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SPDR S&P 400 Mid Cap Growth ETF
MDYG

Overview Fund Activity

385 hedge funds and large institutions have $1.63B invested in SPDR S&P 400 Mid Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 134 increasing their positions, 146 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+11
Holders Change %
+2.94%
% of All Funds
5.16%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
39
Increased
134
Reduced
146
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
+$13.2M
2
CWM
Cordatus Wealth Management
Pennsylvania
+$5.41M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$4.96M
4
PFS
Prospera Financial Services
Texas
+$4.94M
5
Raymond James Financial
Raymond James Financial
Florida
+$4.53M

Top Sellers

1
Citigroup
Citigroup
New York
-$234M
2
Stifel Financial
Stifel Financial
Missouri
-$52.9M
3
BEI
Benjamin Edwards Inc
Missouri
-$46.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.3M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
226
Stratos Wealth Advisors
Ohio
$391K +$10.8K +124 +3%
IFPG
227
Intrepid Financial Planning Group
Indiana
$390K -$29.7K -342 -7%
AFG
228
Atomi Financial Group
New York
$385K -$87 -1 -0%
VFIC
229
Valley Forge Investment Consultants
Pennsylvania
$383K -$30.1K -346 -7%
HI
230
Harbour Investments
Wisconsin
$380K +$434 +5 +0.1%
MWA
231
Motive Wealth Advisors
Michigan
$378K +$137K +1,577 +57%
SPC
232
Sigma Planning Corp
Michigan
$378K +$30K +345 +9%
WFA
233
Wellspring Financial Advisors
Ohio
$376K – – –
CL
234
Choreo LLC
Illinois
$373K +$13.3K +153 +4%
DWM
235
Drive Wealth Management
Utah
$367K +$12.3K +142 +3%
AWM
236
Able Wealth Management
New Jersey
$365K +$365K +4,197 New
MWM
237
Maltin Wealth Management
New Jersey
$359K +$608 +7 +0.2%
TCMP
238
Thrive Capital Management (Pennsylvania)
Pennsylvania
$350K +$350K +4,030 New
CPL
239
CAP Partners LLC
Tennessee
$341K -$67.8K -780 -17%
Baird Financial Group
240
Baird Financial Group
Wisconsin
$339K +$339K +3,903 New
TVM
241
True Vision MN
Minnesota
$334K +$261 +3 +0.1%
RFP
242
Root Financial Partners
California
$332K +$2.35K +27 +0.7%
FTS
243
Fifth Third Securities
Ohio
$318K +$92.3K +1,063 +41%
TRIA
244
Trail Ridge Investment Advisors
Colorado
$313K +$78.8K +888 +34%
HWM
245
HB Wealth Management
Georgia
$312K – – –
GLA
246
Good Life Advisors
Pennsylvania
$305K -$5.47K -63 -2%
RPGK
247
Retirement Planning Group (Kansas)
Kansas
$302K -$5.47K -63 -2%
MHWM
248
Montz Harcus Wealth Management
Louisiana
$302K +$29K +334 +11%
OBWG
249
Onyx Bridge Wealth Group
New York
$301K -$149K -1,717 -33%
CCFM
250
Clear Creek Financial Management
Washington
$297K -$130K -1,491 -30%
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