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Disclosery

MDYG SPDR SERIES TRUST

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S&P 400 MDCP GRW (fund)

416 managers (425 13F filers) reported a position in MDYG shares at 2026-06-30, 18,990,487 shares in all. 47 filers opened a position and 20 filers sold out during the quarter.

Managers
416
13F filers
425
New
47
Added
128
Reduced
160
Sold out
20
Shares held by filers
18,990,487

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
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,347$712K0.21%+4013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,204$696K0.01%-37413F-HRTimelineGroup
Krilogy Financial LLC6,194$694K0.02%-3513F-HRTimeline
BLAIR WILLIAM & CO/IL6,191$694K<0.01%+19013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC6,000$673K0.02%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT5,953$667K0.05%-20913F-HRTimeline
Brady Martz Wealth Solutions, LLC5,854$656K0.1%-25513F-HRTimeline
Clear Point Advisors Inc.5,814$652K0.58%new13F-HRTimeline
SCS Capital Management LLC5,732$643K0.01%-10213F-HRTimeline
ALTFEST L J & CO INC5,708$640K0.06%-11513F-HRTimeline
Stonebridge Financial Group, LLC5,705$639K0.05%013F-HRTimeline
Quantinno Capital Management LP5,600$628K<0.01%+9613F-HRTimeline
Janney Montgomery Scott LLC5,559$623K<0.01%+813F-HRTimeline
KDK Private Wealth Management, LLC5,296$594K0.49%-5513F-HRTimeline
Advisors Capital Management, LLC5,294$593K0.01%-10713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,218$585K<0.01%-19913F-HRTimelineGroup
Crusonia Wealth Advisors LLC5,148$577K0.09%new13F-HRTimeline
Grey Ledge Advisors, LLC5,043$565K0.11%-13013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,973$557K0.01%+1,91513F-HRTimelineGroup
Financial Network Wealth Advisors LLC4,943$554K0.56%+2813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,897$549K<0.01%+97713F-HRTimelineGroup
Creekside Partners4,870$546K0.2%+513F-HRTimeline
Csenge Advisory Group4,819$540K0.02%-4313F-HRTimeline
Argent Trust Co4,770$535K0.02%-15,33613F-HRTimeline
Balefire, LLC4,766$534K0.09%+31213F-HRTimeline
Modern Wealth Management, LLC4,736$531K0.01%new13F-HRTimeline
Selby Wealth Management, LLC4,729$530K0.19%-9513F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC4,695$526K0.14%+3613F-HRTimeline
Foundations Investment Advisors, LLC4,691$526K0.01%-65613F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC4,581$513K0.13%+7413F-HRTimeline
Bragg Financial Advisors, Inc4,575$513K0.01%013F-HRTimeline
Retirement Planning Group, LLC4,547$510K0.01%+1,26813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,496$504K0.01%+2,33013F-HRTimelineGroup
Intrepid Financial Planning Group LLC4,495$504K0.17%+26513F-HRTimeline
Third View Private Wealth, LLC4,470$501K0.06%-19113F-HRTimeline
Maltin Wealth Management, Inc.4,461$500K0.17%+613F-HRTimeline
WealthPlan Investment Management, LLC4,455$499K0.02%-31213F-HRTimeline
Arkadios Wealth Advisors4,388$492K0.01%-75513F-HRTimeline
Astoria Portfolio Advisors LLC.4,370$490K0.08%+69513F-HRTimeline
Vise Technologies, Inc.4,345$487K0.01%+50013F-HRTimeline
Compound Planning, Inc.4,315$484K0.01%-3813F-HRTimeline
CHOREO, LLC4,290$481K0.01%013F-HRTimeline
HB Wealth Management, LLC4,256$477K<0.01%+71013F-HRTimeline
Clear Creek Financial Management, LLC4,110$461K0.03%+23713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,018$450K0.02%+30313F-HRTimelineGroup
Sigma Planning Corp4,008$449K0.01%+16313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding4,116$446K+1,835Timeline
Visionary Wealth Advisors3,911$438K0.02%-1,58713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,891$436K0.01%-4513F-HRTimelineGroup
Root Financial Partners, LLC3,847$431K0.02%+213F-HRTimeline
Intrua Financial, LLC3,740$419K0.04%+8813F-HRTimeline
Cadia Private Client LLC3,672$412K0.3%013F-HRTimeline
Pinnacle Family Advisors, LLC3,586$402K0.17%+57813F-HRTimeline
CAP Partners, LLC3,519$394K0.19%-913F-HRTimeline
Freedom Investment Management, Inc.3,514$394K0.11%-2,22013F-HRTimeline
Montz Harcus Wealth Management LLC3,494$392K0.14%+513F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,492$391K0.1%+1,64213F-HRTimeline
RFG Advisory, LLC3,433$385K0.01%-3,19413F-HRTimeline
Everhart Financial Group, Inc.3,407$382K0.02%-313F-HRTimeline
Wellspring Financial Advisors, LLC367,706$379K0.03%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,359$377K<0.01%013F-HRTimeline
Friday Financial3,428$372K0.1%new13F-HRTimeline
Moment Partners, LLC3,300$370K0.07%013F-HRTimeline
KWB Wealth3,267$366K0.03%-13913F-HRTimeline
Trail Ridge Investment Advisors, LLC3,242$363K0.15%-16813F-HRTimeline
FLOW TRADERS U.S. LLC3,238$363K0.01%-1,50613F-HRTimeline
Keudell/Morrison Wealth Management3,171$355K0.07%013F-HRTimeline
Onyx Bridge Wealth Group LLC3,074$345K0.03%-11913F-HRTimeline
Goldstein Advisors, LLC3,060$343K0.03%013F-HRTimeline
OLD NATIONAL BANCORP /IN/3,000$336K0.01%013F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,000$336K0.15%013F-HRTimeline
RTD Financial Advisors, Inc.2,908$326K0.04%-22613F-HRTimeline
Integrated Wealth Concepts LLC2,857$320K<0.01%new13F-HR/ATimeline
Breachway Investments LLC2,857$320K0.48%013F-HRTimeline
Denver PWM, LLC2,813$320K0.1%-813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,829$317K<0.01%-7013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,763$310K<0.01%-11413F-HRTimelineGroup
DIVERSIFIED MANAGEMENT INC2,704$303K0.06%-14113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,693$302K<0.01%-61,87413F-HRTimelineGroup
Measured Wealth Private Client Group, L…2,682$301K0.07%-7613F-HRTimeline
Wallace Advisory Group, LLC2,668$299K0.28%-6513F-HRTimeline
Sterling Financial Planning, Inc.2,636$295K0.08%+113F-HRTimeline
Daviman Financial, LLC2,609$292K0.16%013F-HRTimeline
SHP Wealth Management2,570$288K0.02%-58413F-HRTimeline
Centerpoint Advisors, LLC2,556$287K0.08%-45713F-HRTimeline
Hudson Portfolio Management LLC2,490$279K0.21%-4913F-HRTimeline
First Heartland Consultants, Inc.2,471$277K0.02%-7713F-HRTimeline
Beaumont Financial Advisors, LLC2,469$277K0.02%013F-HRTimeline
Retirement Planning Co of New England, …2,414$271K0.1%-3013F-HRTimeline
Topsail Wealth Management, LLC2,360$265K0.03%+9013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,368$262K0.02%013F-HRTimeline
Valeo Financial Advisors, LLC2,339$262K0.01%013F-HRTimeline
WRAPMANAGER INC2,321$260K0.08%+113F-HRTimeline
Cache Advisors, LLC2,300$258K0.02%013F-HRTimeline
Signal Advisors Wealth, LLC2,244$252K0.01%new13F-HRTimeline
Thrive Capital Management, LLC2,222$249K0.05%-14213F-HRTimeline
Integrated Advisors Network LLC2,186$245K0.01%-80713F-HRTimeline
BURNEY CO/2,181$244K0.01%-4213F-HRTimeline
Somerset Trust Co2,172$243K0.07%-6713F-HRTimeline
M3 Advisory Group, LLC2,162$242K0.13%+4113F-HRTimeline
Advance Capital Management, Inc.2,140$240K0.01%+313F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC2,125$238K0.08%013F-HRTimeline
Lee, Kelleher & Klein Wealth Management2,092$234K0.12%013F-HRTimeline
Forum Private Client Group LLC2,052$230K0.07%new13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC2,349$225K0.04%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,000$224K<0.01%new13F-HRTimeline
FCA CORP /TX1,989$223K0.05%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,980$222K<0.01%-75813F-HRTimelineGroup
4WEALTH ADVISORS, INC.2,002$222K0.17%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …1,959$220K<0.01%new13F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…1,912$214K0.02%new13F-HRTimeline
Kroeger Financial Partners1,905$214K0.21%13F-HRTimeline
HORAN Wealth, LLC1,898$213K0.03%new13F-HR/ATimeline
Prime Capital Investment Advisors, LLC1,895$212K<0.01%-41013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,885$211K0.02%new13F-HRTimeline
Ausdal Financial Partners, Inc.1,872$210K0.01%new13F-HRTimeline
Fingerlakes Wealth Management, Inc.1,869$209K0.11%new13F-HRTimeline
Allworth Financial LP1,866$209K<0.01%-3,08913F-HRTimeline
MidAtlantic Capital Management, Inc.1,859$208K0.13%new13F-HRTimeline
Perennial Investment Advisors, LLC1,846$207K0.01%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC1,839$206K0.04%new13F-HRTimeline
NWF Advisory Services Inc.1,838$206K0.02%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,818$204K<0.01%013F-HRTimelineGroup
Choate Investment Advisors1,818$204K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,801$202K0.02%-2213F-HRTimeline
AVISO WEALTH MANAGEMENT1,796$201K0.07%new13F-HRTimeline
Urban Financial Advisory Corp1,718$193K0.05%-15413F-HRTimeline
Smartleaf Asset Management LLC1,701$188K0.01%013F-HRTimeline
MCF Advisors LLC1,566$176K0.01%+1,29213F-HRTimeline
IFG Advisory, LLC1,450$163K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.1,320$148K0.04%+2613F-HRTimeline
Quent Capital, LLC1,308$147K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,119$125K0.01%+11113F-HR/ATimeline
Basepoint Wealth LLC1,118$125K0.07%013F-HRTimeline
BALLAST ADVISORS LLC1,059$119K0.03%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,048$117K<0.01%-32513F-HRTimeline
CoreCap Advisors, LLC820$91.9K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…800$89.7K<0.01%+2113F-HRTimeline
Plante Moran Financial Advisors, LLC786$88.2K<0.01%+21813F-HRTimeline
Turtle Creek Wealth Advisors, LLC762$85.4K<0.01%013F-HRTimeline
Markowski Investments760$85.2K0.02%13F-HRTimeline
Community Financial Services Group, LLC756$83.7K0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.700$78.5K<0.01%+10013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …685$75.3K<0.01%+60313F-HRTimelineGroup
Financial Life Planners643$72K0.05%+113F-HRTimeline
TOP Private Wealth LLC.633$70.9K0.07%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners548$61.4K0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC518$58.1K<0.01%+11413F-HRTimeline
Anchor Investment Management, LLC426$47.8K<0.01%013F-HRTimeline
TSFG, LLC399$45K0.01%013F-HRTimeline
WealthShield Partners, LLC397$44.5K0.01%-70,99213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…385$43.1K<0.01%-37413F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV374$41.9K<0.01%-93913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.361$40K<0.01%+5713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AdvisorNet Financial, Inc351$39.3K<0.01%-513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…345$38.7K0.01%013F-HRTimeline
Parallel Advisors, LLC342$38.3K<0.01%-1,02713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…327$36.7K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC321$36K0.03%013F-HRTimeline
Caitlin John, LLC311$34.9K0.02%013F-HRTimeline
Rossby Financial, LCC298$33.4K0.01%+5113F-HRTimeline
Founders Capital Management289$32.4K0.01%+113F-HRTimeline
Orion Capital Management LLC270$30.3K0.01%013F-HRTimeline
JDM Financial Group LLC269$30.2K0.01%013F-HRTimeline
Copia Wealth Management268$30K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC256$28.7K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…243$27.2K0.02%013F-HRTimeline
KERR FINANCIAL PLANNING Corp229$25.6K0.03%-11313F-HRTimeline
CDKV HOLDINGS LLC228$25.6K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC220$24.7K<0.01%+3213F-HRTimelineGroup
Capital Investment Advisory Services, L…219$24.5K<0.01%-19913F-HRTimeline
TD Capital Management LLC213$23.9K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…209$23.4K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…194$21.7K0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.185$20.7K<0.01%013F-HRTimeline
Register Financial Advisors LLC181$20.3K0.01%-18413F-HRTimeline
Front Row Advisors LLC180$20.2K0.01%013F-HRTimeline
Versant Capital Management, Inc173$19.4K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC161$18K<0.01%+4113F-HRTimelineGroup
VIMA LLC149$16.7K0.02%13F-HRTimeline
Kozak & Associates, Inc.146$16.2K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.131$14.7K<0.01%013F-HRTimeline
UMB Bank, n.a.128$14.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TOUNJIAN ADVISORY PARTNERS, LLC123$13.8K0.01%-4,49113F-HRTimeline
SIGNATUREFD, LLC122$13.7K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.120$13.5K0.01%+1113F-HRTimeline
Cherry Tree Wealth Management, LLC117$13.1K<0.01%013F-HRTimeline
Hughes Financial Services, LLC116$13K<0.01%013F-HRTimeline
REAP Financial Group, LLC116$13K<0.01%+113F-HRTimeline
DecisionPoint Financial, LLC115$12.7K<0.01%013F-HRTimeline
Realta Investment Advisors100$11.2K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.100$11.2K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC100$11.2K<0.01%013F-HRTimeline
WPG Advisers, LLC77$8.66K0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC74$8.29K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA67$7.51K<0.01%013F-HRTimeline
MATHER GROUP, LLC.65$7.29K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC60$6.73K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC56$6.28K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC53$5.94K<0.01%013F-HRTimeline