13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
MDYG

SPDR DOW JONES MID CAP GROWTH

422 institutions still hold SPDR DOW JONES MID CAP GROWTH as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464a821·422 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.0%
vs prior quarter
13F value held
$1.1B
60.0% inst. owned
of float
Holders
422
-96 QoQ
filers reporting
Activity
+88 / −13
+804 added · −787 reduced
this quarter
Concentration
13.58%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

422 institutions reported MDYG in Q1 2026. LPL Financial LLC leads at 13.6% of the visible book. -96 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$150M1.6M0.04%Q1 202602
Financial Engines Advisors L.L.C.
CIK 0001420473
$121M1.3M0.25%Q1 202603
AE Wealth Management LLC
CIK 0001697723
$117M1.2M0.63%Q1 202604
NorthRock Partners, LLC
CIK 0001632097
$104M1.1M1.68%Q1 202605
MORGAN STANLEY
CIK 0000895421
$81M846K0.00%Q1 202606
Convergence Financial, LLC
CIK 0002034001
$53M549K5.61%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$48M501K0.01%Q1 202608
FAS Wealth Partners, Inc.
CIK 0001596957
$46M497K2.97%Q4 202509
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$44M461K0.01%Q1 202610
Private Advisor Group, LLC
CIK 0001567755
$41M426K0.19%Q1 202611
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$36M386K0.02%Q1 202612
FIRST NATIONAL TRUST CO
CIK 0001277303
$34M357K1.17%Q1 202613
Rehmann Capital Advisory Group
CIK 0001633037
$34M353K1.76%Q1 202614
GHP Investment Advisors, Inc.
CIK 0001401561
$32M330K1.30%Q1 202615
Klingman & Associates, LLC
CIK 0001662449
$31M324K1.49%Q1 202616
Avantax Planning Partners, Inc.
CIK 0001005441
$31M322K0.85%Q1 202617
WCG Wealth Advisors LLC
CIK 0001855713
$29M305K0.82%Q1 202618
HighTower Advisors, LLC
CIK 0001462245
$26M273K0.03%Q1 202619
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$25M258K0.02%Q1 202620
WELLS FARGO & COMPANY/MN
CIK 0000072971
$24M252K0.00%Q1 2026
Page 1 of 22
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