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SPDR S&P 400 Mid Cap Growth ETF
MDYG

Overview Fund Activity

383 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, 145 reducing their positions, and 22 closing their positions.

Holders
383
Holders Change
+9
Holders Change %
+2.41%
% of All Funds
5.14%
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
145
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$25.8M
2
CWM
2
Cordatus Wealth Management
Pennsylvania
$5.41M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$19.6M
4
PFS
4
Prospera Financial Services
Texas
$5.48M
5
Raymond James Financial
5
Raymond James Financial
Florida
$34.5M

Top Sellers

1
Citigroup
1
Citigroup
New York
$6.45M
2
Stifel Financial
2
Stifel Financial
Missouri
$50.3M
3
BEI
3
Benjamin Edwards Inc
Missouri
$42.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$39.6M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
26
Confluence Investment Management
Missouri
$18M 207,668 -234,399 -53%
SWM
27
Shakespeare Wealth Management
Wisconsin
$17.7M 203,991 +5,398 +3%
RA
28
Rodgers & Associates
Pennsylvania
$16.9M 194,199 -583 -0.3%
ML
29
McAdam LLC
Pennsylvania
$16.3M 187,998 -5,057 -3%
Mariner
30
Mariner
Kansas
$13.2M 152,228 -12,741 -8%
Truist Financial
31
Truist Financial
North Carolina
$13M 150,017 +1,693 +1%
SBH
32
Segall Bryant & Hamill
Illinois
$12.2M 140,262 -2,573 -2%
KW
33
KWB Wealth
California
$12.1M 151,785 -6,786 -4%
BWG
34
Balanced Wealth Group
Ohio
$12.1M 135,802 +16,123 +13%
SWM
35
SFG Wealth Management
Maryland
$11.9M 136,654 +5,731 +4%
TIAA Trust, National Association
36
TIAA Trust, National Association
North Carolina
$11M 126,078 -15,899 -11%
SFM
37
Signet Financial Management
New Jersey
$10.5M 120,659 -10,377 -8%
Osaic Holdings
38
Osaic Holdings
Arizona
$9.45M 109,675 +10,577 +11%
ICMM
39
Integrated Capital Management (Michigan)
Michigan
$9.09M 103,562 +5,442 +6%
JFA
40
JNBA Financial Advisors
Minnesota
$8.99M 103,453 -8,222 -7%
EFL
41
ERn Financial LLC
Wisconsin
$8.41M 96,785 -9,106 -9%
UBS Group
42
UBS Group
Switzerland
$7.98M 91,824 -464 -0.5%
WWA
43
WCG Wealth Advisors
Nevada
$7.42M 85,390 +3,825 +5%
FIA
44
Foundations Investment Advisors
Arizona
$7.23M 83,255 -57,618 -41%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$7.16M 82,464 +576 +0.7%
MSRI
46
Michael S. Ryan Inc
New York
$6.83M 78,602 +30,133 +62%
GFG
47
Goldstone Financial Group
Illinois
$6.62M 74,658 +1,025 +1%
Citigroup
48
Citigroup
New York
$6.45M 74,225 -2,696,310 -97%
OPPS
49
Obsidian Personal Planning Solutions
Maryland
$6.37M 73,385 +2,285 +3%
WP
50
WealthShield Partners
North Carolina
$6.35M 73,154 +2,189 +3%
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