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

SPDR S&P 400 Mid Cap Growth ETF logo
$110.49 +0.62 (+0.56%)
As of 07/6/2026 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)
228
Total
Institutional Inflows
(last 12 months)
$325.34M
Number of
Institutional Sellers
(last 12 months)
186
Total
Institutional Outflows
(last 12 months)
$302.86M
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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
7/2/2026 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%
6/10/2026FAS 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%
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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%
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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%
4/29/2026 KERR 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%
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%
4/22/2026Onyx Bridge Wealth Group LLC3,193$306K0.0%-5.2%0.012%
4/22/2026Trilogy Capital Inc.12,262$1.18M0.1%-6.5%0.047%
4/22/2026Lewis Asset Management LLC10,779$1.03M0.4%-2.1%0.042%
4/21/2026Maltin Wealth Management Inc.4,455$427K0.2%+7.4%0.017%
4/21/2026GHP Investment Advisors Inc.330,087$31.68M1.3%+1.8%1.277%
4/21/2026Grey Ledge Advisors LLC5,173$496K0.1%-3.7%0.020%
4/21/2026OLD National Bancorp IN3,000$288K0.0%N/A0.012%
4/20/2026RFG Advisory LLC6,627$636K0.0%N/A0.026%
4/20/2026Centennial Wealth Advisory LLC43,666$4.19M1.0%+51.5%0.169%
4/17/2026Brookstone Capital Management23,770$2.28M0.0%-5.8%0.092%
4/15/2026Brady 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%
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%
2/25/2026Tempo Wealth LLC37,396$3.46M0.6%N/A0.144%
2/25/2026MidFirst Bank18,917$1.75M0.1%N/A0.073%
2/24/2026Astoria 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%
2/18/2026FAS Wealth Partners Inc.497,231$45.96M3.0%+1.7%1.920%
2/18/2026EP Wealth Advisors LLC12,420$1.15M0.0%N/A0.048%
2/18/2026NewEdge Advisors LLC17,964$1.66M0.0%+4.9%0.069%
2/18/2026IHT Wealth Management LLC8,554$791K0.0%-10.1%0.033%
2/17/2026AQR Capital Management LLC23,235$2.15M0.0%+363.3%0.090%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
2/17/2026Cetera Investment Advisers113,379$10.48M0.0%+5.3%0.438%
2/17/2026Equitable Holdings Inc.43,880$4.06M0.0%+4.7%0.169%
2/17/2026Wealth Watch Advisors INC30,803$2.85M1.1%-1.3%0.119%
2/17/2026Osaic Holdings Inc.87,477$8.09M0.0%-17.3%0.338%
2/17/2026Private Advisor Group LLC302,597$27.97M0.1%+15.3%1.168%
2/17/2026Captrust Financial Advisors17,796$1.65M0.0%-8.3%0.069%
2/17/2026&PARTNERS16,138$1.49M0.0%+191.5%0.062%
2/17/2026Blair William & Co. IL5,614$519K0.0%+2.4%0.022%
2/17/2026Royal Bank of Canada70,331$6.50M0.0%+3.5%0.272%
2/16/2026MML Investors Services LLC57,792$5.34M0.0%+10.3%0.223%


MDYG Institutional Ownership - Frequently Asked Questions

During the previous two years, 419 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 352 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 3,572,634 shares in the last 24 months. This purchase volume represents approximately $325.34M in transactions.

Of the 186 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), Envestnet Asset Management Inc. ($314.16K), Stifel Financial Corp ($308.13K), UNIVEST FINANCIAL Corp ($199.60K), Parcion Private Wealth LLC ($193.44K), KWB Wealth ($155.17K), and Cary Street Partners Financial LLC ($136.04K).

Institutional investors have sold a total of 3,361,751 shares in the last 24 months. This volume of shares sold represents approximately $302.86M in transactions.


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This page (NYSEARCA:MDYG) was last updated on 7/7/2026 by MarketBeat.com Staff.
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