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 422 institutions that hold shares in the stock, with a total of 25 Million shares, which have been reported (via 13F filing form) to have a value of $2.2 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
|
$308,417
0.15% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
3,357
shares
|
$298,202
0.0% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,332
shares
|
$295,981
0.01% of portfolio
|
Q3 2023
Reduced 26.61%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
3,323
shares
|
$295,182
0.15% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,300
shares
|
$293,139
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
3,267
shares
|
$290,207
0.14% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
3,223
shares
|
$286,299
0.09% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
3,151
shares
|
$279,903
0.05% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
3,135
shares
|
$278,482
0.03% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
3,129
shares
|
$277,949
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
3,125
shares
|
$277,593
0.01% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
3,107
shares
|
$275,994
0.0% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,042
shares
|
$270,220
0.0% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
3,036
shares
|
$269,687
0.19% of portfolio
|
Q1 2023
Reduced 10.78%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
3,000
shares
|
$266,490
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
2,975
shares
|
$264,269
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
2,922
shares
|
$259,561
0.08% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
2,920
shares
|
$259,383
0.0% of portfolio
|
Q1 2025
Reduced 50.46%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
2,866
shares
|
$254,586
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
2,841
shares
|
$252,366
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
|
$249,878
0.0% of portfolio
|
Q2 2025
Reduced 80.21%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
2,799
shares
|
$248,635
0.12% of portfolio
|
Q1 2025
Reduced 61.12%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
2,734
shares
|
$242,861
0.02% of portfolio
|
Q1 2025
Added 15.9%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,731
shares
|
$242,594
0.0% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
2,724
shares
|
$241,972
0.02% of portfolio
|
Q1 2025
Reduced 0.55%
|