MDYG · State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF ETF
$108.32
+0.15 (+0.14%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $5,105,921
Total Shares: 45,552
Institutional Ownership Trend
23 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
69.4%
−30.6 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,246
Highly concentrated−4,754
Quarterly Activity
vs Mar 31, 2026
New
3
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count:
+3
Institutional value:
+2776.2%
Shares held:
+2362.3%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small TUCKER ASSET MANAGEMENT LLC | +1,642 | 3,492 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 31,618 | $3,544,061 | |
| Small Kinetic Wealth Investment Advisors LLC | 8,544 | $957,696 | |
| Small HORAN Wealth, LLC | 1,898 | $212,746 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC MDYG | $3,544,061 | 69.41% | 31,618 | Shares | 2026-08-27 | |
| Small Kinetic Wealth Investment Advisors LLC MDYG | $957,696 | 18.76% | 8,544 | Shares | 2026-09-02 | |
| Small TUCKER ASSET MANAGEMENT LLC MDYG | $391,418 | 7.67% | 3,492 | Shares | 2026-08-27 | |
| Small HORAN Wealth, LLC MDYG | $212,746 | 4.17% | 1,898 | Shares | 2026-08-26 |