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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
225,993
shares
|
$19.9 Million
0.01% of portfolio
|
Q2 2025
Added 33.85%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
218,441
shares
|
$19.2 Million
0.61% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
207,668
shares
|
$18.3 Million
0.26% of portfolio
|
Q2 2025
Reduced 53.02%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
203,991
shares
|
$17.9 Million
4.78% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
194,199
shares
|
$17.1 Million
1.86% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
187,998
shares
|
$16.5 Million
0.91% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
173,699
shares
|
$15.3 Million
0.05% of portfolio
|
Q2 2023
Reduced 13.07%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
152,228
shares
|
$13.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
151,785
shares
|
$13.4 Million
1.56% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
150,017
shares
|
$13.2 Million
0.02% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
140,262
shares
|
$12.3 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
136,654
shares
|
$12 Million
7.18% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
135,802
shares
|
$11.9 Million
5.23% of portfolio
|
Q2 2025
Added 13.47%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
129,512
shares
|
$11.4 Million
0.1% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
127,123
shares
|
$11.2 Million
3.53% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
126,078
shares
|
$11.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 11.2%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
125,486
shares
|
$11 Million
1.6% of portfolio
|
Q3 2024
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
120,659
shares
|
$10.6 Million
1.38% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
109,675
shares
|
$9.65 Million
0.02% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
103,562
shares
|
$9.11 Million
4.36% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
103,453
shares
|
$9.1 Million
0.87% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
96,785
shares
|
$8.52 Million
1.84% of portfolio
|
Q2 2025
Reduced 8.6%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
91,824
shares
|
$8.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
85,390
shares
|
$7.51 Million
0.52% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
83,255
shares
|
$7.32 Million
0.12% of portfolio
|
Q2 2025
Reduced 40.9%
|