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

SPDR S&P 400 Mid Cap Growth ETF logo
$104.27 -0.26 (-0.25%)
As of 01:33 PM 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)
234
Total
Institutional Inflows
(last 12 months)
$436.79M
Number of
Institutional Sellers
(last 12 months)
154
Total
Institutional Outflows
(last 12 months)
$147.51M
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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
11/4/2026Fairscale Capital LLC9,255$952K0.5%N/A0.034%
11/4/2026Creekside Partners3,762$393K0.1%N/A0.014%
11/4/2026Chartist Inc. CA5,183$542K0.6%N/A0.019%
11/4/2026Avantax Planning Partners Inc.359,970$37.63M1.0%N/A1.328%
11/3/2026Parallel Advisors LLC342$36K0.0%N/A0.001%
11/3/2026Destiny Capital Corp CO17,438$1.82M0.9%N/A0.064%
11/3/2026 International Assets Investment Management LLC2,230$236K0.0%N/A0.008%
11/2/2026 Pine Haven Investment Counsel Inc8,888$929K0.6%N/A0.033%
11/2/2026 Kestra Advisory Services LLC11,562$1.21M0.0%N/A0.043%
11/2/2026 Commonwealth Equity Services LLC216,582$22.64M0.0%N/A0.799%
10/31/2026 Clear Point Advisors Inc.5,819$608K0.4%N/A0.021%
10/31/2026 Chicago Partners Investment Group LLC77,808$7.92M0.1%N/A0.287%
10/30/2026 Third View Private Wealth LLC4,160$435K0.1%-6.9%0.015%
10/30/2026 GRIMES & Co WEALTH MANAGEMENT LLC2,019$211K0.0%N/A0.007%
10/29/2026 Salomon & Ludwin LLC17,273$1.81M0.1%N/A0.064%
10/29/2026 Vise Technologies Inc.5,128$536K0.0%+18.0%0.019%
10/29/2026 Intrua Financial LLC3,741$391K0.0%N/A0.014%
10/29/2026 MGO One Seven LLC13,972$1.46M0.0%N/A0.051%
10/29/2026 Avestar Capital LLC6,411$670K0.1%N/A0.024%
10/28/2026 International Assets Investment Management LLC15,000$1.57M0.0%N/A0.055%
10/28/2026 Parcion Private Wealth LLC11,943$1.25M0.1%N/A0.044%
10/28/2026 Partners Wealth Management LLC2,369$248K0.0%N/A0.009%
10/28/2026 ERn Financial LLC92,332$9.65M1.6%N/A0.343%
10/28/2026 Choreo LLC4,290$448K0.0%N/A0.016%
10/28/2026 Willner & Heller LLC6,655$696K0.4%N/A0.025%
10/28/2026 Sterling Financial Planning Inc.2,495$261K0.1%N/A0.009%
10/28/2026 Financial Network Wealth Advisors LLC5,544$580K0.6%N/A0.021%
10/28/2026 Shakespeare Wealth Management LLC181,196$18.94M3.7%-1.1%0.672%
10/28/2026 Heritage Wealth Management Inc. CA32,327$3.38M1.2%N/A0.120%
10/27/2026 Convergence Financial LLC215,100$22.48M3.1%N/A0.798%
10/27/2026 Sage Financial Group Inc.21,867$2.29M0.1%+5.6%0.081%
10/26/2026 Flagship Harbor Advisors LLC9,184$960K0.0%N/A0.034%
10/24/2026 Apollon Wealth Management LLC2,376$248K0.0%N/A0.009%
10/24/2026 Kingswood Wealth Advisors LLC38,926$4.07M0.2%N/A0.144%
10/24/2026 SFG Wealth Management LLC.164,691$17.22M6.1%-1.2%0.611%
10/23/2026 DHJJ Financial Advisors Ltd.1,320$138K0.0%N/A0.005%
10/23/2026 Gibbs Wealth Management8,861$926K0.1%+9.3%0.033%
10/23/2026 Beaumont Financial Advisors LLC2,469$258K0.0%N/A0.009%
10/23/2026 Denver PWM LLC2,819$295K0.1%N/A0.010%
10/22/2026 Brookstone Capital Management24,323$2.54M0.0%N/A0.090%
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10/22/2026 Root Financial Partners LLC9,619$1.01M0.0%N/A0.036%
10/22/2026 Courage Miller Partners LLC30,303$3.17M0.8%N/A0.113%
10/22/2026 Diligent Investors LLC58,315$6.10M1.3%N/A0.217%
10/22/2026 Foster Victor Wealth Advisors LLC7,958$823K0.0%N/A0.030%
10/21/2026 Fifth Third Securities Inc.4,286$448K0.0%N/A0.016%
10/21/2026 Rodgers & Associates LTD183,313$19.16M1.8%N/A0.681%
10/21/2026 Carnegie Investment Counsel6,845$716K0.0%N/A0.025%
10/21/2026 Diversify Advisory Services LLC1,913$200K0.0%N/A0.007%
10/20/2026 CWA Asset Management Group LLC17,274$1.81M0.1%N/A0.064%
10/20/2026 Retirement Planning Group LLC3,279$343K0.0%N/A0.012%
10/19/2026 LexAurum Advisors LLC9,419$985K0.1%N/A0.035%
10/17/2026 Onyx Bridge Wealth Group LLC3,078$322K0.0%N/A0.011%
10/17/2026 IFP Advisors Inc9,538$997K0.0%-5.0%0.035%
10/17/2026 Delta Capital Management LLC3,000$314K0.1%N/A0.011%
10/17/2026 AlphaStar Capital Management LLC30,379$3.18M0.2%N/A0.113%
10/16/2026 Mosley Wealth Management10,064$1.06M0.3%N/A0.037%
10/16/2026 Selby Wealth Management LLC2,608$273K0.1%-44.9%0.010%
10/16/2026 Cyndeo Wealth Partners LLC7,487$783K0.0%N/A0.028%
10/16/2026 Trail Ridge Investment Advisors LLC3,460$362K0.2%N/A0.013%
10/16/2026 Goldstein Advisors LLC3,060$320K0.0%N/A0.011%
10/15/2026 Community Financial Services Group LLC656$69K0.0%N/A0.002%
10/15/2026 Retirement Planning Co of New England Inc.2,399$251K0.1%N/A0.009%
10/15/2026 Mystic Asset Management Inc.6,925$724K0.2%N/A0.026%
10/15/2026 Turtle Creek Wealth Advisors LLC762$80K0.0%N/A0.003%
10/15/2026 WealthPlan Investment Management LLC4,455$466K0.0%N/A0.017%
10/15/2026 First Pacific Financial7,075$740K0.1%N/A0.026%
10/14/2026 Focus Financial Network Inc.6,518$681K0.0%N/A0.024%
10/14/2026 Signal Advisors Wealth LLC2,365$247K0.0%N/A0.009%
10/14/2026 4WEALTH Advisors Inc.2,176$228K0.2%N/A0.008%
10/14/2026 Krilogy Financial LLC6,048$641K0.0%-2.4%0.022%
10/14/2026 Maltin Wealth Management Inc.4,471$467K0.2%N/A0.017%
10/13/2026 Avior Wealth Management LLC53,398$5.58M0.1%N/A0.199%
10/10/2026 Sacks & Associates LLC30,388$3.18M2.3%N/A0.114%
10/10/2026 Councilor Wealth LLC37,619$3.93M1.6%N/A0.141%
10/10/2026 Montz Harcus Wealth Management LLC6,351$664K0.3%N/A0.024%
10/10/2026 RTD Financial Advisors Inc.2,730$285K0.0%N/A0.010%
10/10/2026 Friday Financial10,394$1.10M0.2%N/A0.039%
10/9/2026 Balefire LLC5,002$523K0.1%N/A0.019%
10/9/2026 Bill Few Associates Inc.36,466$3.81M0.7%N/A0.136%
10/9/2026 Inspirion Wealth Advisors LLC7,168$749K0.1%N/A0.027%
10/9/2026 Lee Kelleher & Klein Wealth Management2,092$219K0.1%N/A0.008%
10/9/2026 Diversified Management Inc.2,704$283K0.1%N/A0.010%
10/9/2026 First Heartland Consultants Inc.2,465$258K0.0%N/A0.009%
10/8/2026 Farther Finance Advisors LLC103,167$10.78M0.1%N/A0.386%
10/8/2026 CoreCap Advisors LLC820$86K0.0%N/A0.003%
10/8/2026 YHB Investment Advisors Inc.20,924$2.19M0.1%N/A0.078%
10/8/2026 Everhart Financial Group Inc.3,408$356K0.0%N/A0.013%
10/8/2026 Avidian Wealth Enterprises LLC7,020$734K0.0%N/A0.026%
10/8/2026 Valeo Financial Advisors LLC2,344$245K0.0%N/A0.009%
10/8/2026 MJT & Associates Financial Advisory Group Inc.243$25K0.0%N/A0.001%
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10/7/2026 Investors Research Corp17,381$1.82M0.3%N/A0.065%
10/7/2026 Waller Financial Planning Group Inc.18,574$1.94M0.4%N/A0.069%
10/6/2026 Juncture Wealth Strategies LLC4,811$503K0.1%N/A0.018%
10/5/2026 Horizons Wealth Management648$68K0.0%N/A0.002%
10/5/2026 Eastern Bank2,107$220K0.0%N/A0.008%
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%
9/9/2026 MCF Advisors LLC1,566$176K0.0%+471.5%0.006%


MDYG Institutional Ownership - Frequently Asked Questions

During the previous two years, 426 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 364 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), Avantax Planning Partners Inc. ($483.42K), Citigroup Inc. ($442.92K), and AE Wealth Management LLC ($438.34K).

Institutional investors have bought a total of 4,402,546 shares in the last 24 months. This purchase volume represents approximately $436.79M in transactions.

Of the 154 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), Confluence Investment Management LLC ($108.87K), Bank of America Corp DE ($94.84K), Total Wealth Planning LLC ($49.85K), and Financial Engines Advisors L.L.C. ($47.69K).

Institutional investors have sold a total of 1,577,965 shares in the last 24 months. This volume of shares sold represents approximately $147.51M 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 11/4/2026. New 13F filings are added each quarter as they're published.
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