MDYG institutional holders

State Street SPDR S&P 400 Mid Cap Growth ETF · 440 reporting institutions · $2.1B reported value

Funds that can replace MDYG · MDYG return decomposition

Institutional holdings

Institutions reporting MDYG, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$196.4M23,4582026-06-30
Edelman Financial Engines$160M7222026-06-30
Ae Wealth Management LLC$146.3M4712026-06-30
Northrock Partners, LLC$129.3M912026-06-30
Morgan Stanley$94.8M23,1852026-06-30
Fas Wealth Partners, Inc.$62.3M232026-06-30
Raymond James Financial Inc$57.4M02026-06-30
Envestnet Pmc$50.5M602026-06-30
Convergence Financial, LLC$42M292026-06-30
First National Trust Co$39.8M02026-06-30
Rehmann Capital Advisory Group$39.7M422026-06-30
Avantax Planning Partners, Inc.$39M102026-06-30
Ghp Investment Advisors Inc$37.7M272026-06-30
Jones Financial Companies LLLP$37.3M02026-06-30
Private Advisor Group, LLC$34.7M9272026-06-30
Klingman & Associates, LLC$33.4M92026-06-30
Wcg Wealth Advisors LLC$31.3M1302026-06-30
Hightower Advisors, LLC$30.3M1,0462026-06-30
Ameriprise Financial Inc$26.4M02026-06-30
Northwestern Mutual Wealth Management Co$26.4M02026-06-30
Bank of America Corp /de$25M02026-06-30
Commonwealth Equity Services, LLC$24.1M2,8632026-06-30
TIAA-CREF Individual & Institutional Services, LLC$21M1,7212026-06-30
Rodgers & Associates, Ltd$21M122026-06-30
Shakespeare Wealth Management, LLC$20.5M62026-06-30
Wells Fargo & Company/mn$20.2M02026-06-30
Sfg Wealth Management, Llc.$18.7M92026-06-30
Mariner, LLC$18.1M02026-06-30
Cetera Investment Advisers$15.9M10,3702026-06-30
Royal Bank of Canada$15.5M02026-06-30
Truist Financial Corp$13.1M02026-06-30
UBS Group AG$12.7M02026-06-30
Summit Financial, LLC$12.6M2292026-06-30
Merit Financial Group, LLC$11.2M2952026-06-30
Osaic Holdings, Inc.$11M02026-06-30
Signet Financial Management, LLC$11M122026-03-31
Ern Financial, LLC$10.3M102026-06-30
Moneco Advisors, LLC$9.9M502026-06-30
Marathon Mission, Inc.$9.3M32026-06-30
Stratos Wealth Partners, Ltd.$8.5M3862026-06-30
Jnba Financial Advisors$8.4M302026-06-30
Ep Wealth Advisors, LLC$8.2M3382026-06-30
Chicago Partners Investment Group LLC$8.1M572026-06-30
Pathstone Holdings, LLC$7.8M02026-06-30
Prestige Wealth Management Group LLC$7.6M62026-06-30
Mercer Global Advisors Inc /adv$7.2M02026-06-30
Obsidian Personal Planning Solutions LLC$7M02025-09-30
Cwm, LLC$6.9M6672026-03-31
MML Investors Services, LLC$6.8M5,1202026-06-30
Univest Financial Corp$6.8M02026-06-30
Diligent Investors, LLC$6.7M32026-06-30
Balanced Wealth Group LLC$6.5M52026-06-30
McAdam LLC$6.5M1352026-06-30
Prospera Financial Services, Inc.$6.5M2702026-06-30
Cordatus Wealth Management LLC$6.3M62026-06-30
Goldman Sachs Group Inc$6M02026-06-30
Aqr Capital Management LLC$5.7M12026-06-30
Avior Wealth Management, LLC$5.5M692026-06-30
Two Sigma Investments, LP$5.1M02026-06-30
Goldstone Financial Group, LLC$5.1M172026-06-30
Elevation Capital Advisory, LLC$5M22026-06-30
Creative Planning$5M1,1712026-06-30
Syntegra Private Wealth Group, LLC$4.9M122026-06-30
Farther Finance Advisors, LLC$4.9M3342026-06-30
Councilor Wealth, LLC$4.9M102026-06-30
Gladstone Institutional Advisory LLC$4.9M1082026-06-30
Iag Wealth Partners, LLC$4.8M172026-06-30
Blackrock, Inc.$4.6M02026-06-30
Tempo Wealth$4.6M72026-06-30
Centennial Wealth Advisory LLC$4.5M102026-06-30
Redhawk Wealth Advisors, Inc.$4.4M432026-06-30
Equitable Holdings, Inc.$4.4M02026-06-30
Kingswood Wealth Advisors, LLC$4.4M1232026-06-30
Bill Few Associates, Inc.$4.1M282026-06-30
Susquehanna International Group, LLP$4M02026-06-30
Sanctuary Advisors, LLC$4M4012026-06-30
Occidental Asset Management, LLC$3.7M122026-06-30
Heritage Wealth Management, Inc. /ca$3.6M62026-06-30
Corient Private Wealth LP$3.5M6742026-06-30
Sacks & Associates, LLC$3.4M22026-06-30
Courage Miller Partners, LLC$3.4M32026-06-30
Geneos Wealth Management, Inc.$3.4M1932026-06-30
Jpmorgan Chase & Co$3.2M02026-06-30
Comprehensive Wealth Management, LLC$3.1M62026-06-30
Midfirst Bank$3M02026-06-30
Alphastar Capital Management, LLC$3M1572026-06-30
Mosaic Family Wealth Partners, LLC$3M192026-06-30
Koshinski Asset Management, Inc.$2.9M692026-06-30
Kingsview Wealth Management, LLC$2.9M1152026-06-30
Walsh & Associates, LLC$2.9M92026-06-30
Pacific Sun Financial Corp$2.9M32026-06-30
Gts Securities LLC$2.8M02026-06-30
Stifel Financial Corp$2.8M02026-06-30
Gen Financial Management Inc.$2.8M42026-06-30
Richmond Brothers, Inc.$2.8M42026-06-30
Citigroup Inc$2.7M02026-06-30
&partners$2.7M5552026-06-30
Harbour Investments, Inc.$2.7M2472026-06-30
Barden Capital Management, Inc.$2.7M32026-06-30
Clarus Wealth Advisors, LLC$2.7M122026-06-30
Arax Advisory Partners$2.6M2322026-06-30
Brookstone Capital Management$2.6M3372026-06-30
U.S. Capital Wealth Advisors, LLC$2.6M02026-03-31
US Bancorp$2.6M02026-06-30
World Investment Advisors$2.5M3592026-06-30
Bristlecone Advisors, LLC$2.5M02025-09-30
Linscomb Wealth, Inc.$2.5M212026-06-30
Mai Capital Management$2.4M3082026-06-30
Cary Street Partners Financial LLC$2.3M02026-06-30
Sage Financial Group Inc$2.3M202026-06-30
Level Four Advisory Services$2.3M1412026-06-30
Wealth Watch Advisors, Inc$2.2M522026-06-30
Capital Squared Financial LLC$2.2M22026-06-30
Spire Wealth Management$2.2M32026-06-30
Asset Management Group, Inc.$2.2M22026-06-30
Waller Financial Planning Group, Inc$2.2M62026-06-30
Yhb Investment Advisors, Inc.$2.1M182026-06-30
New England Capital Financial Advisors LLC$2.1M62026-06-30
Irc Wealth$2M72026-06-30
Salomon & Ludwin, LLC$2M62026-06-30
Destiny Capital Corp/co$2M82026-06-30
Cwa Asset Management Group, LLC$1.9M492026-06-30
American Financial & Tax Strategies Inc$1.9M12026-06-30
Captrust Financial Advisors$1.9M9622026-06-30
Broadview Financial Management, LLC$1.8M62026-06-30
Cary Street Partners Investment Advisory LLC$1.8M1222026-06-30
Mgo One Seven LLC$1.7M1182026-06-30
Koss-Olinger Consulting, LLC$1.6M182026-06-30
Comerica Bank$1.5M02025-12-31
Twelve Points Wealth Management LLC$1.5M202026-06-30
Fmr LLC$1.5M02026-06-30
Key Financial, Inc.$1.5M82026-06-30
Ltg Capital LLC$1.5M22026-06-30
Florida Financial Advisors, LLC$1.4M8572026-06-30
Payne Capital Management, LLC$1.4M72026-06-30
Pfg Advisors$1.4M832026-06-30
Advisor Os, LLC$1.4M22026-06-30
Trilogy Capital, Inc.$1.4M722026-06-30
J.W. Cole Advisors, Inc.$1.4M4992026-06-30
Parcion Private Wealth LLC$1.3M142026-06-30
Newedge Advisors$1.3M6012026-06-30
Beam Wealth Advisors, Inc.$1.3M252026-06-30
Fifth Third Bancorp$1.3M02026-06-30
Central Trust Co$1.3M02026-06-30
Larson Financial Group LLC$1.3M672026-06-30
Snowden Capital Advisors LLC$1.3M1222026-06-30
Portside Wealth Group, LLC$1.2M562026-06-30
Wealthspire Advisors, LLC$1.2M2372026-06-30
Kestra Advisory Services, LLC$1.2M1,4792026-06-30
Elevated Capital Advisors, LLC$1.2M202026-06-30
Lewis Asset Management, LLC$1.2M52026-06-30
Wealth Enhancement Advisory Services, LLC$1.2M1,0262026-06-30
Pure Financial Advisors, LLC$1.2M882026-06-30
Milestone Asset Management Group, LLC$1.2M42026-06-30
Focus Partners Wealth$1.2M1,0482026-06-30
Ifp Advisors, Inc$1.1M3182026-06-30
Navigation Group, LLC$1.1M32026-06-30
Xy Planning Network, Inc.$1.1M02026-06-30
Savvy Advisors, Inc.$1.1M2142026-06-30
Connecticut Wealth Management, LLC$1.1M502026-06-30
Chicago Oakbrook Financial Group$1.1M102026-06-30
Western Wealth Management, LLC$1.1M1122026-06-30
Lexaurum Advisors, LLC$1.1M352026-06-30
Corevision Financial Group$1M102026-06-30
Fairscale Capital, LLC$1M32026-06-30
Calton & Associates, Inc.$1M1402026-06-30
Mosley Wealth Management$986.8K122026-06-30
Focus Partners Advisor Solutions, LLC$981.1K422026-06-30
Kpp Advisory Services LLC$981K222026-06-30
Composition Wealth, LLC$965.9K762026-06-30
Flagship Harbor Advisors, LLC$958.4K602026-06-30
Brown Advisory Inc$939.6K02026-06-30
Iht Wealth Management LLC$925.9K1592026-06-30
Cyndeo Wealth Partners$918.9K202026-06-30
United Capital Financial Advisors, LLC$909.3K1662026-06-30
Schneider Downs Wealth Management Advisors, LP$889.9K222026-06-30
Ameritas Advisory Services, LLC$887.9K5502026-06-30
Pine Haven Investment Counsel, Inc$884.2K22026-06-30
Global Retirement Partners LLC$876.3K4912026-06-30
Beacon Pointe Advisors, LLC$869.6K4662026-06-30
Foster Victor Wealth Advisors, LLC$862.6K202026-06-30
Resonant Capital Advisors, LLC$858.6K152026-06-30
Essex Financial Services, Inc.$851.7K332026-06-30
Apexium Financial, LP$841.7K02025-09-30
Imc-Chicago, LLC$812.8K02026-06-30
Flagship Private Wealth, LLC$812K42026-06-30
Westside Investment Management, LLC$799.9K72026-06-30
Inspirion Wealth Advisors, LLC$793.9K102026-06-30
First Pacific Financial, Inc.$791.3K192026-06-30
Avidian Wealth Enterprises, LLC$787.9K432026-06-30
Yale Capital Corp.$784.6K52026-06-30
Willner & Heller, LLC$783.7K32026-06-30
Mystic Asset Management, Inc.$776.2K22026-06-30
Focus Financial$765.9K1212026-06-30
Independent Advisor Alliance, LLC$749.1K3022026-06-30
Moneta Group Investment Advisors LLC$746.7K2562026-06-30
Nwam LLC$727.6K622026-06-30
Gibbs Wealth Management$722.3K682026-03-31
Denver Wealth Management, Inc.$718.7K122026-06-30
Avestar Capital, LLC$717.4K132026-06-30
Carnegie Investment Counsel$714.6K372026-06-30
Norden Group LLC$713.5K222026-06-30
Valmark Advisers, Inc.$713.2K2952026-06-30
Flagstar Securities, Inc$711.5K302026-06-30
Great Valley Advisor Group, LLC$695.8K2052026-06-30
Krilogy$694.3K642026-06-30
Blair William & Co/il$693.9K3292026-06-30
Salem Investment Counselors Inc$672.5K132026-06-30
Condor Capital Management$667.3K172026-06-30
Brady Martz Wealth Solutions, LLC$656.2K82026-06-30
Clear Point Advisors Inc.$651.7K32026-06-30
Scs Capital Management LLC$642.6K802026-06-30
Altfest L J & Co Inc$639.8K192026-06-30
Stonebridge Financial Group, LLC$639.5K252026-06-30
Quantinno Capital Management LP$627.8K02026-06-30
Tritonpoint Wealth, LLC$600.2K112026-06-30
Tritonpoint Partners, LLC$600.2K102026-06-30
Kdk Private Wealth Management, LLC$593.6K52026-06-30
Advisors Capital Management, LLC$593.4K592026-06-30
Bank of Montreal /can$584.9K02026-06-30
Crusonia Wealth Advisors LLC$577K172026-06-30
Grey Ledge Advisors, LLC$565.3K82026-06-30
Principal Securities, Inc.$557.4K1,4632026-06-30
Financial Network Wealth Advisors LLC$554.1K72026-06-30
Concurrent Investment Advisors, LLC$549K3492026-06-30
Creekside Partners$545.9K22026-06-30
Csenge Advisory Group$540.1K752026-06-30
Argent Trust Co$534.7K02026-06-30
Balefire, LLC$534.2K372026-06-30
Modern Wealth Management, LLC$530.9K1612026-06-30
Selby Wealth Management$530.1K32026-06-30
Fortress Private Ledger, LLC$526.2K192026-06-30
Foundations Investment Advisors, LLC$525.8K3022026-06-30
Juncture Wealth Strategies, LLC$513.5K102026-06-30
Bragg Financial Advisors Inc$512.8K152026-06-30
Retirement Planning Group, LLC$509.7K02026-06-30
Xtx Topco Ltd$504K02026-06-30
Intrepid Financial Planning Group, LLC$503.9K112026-06-30
Third View Private Wealth, LLC$501K72026-06-30
Maltin Wealth Management, Inc.$500K42026-06-30
Wealthplan Investment Management, LLC$499.4K292026-06-30
Arkadios Wealth Advisors$491.9K2262026-06-30
Astoria Portfolio Advisors Llc.$489.9K122026-06-30
Vise Technologies, Inc.$487K02026-06-30
Compound Planning, Inc.$483.7K752026-06-30
Glenmede Trust Co NA$481.9K62026-06-30
Choreo, LLC$480.9K1482026-06-30
Hb Wealth Management, LLC$477.1K1692026-06-30
Stratos Wealth Advisors, LLC$466.8K712026-06-30
Fifth Third Securities, Inc.$465.6K1,0142026-06-30

The 250 largest of 440 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30