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

SPDR S&P 400 Mid Cap Growth ETF logo
$107.22 +0.60 (+0.56%)
As of 11:00 AM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR S&P 400 Mid Cap Growth ETF (NYSEARCA:MDYG)

Number of
Institutional Buyers
(last 12 months)
199
Total
Institutional Inflows
(last 12 months)
$261.73M
Number of
Institutional Sellers
(last 12 months)
167
Total
Institutional Outflows
(last 12 months)
$173.43M
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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
10/1/2026 Stonebridge Financial Group LLC5,615$587K0.0%N/A0.021%
10/1/2026 Marathon Mission Inc.84,748$8.86M4.5%N/A0.320%
9/23/2026Envestnet Asset Management Inc.450,660$50.51M0.0%-2.2%1.701%
9/9/2026Cahill Financial Advisors Inc.1,885$211K0.0%N/A0.007%
9/9/2026MCF Advisors LLC1,566$176K0.0%+471.5%0.006%
9/9/2026Capital Analysts LLC46,988$5.27M0.1%+9.4%0.179%
9/9/2026NorthRock Partners LLC1,153,617$129.31M1.9%+6.5%4.386%
9/9/2026Integrated Wealth Concepts LLC2,857$320K0.0%N/A0.011%
9/9/2026RFG Advisory LLC3,433$385K0.0%-48.2%0.013%
9/9/2026NewEdge Advisors LLC11,933$1.34M0.0%-3.7%0.045%
9/9/2026IFP Advisors Inc10,042$1.13M0.0%-1.2%0.038%
9/9/2026Baird Financial Group Inc.1,980$222K0.0%-27.7%0.008%
9/9/2026XY Planning Network Inc.9,743$1.09M0.1%+8.5%0.037%
9/8/2026Allworth Financial LP1,866$209K0.0%-62.3%0.007%
9/2/2026Kinetic Wealth Investment Advisors LLC8,544$958K0.4%N/A0.032%
8/27/2026Corient Private Wealth LP31,618$3.54M0.0%-5.1%0.120%
8/27/2026Tucker Asset Management LLC3,492$391K0.1%+88.8%0.013%
8/26/2026HORAN Wealth LLC1,898$213K0.0%N/A0.007%
8/23/2026Ameritas Advisory Services LLC7,921$888K0.0%N/A0.030%
8/23/2026SFG Wealth Management LLC.166,652$18.68M6.7%+1.4%0.634%
8/23/2026HB Wealth Management LLC4,256$477K0.0%+20.0%0.016%
8/22/2026Markowski Investments760$85K0.0%N/A0.003%
7/10/2026Investors Research Corp17,509$1.96M0.4%-27.4%0.067%
7/10/2026JFS Wealth Advisors LLC518$58K0.0%+28.2%0.002%
7/10/2026Diversified Management Inc.2,704$303K0.1%-5.0%0.010%
7/10/2026Clarus Wealth Advisors24,629$2.65M1.0%-4.0%0.094%
7/10/2026KWB Wealth3,267$366K0.0%-4.1%0.013%
7/10/2026Redhawk Wealth Advisors Inc.39,636$4.44M0.4%-9.6%0.152%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors1,912$214K0.0%N/A0.007%
7/10/2026Community Financial Services Group LLC756$84K0.0%N/A0.003%
7/9/2026Friday Financial3,428$372K0.1%N/A0.013%
7/9/2026Focus Financial Network Inc.6,833$766K0.0%-8.4%0.026%
7/9/2026Pine Haven Investment Counsel Inc7,888$884K0.6%+17.0%0.030%
7/7/2026Bill Few Associates Inc.36,296$4.07M0.9%-1.4%0.139%
7/7/2026Balefire LLC4,766$534K0.1%+7.0%0.018%
7/7/2026Avior Wealth Management LLC49,181$5.51M0.1%+185.2%0.188%
7/7/2026Waller Financial Planning Group Inc.19,213$2.15M0.4%-6.9%0.074%
7/2/2026KERR 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%
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6/10/2026FAS 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%
5/14/2026Klingman & 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%
5/7/2026Balefire 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%
5/5/2026Navigation Group LLC10,159$975K0.2%N/A0.039%
5/5/2026IMC Chicago LLC9,652$926K0.0%N/A0.037%
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%
5/5/2026Nwam LLC7,417$712K0.0%-7.4%0.029%
5/5/2026Broadview Financial Management LLC16,312$1.57M1.1%+2.6%0.063%
5/5/2026Avantax 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%
5/4/2026Chicago Partners Investment Group LLC74,312$7.74M0.2%+5.4%0.286%
5/2/2026Global Assets Advisory LLC9,872$947K0.2%N/A0.038%
5/2/2026Diversify Wealth Management LLC2,281$233K0.0%N/A0.009%
5/2/2026Carnegie Investment Counsel5,729$550K0.0%+1.8%0.022%
5/2/2026UNIVEST FINANCIAL Corp121,342$11.64M0.7%-62.2%0.468%
5/1/2026Capital 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%
4/30/2026Elevated 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%
4/30/2026Kestra Advisory Services LLC10,616$1.02M0.0%+3.8%0.041%
4/30/2026Beam Wealth Advisors Inc.11,651$1.12M0.3%+1.9%0.045%
4/29/2026Cvfg LLC8,745$839K0.1%N/A0.034%
4/29/2026Capstone Wealth Management Group LLC2,125$204K0.1%N/A0.008%
4/29/2026KERR FINANCIAL PLANNING Corp342$34K0.0%+50.0%0.001%
4/29/2026Resonant Capital Advisors LLC6,142$589K0.0%-3.0%0.024%
4/29/2026Advance Capital Management Inc.2,137$205K0.0%N/A0.008%
4/29/2026Burney Co.2,223$213K0.0%-27.8%0.009%
4/29/2026Integrated Advisors Network LLC2,993$287K0.0%-60.4%0.012%
4/28/2026Koshinski Asset Management Inc.26,519$2.55M0.2%-5.8%0.103%
4/28/2026New England Capital Financial Advisors LLC18,079$1.74M0.5%+35.3%0.070%
4/27/2026Syntegra Private Wealth Group LLC44,416$4.26M0.4%-2.4%0.172%
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4/27/2026World Investment Advisors24,397$2.34M0.0%+2.0%0.094%
4/27/2026Turtle Creek Wealth Advisors LLC762$73K0.0%N/A0.003%
4/27/2026Private Advisor Group LLC425,586$40.84M0.2%+40.6%1.646%
4/25/2026KPP Advisory Services LLC8,910$855K0.1%+5.4%0.034%
4/24/2026Financial Life Planners642$62K0.0%N/A0.002%
4/24/2026Key Financial Inc15,837$1.52M0.3%-9.3%0.061%
4/24/2026First Pacific Financial7,195$690K0.1%+40.1%0.028%
4/23/2026Balanced Wealth Group LLC144,257$13.84M5.0%+2.9%0.557%
4/23/2026Flagstar Advisors Inc.6,307$605K0.2%-2.9%0.024%
4/22/2026Janney Montgomery Scott LLC5,551$533K0.0%+6.0%0.021%


MDYG Institutional Ownership - Frequently Asked Questions

During the previous two years, 415 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), NorthRock Partners LLC ($129.31M), Financial Engines Advisors L.L.C. ($122.08M), AE Wealth Management LLC ($100.22M), Morgan Stanley ($70.98M), Envestnet Asset Management Inc. ($50.51M), and FAS Wealth Partners Inc. ($48.72M).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 ($791.57K), Raymond James Financial Inc. ($713.38K), Citigroup Inc. ($442.92K), AE Wealth Management LLC ($438.34K), and Confluence Investment Management LLC ($397.12K).

Institutional investors have bought a total of 2,780,014 shares in the last 24 months. This purchase volume represents approximately $261.73M in transactions.

Of the 167 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: Stifel Financial Corp ($308.13K), Benjamin Edwards Inc. ($264.44K), UNIVEST FINANCIAL Corp ($199.60K), KWB Wealth ($148.52K), Confluence Investment Management LLC ($108.87K), Bank of America Corp DE ($94.84K), and Foundations Investment Advisors LLC ($78.23K).

Institutional investors have sold a total of 1,862,003 shares in the last 24 months. This volume of shares sold represents approximately $173.43M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:MDYG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/1/2026. New 13F filings are added each quarter as they're published.
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