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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
LPL Financial
1
LPL Financial
California
$162M -$2.3M -25,017 -1%
Financial Engines Advisors
2
Financial Engines Advisors
California
$122M -$2.33M -25,303 -2%
AWM
3
AE Wealth Management
Kansas
$100M +$20.6M +224,654 +26%
NP
4
NorthRock Partners
Minnesota
$97.5M -$275K -2,995 -0.3%
Morgan Stanley
5
Morgan Stanley
New York
$71M +$8.54M +92,943 +14%
FWP
6
FAS Wealth Partners
Kansas
$46M +$761K +8,284 +2%
Raymond James Financial
7
Raymond James Financial
Florida
$42.9M +$3.52M +38,333 +9%
Stifel Financial
8
Stifel Financial
Missouri
$38M -$28.3M -308,131 -43%
FNT
9
First National Trust
Pennsylvania
$33.5M -$694K -7,555 -2%
BEI
10
Benjamin Edwards Inc
Missouri
$31.5M -$24.3M -264,436 -44%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$31.2M +$8.23M +89,535 +36%
RCAG
12
Rehmann Capital Advisory Group
Michigan
$30.6M +$1.05M +11,455 +4%
KA
13
Klingman & Associates
New York
$30.1M +$23.9K +260 +0.1%
GIA
14
GHP Investment Advisors
Colorado
$30M +$740K +8,048 +3%
Corient Private Wealth
15
Corient Private Wealth
Florida
$29.7M +$16.5M +179,347 +128%
UF
16
Univest Financial
Pennsylvania
$29.7M +$27M +294,255 +1,103%
PAG
17
Private Advisor Group
New Jersey
$28M +$3.7M +40,265 +15%
APP
18
Avantax Planning Partners
Iowa
$26.7M +$3.95M +43,037 +18%
HighTower Advisors
19
HighTower Advisors
Illinois
$25.7M -$3.18M -34,592 -11%
WWA
20
WCG Wealth Advisors
Nevada
$25.5M +$18.3M +198,955 +258%
CF
21
Convergence Financial
Missouri
$24.9M +$644K +7,013 +3%
Ameriprise
22
Ameriprise
Minnesota
$24M +$2.28M +24,783 +11%
Bank of America
23
Bank of America
North Carolina
$23.6M -$573K -6,232 -2%
Wells Fargo
24
Wells Fargo
California
$23.5M +$1.06M +11,531 +5%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$22.8M +$2M +21,735 +10%

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.