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

SPDR S&P 400 Mid Cap Growth ETF logo
$92.26 +0.27 (+0.30%)
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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)
255
Total
Institutional Inflows
(last 12 months)
$733.13M
Number of
Institutional Sellers
(last 12 months)
181
Total
Institutional Outflows
(last 12 months)
$355.20M
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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
9/12/2025 Valeo Financial Advisors LLC2,399$208K0.0%N/A0.009%
9/4/2025 Osaic Holdings Inc.113,174$9.75M0.0%+14.2%0.429%
8/27/2025 Orion Porfolio Solutions LLC11,339$985K0.0%-21.3%0.043%
8/19/2025 B. Riley Wealth Advisors Inc.2,705$235K0.0%N/A0.010%
8/18/2025 Geneos Wealth Management Inc.28,071$2.44M0.1%+2.6%0.106%
8/15/2025 Corient Private Wealth LLC296,652$25.77M0.0%+104.5%1.124%
8/15/2025 Equitable Holdings Inc.41,547$3.61M0.0%+13.9%0.157%
8/15/2025 Florida Financial Advisors LLC17,561$1.55M0.5%-19.3%0.067%
8/15/2025 Captrust Financial Advisors18,434$1.60M0.0%-6.4%0.070%
8/15/2025 Visionary Wealth Advisors16,022$1.39M0.1%-51.1%0.061%
8/15/2025 Smartleaf Asset Management LLC1,675$145K0.0%+279.8%0.006%
8/15/2025 Snowden Capital Advisors LLC15,578$1.35M0.0%-1.6%0.059%
8/15/2025 Orion Porfolio Solutions LLC11,339$985K0.0%-21.3%0.043%
8/15/2025 MML Investors Services LLC51,729$4.49M0.0%+5.6%0.196%
8/15/2025 Great Valley Advisor Group Inc.7,032$611K0.0%+31.0%0.027%
8/15/2025 Benjamin Edwards Inc.490,897$42.64M0.5%-52.1%1.859%
8/15/2025 BNP Paribas Financial Markets51,306$4.46M0.0%+1.6%0.194%
8/15/2025 Bank of America Corp DE321,612$27.94M0.0%+0.9%1.218%
8/15/2025 Acas LLC6,049$548K0.4%+4.1%0.023%
8/15/2025 Ameriprise Financial Inc.249,235$21.65M0.0%+9.8%0.944%
8/14/2025 Raymond James Financial Inc.397,080$34.49M0.0%+15.1%1.504%
8/14/2025 FAS Wealth Partners Inc.479,764$41.68M3.1%+4.1%1.817%
8/14/2025 NewEdge Advisors LLC4,967$432K0.0%-3.1%0.019%
8/14/2025 Prestige Wealth Management Group LLC71,502$6.21M1.3%+0.8%0.271%
8/14/2025 Obsidian Personal Planning Solutions LLC73,385$6.38M2.6%+3.2%0.278%
8/14/2025 Cary Street Partners Financial LLC28,610$2.49M0.1%-82.1%0.108%
8/14/2025 Cerity Partners LLC6,393$555K0.0%-18.9%0.024%
8/13/2025 Gamco Investors INC. ET AL34,423$2.99M0.0%N/A0.130%
8/13/2025 Cary Street Partners Investment Advisory LLC15,206$1.32M0.6%+14.0%0.058%
8/13/2025 Avestar Capital LLC6,590$572K0.0%-27.1%0.025%
8/13/2025 SCS Capital Management LLC11,301$982K0.0%-23.3%0.043%
8/13/2025 Baird Financial Group Inc.3,903$339K0.0%N/A0.015%
8/13/2025 IAG Wealth Partners LLC44,535$3.87M0.5%+133.9%0.169%
8/13/2025 WCG Wealth Advisors LLC85,390$7.42M0.5%+4.7%0.323%
8/13/2025 Financial Freedom LLC1,952$170K0.1%-41.3%0.007%
8/13/2025 Balanced Wealth Group LLC135,802$12.05M5.2%+13.5%0.514%
8/13/2025 Denver Wealth Management Inc.7,412$644K0.3%-8.8%0.028%
8/13/2025 Northwestern Mutual Wealth Management Co.237,040$20.59M0.0%+23.1%0.898%
8/13/2025 Wambolt & Associates LLC13,832$1.21M0.4%-1.9%0.052%
8/13/2025 Choreo LLC4,290$373K0.0%+3.7%0.016%
8/12/2025 J.W. Cole Advisors Inc.10,803$938K0.0%+69.7%0.041%
8/12/2025 Financial Advocates Investment Management55,022$4.78M0.4%-17.6%0.208%
8/12/2025 Global Retirement Partners LLC8,881$772K0.0%N/A0.034%
8/12/2025 Shakespeare Wealth Management LLC203,991$17.72M4.7%+2.7%0.773%
8/12/2025 Segall Bryant & Hamill LLC140,262$12.19M0.2%-1.8%0.531%
8/12/2025 MAI Capital Management18,455$1.60M0.0%+23.9%0.070%
8/12/2025 JPMorgan Chase & Co.21,823$1.90M0.0%-9.3%0.083%
8/11/2025 Intrepid Financial Planning Group LLC4,493$390K0.2%-7.1%0.017%
8/11/2025 TD Waterhouse Canada Inc.524$46K0.0%-62.0%0.002%
8/11/2025 Wealthspire Advisors LLC12,800$1.11M0.0%-1.0%0.049%
8/11/2025 Perennial Investment Advisors LLC4,505$391K0.0%-84.3%0.017%
8/11/2025 Cordatus Wealth Management LLC62,225$5.41M1.3%N/A0.239%
8/11/2025 Portside Wealth Group LLC10,515$913K0.1%-2.0%0.040%
8/11/2025 Mosaic Family Wealth Partners LLC27,531$2.39M0.3%+50.3%0.106%
8/8/2025 Kingsview Wealth Management LLC44,518$3.87M0.1%+0.6%0.171%
8/8/2025 Avantax Advisory Services Inc.53,328$4.63M0.0%+28.2%0.205%
8/8/2025 Cetera Investment Advisers46,637$4.05M0.0%-64.1%0.179%
8/8/2025 New England Capital Financial Advisors LLC12,333$1.07M0.5%+7.0%0.047%
8/8/2025 Creative Planning32,810$2.85M0.0%-1.4%0.126%
8/8/2025 WealthShield Partners LLC73,154$6.36M0.8%+3.1%0.281%
8/8/2025 Foundations Investment Advisors LLC83,255$7.23M0.1%-40.9%0.320%
8/8/2025 Wrapmanager Inc.6,775$589K0.1%+4.6%0.026%
8/8/2025 Advisors Capital Management LLC5,739$499K0.0%-5.4%0.022%
8/8/2025 PNC Financial Services Group Inc.2,628$228K0.0%-13.6%0.010%
8/7/2025 CENTRAL TRUST Co12,922$1.12M0.0%-4.3%0.050%
8/7/2025 Nwam LLC7,915$693K0.1%+3.3%0.030%
8/7/2025 Allworth Financial LP5,071$441K0.0%-14.1%0.020%
8/7/2025 PFG Advisors9,354$813K0.0%-7.5%0.036%
8/6/2025 Prospera Financial Services Inc63,047$5.48M0.1%+926.5%0.242%
8/6/2025 AE Wealth Management LLC739,745$64.26M0.5%+1.1%2.845%
8/6/2025 Destiny Capital Corp CO18,033$1.57M0.9%+2.6%0.069%
8/6/2025 Broadview Financial Management LLC16,238$1.41M1.0%+0.8%0.062%
8/6/2025 Able Wealth Management LLC4,197$365K0.2%N/A0.016%
8/6/2025 Convergence Financial LLC245,665$21.34M3.7%+6.4%0.945%
8/5/2025 Tsfg LLC399$35K0.0%-71.5%0.002%
8/5/2025 Bank of Montreal Can8,386$728K0.0%-23.9%0.032%
8/5/2025 Sigma Planning Corp4,346$378K0.0%+8.6%0.017%
8/5/2025 LTG Capital LLC14,160$1.23M1.1%+3.8%0.054%
8/5/2025 TIAA Trust National Association126,078$10.95M0.0%-11.2%0.485%
8/5/2025 Trail Ridge Investment Advisors LLC3,527$313K0.2%+33.6%0.014%
8/5/2025 GHP Investment Advisors Inc.308,112$26.77M1.2%+3.1%1.185%
8/5/2025 Beam Wealth Advisors Inc.10,804$939K0.3%N/A0.042%
8/4/2025 AlphaStar Capital Management LLC23,593$2.05M0.1%+35.0%0.091%
8/4/2025 Linscomb Wealth Inc.23,172$2.01M0.1%-4.8%0.089%
8/4/2025 Creative Financial Designs Inc. ADV1,578$137K0.0%-14.4%0.006%
8/4/2025 UNIVEST FINANCIAL Corp21,275$1.85M0.1%+6.8%0.082%
8/4/2025 Atria Investments Inc6,946$603K0.0%-31.1%0.027%
8/4/2025 Spire Wealth Management21,619$1.88M0.1%+272.4%0.083%
8/4/2025 Arkadios Wealth Advisors5,174$450K0.0%+11.7%0.020%
8/4/2025 World Investment Advisors19,470$1.69M0.0%+2.6%0.075%
8/4/2025 Bristlecone Advisors LLC25,531$2.22M0.2%-11.9%0.098%
8/1/2025 First National Trust Co347,143$30.16M1.1%+4.7%1.335%
8/1/2025 Wealth Watch Advisors INC28,525$2.48M1.4%N/A0.110%
8/1/2025 Koss Olinger Consulting LLC46,708$4.06M0.3%-15.1%0.180%
8/1/2025 American Financial & Tax Strategies Inc.18,096$1.57M0.8%-6.0%0.070%
8/1/2025 Envestnet Asset Management Inc.455,592$39.58M0.0%-40.8%1.752%
7/31/2025 Resonant Capital Advisors LLC6,330$550K0.0%N/A0.024%
7/31/2025 Focus Partners Advisor Solutions LLC10,783$937K0.0%-32.0%0.041%
7/31/2025 Moloney Securities Asset Management LLC9,388$816K0.1%-22.5%0.036%
7/31/2025 CAP Partners LLC3,930$341K0.2%-16.6%0.015%
(Data available from 1/1/2016 forward)

MDYG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MDYG shares?

During the previous two years, 394 institutional investors and hedge funds held shares of SPDR S&P 400 Mid Cap Growth ETF. The most heavily invested institutionals were Citigroup Inc. ($220.15M), LPL Financial LLC ($145.06M), Stifel Financial Corp ($122.25M), Financial Engines Advisors L.L.C. ($107.27M), NorthRock Partners LLC ($92.93M), AE Wealth Management LLC ($64.26M), and Benjamin Edwards Inc. ($42.64M).Learn more on SPDR S&P 400 Mid Cap Growth ETF's institutional investors.

Which institutional investors have been buying SPDR S&P 400 Mid Cap Growth ETF's stock?

Of the 331 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. ($1.17M), Stifel Financial Corp ($928.15K), Confluence Investment Management LLC ($797.21K), NorthRock Partners LLC ($731.77K), Raymond James Financial Inc. ($684.58K), Parcion Private Wealth LLC ($631.58K), and International Assets Investment Management LLC ($558.95K).

How much institutional buying is happening at SPDR S&P 400 Mid Cap Growth ETF?

Institutional investors have bought a total of 8,528,437 shares in the last 24 months. This purchase volume represents approximately $733.13M in transactions.

Which of SPDR S&P 400 Mid Cap Growth ETF's major shareholders have been selling company stock?

Of the 181 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: Parcion Private Wealth LLC ($820.30K), Benjamin Edwards Inc. ($693.38K), Confluence Investment Management LLC ($341.05K), Envestnet Asset Management Inc. ($331.08K), International Assets Investment Management LLC ($208.86K), Foundations Investment Advisors LLC ($153.75K), and Cary Street Partners Financial LLC ($133.40K).

How much institutional selling is happening at SPDR S&P 400 Mid Cap Growth ETF?

Institutional investors have sold a total of 4,204,051 shares in the last 24 months. This volume of shares sold represents approximately $355.20M in transactions.


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This page (NYSEARCA:MDYG) was last updated on 9/15/2025 by MarketBeat.com Staff
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