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State Street SPDR S&P 400 Mid Cap Growth ETF

385 hedge funds and large institutions have $1.71B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 118 increasing their positions, 152 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 36

6% more capital invested

Capital invested by funds: $1.62B → $1.71B (+$95.4M)

1.15% less ownership

Funds ownership: 73.08%71.94% (-1.1%)

2% less funds holding

Funds holding: 392385 (-7)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

22% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 152

Holders
385
Holders Change
-7
Holders Change %
-1.79%
% of All Funds
5.05%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
41
Increased
118
Reduced
152
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Shakespeare Wealth Management
Wisconsin
$19M +$347K +3,860 +2%
RA
27
Rodgers & Associates
Pennsylvania
$17.6M -$190K -2,114 -1%
ML
28
McAdam LLC
Pennsylvania
$16.9M -$268K -2,981 -2%
Mariner
29
Mariner
Kansas
$15.1M +$1.16M +12,909 +8%
Truist Financial
30
Truist Financial
North Carolina
$13.7M -$77.1K -858 -0.6%
SWM
31
SFG Wealth Management
Maryland
$13.5M +$971K +10,795 +8%
Corient Private Wealth
32
Corient Private Wealth
Florida
$12.8M -$769K -8,555 -6%
SBH
33
Segall Bryant & Hamill
Illinois
$12M -$832K -9,255 -7%
BWG
34
Balanced Wealth Group
Ohio
$11.8M -$89.2K -992 -0.7%
SFM
35
Signet Financial Management
New Jersey
$10.8M -$239K -2,653 -2%
TIAA Trust, National Association
36
TIAA Trust, National Association
North Carolina
$10.7M -$824K -9,169 -7%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$9.85M +$5.48M +60,989 +131%
Osaic Holdings
38
Osaic Holdings
Arizona
$9.64M -$667K -7,418 -7%
JFA
39
JNBA Financial Advisors
Minnesota
$9.3M -$172K -1,917 -2%
UBS Group
40
UBS Group
Switzerland
$8.89M +$471K +5,240 +6%
EFL
41
ERn Financial LLC
Wisconsin
$8.4M -$458K -5,094 -5%
MSRI
42
Michael S. Ryan Inc
New York
$7.16M -$31.5K -350 -0.4%
GFG
43
Goldstone Financial Group
Illinois
$7.12M +$283K +3,147 +4%
WWA
44
WCG Wealth Advisors
Nevada
$7.07M -$734K -8,160 -10%
OPPS
45
Obsidian Personal Planning Solutions
Maryland
$6.98M +$236K +2,627 +4%
WP
46
WealthShield Partners
North Carolina
$6.6M -$95.8K -1,066 -1%
SWP
47
Stratos Wealth Partners
Ohio
$6.6M +$264K +2,942 +4%
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$6.5M +$122K +1,356 +2%
PWMG
49
Prestige Wealth Management Group
New Jersey
$6.38M -$167K -1,859 -3%
CPIG
50
Chicago Partners Investment Group
Illinois
$6.35M +$533K +5,933 +9%

MDYG Hedge Fund Activity: Q3 2025 in Review

385 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2025, worth a combined $1.71B — up 5.9% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MDYG positions and 36 closed out — a net gain of 5 holders — while 118 added to existing stakes and 152 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.1M. The largest seller was KWB Wealth, cutting an estimated $13.3M.

  • 385 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2025, down from 392 in Q2 2025.
  • Funds reported $1.71B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2025, up 5.9% quarter-over-quarter.
  • 41 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2025 and 36 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2025 was Morgan Stanley, an estimated $18.1M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2025 was KWB Wealth, an estimated $13.3M sold.

Based on aggregated 13F filings for Q3 2025.