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 435 institutions that hold shares in the stock, with a total of 20.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
2,208
shares
|
$201,678
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
2,201
shares
|
$201,039
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
2,185
shares
|
$199,577
0.03% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2,000
shares
|
$182,680
0.0% of portfolio
|
Q1 2025
Reduced 33.86%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
1,952
shares
|
$178,295
0.09% of portfolio
|
Q2 2025
Reduced 41.26%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,911
shares
|
$174,550
0.02% of portfolio
|
Q2 2024
Added 22.19%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,909
shares
|
$174,368
0.02% of portfolio
|
Q3 2025
Reduced 9.31%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,871
shares
|
$170,897
0.01% of portfolio
|
Q2 2025
Reduced 13.7%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,818
shares
|
$166,056
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,800
shares
|
$164,412
0.0% of portfolio
|
Q4 2024
Reduced 33.94%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
1,800
shares
|
$164,412
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,795
shares
|
$163,955
0.0% of portfolio
|
Q2 2024
Reduced 8.65%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
1,703
shares
|
$155,552
0.02% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,675
shares
|
$152,994
0.01% of portfolio
|
Q2 2025
Added 279.82%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,578
shares
|
$144,134
0.01% of portfolio
|
Q2 2025
Reduced 14.38%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,421
shares
|
$129,794
0.04% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
1,299
shares
|
$118,650
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1,294
shares
|
$118,193
0.05% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Aug 15, 2025 Q2 2025 |
1,118
shares
|
$102,118
0.05% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,059
shares
|
$96,729
0.03% of portfolio
|
Q3 2020
Reduced 1.94%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,052
shares
|
$96,089
0.01% of portfolio
|
Q1 2023
Reduced 30.93%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
906
shares
|
$82,754
0.0% of portfolio
|
Q2 2025
Added 29.24%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
873
shares
|
$79,739
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
864
shares
|
$78,917
0.05% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
832
shares
|
$75,994
0.0% of portfolio
|
Q2 2025
Added 0.12%
|