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SPDR S&P 400 Mid Cap Growth ETF (MDYG) Institutional Ownership

SPDR S&P 400 Mid Cap Growth ETF logo
$109.89 -0.76 (-0.69%)
As of 08/5/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for SPDR S&P 400 Mid Cap Growth ETF (NYSEARCA:MDYG)

Number of
Institutional Buyers
(last 12 months)
210
Total
Institutional Inflows
(last 12 months)
$286.14M
Number of
Institutional Sellers
(last 12 months)
174
Total
Institutional Outflows
(last 12 months)
$248.66M
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MDYG Institutional Buying and Selling by Quarter

SPDR S&P 400 Mid Cap Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Investors Research Corp17,509$1.96M0.4%-27.4%0.067%
7/10/2026 JFS Wealth Advisors LLC518$58K0.0%+28.2%0.002%
7/10/2026 Diversified Management Inc.2,704$303K0.1%-5.0%0.010%
7/10/2026 Clarus Wealth Advisors24,629$2.65M1.0%-4.0%0.094%
7/10/2026 KWB Wealth3,267$366K0.0%-4.1%0.013%
7/10/2026 Redhawk Wealth Advisors Inc.39,636$4.44M0.4%-9.6%0.152%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors1,912$214K0.0%N/A0.007%
7/10/2026 Community Financial Services Group LLC756$84K0.0%N/A0.003%
7/9/2026 Friday Financial3,428$372K0.1%N/A0.013%
7/9/2026 Focus Financial Network Inc.6,833$766K0.0%-8.4%0.026%
7/9/2026 Pine Haven Investment Counsel Inc7,888$884K0.6%+17.0%0.030%
7/7/2026 Bill Few Associates Inc.36,296$4.07M0.9%-1.4%0.139%
7/7/2026 Balefire LLC4,766$534K0.1%+7.0%0.018%
7/7/2026 Avior Wealth Management LLC49,181$5.51M0.1%+185.2%0.188%
7/7/2026 Waller Financial Planning Group Inc.19,213$2.15M0.4%-6.9%0.074%
7/2/2026 KERR FINANCIAL PLANNING Corp229$26K0.0%-33.0%0.001%
7/1/2026 Marathon Mission Inc.83,077$9.31M4.6%+4.3%0.320%
6/18/2026Western Wealth Management LLC10,130$972K0.0%-38.0%0.039%
6/10/2026 FAS Wealth Partners Inc.507,678$48.72M3.0%+2.1%1.956%
6/3/2026NewEdge Advisors LLC12,394$1.19M0.0%-31.0%0.048%
5/26/2026Glenmede Trust Co. NA2,899$278K0.0%+54.7%0.011%
5/22/2026Segall Bryant & Hamill LLC118,234$11.35M0.1%-4.9%0.456%
5/19/2026Western Wealth Management LLC10,130$972K0.0%-38.0%0.039%
5/19/2026NewEdge Advisors LLC11,188$1.07M0.0%-37.7%0.043%
5/19/2026Bank of America Corp DE220,537$21.16M0.0%-13.6%0.850%
5/18/2026Royal Bank of Canada141,086$13.54M0.0%+100.6%0.544%
5/15/2026Asset Management Group Inc.19,845$1.90M0.3%-5.2%0.076%
5/14/2026 Klingman & Associates LLC324,175$31.11M1.5%-0.6%1.249%
5/14/2026Gibbs Wealth Management7,527$722K0.1%+160.3%0.029%
5/13/2026Cetera Investment Advisers141,139$13.54M0.0%+24.5%0.544%
5/13/2026Prestige Wealth Management Group LLC67,613$6.49M1.3%-2.6%0.261%
5/13/2026Measured Wealth Private Client Group LLC2,758$265K0.1%-3.3%0.011%
5/8/2026PNC Financial Services Group Inc.1,818$174K0.0%+9.1%0.007%
5/7/2026Florida Financial Advisors LLC9,252$888K0.2%+44.0%0.036%
5/7/2026Basepoint Wealth LLC1,118$107K0.1%-12.5%0.004%
5/7/2026 Balefire LLC4,454$427K0.1%+9.3%0.017%
5/7/2026Parallel Advisors LLC1,369$131K0.0%-43.9%0.005%
5/7/2026Koss Olinger Consulting LLC30,925$2.97M0.2%-29.1%0.119%
5/5/2026 Navigation Group LLC10,159$975K0.2%N/A0.039%
5/5/2026IMC Chicago LLC9,652$926K0.0%N/A0.037%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
5/5/2026Signet Financial Management LLC114,552$10.99M1.2%-1.4%0.441%
5/5/2026Sigma Planning Corp3,845$369K0.0%+12.9%0.015%
5/5/2026 Nwam LLC7,417$712K0.0%-7.4%0.029%
5/5/2026Broadview Financial Management LLC16,312$1.57M1.1%+2.6%0.063%
5/5/2026 Avantax Planning Partners Inc.321,914$30.89M0.8%+11.6%1.241%
5/4/2026Retirement Planning Group LLC3,279$315K0.0%-5.8%0.013%
5/4/2026 Chicago Partners Investment Group LLC74,312$7.74M0.2%+5.4%0.286%
5/2/2026 Global Assets Advisory LLC9,872$947K0.2%N/A0.038%
5/2/2026 Diversify Wealth Management LLC2,281$233K0.0%N/A0.009%
5/2/2026 Carnegie Investment Counsel5,729$550K0.0%+1.8%0.022%
5/2/2026UNIVEST FINANCIAL Corp121,342$11.64M0.7%-62.2%0.468%
5/1/2026 Capital Squared Financial LLC19,913$1.91M1.5%+2.2%0.077%
5/1/2026Fifth Third Bancorp12,584$1.21M0.0%+39,225.0%0.048%
5/1/2026WealthShield Partners LLC71,389$6.85M0.8%+0.9%0.275%
4/30/2026 Elevated Capital Advisors LLC17,489$1.68M0.4%-27.6%0.068%
4/30/2026Mosaic Family Wealth Partners LLC26,476$2.54M0.3%-9.8%0.102%
4/30/2026 Kestra Advisory Services LLC10,616$1.02M0.0%+3.8%0.041%
4/30/2026 Beam Wealth Advisors Inc.11,651$1.12M0.3%+1.9%0.045%
4/29/2026Cvfg LLC8,745$839K0.1%N/A0.034%
4/29/2026 Capstone Wealth Management Group LLC2,125$204K0.1%N/A0.008%
4/29/2026 KERR FINANCIAL PLANNING Corp342$34K0.0%+50.0%0.001%
4/29/2026 Resonant Capital Advisors LLC6,142$589K0.0%-3.0%0.024%
4/29/2026Advance Capital Management Inc.2,137$205K0.0%N/A0.008%
4/29/2026 Burney Co.2,223$213K0.0%-27.8%0.009%
4/29/2026Integrated Advisors Network LLC2,993$287K0.0%-60.4%0.012%
4/28/2026 Koshinski Asset Management Inc.26,519$2.55M0.2%-5.8%0.103%
4/28/2026 New England Capital Financial Advisors LLC18,079$1.74M0.5%+35.3%0.070%
4/27/2026 Syntegra Private Wealth Group LLC44,416$4.26M0.4%-2.4%0.172%
4/27/2026World Investment Advisors24,397$2.34M0.0%+2.0%0.094%
4/27/2026 Turtle Creek Wealth Advisors LLC762$73K0.0%N/A0.003%
4/27/2026 Private Advisor Group LLC425,586$40.84M0.2%+40.6%1.646%
4/25/2026 KPP Advisory Services LLC8,910$855K0.1%+5.4%0.034%
4/24/2026 Financial Life Planners642$62K0.0%N/A0.002%
4/24/2026 Key Financial Inc15,837$1.52M0.3%-9.3%0.061%
4/24/2026 First Pacific Financial7,195$690K0.1%+40.1%0.028%
4/23/2026Balanced Wealth Group LLC144,257$13.84M5.0%+2.9%0.557%
4/23/2026 Flagstar Advisors Inc.6,307$605K0.2%-2.9%0.024%
4/22/2026Janney Montgomery Scott LLC5,551$533K0.0%+6.0%0.021%
4/22/2026 Onyx Bridge Wealth Group LLC3,193$306K0.0%-5.2%0.012%
4/22/2026 Trilogy Capital Inc.12,262$1.18M0.1%-6.5%0.047%
4/22/2026 Lewis Asset Management LLC10,779$1.03M0.4%-2.1%0.042%
4/21/2026 Maltin Wealth Management Inc.4,455$427K0.2%+7.4%0.017%
4/21/2026 GHP Investment Advisors Inc.330,087$31.68M1.3%+1.8%1.277%
4/21/2026 Grey Ledge Advisors LLC5,173$496K0.1%-3.7%0.020%
4/21/2026 OLD National Bancorp IN3,000$288K0.0%N/A0.012%
4/20/2026 RFG Advisory LLC6,627$636K0.0%N/A0.026%
4/20/2026 Centennial Wealth Advisory LLC43,666$4.19M1.0%+51.5%0.169%
4/17/2026 Brookstone Capital Management23,770$2.28M0.0%-5.8%0.092%
4/15/2026 Brady Martz Wealth Solutions LLC6,109$586K0.1%-20.5%0.024%
3/17/2026Rockefeller Capital Management L.P.2,879$266K0.0%-34.3%0.011%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
3/13/2026World Investment Advisors23,911$2.21M0.0%+22.4%0.092%
3/9/2026Corient Private Wealth LLC159,559$14.87M0.0%+14.2%0.616%
3/4/2026Pure Financial Advisors LLC10,352$957K0.0%-12.0%0.040%
3/4/2026Rehmann Capital Advisory Group331,315$30.65M1.6%+3.6%1.279%
3/4/2026SHP Wealth Management4,150$384K0.0%N/A0.016%
2/25/2026 Tempo Wealth LLC37,396$3.46M0.6%N/A0.144%
2/25/2026MidFirst Bank18,917$1.75M0.1%N/A0.073%
2/24/2026 Astoria Portfolio Advisors LLC.3,656$366K0.1%+10.0%0.014%
2/19/2026Corient Private Wealth LLC159,559$14.87M0.0%+14.2%0.616%
2/18/2026Beacon Pointe Advisors LLC7,728$714K0.0%-2.9%0.030%


MDYG Institutional Ownership - Frequently Asked Questions

During the previous two years, 414 institutional investors and hedge funds held shares of SPDR S&P 400 Mid Cap Growth ETF. The most heavily invested institutionals were LPL Financial LLC ($161.75M), Financial Engines Advisors L.L.C. ($122.08M), AE Wealth Management LLC ($100.22M), NorthRock Partners LLC ($96.85M), Morgan Stanley ($70.98M), FAS Wealth Partners Inc. ($48.72M), and Envestnet Asset Management Inc. ($42.66M).Learn more on SPDR S&P 400 Mid Cap Growth ETF's institutional investors.

Of the 345 institutional investors that purchased SPDR S&P 400 Mid Cap Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Benjamin Edwards Inc. ($1.28M), Stifel Financial Corp ($920.55K), NorthRock Partners LLC ($721.30K), Raymond James Financial Inc. ($713.38K), AE Wealth Management LLC ($519.46K), Citigroup Inc. ($442.92K), and Confluence Investment Management LLC ($397.12K).

Institutional investors have bought a total of 3,109,866 shares in the last 24 months. This purchase volume represents approximately $286.14M in transactions.

Of the 174 institutional investors that sold SPDR S&P 400 Mid Cap Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Benjamin Edwards Inc. ($798.69K), Stifel Financial Corp ($308.13K), UNIVEST FINANCIAL Corp ($199.60K), KWB Wealth ($148.52K), Cary Street Partners Financial LLC ($136.04K), Foundations Investment Advisors LLC ($135.85K), and Confluence Investment Management LLC ($108.87K).

Institutional investors have sold a total of 2,733,641 shares in the last 24 months. This volume of shares sold represents approximately $248.66M in transactions.


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This page (NYSEARCA:MDYG) was last updated on 8/6/2026 by MarketBeat.com Staff.
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