Skip to main content
Equibles
MDYG logo

MDYG · State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF ETF

Alerts for MDYG

Use MDYG with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

Claude ChatGPT Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$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.

Use institutional holdings through the 13F API or MCP →
Holders: 4
Total Value: $5,105,921
Total Shares: 45,552

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 4 13F filers · Δ vs Mar 31, 2026
Top Holder
69.4%
Sep 2023 → Jun 2026 · range 8.5% – 69.4%
+60.9 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 29.8% – 100.0%
+67.4 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 42.1% – 100.0%
+54.7 pts
HHI
5,246
Sep 2023 → Jun 2026 · range 283 – 5,246
Highly concentrated+4,947

Quarterly Activity

vs Mar 31, 2026
New
2
Increased
1
Decreased
1
Sold Out
396
Unchanged
0
Holder count: -394
Institutional value: -99.7%
Shares held: -99.8%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
TUCKER ASSET MANAGEMENT LLC +1,642 3,492

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Corient Private Wealth LLC −1,692 31,618

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Kinetic Wealth Investment Advisors LLC 8,544 $957,696
HORAN Wealth, LLC 1,898 $212,746

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
LPL Financial LLC 1,568,124 $150,477,179
Financial Engines Advisors L.L.C. 1,263,838 $121,277,894
AE Wealth Management LLC 1,219,055 $116,980,487
NorthRock Partners, LLC 1,083,341 $103,957,402
MORGAN STANLEY 846,263 $81,207,395
Filter: New 2 Increased 1 Reduced 1 Sold out 396 Unchanged 0
Showing 4 of 4
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC MDYG $3,544,061 69.41% 31,618
Kinetic Wealth Investment Advisors LLC MDYG $957,696 18.76% 8,544
TUCKER ASSET MANAGEMENT LLC MDYG $391,418 7.67% 3,492
HORAN Wealth, LLC MDYG $212,746 4.17% 1,898