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 $2.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
215,528
shares
|
$19.1 Million
0.61% of portfolio
|
Q1 2025
Reduced 26.23%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
207,668
shares
|
$18.4 Million
0.26% of portfolio
|
Q2 2025
Reduced 53.02%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
205,398
shares
|
$18.2 Million
1.38% of portfolio
|
Q1 2025
Reduced 75.33%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
198,593
shares
|
$17.6 Million
4.25% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
194,782
shares
|
$17.3 Million
1.89% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
192,523
shares
|
$17.1 Million
0.01% of portfolio
|
Q1 2025
Added 37.2%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
187,998
shares
|
$16.7 Million
0.91% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
173,699
shares
|
$15.4 Million
0.05% of portfolio
|
Q2 2023
Reduced 13.07%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
168,839
shares
|
$15 Million
0.01% of portfolio
|
Q1 2025
Added 47.58%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
164,969
shares
|
$14.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
159,420
shares
|
$14.2 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
151,785
shares
|
$13.5 Million
1.56% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
150,017
shares
|
$13.3 Million
0.02% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
145,047
shares
|
$12.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
142,835
shares
|
$12.7 Million
0.18% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
141,977
shares
|
$12.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 39.86%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
140,873
shares
|
$12.5 Million
0.22% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
130,923
shares
|
$11.6 Million
5.36% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
130,075
shares
|
$11.6 Million
0.02% of portfolio
|
Q1 2025
Added 68.32%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
129,512
shares
|
$11.5 Million
0.1% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
127,123
shares
|
$11.3 Million
3.53% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
125,486
shares
|
$11.1 Million
1.6% of portfolio
|
Q3 2024
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
120,659
shares
|
$10.7 Million
1.38% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
119,679
shares
|
$10.6 Million
4.6% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
103,562
shares
|
$9.2 Million
4.36% of portfolio
|
Q2 2025
Added 5.55%
|