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

SPDR S&P 400 Mid Cap Growth ETF logo
$107.09 +0.46 (+0.43%)
Closing price 04:10 PM Eastern
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$107.10 +0.01 (+0.01%)
As of 07:30 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)
194
Total
Institutional Inflows
(last 12 months)
$244.90M
Number of
Institutional Sellers
(last 12 months)
164
Total
Institutional Outflows
(last 12 months)
$171.51M
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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
9/2/2026Kinetic Wealth Investment Advisors LLC8,544$958K0.4%N/A0.032%
8/27/2026 Corient Private Wealth LP31,618$3.54M0.0%-5.1%0.120%
8/27/2026 Tucker Asset Management LLC3,492$391K0.1%+88.8%0.013%
8/26/2026 HORAN Wealth LLC1,898$213K0.0%N/A0.007%
8/23/2026 Ameritas Advisory Services LLC7,921$888K0.0%N/A0.030%
8/23/2026 SFG Wealth Management LLC.166,652$18.68M6.7%+1.4%0.634%
8/23/2026 HB Wealth Management LLC4,256$477K0.0%+20.0%0.016%
8/22/2026 Markowski Investments760$85K0.0%N/A0.003%
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%
6/18/2026 Western 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%
6/3/2026 NewEdge Advisors LLC12,394$1.19M0.0%-31.0%0.048%
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%
5/14/2026Gibbs 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%
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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%
5/5/2026Signet 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%
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%
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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%


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 344 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), Citigroup Inc. ($442.92K), AE Wealth Management LLC ($438.34K), and Confluence Investment Management LLC ($397.12K).

Institutional investors have bought a total of 2,628,287 shares in the last 24 months. This purchase volume represents approximately $244.90M in transactions.

Of the 164 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 1,844,977 shares in the last 24 months. This volume of shares sold represents approximately $171.51M 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 9/2/2026. New 13F filings are added each quarter as they're published.
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