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

SPDR S&P 400 Mid Cap Growth ETF logo
$108.95 +0.59 (+0.54%)
As of 04:10 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)
231
Total
Institutional Inflows
(last 12 months)
$328.38M
Number of
Institutional Sellers
(last 12 months)
185
Total
Institutional Outflows
(last 12 months)
$322.08M
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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
5/26/2026 Glenmede Trust Co. NA2,899$278K0.0%+54.7%0.011%
5/22/2026 Segall Bryant & Hamill LLC118,234$11.35M0.1%-4.9%0.456%
5/19/2026 Western Wealth Management LLC10,130$972K0.0%-38.0%0.039%
5/19/2026 NewEdge Advisors LLC11,188$1.07M0.0%-37.7%0.043%
5/19/2026 Bank of America Corp DE220,537$21.16M0.0%-13.6%0.850%
5/18/2026 Royal Bank of Canada141,086$13.54M0.0%+100.6%0.544%
5/15/2026 Asset 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%
5/14/2026 Gibbs Wealth Management7,527$722K0.1%+160.3%0.029%
5/13/2026 Cetera Investment Advisers141,139$13.54M0.0%+24.5%0.544%
5/13/2026 Prestige Wealth Management Group LLC67,613$6.49M1.3%-2.6%0.261%
5/13/2026 Measured Wealth Private Client Group LLC2,758$265K0.1%-3.3%0.011%
5/8/2026 PNC Financial Services Group Inc.1,818$174K0.0%+9.1%0.007%
5/7/2026 Florida Financial Advisors LLC9,252$888K0.2%+44.0%0.036%
5/7/2026 Basepoint Wealth LLC1,118$107K0.1%-12.5%0.004%
5/7/2026 Balefire LLC4,454$427K0.1%+9.3%0.017%
5/7/2026 Parallel Advisors LLC1,369$131K0.0%-43.9%0.005%
5/7/2026 Koss Olinger Consulting LLC30,925$2.97M0.2%-29.1%0.119%
5/5/2026 Navigation Group LLC10,159$975K0.2%N/A0.039%
5/5/2026 IMC Chicago LLC9,652$926K0.0%N/A0.037%
5/5/2026 Signet Financial Management LLC114,552$10.99M1.2%-1.4%0.441%
5/5/2026 Sigma Planning Corp3,845$369K0.0%+12.9%0.015%
5/5/2026 Nwam LLC7,417$712K0.0%-7.4%0.029%
5/5/2026 Broadview 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%
5/4/2026 Retirement 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%
5/2/2026 UNIVEST 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%
5/1/2026 Fifth Third Bancorp12,584$1.21M0.0%+39,225.0%0.048%
5/1/2026 WealthShield 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%
4/30/2026 Mosaic 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%
4/29/2026 Cvfg LLC8,745$839K0.1%N/A0.034%
4/29/2026 Capstone Wealth Management Group LLC2,125$204K0.1%N/A0.008%
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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%
4/29/2026 Advance Capital Management Inc.2,137$205K0.0%N/A0.008%
4/29/2026 Burney Co.2,223$213K0.0%-27.8%0.009%
4/29/2026 Integrated 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%
4/27/2026 World 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%
4/23/2026 Balanced 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%
4/22/2026 Janney 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%
3/17/2026 Rockefeller Capital Management L.P.2,879$266K0.0%-34.3%0.011%
3/13/2026 World Investment Advisors23,911$2.21M0.0%+22.4%0.092%
3/9/2026 Corient Private Wealth LLC159,559$14.87M0.0%+14.2%0.616%
3/4/2026 Pure Financial Advisors LLC10,352$957K0.0%-12.0%0.040%
3/4/2026 Rehmann Capital Advisory Group331,315$30.65M1.6%+3.6%1.279%
3/4/2026 SHP Wealth Management4,150$384K0.0%N/A0.016%
2/25/2026 Tempo Wealth LLC37,396$3.46M0.6%N/A0.144%
2/25/2026 MidFirst Bank18,917$1.75M0.1%N/A0.073%
2/24/2026 Astoria Portfolio Advisors LLC.3,656$366K0.1%+10.0%0.014%
2/19/2026 Corient Private Wealth LLC159,559$14.87M0.0%+14.2%0.616%
2/18/2026 Beacon 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%
2/18/2026 EP Wealth Advisors LLC12,420$1.15M0.0%N/A0.048%
2/18/2026 NewEdge Advisors LLC17,964$1.66M0.0%+4.9%0.069%
2/18/2026 IHT Wealth Management LLC8,554$791K0.0%-10.1%0.033%
2/17/2026 AQR Capital Management LLC23,235$2.15M0.0%+363.3%0.090%
2/17/2026 Cetera Investment Advisers113,379$10.48M0.0%+5.3%0.438%
2/17/2026 Equitable Holdings Inc.43,880$4.06M0.0%+4.7%0.169%
2/17/2026 Wealth Watch Advisors INC30,803$2.85M1.1%-1.3%0.119%
2/17/2026 Osaic Holdings Inc.87,477$8.09M0.0%-17.3%0.338%
2/17/2026 Private Advisor Group LLC302,597$27.97M0.1%+15.3%1.168%
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2/17/2026 Captrust Financial Advisors17,796$1.65M0.0%-8.3%0.069%
2/17/2026 &PARTNERS16,138$1.49M0.0%+191.5%0.062%
2/17/2026 Blair William & Co. IL5,614$519K0.0%+2.4%0.022%
2/17/2026 Royal Bank of Canada70,331$6.50M0.0%+3.5%0.272%
2/16/2026 MML Investors Services LLC57,792$5.34M0.0%+10.3%0.223%
2/16/2026 Mariner LLC205,245$18.97M0.0%+24.3%0.792%
2/16/2026 Arax Advisory Partners549$51K0.0%N/A0.002%
2/13/2026 CreativeOne Wealth LLC3,829$354K0.0%+3.4%0.015%
2/13/2026 Kestra Advisory Services LLC10,231$946K0.0%+12.2%0.040%
2/13/2026 Segall Bryant & Hamill LLC124,338$11.49M0.2%-5.1%0.480%


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. ($45.96M), 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 3,610,513 shares in the last 24 months. This purchase volume represents approximately $328.38M in transactions.

Of the 185 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), Confluence Investment Management LLC ($343.27K), Envestnet Asset Management Inc. ($314.16K), Stifel Financial Corp ($308.13K), UNIVEST FINANCIAL Corp ($199.60K), Parcion Private Wealth LLC ($193.44K), and KWB Wealth ($155.17K).

Institutional investors have sold a total of 3,584,266 shares in the last 24 months. This volume of shares sold represents approximately $322.08M in transactions.


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This page (NYSEARCA:MDYG) was last updated on 5/29/2026 by MarketBeat.com Staff.
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