $836.3K | — | -2.5% |
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.