We are live on ! Find out more
MDYG icon

State Street SPDR S&P 400 Mid Cap Growth ETF

385 hedge funds and large institutions have $1.75B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 136 increasing their positions, 142 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 31

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

2% more capital invested

Capital invested by funds: $1.71B → $1.75B (+$38.5M)

0.99% more ownership

Funds ownership: 71.94%72.92% (+0.99%)

0% more funds holding

Funds holding: 385385 (0)

4% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 142

Holders
385
Holders Change
Holders Change %
0%
% of All Funds
4.68%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.13%
New
39
Increased
136
Reduced
142
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$20M -$413K -4,491 -2%
SWM
27
Shakespeare Wealth Management
Wisconsin
$19.5M +$330K +3,590 +2%
Mariner
28
Mariner
Kansas
$19M +$3.69M +40,108 +24%
RA
29
Rodgers & Associates
Pennsylvania
$17.7M -$91.3K -993 -0.5%
ML
30
McAdam LLC
Pennsylvania
$16.8M -$260K -2,824 -2%
SWM
31
SFG Wealth Management
Maryland
$14.8M +$1.19M +12,930 +9%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$14M -$28.9M -314,535 -68%
Truist Financial
33
Truist Financial
North Carolina
$14M +$180K +1,960 +1%
BWG
34
Balanced Wealth Group
Ohio
$12.9M +$489K +5,324 +4%
CIM
35
Confluence Investment Management
Missouri
$12.1M -$10M -108,869 -45%
SBH
36
Segall Bryant & Hamill
Illinois
$11.5M -$613K -6,669 -5%
SFM
37
Signet Financial Management
New Jersey
$10.7M -$164K -1,780 -2%
TIAA Trust, National Association
38
TIAA Trust, National Association
North Carolina
$10.6M -$229K -2,488 -2%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$10.5M +$529K +5,753 +5%
JFA
40
JNBA Financial Advisors
Minnesota
$9.14M -$245K -2,670 -3%
EFL
41
ERn Financial LLC
Wisconsin
$8.59M +$117K +1,274 +1%
MFG
42
Merit Financial Group
Georgia
$8.28M +$7.25M +78,864 +738%
UBS Group
43
UBS Group
Switzerland
$8.15M -$819K -8,911 -9%
Osaic Holdings
44
Osaic Holdings
Arizona
$8.09M -$1.68M -18,279 -17%
GFG
45
Goldstone Financial Group
Illinois
$7.45M +$261K +2,838 +4%
MSRI
46
Michael S. Ryan Inc
New York
$7.37M +$136K +1,484 +2%
SWP
47
Stratos Wealth Partners
Ohio
$6.94M +$276K +3,004 +4%
CPIG
48
Chicago Partners Investment Group
Illinois
$6.91M +$168K +1,833 +3%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$6.57M +$2.56M +27,898 +65%
WP
50
WealthShield Partners
North Carolina
$6.54M -$121K -1,316 -2%

MDYG Hedge Fund Activity: Q4 2025 in Review

385 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2025, worth a combined $1.75B — up 2.2% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new MDYG positions and 31 closed out — a net gain of 8 holders — while 136 added to existing stakes and 142 trimmed.

The largest buyer was Univest Financial, adding an estimated $27M. The largest seller was Envestnet Asset Management, cutting an estimated $28.9M.

  • 385 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $1.75B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2025, up 2.2% quarter-over-quarter.
  • 39 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2025 and 31 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2025 was Univest Financial, an estimated $27M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $28.9M sold.

Based on aggregated 13F filings for Q4 2025.