SPDR S&P 400 MID CAPGROWTH E (MDYG) Institutional Shareholders
SPDR S&P 400 MID CAPGROWTH E (MDYG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.84B in MDYG holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of MDYG tracked by InsiderSet, reporting ownership valued at approximately $150.48M in its March 31, 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 $167.48M, representing an estimated gain of +11.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% 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., Ae Wealth Management 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
404
Total Reported Value
$1.84B
Largest Holder
Lpl Financial Llc
Largest Position
$150.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
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% | 1,568,124 | $150,477,189 | $167,475,643 | +$16,998,454 | +11.30% | |
| Financial Engines Advisors L.L.C. | 0.25% | 1,263,838 | $121,277,936 | $134,977,898 | +$13,699,962 | +11.30% | |
| Ae Wealth Management Llc | 0.63% | 1,219,055 | $116,980,821 | $130,195,074 | +$13,214,253 | +11.30% | |
| Northrock Partners, Llc | 1.68% | 1,083,341 | $103,957,430 | $115,700,819 | +$11,743,389 | +11.30% | |
| Morgan Stanley | 0.00% | 846,263 | $81,207,495 | $90,380,888 | +$9,173,393 | +11.30% | |
| Fas Wealth Partners, Inc. | 3.25% | 555,604 | $62,277,697 | $59,338,507 | -$2,939,190 | -4.72% | |
| Raymond James Financial Inc | 0.01% | 501,223 | $48,097,362 | $53,530,616 | +$5,433,254 | +11.30% | |
| Envestnet Asset Management Inc | 0.01% | 460,690 | $44,207,851 | $49,201,692 | +$4,993,841 | +11.30% | |
| First National Trust Co | 1.35% | 355,048 | $39,797,329 | $37,919,126 | -$1,878,203 | -4.72% | |
| Avantax Planning Partners, Inc. | 0.97% | 347,928 | $38,999,276 | $37,158,710 | -$1,840,566 | -4.72% | |
| Ghp Investment Advisors, Inc. | 1.39% | 336,389 | $37,705,870 | $35,926,345 | -$1,779,525 | -4.72% | |
| Jones Financial Companies Lllp | 0.02% | 385,508 | $36,253,180 | $41,172,254 | +$4,919,074 | +13.57% | |
| Private Advisor Group, Llc | 0.16% | 309,416 | $34,682,436 | $33,045,629 | -$1,636,807 | -4.72% | |
| Rehmann Capital Advisory Group | 1.76% | 352,653 | $33,838,431 | $37,663,340 | +$3,824,909 | +11.30% | |
| Klingman & Associates, Llc | 1.42% | 297,555 | $33,352,937 | $31,778,874 | -$1,574,063 | -4.72% | |
| Wcg Wealth Advisors Llc | 0.82% | 305,480 | $29,313,842 | $32,625,264 | +$3,311,422 | +11.30% | |
| Convergence Financial, Llc | 3.63% | 274,413 | $26,441,197 | $29,307,308 | +$2,866,111 | +10.84% | |
| Hightower Advisors, Llc | 0.03% | 273,166 | $26,213,007 | $29,174,129 | +$2,961,122 | +11.30% | |
| Northwestern Mutual Wealth Management Co | 0.02% | 257,992 | $24,756,999 | $27,553,546 | +$2,796,547 | +11.30% | |
| Wells Fargo & Company/Mn | 0.00% | 251,879 | $24,170,327 | $26,900,677 | +$2,730,350 | +11.30% | |
| Commonwealth Equity Services, Llc | 0.03% | 214,737 | $24,069,877 | $22,933,912 | -$1,135,965 | -4.72% | |
| Ameriprise Financial Inc | 0.01% | 244,786 | $23,446,111 | $26,143,145 | +$2,697,034 | +11.50% | |
| Bank Of America Corp | 0.00% | 220,537 | $21,162,761 | $23,553,352 | +$2,390,591 | +11.30% | |
| Rodgers & Associates, Ltd | 1.90% | 187,167 | $20,979,541 | $19,989,436 | -$990,105 | -4.72% | |
| Shakespeare Wealth Management, Llc | 5.44% | 183,300 | $20,546,103 | $19,576,440 | -$969,663 | -4.72% | |
| Sfg Wealth Management, Llc. | 6.72% | 166,652 | $18,680,014 | $17,798,434 | -$881,580 | -4.72% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.07% | 180,601 | $17,330,472 | $19,288,187 | +$1,957,715 | +11.30% | |
| Mcadam, Llc | 0.77% | 177,081 | $16,992,699 | $18,912,251 | +$1,919,552 | +11.30% | |
| Mariner, Llc | 0.02% | 172,720 | $16,574,201 | $18,446,496 | +$1,872,295 | +11.30% | |
| Balanced Wealth Group Llc | 4.95% | 144,257 | $13,842,934 | $15,406,648 | +$1,563,714 | +11.30% | |
| Cetera Investment Advisers | 0.01% | 141,139 | $13,543,674 | $15,073,645 | +$1,529,971 | +11.30% | |
| Royal Bank Of Canada | 0.00% | 141,086 | $13,539,000 | $15,067,985 | +$1,528,985 | +11.29% | |
| Truist Financial Corp | 0.02% | 117,140 | $13,130,233 | $12,510,552 | -$619,681 | -4.72% | |
| Segall Bryant & Hamill, Llc | 0.19% | 119,040 | $11,673,081 | $12,713,472 | +$1,040,391 | +8.91% | |
| Univest Financial Corp | 0.65% | 121,342 | $11,643,953 | $12,959,326 | +$1,315,373 | +11.30% | |
| Merit Financial Group, Llc | 0.07% | 100,156 | $11,226,483 | $10,696,661 | -$529,822 | -4.72% | |
| Signet Financial Management, Llc | 1.23% | 114,552 | $10,992,429 | $12,234,154 | +$1,241,725 | +11.30% | |
| Summit Financial, Llc | 0.14% | 113,731 | $10,913,620 | $12,146,471 | +$1,232,851 | +11.30% | |
| Ubs Group Ag | 0.00% | 111,040 | $10,655,398 | $11,859,072 | +$1,203,674 | +11.30% | |
| Ern Financial, Llc | 1.70% | 91,445 | $10,250,055 | $9,766,326 | -$483,729 | -4.72% | |
| Marathon Mission, Inc. | 4.65% | 83,077 | $9,312,101 | $8,872,624 | -$439,477 | -4.72% | |
| Osaic Holdings, Inc. | 0.01% | 89,484 | $8,588,732 | $9,556,891 | +$968,159 | +11.27% | |
| Jnba Financial Advisors | 0.64% | 75,077 | $8,415,339 | $8,018,224 | -$397,115 | -4.72% | |
| Chicago Partners Investment Group Llc | 0.16% | 74,913 | $8,090,557 | $8,000,708 | -$89,849 | -1.11% | |
| Stifel Financial Corp | 0.01% | 74,160 | $7,116,579 | $7,920,288 | +$803,709 | +11.29% | |
| Moneco Advisors, Llc | 0.55% | 73,242 | $7,028,338 | $7,822,246 | +$793,908 | +11.30% | |
| Cwm, Llc | 0.02% | 72,232 | $6,931,349 | $7,714,378 | +$783,029 | +11.30% | |
| Wealthshield Partners, Llc | 0.76% | 71,389 | $6,850,469 | $7,624,345 | +$773,876 | +11.30% | |
| Pathstone Holdings, Llc | 0.03% | 69,638 | $6,682,462 | $7,437,338 | +$754,876 | +11.30% | |
| Diligent Investors, Llc | 1.48% | 59,401 | $6,658,231 | $6,344,027 | -$314,204 | -4.72% |
Frequently asked questions about MDYG
Who owns the most MDYG stock?
The largest holders of MDYG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR S&P 400 MID CAPGROWTH E (MDYG).
Is MDYG widely held by superinvestors?
Many widely followed stocks like MDYG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MDYG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.