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Disclosery

MDYG SPDR SERIES TRUST

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S&P 400 MDCP GRW (fund)

413 managers (422 13F filers) reported a position in MDYG shares at 2026-06-30, 18,982,048 shares in all. 47 filers opened a position and 20 filers sold out during the quarter.

Managers
413
13F filers
422
New
47
Added
128
Reduced
160
Sold out
20
Shares held by filers
18,982,048

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,751,987$196M0.04%+183,86313F-HRTimeline
Financial Engines Advisors L.L.C.1,427,344$160M0.28%+163,50613F-HRTimeline
AE Wealth Management LLC1,305,443$146M0.68%+86,38813F-HRTimeline
NorthRock Partners, LLC1,153,617$129M1.88%+70,27613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY845,458$94.8M0.01%-80513F-HRTimelineGroup
FAS Wealth Partners, Inc.555,604$62.3M3.25%+47,92613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC511,830$57.4M0.02%+10,60713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC450,660$50.5M0.01%-10,03013F-HRTimelineGroup
Convergence Financial, LLC374,287$42M3.34%-174,53913F-HRTimeline
First National Trust Co355,048$39.8M1.35%-1,51813F-HRTimeline
Rehmann Capital Advisory Group353,924$39.7M1.82%+1,27113F-HRTimeline
Avantax Planning Partners, Inc.347,928$39M0.97%+26,01413F-HRTimeline
GHP Investment Advisors, Inc.336,389$37.7M1.39%+6,30213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP339,005$37.3M0.01%-46,50313F-HRTimelineGroup
Private Advisor Group, LLC309,416$34.7M0.16%-116,17013F-HRTimeline
Klingman & Associates, LLC297,555$33.4M1.42%-26,62013F-HRTimeline
WCG Wealth Advisors LLC279,491$31.3M0.74%-25,98913F-HRTimeline
HighTower Advisors, LLC269,961$30.3M0.03%-3,20513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC235,378$26.4M0.01%-9,40813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…235,194$26.4M0.01%-22,79813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/223,354$25M<0.01%+2,81713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC214,737$24.1M0.03%-11,54613F-HRTimeline
TIAAgroup of 3 filers holding189,251$21.2M+6,418Timeline
Rodgers & Associates, LTD187,167$21M1.9%-7,03513F-HRTimeline
Shakespeare Wealth Management, LLC183,300$20.5M5.44%-32,37613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN180,637$20.2M<0.01%-71,24213F-HRTimelineGroup
SFG Wealth Management, LLC.166,652$18.7M6.72%+2,33613F-HRTimeline
Mariner, LLCin group Mariner, LLC161,597$18.1M0.02%-11,12313F-HRTimelineGroup
Cetera Investment Advisers141,743$15.9M0.01%+60413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA138,635$15.5M<0.01%-2,45113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP117,140$13.1M0.02%-79813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding113,603$12.7M-3,668Timeline
Summit Financial, LLC112,006$12.6M0.14%-1,72513F-HRTimeline
Merit Financial Group, LLC100,156$11.2M0.07%+3,78013F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.98,307$11M0.01%+8,82313F-HRTimelineGroup
ERn Financial, LLC91,445$10.3M1.7%+38913F-HRTimeline
MONECO ADVISORS, LLC88,262$9.89M0.6%+15,02013F-HRTimeline
Marathon Mission, Inc.83,077$9.31M4.65%+3,43113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding80,436$9.02M+13,540Timeline
JNBA Financial Advisors75,077$8.42M0.64%-10,55313F-HRTimeline
EP Wealth Advisors, LLC73,049$8.19M0.03%+63,75413F-HRTimeline
Chicago Partners Investment Group LLC74,913$8.09M0.16%+60113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC69,638$7.81M0.02%013F-HRTimelineGroup
Prestige Wealth Management Group LLC68,008$7.62M1.38%+39513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV63,949$7.17M0.01%+23,55013F-HR/ATimeline
MML INVESTORS SERVICES, LLC60,995$6.84M0.01%+14,72413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp60,974$6.83M0.34%-60,36813F-HRTimelineGroup
Diligent Investors, LLC59,401$6.66M1.48%-55013F-HRTimeline
BALANCED WEALTH GROUP LLC58,278$6.53M2.07%-85,97913F-HRTimeline
McAdam, LLC57,960$6.5M0.25%-119,12113F-HRTimeline
Prospera Financial Services Inc57,588$6.45M0.09%new13F-HRTimeline
Cordatus Wealth Management LLC56,450$6.33M1.39%new13F-HRTimeline
Cambridge Investment Research Advisors,…53,588$6.01M0.01%+5,31913F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC53,465$5.99M<0.01%-8,22913F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC50,916$5.71M<0.01%+25,19713F-HRTimelineGroup
Avior Wealth Management, LLC49,181$5.51M0.14%+31,93613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC46,988$5.27M0.12%+4,04813F-HRTimelineGroup
Financial Concepts Unlimited, Inc.46,591$5.22M4.09%+91513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP45,600$5.11M<0.01%new13F-HRTimelineGroup
Goldstone Financial Group, LLC45,184$5.06M0.46%-2,54813F-HRTimeline
Elevation Capital Advisory, LLC44,680$5.01M1.93%new13F-HRTimeline
Creative Planningin group Creative Planning44,653$5.01M<0.01%+4,00113F-HRTimelineGroup
Syntegra Private Wealth Group, LLC43,748$4.9M0.38%-66813F-HRTimeline
Farther Finance Advisors, LLC43,647$4.89M0.04%+6,57913F-HRTimeline
Councilor Wealth, LLC43,585$4.89M1.98%-2,71413F-HRTimeline
Gladstone Institutional Advisory LLC43,342$4.86M0.15%-713F-HRTimeline
IAG Wealth Partners, LLC42,722$4.79M0.47%-1,97113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.41,328$4.63M<0.01%-613F-HRTimelineGroup
Tempo Wealth, LLC40,861$4.58M0.68%+46013F-HRTimeline
Centennial Wealth Advisory LLC40,215$4.51M0.97%-3,45113F-HRTimeline
Redhawk Wealth Advisors, Inc.39,636$4.44M0.44%-4,18513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.39,435$4.42M0.03%-4,32313F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC38,983$4.37M0.18%+2,39913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding36,650$4.11M-1,459Timeline
Bill Few Associates, Inc.36,296$4.07M0.87%-50413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,761$4.01M<0.01%+31,76813F-HRTimelineGroup
Sanctuary Advisors, LLC35,391$3.97M0.02%new13F-HRTimeline
Occidental Asset Management, LLC33,166$3.72M0.37%+87313F-HRTimeline
CHARTIST INC /CA/5,183$3.65M2.28%013F-HRTimeline
Heritage Wealth Management, Inc. /CA/31,931$3.58M1.78%+1,75413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP31,618$3.54M<0.01%-1,69213F-HR/ATimelineGroup
SACKS & ASSOCIATES, LLC31,829$3.4M2.29%-11813F-HRTimeline
Courage Miller Partners, LLC30,326$3.4M0.9%-42113F-HRTimeline
Geneos Wealth Management Inc.30,319$3.4M0.07%-11913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO29,306$3.24M<0.01%+5,71313F-HRTimelineGroup
Comprehensive Wealth Management, LLC27,971$3.14M1.43%-2,54613F-HRTimeline
MidFirst Bank27,107$3.04M0.22%-49913F-HRTimeline
AlphaStar Capital Management, LLC26,514$2.97M0.19%-18,47913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC26,341$2.95M0.2%-13513F-HRTimeline
Koshinski Asset Management, Inc.26,198$2.94M0.16%-32113F-HRTimeline
Kingsview Wealth Management, LLC25,773$2.89M0.04%-2,84113F-HRTimeline
Walsh & Associates, LLC25,608$2.87M2.34%+5,28013F-HRTimeline
Pacific Sun Financial Corp25,524$2.86M1.18%-3,03013F-HRTimeline
GTS SECURITIES LLC24,900$2.79M0.06%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP24,697$2.77M<0.01%-49,46313F-HRTimelineGroup
GEN Financial Management, INC.24,683$2.77M1.66%+37113F-HRTimeline
Richmond Brothers, Inc.24,659$2.76M1.44%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC24,385$2.73M<0.01%-69613F-HRTimelineGroup
&PARTNERS24,245$2.72M0.01%+6,24613F-HRTimeline
HARBOUR INVESTMENTS, INC.24,102$2.7M0.04%-3413F-HRTimeline
Barden Capital Management, Inc.24,094$2.7M2.49%+29513F-HRTimeline
Clarus Wealth Advisors24,629$2.65M1.02%-1,02113F-HRTimeline
Arax Advisory Partners23,559$2.64M0.02%+23,18613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management23,439$2.63M0.03%-33113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\23,108$2.59M<0.01%+98713F-HRTimelineGroup
World Investment Advisors24,972$2.49M0.04%+57513F-HRTimeline
Linscomb Wealth, Inc.21,977$2.46M0.11%-46113F-HRTimeline
MAI Capital Management21,488$2.41M0.01%+2,24413F-HRTimeline
SAGE FINANCIAL GROUP INC20,716$2.32M0.13%+23013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…20,542$2.3M0.07%new13F-HRTimelineGroup
Wealth Watch Advisors, INC19,883$2.23M0.72%new13F-HRTimeline
Capital Squared Financial LLC19,788$2.22M1.45%-12513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19,439$2.18M0.07%+1,07813F-HRTimelineGroup
Asset Management Group, Inc.19,323$2.17M0.32%-52213F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC19,213$2.15M0.44%-1,43213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding19,019$2.13M+787Timeline
YHB Investment Advisors, Inc.18,647$2.09M0.13%+2,35413F-HRTimeline
New England Capital Financial Advisors …18,376$2.06M0.49%+29713F-HRTimeline
Investors Research Corp17,509$1.96M0.35%-6,62013F-HRTimeline
Salomon & Ludwin, LLC17,717$1.96M0.16%-85713F-HRTimeline
Destiny Capital Corp/CO17,459$1.96M0.91%-53713F-HRTimeline
CWA Asset Management Group, LLC17,274$1.94M0.06%-4813F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC17,223$1.93M0.87%-24613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS16,685$1.87M<0.01%-61413F-HRTimeline
Broadview Financial Management, LLC15,967$1.79M1.09%-34513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding15,736$1.76M-890Timeline
MGO ONE SEVEN LLC15,169$1.7M0.03%+1,50313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,295$1.6M<0.01%+2,30713F-HRTimelineGroup
Koss-Olinger Consulting, LLC14,211$1.59M0.12%-16,71413F-HRTimeline
Twelve Points Wealth Management LLC13,454$1.51M0.3%-12413F-HRTimeline
FMR LLCin group FMR LLC13,124$1.47M<0.01%+1,59813F-HRTimelineGroup
Key Financial Inc13,098$1.47M0.24%-2,73913F-HRTimeline
LTG Capital LLC13,073$1.47M0.98%+3713F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC12,833$1.44M0.24%+3,58113F-HRTimeline
Payne Capital Management, LLC12,762$1.43M0.38%-13413F-HRTimeline
PFG Advisors12,565$1.41M0.07%+89913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC12,534$1.4M0.09%+49813F-HRTimelineGroup
Trilogy Capital Inc.12,229$1.37M0.05%-3313F-HRTimeline
J.W. COLE ADVISORS, INC.12,195$1.37M0.02%+9313F-HRTimeline
Parcion Private Wealth LLC11,943$1.34M0.07%013F-HRTimeline
NewEdge Advisors, LLC11,933$1.34M<0.01%-46113F-HRTimeline
BEAM WEALTH ADVISORS, INC.11,656$1.31M0.29%+513F-HR/ATimeline
CENTRAL TRUST Co11,460$1.28M0.02%-30813F-HRTimeline
Larson Financial Group LLC11,357$1.27M0.03%-8913F-HRTimeline
Snowden Capital Advisors LLC11,194$1.25M0.03%-16413F-HRTimeline
Portside Wealth Group, LLC11,014$1.23M0.14%+1,45513F-HRTimeline
Wealthspire Advisors, LLC10,922$1.22M0.01%-17713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,906$1.22M<0.01%+29013F-HRTimelineGroup
Elevated Capital Advisors, LLC10,841$1.22M0.33%-6,64813F-HRTimeline
Lewis Asset Management, LLC10,775$1.21M0.42%-413F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding10,710$1.2M+5,355Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,881$1.18M<0.01%-19113F-HRTimeline
Pure Financial Advisors, LLC10,378$1.16M0.01%+2013F-HRTimeline
Milestone Asset Management Group, LLC10,338$1.16M0.58%+3713F-HRTimeline
IFP Advisors, Inc10,042$1.13M0.02%-11713F-HRTimeline
Navigation Group, LLC9,826$1.1M0.21%-33313F-HRTimeline
XY Planning Network, Inc.9,743$1.09M0.14%+76013F-HRTimeline
Savvy Advisors, Inc.9,604$1.08M0.02%new13F-HRTimeline
Connecticut Wealth Management, LLC9,556$1.07M0.04%013F-HRTimeline
COFG Advisors, LLC9,510$1.07M0.18%new13F-HRTimeline
Western Wealth Management, LLC9,496$1.06M0.03%-63413F-HRTimeline
LexAurum Advisors, LLC9,419$1.06M0.12%013F-HRTimeline
CVFG LLC9,345$1.05M0.11%+60013F-HRTimeline
Fairscale Capital, LLC9,255$1.04M0.62%-27813F-HRTimeline
CALTON & ASSOCIATES, INC.9,184$1.03M0.15%-4713F-HRTimeline
Mosley Wealth Management8,804$987K0.31%new13F-HRTimeline
KPP Advisory Services LLC8,752$981K0.12%-15813F-HRTimeline
Composition Wealth, LLC8,617$966K0.01%-7913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,551$958K0.04%-94613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,382$940K<0.01%+1113F-HRTimelineGroup
IHT Wealth Management, LLC8,260$926K0.02%-36013F-HRTimeline
Cyndeo Wealth Partners, LLC8,198$919K0.04%-19213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,117$909K0.01%013F-HRTimelineGroup
Schneider Downs Wealth Management Advis…7,939$890K0.08%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,921$888K0.02%new13F-HRTimelineGroup
Pine Haven Investment Counsel, Inc7,888$884K0.59%+1,14613F-HRTimeline
Global Retirement Partners, LLC7,818$876K0.01%13F-HRTimeline
Beacon Pointe Advisors, LLC7,758$870K<0.01%013F-HRTimeline
Foster Victor Wealth Advisors, LLC7,956$863K0.05%-40213F-HRTimeline
Resonant Capital Advisors, LLC7,660$859K0.04%+1,51813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,598$852K0.04%+113F-HRTimelineGroup
IMC-Chicago, LLC7,251$813K0.01%-2,40113F-HRTimeline
Flagship Private Wealth, LLC7,244$812K0.29%+43413F-HRTimeline
Westside Investment Management, Inc.7,136$800K0.11%+1,48613F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC7,168$794K0.09%013F-HRTimeline
First Pacific Financial7,059$791K0.09%-13613F-HRTimeline
Avidian Wealth Enterprises, LLC7,029$788K0.02%013F-HRTimeline
Texas Yale Capital Corp.7,000$785K0.02%013F-HRTimeline
WILLNER & HELLER, LLC6,992$784K0.49%+1013F-HRTimeline
Mystic Asset Management, Inc.6,925$776K0.17%+2513F-HRTimeline
Focus Financial Network, Inc.6,833$766K0.02%-62713F-HRTimeline
Independent Advisor Alliance6,683$749K0.02%-7,52113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,662$747K0.01%+95613F-HRTimeline
NWAM LLC6,491$728K0.04%-92613F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.6,412$719K0.21%-87113F-HRTimeline
Avestar Capital, LLC6,400$717K0.04%-8513F-HRTimeline
Carnegie Investment Counsel6,375$715K0.01%+64613F-HRTimeline
NORDEN GROUP LLC6,365$713K0.06%+88113F-HRTimeline
Valmark Advisers, Inc.6,363$713K0.01%+14813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,347$712K0.21%+4013F-HRTimelineGroup