SPDR S&P MIDCAP 400 ETF TRUST (MDY) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 1,545
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | Marion Wealth Management#801 · 1,187 sh | 1,187 | $834.5K | — | +6.6% |
| 802 | Delap Wealth Advisory#802 · 1,178 sh | 1,178 | $828.5K | — | 0.0% |
| 803 | COMPASS CAPITAL /MA#803 · 1,163 sh | 1,163 | $826.6K | 0.27% | -1.0% |
| 804 | Port Capital#804 · 1,170 sh | 1,170 | $822.9K | 0.03% | New |
| 805 | Omega Financial Group#805 · 1,158 sh | 1,158 | $814.3K | 0.25% | -1.8% |
| 806 | STAR Financial Bank#806 · 1,157 sh | 1,157 | $813.8K | 0.33% | -0.9% |
| 807 | Brightwater Advisory#807 · 1,154 sh | 1,154 | $811.7K | 0.51% | -3.6% |
| 808 | NORTH STAR ASSET MANAGEMENT#808 · 1,151 sh | 1,151 | $809.5K | 0.03% | 0.0% |
| 809 | Truepoint#809 · 1,144 sh | 1,144 | $804.6K | 0.02% | 0.0% |
| 810 | CDM FINANCIAL COUNSELING SERVICES#810 · 1,141 sh | 1,141 | $802.4K | — | -0.1% |
| 811 | Rathbones Group PLC#811 · 1,140 sh | 1,140 | $801.8K | <0.01% | 0.0% |
| 812 | PACIFIC SUN FINANCIAL#812 · 1,135 sh | 1,135 | $799.4K | 0.33% | -0.6% |
| 813 | Forum Financial Management#813 · 1,134 sh | 1,134 | $797.9K | — | +30.0% |
| 814 | New Hampshire#814 · 1,134 sh | 1,134 | $797.6K | — | 0.0% |
| 815 | Single Point Partners#815 · 1,131 sh | 1,131 | $795.5K | — | 0.0% |
| 816 | FCG Investment#816 · 1,126 sh | 1,126 | $792.0K | — | -6.9% |
| 817 | Cascade Financial Partners#817 · 1,116 sh | 1,116 | $784.9K | 0.07% | -5.0% |
| 818 | Summit Asset Management#818 · 1,108 sh | 1,108 | $779.3K | 0.10% | 0.0% |
| 819 | MRWM Advisors#819 · 1,104 sh | 1,104 | $776.5K | 0.32% | +3.4% |
| 820 | River Street Advisors#820 · 1,098 sh | 1,098 | $772.3K | — | 0.0% |
| 821 | Capital Investment Advisors#821 · 1,097 sh | 1,097 | $771.7K | — | +7.9% |
| 822 | Carrera Capital Advisors#822 · 1,093 sh | 1,093 | $770.5K | 0.11% | +0.2% |
| 823 | Jacksonville Wealth Management#823 · 1,086 sh | 1,086 | $763.9K | 0.43% | -2.1% |
| 824 | AlphaCore Capital#824 · 1,086 sh | 1,086 | $763.6K | 0.01% | +8.8% |
| 825 | Round Rock Advisors#825 · 1,085 sh | 1,085 | $763.4K | 0.10% | -1.5% |
| 826 | HOWLAND CAPITAL MANAGEMENT#826 · 1,077 sh | 1,077 | $759.3K | — | 0.0% |
| 827 | FAGAN ASSOCIATES#827 · 1,078 sh | 1,078 | $757.9K | — | 0.0% |
| 828 | BLB&B Advisors#828 · 1,076 sh | 1,076 | $756.8K | 0.03% | -2.8% |
| 829 | Venture Visionary Partners#829 · 1,065 sh | 1,065 | $749.2K | — | -7.7% |
| 830 | Western Wealth Management#830 · 1,065 sh | 1,065 | $749.1K | 0.02% | 0.0% |
| 831 | Clear Creek Financial Management#831 · 1,065 sh | 1,065 | $748.8K | 0.05% | -0.9% |
| 832 | Turtle Creek Wealth Advisors#832 · 1,064 sh | 1,064 | $748.4K | — | 0.0% |
| 833 | RTD Financial Advisors#833 · 1,062 sh | 1,062 | $747.0K | — | 0.0% |
| 834 | KANAWHA CAPITAL MANAGEMENT#834 · 1,061 sh | 1,061 | $746.2K | — | -1.5% |
| 835 | Stablepoint Partners#835 · 1,059 sh | 1,059 | $745.1K | 0.10% | +23.6% |
| 836 | Royal Fund Management#836 · 1,059 sh | 1,059 | $744.8K | — | -1.5% |
| 837 | First Western Bank#837 · 1,055 sh | 1,055 | $742.0K | 0.04% | 0.0% |
| 838 | Peak Planning Group#838 · 1,047 sh | 1,047 | $736.1K | 0.17% | -4.6% |
| 839 | Allen Mooney & Barnes Investment Advisors#839 · 1,035 sh | 1,035 | $727.8K | — | +0.1% |
| 840 | WorthPointe#840 · 1,032 sh | 1,032 | $725.8K | 0.18% | 0.0% |
| 841 | Daytona Street Capital#841 · 1,050 sh | 1,050 | $724.8K | — | 0.0% |
| 842 | Northstar Advisory Group#842 · 1,030 sh | 1,030 | $724.4K | 0.22% | New |
| 843 | Members#843 · 1,030 sh | 1,030 | $724.4K | 0.02% | 0.0% |
| 844 | Heritage Wealth Architects#844 · 1,054 sh | 1,054 | $723.0K | — | 0.0% |
| 845 | BAXTER BROS#845 · 1,023 sh | 1,023 | $719.5K | 0.08% | 0.0% |
| 846 | Range Advisory#846 · 1,016 sh | 1,016 | $714.6K | 0.09% | +0.2% |
| 847 | River Wealth Advisors#847 · 1,015 sh | 1,015 | $713.9K | 0.07% | -2.0% |
| 848 | Grey Ledge Advisors#848 · 1,013 sh | 1,013 | $712.6K | 0.14% | -2.1% |
| 849 | Spire Wealth Management#849 · 1,012 sh | 1,012 | $711.5K | 0.02% | +0.1% |
| 850 | FLAGSHIP HARBOR ADVISORS#850 · 1,008 sh | 1,008 | $708.8K | — | 0.0% |
| 851 | Lifestyle Asset Management#851 · 1,007 sh | 1,007 | $708.3K | — | +19.5% |
| 852 | CONNORS INVESTOR SERVICES#852 · 1,007 sh | 1,007 | $708.3K | 0.06% | 0.0% |
| 853 | Valeo Financial Advisors#853 · 1,008 sh | 1,008 | $706.4K | — | 0.0% |
| 854 | GRIMES & WEALTH MANAGEMENT#854 · 1,003 sh | 1,003 | $705.5K | 0.02% | +0.1% |
| 855 | Nemes Rush Group#855 · 1,003 sh | 1,003 | $705.2K | 0.06% | -0.5% |
| 856 | AE Wealth Management#856 · 1,002 sh | 1,002 | $704.4K | <0.01% | -7.6% |
| 857 | SEVEN MILE ADVISORY#857 · 992 sh | 992 | $699.4K | — | 0.0% |
| 858 | SILVIA MCCOLL WEALTH MANAGEMENT#858 · 994 sh | 994 | $699.1K | — | 0.0% |
| 859 | Mutual Advisors#859 · 994 sh | 994 | $698.9K | 0.01% | 0.0% |
| 860 | Wealth Advisory Solutions#860 · 993 sh | 993 | $698.4K | — | 0.0% |
| 861 | Plante Moran Financial Advisors#861 · 989 sh | 989 | $695.6K | 0.03% | 0.0% |
| 862 | WBH ADVISORY#862 · 988 sh | 988 | $695.2K | 0.05% | -5.5% |
| 863 | Tanager Wealth Management LLP#863 · 988 sh | 988 | $694.9K | — | 0.0% |
| 864 | Diversified Enterprises#864 · 985 sh | 985 | $692.8K | — | 0.0% |
| 865 | Broadview Financial Management#865 · 978 sh | 978 | $688.0K | 0.42% | -1.2% |
| 866 | Bryn Mawr Advisors#866 · 975 sh | 975 | $685.9K | 0.03% | 0.0% |
| 867 | Livet Wealth#867 · 972 sh | 972 | $683.5K | — | -14.8% |
| 868 | Maren Capital#868 · 964 sh | 964 | $678.0K | 0.03% | 0.0% |
| 869 | Smithfield#869 · 955 sh | 955 | $673.0K | 0.03% | 0.0% |
| 870 | BSW Wealth Partners#870 · 956 sh | 956 | $672.4K | 0.07% | -0.4% |
| 871 | Avalon#871 · 950 sh | 950 | $668.2K | 0.04% | -24.0% |
| 872 | Markowski Investments#872 · 950 sh | 950 | $668.1K | 0.15% | — |
| 873 | Tower View Wealth Management#873 · 949 sh | 949 | $667.2K | — | 0.0% |
| 874 | Clear Trail Advisors#874 · 943 sh | 943 | $663.3K | — | -1.0% |
| 875 | SAX WEALTH ADVISORS#875 · 1,073 sh | 1,073 | $661.8K | — | +15.9% |
| 876 | Bell Bank#876 · 940 sh | 940 | $661.1K | — | +0.5% |
| 877 | HTG Investment Advisors#877 · 940 sh | 940 | $661.1K | 0.17% | 0.0% |
| 878 | Shepherd Financial Partners#878 · 936 sh | 936 | $658.3K | 0.05% | +9.5% |
| 879 | Modern Wealth Management#879 · 935 sh | 935 | $657.4K | <0.01% | +168.7% |
| 880 | NORTHLAND SECURITIES#880 · 928 sh | 928 | $652.7K | 0.38% | 0.0% |
| 881 | HCR Wealth Advisors#881 · 926 sh | 926 | $651.8K | — | 0.0% |
| 882 | SevenBridge Financial Group#882 · 917 sh | 917 | $650.3K | — | 0.0% |
| 883 | J.Safra Asset Management#883 · 923 sh | 923 | $649.2K | 0.03% | 0.0% |
| 884 | FIRST ADVISORS#884 · 923 sh | 923 | $649.2K | <0.01% | +31.9% |
| 885 | OF TOLEDO NA#885 · 920 sh | 920 | $647.1K | — | +87.0% |
| 886 | TRILLIUM ASSET MANAGEMENT#886 · 920 sh | 920 | $647.1K | 0.02% | 0.0% |
| 887 | Sanchez Gaunt Capital Management#887 · 912 sh | 912 | $641.4K | 0.36% | -1.1% |
| 888 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#888 · 904 sh | 904 | $635.8K | <0.01% | -1.4% |
| 889 | CONTRAVISORY INVESTMENT MANAGEMENT#889 · 903 sh | 903 | $635.4K | — | +156.5% |
| 890 | First PREMIER Bank#890 · 902 sh | 902 | $634.0K | — | 0.0% |
| 891 | Eagle Strategies#891 · 900 sh | 900 | $633.2K | — | 0.0% |
| 892 | TITLEIST ASSET MANAGEMENT#892 · 897 sh | 897 | $631.0K | — | 0.0% |
| 893 | Chicago Capital#893 · 895 sh | 895 | $629.5K | — | New |
| 894 | FIRST MANHATTAN#894 · 892 sh | 892 | $628.9K | <0.01% | New |
| 895 | Edgestream Partners, L.P.#895 · 894 sh | 894 | $628.8K | 0.02% | +137.1% |
| 896 | Bragg Financial Advisors#896 · 892 sh | 892 | $627.6K | 0.02% | 0.0% |
| 897 | Stone Summit Wealth#897 · 890 sh | 890 | $626.0K | — | -5.7% |
| 898 | CULLEN/FROST BANKERS#898 · 888 sh | 888 | $624.6K | <0.01% | 0.0% |
| 899 | PARK AVENUE SECURITIES#899 · 887 sh | 887 | $624.0K | — | -0.1% |
| 900 | Creekside Partners#900 · 887 sh | 887 | $623.9K | 0.23% | +0.1% |
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.