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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
LPL Financial
1
LPL Financial
California
$163M -$2.16M -23,981 -1%
Financial Engines Advisors
2
Financial Engines Advisors
California
$123M -$2.01M -22,385 -2%
NP
3
NorthRock Partners
Minnesota
$96.9M -$1.07M -11,925 -1%
AWM
4
AE Wealth Management
Kansas
$78.7M +$10.8M +119,911 +16%
Stifel Financial
5
Stifel Financial
Missouri
$65.8M +$12.6M +140,497 +24%
Morgan Stanley
6
Morgan Stanley
New York
$61.8M +$18.1M +200,876 +42%
BEI
7
Benjamin Edwards Inc
Missouri
$55.4M +$10.3M +114,306 +23%
FWP
8
FAS Wealth Partners
Kansas
$44.8M +$826K +9,183 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$42.7M +$925K +10,289 +2%
Raymond James Financial
10
Raymond James Financial
Florida
$39M +$2.59M +28,794 +7%
FNT
11
First National Trust
Pennsylvania
$33.9M +$2.03M +22,625 +7%
KA
12
Klingman & Associates
New York
$29.8M -$161K -1,787 -0.5%
RCAG
13
Rehmann Capital Advisory Group
Michigan
$29.3M +$289K +3,218 +1%
GIA
14
GHP Investment Advisors
Colorado
$28.9M +$715K +7,952 +3%
HighTower Advisors
15
HighTower Advisors
Illinois
$28.6M +$76.1K +846 +0.3%
PAG
16
Private Advisor Group
New Jersey
$24M -$41.7K -464 -0.2%
CF
17
Convergence Financial
Missouri
$24M +$1.48M +16,422 +7%
Bank of America
18
Bank of America
North Carolina
$23.9M -$5.41M -60,223 -19%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$22.7M +$1.97M +21,912 +10%
APP
20
Avantax Planning Partners
Iowa
$22.5M +$2.43M +26,989 +12%
Wells Fargo
21
Wells Fargo
California
$22.2M -$316K -3,512 -1%
CIM
22
Confluence Investment Management
Missouri
$22M +$2.9M +32,219 +16%
Ameriprise
23
Ameriprise
Minnesota
$21.5M -$1.25M -13,900 -6%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$20.6M -$1.09M -12,153 -5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$20.2M -$1.06M -11,772 -5%

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.