Who Owns SPDR S&P 400 MID CAP GR (MDYG)? -- Institutional Holders (2026-06-30)

444 institutions reported holding $2.09B of SPDR S&P 400 MID CAP GR (MDYG) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($196.4M), Financial Engines Advisors L.L.C. ($160.0M), AE Wealth Management LLC ($146.3M), NorthRock Partners, LLC ($129.3M), MORGAN STANLEY ($94.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$196.4M	1.8M	Added
2	Financial Engines Advisors L.L.C.	$160.0M	1.4M	Added
3	AE Wealth Management LLC	$146.3M	1.3M	Added
4	NorthRock Partners, LLC	$129.3M	1.2M	Added
5	MORGAN STANLEY	$94.8M	845,458	Trimmed
6	FAS Wealth Partners, Inc.	$62.3M	555,604	Added
7	RAYMOND JAMES FINANCIAL INC	$57.4M	511,830	Added
8	ENVESTNET ASSET MANAGEMENT INC	$50.5M	450,660	Trimmed
9	Convergence Financial, LLC	$42.0M	374,287	Trimmed
10	First National Trust Co	$39.8M	355,048	Trimmed
11	Rehmann Capital Advisory Group	$39.7M	353,924	Added
12	Avantax Planning Partners, Inc.	$39.0M	347,928	Added
13	GHP Investment Advisors, Inc.	$37.7M	336,389	Added
14	JONES FINANCIAL COMPANIES LLLP	$37.3M	339,005	Trimmed
15	Private Advisor Group, LLC	$34.7M	309,416	Trimmed
16	Klingman & Associates, LLC	$33.4M	297,555	Trimmed
17	WCG Wealth Advisors LLC	$31.3M	279,491	Trimmed
18	HighTower Advisors, LLC	$30.3M	269,961	Trimmed
19	AMERIPRISE FINANCIAL INC	$26.4M	235,378	Trimmed
20	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$26.4M	235,194	Trimmed
21	BANK OF AMERICA CORP /DE/	$25.0M	223,354	Added
22	COMMONWEALTH EQUITY SERVICES, LLC	$24.1M	214,737	Trimmed
23	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	$21.0M	187,373	Added
24	Rodgers & Associates, LTD	$21.0M	187,167	Trimmed
25	Shakespeare Wealth Management, LLC	$20.5M	183,300	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30