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Security record · archived quarter

MDYG

State Street SPDR S&P 400 Mid Cap Growth ETF · Financial Services · Asset Management - Global

101.84 -0.7% mkt cap $2.74B quote delayed (FMP) · as of Oct 23 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
48Tracked holders
+1Δ holders
8.33MShares held
$770.09MReported value
+1New positions
−0Exits
Rising Conviction score 59/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.1% · share flow +2.0% · net new positions +2.1% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 12.19K $1.29M n/a −1
Q2 2026 47 -2 7.82M $876.18M +1 −4
Q1 2026 51 +3 7.98M $764.76M +5 −2
Q4 2025 48 +1 8.33M $770.09M +1 n/a
Q3 2025 7 0 815.20K $74.64M +1 −1
Q2 2025 4 0 49.70K $4.32M +1 −1
Q1 2025 3 0 39.18K $3.11M n/a n/a
Q4 2024 3 0 20.83K $1.81M n/a n/a
Q3 2024 3 +1 16.36K $1.44M +1 n/a
Q2 2024 2 n/a 62.68K $5.27M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.75M n/a $161.75M 0.0% n/c 1 SEC ↗
2 Financial Engines Advisors L.L.C. 1.32M n/a $122.08M 0.2% n/c 1 SEC ↗
3 Morgan Stanley ✦ 767.91K +13.8% $70.98M 0.0% ▲ Add 2 SEC ↗ ×3
4 Raymond James Financial Inc 464.21K n/a $42.91M 0.0% n/c 1 SEC ↗ ×2
5 Stifel Financial Corp 410.97K n/a $37.99M 0.0% n/c 1 SEC ↗ ×3
6 Jones Financial Companies Lllp 337.44K n/a $31.19M 0.0% n/c 1 SEC ↗ ×2
7 Corient Private Wealth LP 319.12K n/a $29.75M 0.0% n/c 1 SEC ↗ ×2
8 HighTower Advisors, LLC 277.59K n/a $25.66M 0.0% n/c 1 SEC ↗
9 Ameriprise Financial Inc 260.12K n/a $24.04M 0.0% n/c 1 SEC ↗ ×2
10 Bank Of America Corp /De/ 255.16K n/a $23.58M 0.0% n/c 1 SEC ↗ ×4
11 Wells Fargo & Company/Mn 254.05K n/a $23.48M 0.0% n/c 1 SEC ↗ ×2
12 Northwestern Mutual Wealth… 246.62K n/a $22.80M 0.0% n/c 1 SEC ↗
13 Commonwealth Equity Services, Llc 216.66K n/a $20.03M 0.0% n/c 1 SEC ↗
14 Mariner, LLC 205.25K n/a $18.97M 0.0% n/c 1 SEC ↗
15 Envestnet Asset Management Inc 151.35K n/a $13.99M 0.0% n/c 1 SEC ↗
16 Truist Financial Corp 151.12K n/a $13.97M 0.0% n/c 1 SEC ↗ ×2
17 Cetera Investment Advisers 113.38K n/a $10.48M 0.0% n/c 1 SEC ↗
18 UBS Group AG 88.15K n/a $8.15M 0.0% n/c 1 SEC ↗ ×2
19 Osaic Holdings, Inc. 87.48K n/a $8.09M 0.0% n/c 1 SEC ↗ ×4
20 Cwm, Llc 71.06K n/a $6.57M 0.0% n/c 1 SEC ↗
21 Royal Bank Of Canada 70.33K n/a $6.50M 0.0% n/c 1 SEC ↗ ×3
22 Mml Investors Services, Llc 57.79K n/a $5.34M 0.0% n/c 1 SEC ↗
23 Goldman Sachs Group ✦ 53.05K +22.3% $4.90M 0.0% ▲ Add 2 SEC ↗ ×2
24 Mercer Global Advisors Inc /Adv 46.26K n/a $4.28M 0.0% n/c 1 SEC ↗
25 Creative Planning 41.76K n/a $3.86M 0.0% n/c 1 SEC ↗
26 BlackRock ✦ (passive) 41.53K New $3.84M 0.0% New 1 SEC ↗ ×2
27 GAMCO Investors ✦ 31.34K -5.5% $2.90M 0.0% ▼ Trim 3 SEC ↗
28 Citadel Advisors ✦ 26.61K +302.7% $2.46M 0.0% ▲ Add 7 SEC ↗
29 Citigroup Inc 25.11K n/a $2.32M 0.0% n/c 1 SEC ↗ ×2
30 AQR Capital Management ✦ 23.23K +363.3% $2.15M 0.0% ▲ Add 2 SEC ↗
31 JPMorgan Chase ✦ 22.37K -47.5% $2.07M 0.0% ▼ Trim 2 SEC ↗ ×5
32 Us Bancorp \De\ 22.08K n/a $2.04M 0.0% n/c 1 SEC ↗ ×3
33 Susquehanna International Group, Llp 20.61K n/a $1.91M 0.0% n/c 1 SEC ↗
34 Wealth Enhancement Advisory… 17.90K n/a $1.73M 0.0% n/c 1 SEC ↗
35 Captrust Financial Advisors 17.80K n/a $1.64M 0.0% n/c 1 SEC ↗
36 Fidelity (FMR) ✦ 10.17K +7.9% $939,604 0.0% ▲ Add 3 SEC ↗ ×2
37 Focus Partners Wealth 10.01K n/a $925,594 0.0% n/c 1 SEC ↗
38 Brown Advisory Inc 8.36K n/a $772,679 0.0% n/c 1 SEC ↗
39 Bank Of Montreal /Can/ 7.91K n/a $731,491 0.0% n/c 1 SEC ↗
40 Blair William & Co/Il 5.61K n/a $518,892 0.0% n/c 1 SEC ↗
41 Quantinno Capital Management LP 5.58K n/a $516,204 0.0% n/c 1 SEC ↗
42 Cerity Partners LLC 3.76K n/a $347,394 0.0% n/c 1 SEC ↗ ×2
43 Rockefeller Capital Management L.P. 2.88K n/a $266,107 0.0% n/c 1 SEC ↗
44 Baird Financial Group, Inc. 2.80K n/a $259,081 0.0% n/c 1 SEC ↗
45 UBS AM, a distinct business unit of… 2.08K n/a $192,717 0.0% n/c 1 SEC ↗
46 Pnc Financial Services Group, Inc. 1.67K n/a $154,115 0.0% n/c 1 SEC ↗ ×4
47 Russell Investments Group, Ltd. 891 n/a $82,371 0.0% n/c 1 SEC ↗
48 Fifth Third Bancorp 32 n/a $2,958 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

BlackRock $3.84M 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 395 holders, 18.69M shares, $1.75B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API