Institutional Ownership Spdr S&P 400 Mid Cap Growth Et (MDYG)
This table provides information about the institutional ownership of Spdr S&P 400 Mid Cap Growth Et (MDYG). We have compiled data on the 430 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
3,472
shares
|
$305,466
0.15% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
3,468
shares
|
$305,114
0.04% of portfolio
|
Q2 2025
Reduced 33.11%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
3,438
shares
|
$302,475
0.2% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
3,418
shares
|
$300,715
0.03% of portfolio
|
Q2 2025
Reduced 30.37%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
3,387
shares
|
$297,988
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
3,357
shares
|
$295,348
0.0% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,332
shares
|
$293,149
0.01% of portfolio
|
Q3 2023
Reduced 26.61%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
3,304
shares
|
$290,685
0.07% of portfolio
|
Q2 2025
Reduced 10.12%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
3,300
shares
|
$290,334
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
3,267
shares
|
$287,430
0.14% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
3,249
shares
|
$285,847
0.0% of portfolio
|
Q2 2025
Reduced 90.32%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
3,152
shares
|
$277,312
0.05% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
3,138
shares
|
$276,081
0.09% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
3,135
shares
|
$275,817
0.03% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
3,129
shares
|
$275,289
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
3,120
shares
|
$274,497
0.0% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
3,060
shares
|
$269,218
0.04% of portfolio
|
Q2 2025
Added 15.87%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
3,036
shares
|
$267,107
0.19% of portfolio
|
Q1 2023
Reduced 10.78%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
3,024
shares
|
$266,051
0.0% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
3,000
shares
|
$263,940
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
2,975
shares
|
$261,740
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
2,942
shares
|
$258,837
0.08% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,932
shares
|
$257,957
0.02% of portfolio
|
Q2 2025
Reduced 24.51%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
2,841
shares
|
$249,951
0.06% of portfolio
|
Q2 2025
Reduced 19.04%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
2,813
shares
|
$247,487
0.0% of portfolio
|
Q2 2025
Reduced 80.21%
|