SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Growth ETF
US ˙ ARCA ˙ US78464A8210

SecurityMDYG / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Growth ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership10,159 shares
Latest Disclosed Value $ 974,858
IFP Advisors, Inc reports 6.65% decrease in ownership of MDYG / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Growth ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 10,159 shares of SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Growth ETF (US:MDYG) valued at $974,858 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 10,883 shares of SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Growth ETF. This represents a change in shares of -6.65% during the quarter. The current value of the position is $1,088,842 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F SPDR SERIES TRUST cs 78464A821 10,159 -724 -6.65 975 -3.08 0.0202
2026-02-06 2025-12-31 13F SPDR SERIES TRUST cs 78464A821 10,883 920 9.23 1,006 10.20 0.0226
2026-02-06 2025-09-30 13F/A-1 SPDR SERIES TRUST S&P 400 MDCP GRW cs 78464A821 9,963 -266 -2.60 912 2.70 0.0237
2025-12-02 2025-09-30 13F SPDR SERIES TRUST S&P 400 MDCP GRW cs 78464A821 9,964 -265 912 0.0235
2025-07-24 2025-06-30 13F SPDR SERIES TRUST S&P 400 MDCP GRW cs 78464A821 10,229 5,958 139.50 889 161.95 0.0253
2025-05-05 2025-03-31 13F SPDR SER TR cs 78464A821 4,271 2 0.05 339 -8.63 0.0105
2025-02-04 2024-12-31 13F SPDR SER TR cs 78464A821 4,269 -3,508 -45.11 371 -45.60 0.0121
2025-02-04 2024-09-30 13F SPDR SER TR cs 78464A821 7,777 218 2.88 682 7.40 0.0246
2024-07-30 2024-06-30 13F SPDR SER TR cs 78464A821 7,559 -83 -1.09 635 -4.80 0.0252
2024-07-30 2024-03-31 13F SPDR SER TR cs 78464A821 7,642 35 0.46 667 16.00 0.0293
2024-01-09 2023-12-31 13F SPDR SER TR cs 78464A821 7,607 -690 -8.32 576 0.35 0.0272
2023-10-12 2023-09-30 13F SPDR SER TR cs 78464A821 8,297 -27 -0.32 574 -3.86 0.0258
2023-08-14 2023-06-30 13F/A-1 SPDR SER TR cs 78464A821 8,324 203 2.50 596 -35.78 0.0249
2023-08-04 2023-06-30 13F SPDR SER TR cs 78464A821 8,324 203 951 0.0440
2023-04-18 2023-03-31 13F SPDR SER TR cs 78464A821 8,121 -30,432 -78.94 928 23,100.00 0.0404
2023-02-07 2022-12-31 13F SPDR SER TR cs 78464A821 38,553 -603 -1.54 4 -99.91 0.1177
2022-11-08 2022-09-30 13F SPDR SER TR cs 78464A821 39,156 17,124 77.72 4,479 77.53 0.1167
2022-09-06 2022-06-30 13F/A-1 SPDR SER TR cs 78464A821 22,032 0 0.00 2,523 0.00 0.0809
2022-08-12 2022-06-30 13F SPDR SER TR SP 400 MDCP GRW Stock 78464A821 19 -22,013 2 0.0036
2022-09-06 2022-03-31 13F/A-1 SPDR SER TR cs 78464A821 22,032 11,168 102.80 2,523 183.16 0.0809
2022-08-08 2022-03-31 13F SPDR SER TR SP 400 MDCP GRW Stock 78464A821 11,319 455 1,296 0.0265
2022-01-12 2021-12-31 13F SPDR SER TR SP 400 MDCP GRW Stock 78464A821 10,864 99 0.92 891 8.79 0.0174
2021-10-06 2021-09-30 13F SPDR SER TR SP 400 MDCP GRW Stock 78464A821 10,765 8 0.07 819 -1.68 0.0164
2021-07-13 2021-06-30 13F SPDR SER TR SP 400 MDCP GRW Stock 78464A821 10,757 -18,314 -63.00 833 -61.75 0.0172
2021-04-30 2021-03-31 13F SPDR SER TR SP 400 MDCP GRW Stock 78464A821 29,071 -2,093 -6.72 2,178 0.69 0.0424
2021-01-25 2020-12-31 13F SPDR SER TR SP 400 MDCP GRW Stock 78464A821 31,164 21,757 231.29 2,163 299.82 0.0877
2020-10-29 2020-09-30 13F SPDR SER TR SP 400 MDCP GRW Stock 78464A821 9,407 -33,234 -77.94 541 -76.14 0.0323
2020-08-05 2020-06-30 13F SPDR SER TR SP 400 MDCP GRW Stock 78464A821 42,641 36,264 568.67 2,267 736.53 0.1797
2020-05-12 2020-03-31 13F SPDR SER TR SP 400 MDCP GRW Stock 78464A821 6,377 -24,825 -79.56 271 -84.89 0.0273
2020-01-17 2019-12-31 13F SPDR SERIES TRUST S&P 400 MDCP GRW Stock 78464A821 31,202 -17,732 -36.24 1,793 -31.46 0.1348
2019-11-07 2019-09-30 13F SPDR SERIES TRUST S&P 400 MDCP GRW Stock 78464A821 48,934 31,012 173.04 2,616 177.71 0.1753
2019-05-15 2019-03-31 13F SPDR SERIES TRUSTS&P 400 MID CAPGROWTH ETF ETF 78464A821 17,922 -8,488 -32.14 942 -21.30 0.1286
2019-06-03 2018-12-31 13F/A-10 SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 26,410 3,497 15.26 1,197 -6.63 0.0730
2019-01-23 2018-12-31 13F SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 26,410 3,497 1,197 0.0730
2019-06-03 2018-09-30 13F/A-9 SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 22,913 18,404 408.16 1,282 425.41 0.0523
2018-10-25 2018-09-30 13F SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 22,913 18,404 1,282 0.0523
2019-06-03 2018-06-30 13F/A-8 SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 4,509 3,336 284.40 244 34.07 0.0103
2018-08-07 2018-06-30 13F SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 4,509 3,340 244
2019-06-03 2018-03-31 13F/A-7 SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 1,173 0 0.00 182 0.00 0.0082
2018-05-09 2018-03-31 13F SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 1,169 -4 184
2019-06-03 2017-12-31 13F/A-6 SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 1,173 8 0.69 182 5.81 0.0082
2018-01-24 2017-12-31 13F SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 1,173 8 182
2017-10-30 2017-09-30 13F SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 1,165 -334 -22.28 172 -20.00 0.0068
2019-06-03 2017-06-30 13F/A-5 SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 1,499 -2,704 -64.33 215 -63.25 0.0091
2017-07-31 2017-06-30 13F SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 1,499 -2,704 215
2019-06-03 2017-03-31 13F/A-4 SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 4,203 850 25.35 585 31.17 0.0255
2017-04-26 2017-03-31 13F SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 4,203 850 585
2019-06-03 2016-12-31 13F/A-3 SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 3,353 79 2.41 446 6.70 0.0215
2017-02-14 2016-12-31 13F SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 3,353 79 446
2016-11-04 2016-09-30 13F SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 3,274 446 15.77 418 20.11 0.0217
2019-06-03 2016-06-30 13F/A-2 SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 2,828 -15,094 -84.22 348 -63.06 0.0194
2016-08-22 2016-06-30 13F SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 2,828 -15,094 348
2019-06-03 2016-03-31 13F/A-1 SPDR SERIES TRUSTS&P 400 MID CAPGROWTH ETF ETF 78464A821 17,922 15,321 589.04 942 207.84 0.1286
2016-05-02 2016-03-31 13F SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 2,927 326 347
2016-02-11 2015-12-31 13F SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 2,601 2,601 306 0.0205
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.