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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 %
IHWM
301
Iron Horse Wealth Management
Iowa
$123K +$3.56K +41 +3%
PGAM
302
Princeton Global Asset Management
New Jersey
$115K – – –
HCM
303
Hollencrest Capital Management
California
$113K – – –
DFA
304
DHJJ Financial Advisors
Illinois
$112K +$2.35K +27 +2%
UFAC
305
Urban Financial Advisory Corp
Illinois
$97.1K +$261 +3 +0.3%
BA
306
Ballast Advisors
Minnesota
$92K – – –
OSAM
307
O'Shaughnessy Asset Management
Connecticut
$78.7K +$17.8K +205 +29%
CA
308
CoreCap Advisors
Michigan
$77.6K +$6.34K +73 +9%
MSWA
309
Marshall & Sterling Wealth Advisors
New York
$75K +$174 +2 +0.2%
BFP
310
Briaud Financial Planning
Texas
$75K +$75K +873 New
TSMHT
311
Thurston Springer Miller Herd & Titak
Indiana
$74.1K +$33.1K +381 +81%
Russell Investments Group
312
Russell Investments Group
United Kingdom
$72.2K +$87 +1 +0.1%
SPIA
313
Steward Partners Investment Advisory
New York
$63.3K -$3.3K -38 -5%
CFS
314
Compass Financial Services
Iowa
$62.4K – – –
CI
315
CX Institutional
Indiana
$60K – – –
AIM
316
Arcadia Investment Management
Michigan
$56.5K – – –
HWM
317
Horizons Wealth Management
North Carolina
$56.3K – – –
SWP
318
Strategic Wealth Partners
Ohio
$52.1K +$52.1K +600 New
BCMLT
319
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.9K +$5.39K +62 +12%
PMFA
320
Plante Moran Financial Advisors
Michigan
$49.4K – – –
CWP
321
Concord Wealth Partners
Virginia
$47.6K – – –
TRCT
322
Tower Research Capital (TRC)
New York
$46.7K +$1.22K +14 +3%
TWC
323
TD Waterhouse Canada
Ontario, Canada
$45.8K -$74.7K -855 -62%
MAFA
324
MJT & Associates Financial Advisory
Minnesota
$37.6K – – –
BFPW
325
BOK Financial Private Wealth
Colorado
$37.4K – – –
11 12
13
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