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 437 institutions that hold shares in the stock, with a total of 20.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 21, 2025 Q3 2025 |
1,120
shares
|
$100,867
0.05% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
1,059
shares
|
$95,373
0.03% of portfolio
|
Q3 2020
Reduced 1.94%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,052
shares
|
$94,743
0.01% of portfolio
|
Q1 2023
Reduced 30.93%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
906
shares
|
$81,594
0.0% of portfolio
|
Q2 2025
Added 29.24%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
852
shares
|
$76,731
0.0% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
820
shares
|
$73,849
0.0% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
799
shares
|
$71,957
0.01% of portfolio
|
Q3 2025
Reduced 82.71%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
765
shares
|
$68,895
0.04% of portfolio
|
Q3 2025
Reduced 11.46%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
718
shares
|
$64,663
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
679
shares
|
$61,150
0.0% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
673
shares
|
$60,610
0.0% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
650
shares
|
$58,539
0.01% of portfolio
|
Q1 2025
Reduced 48.0%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
648
shares
|
$58,358
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
639
shares
|
$57,548
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
600
shares
|
$54,036
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
568
shares
|
$51,154
0.0% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
548
shares
|
$49,352
0.01% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
533
shares
|
$48,001
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
431
shares
|
$38,815
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
426
shares
|
$38,365
0.0% of portfolio
|
Q1 2016
Reduced 53.05%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
418
shares
|
$37,645
0.0% of portfolio
|
Q4 2024
Added 110.05%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
410
shares
|
$36,924
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
403
shares
|
$36,294
0.0% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
399
shares
|
$35,933
0.01% of portfolio
|
Q2 2025
Reduced 71.48%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
385
shares
|
$34,673
0.01% of portfolio
|
Q3 2025
Reduced 2.28%
|
|