MDYG Institutional Ownership & Shareholders
SPDR S&P 400 MID CAPGROWTH E (MDYG) is currently held by 421 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.85B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of MDYG tracked by InsiderSet, reporting ownership valued at approximately $196.38M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $180.23M, representing an estimated loss of -8.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed MDYG value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Financial Engines Advisors L.L.C., Northrock Partners, Llc, and several other long-term asset managers with concentrated positions in SPDR S&P 400 MID CAPGROWTH E (MDYG).
This page ranks the largest institutional MDYG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
421
Total Reported Value
$1.85B
Largest Holder
Lpl Financial Llc
Largest Position
$196.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.04% | 1,751,987 | $196,380,171 | $180,226,903 | -$16,153,268 | -8.23% | |
| Financial Engines Advisors L.L.C. | 0.28% | 1,427,344 | $159,991,017 | $146,830,877 | -$13,160,140 | -8.23% | |
| Northrock Partners, Llc | 1.88% | 1,153,617 | $129,308,985 | $118,672,581 | -$10,636,404 | -8.23% | |
| Morgan Stanley | 0.01% | 845,458 | $94,767,450 | $86,972,264 | -$7,795,186 | -8.23% | |
| Fas Wealth Partners, Inc. | 3.25% | 555,604 | $62,277,697 | $57,154,983 | -$5,122,714 | -8.23% | |
| Raymond James Financial Inc | 0.02% | 511,830 | $57,370,949 | $52,651,952 | -$4,718,997 | -8.23% | |
| Envestnet Asset Management Inc | 0.01% | 450,660 | $50,514,465 | $46,359,394 | -$4,155,071 | -8.23% | |
| Rehmann Capital Advisory Group | 1.82% | 353,924 | $39,685,641 | $36,408,162 | -$3,277,479 | -8.26% | |
| Avantax Planning Partners, Inc. | 0.97% | 347,928 | $38,999,276 | $35,791,353 | -$3,207,923 | -8.23% | |
| First National Trust Co | 1.30% | 359,172 | $37,544,248 | $36,948,024 | -$596,224 | -1.59% | |
| Jones Financial Companies Lllp | 0.01% | 339,005 | $37,313,245 | $34,873,444 | -$2,439,801 | -6.54% | |
| Ghp Investment Advisors, Inc. | 1.31% | 337,079 | $35,234,915 | $34,675,317 | -$559,598 | -1.59% | |
| Private Advisor Group, Llc | 0.16% | 309,416 | $34,682,436 | $31,829,624 | -$2,852,812 | -8.23% | |
| Wcg Wealth Advisors Llc | 0.74% | 279,491 | $31,327,952 | $28,751,239 | -$2,576,713 | -8.22% | |
| Klingman & Associates, Llc | 1.29% | 296,571 | $31,000,597 | $30,508,259 | -$492,338 | -1.59% | |
| Ameriprise Financial Inc | 0.01% | 235,378 | $26,383,458 | $24,213,335 | -$2,170,123 | -8.23% | |
| Bank Of America Corp | 0.00% | 223,354 | $25,035,705 | $22,976,426 | -$2,059,279 | -8.23% | |
| Commonwealth Equity Services, Llc | 0.03% | 216,582 | $22,639,284 | $22,279,790 | -$359,494 | -1.59% | |
| Convergence Financial, Llc | 3.15% | 215,100 | $22,484,405 | $22,127,337 | -$357,068 | -1.59% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.07% | 187,373 | $21,002,640 | $19,275,061 | -$1,727,579 | -8.23% | |
| Wells Fargo & Company/Mn | 0.00% | 180,637 | $20,247,613 | $18,582,128 | -$1,665,485 | -8.23% | |
| Rodgers & Associates, Ltd | 1.81% | 183,313 | $19,161,689 | $18,857,408 | -$304,281 | -1.59% | |
| Shakespeare Wealth Management, Llc | 3.66% | 181,196 | $18,940,420 | $18,639,633 | -$300,787 | -1.59% | |
| Mariner, Llc | 0.02% | 161,597 | $18,113,379 | $16,623,483 | -$1,489,896 | -8.23% | |
| Sfg Wealth Management, Llc. | 6.12% | 164,691 | $17,215,187 | $16,941,763 | -$273,424 | -1.59% | |
| Cetera Investment Advisers | 0.01% | 141,743 | $15,887,898 | $14,581,102 | -$1,306,796 | -8.23% | |
| Royal Bank Of Canada | 0.00% | 138,635 | $15,539,000 | $14,261,382 | -$1,277,618 | -8.22% | |
| Ubs Group Ag | 0.00% | 113,414 | $12,712,575 | $11,666,898 | -$1,045,677 | -8.23% | |
| Summit Financial, Llc | 0.14% | 112,006 | $12,554,791 | $11,522,057 | -$1,032,734 | -8.23% | |
| Truist Financial Corp | 0.01% | 119,142 | $12,453,891 | $12,256,138 | -$197,753 | -1.59% | |
| Merit Financial Group, Llc | 0.07% | 100,156 | $11,226,483 | $10,303,048 | -$923,435 | -8.23% | |
| Osaic Holdings, Inc. | 0.01% | 98,307 | $11,022,188 | $10,112,841 | -$909,347 | -8.25% | |
| Signet Financial Management, Llc | 1.23% | 114,552 | $10,992,429 | $11,783,964 | +$791,535 | +7.20% | |
| Farther Finance Advisors, Llc | 0.08% | 103,167 | $10,784,023 | $10,612,789 | -$171,234 | -1.59% | |
| Moneco Advisors, Llc | 0.60% | 88,262 | $9,893,240 | $9,079,512 | -$813,728 | -8.23% | |
| Ern Financial, Llc | 1.57% | 92,332 | $9,651,405 | $9,498,193 | -$153,212 | -1.59% | |
| Marathon Mission, Inc. | 4.47% | 84,748 | $8,858,708 | $8,718,027 | -$140,681 | -1.59% | |
| Stratos Wealth Partners, Ltd. | 0.09% | 76,272 | $8,549,422 | $7,846,101 | -$703,321 | -8.23% | |
| Jnba Financial Advisors | 0.64% | 75,077 | $8,415,339 | $7,723,171 | -$692,168 | -8.23% | |
| Ep Wealth Advisors, Llc | 0.03% | 73,049 | $8,188,074 | $7,514,551 | -$673,523 | -8.23% | |
| Chicago Partners Investment Group Llc | 0.15% | 77,808 | $7,923,992 | $8,004,109 | +$80,117 | +1.01% | |
| Prestige Wealth Management Group Llc | 1.38% | 68,008 | $7,622,961 | $6,995,983 | -$626,978 | -8.22% | |
| Mercer Global Advisors Inc | 0.01% | 63,949 | $7,168,080 | $6,578,434 | -$589,646 | -8.23% | |
| Cwm, Llc | 0.02% | 72,232 | $6,931,349 | $7,430,506 | +$499,157 | +7.20% | |
| Mml Investors Services, Llc | 0.01% | 60,995 | $6,836,947 | $6,274,556 | -$562,391 | -8.23% | |
| Univest Financial Corp | 0.34% | 60,974 | $6,834,541 | $6,272,395 | -$562,146 | -8.23% | |
| Pathstone Holdings, Llc | 0.03% | 69,638 | $6,682,462 | $7,163,661 | +$481,199 | +7.20% | |
| Balanced Wealth Group Llc | 2.07% | 58,278 | $6,532,414 | $5,995,058 | -$537,356 | -8.23% | |
| Prospera Financial Services Inc | 0.09% | 57,588 | $6,454,992 | $5,924,078 | -$530,914 | -8.22% | |
| Diligent Investors, Llc | 1.34% | 58,315 | $6,095,626 | $5,998,864 | -$96,762 | -1.59% |
Frequently asked questions about MDYG
Who are the largest institutional holders of MDYG?
The largest institutional holders of MDYG reported in the latest SEC Form 13F filings include Lpl Financial Llc, Financial Engines Advisors L.L.C., Northrock Partners, Llc, Morgan Stanley, and Fas Wealth Partners, Inc.. InsiderSet ranks institutional holders by their latest reported MDYG position.
What is MDYG institutional ownership?
This page tracks MDYG positions reported by institutional investment managers through SEC Form 13F. SPDR S&P 400 MID CAPGROWTH E (MDYG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MDYG?
InsiderSet currently tracks 421 institutional managers reporting MDYG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MDYG shareholders.
How much MDYG stock do institutions own?
Institutional investment managers disclosed approximately $1.85B in MDYG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MDYG institutional ownership last updated?
The latest MDYG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MDYG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MDYG position after the reporting date.
Are institutions buying or selling MDYG?
Institutional buying and selling can be analyzed by comparing MDYG positions across consecutive 13F reporting periods. InsiderSet's MDYG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MDYG ownership changes.
How has MDYG institutional ownership changed over time?
InsiderSet tracks MDYG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.