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Disclosery

MDYG SPDR SERIES TRUST

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S&P 400 MDCP GRW (fund)

386 managers (389 13F filers) reported a position in MDYG shares at 2024-12-31, 24,082,123 shares in all. 27 filers opened a position and 21 filers sold out during the quarter.

Managers
386
13F filers
389
New
27
Added
149
Reduced
125
Sold out
21
Shares held by filers
24,082,123

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,096$530K<0.01%+2,86713F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC6,000$521K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Stonebridge Financial Group, LLC5,935$516K0.06%13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,894$512K<0.01%+1,31313F-HRTimelineGroup
Clear Point Advisors Inc.5,792$503K0.43%+513F-HRTimeline
KDK Private Wealth Management, LLC5,766$501K0.52%13F-HRTimeline
First Pacific Financial5,742$499K0.12%-10813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC5,620$488K0.04%-80013F-HRTimelineGroup
Advisors Capital Management, LLC5,502$478K0.01%+24713F-HRTimeline
Onyx Bridge Wealth Group LLC5,480$476K0.07%-8913F-HRTimeline
Beacon Pointe Advisors, LLC5,447$473K0.01%+313F-HRTimeline
Financial Network Wealth Advisors LLC5,426$471K0.88%-3,63213F-HRTimeline
BLAIR WILLIAM & CO/IL5,354$465K<0.01%-18513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,275$458K0.01%+46013F-HRTimelineGroup
Clear Creek Financial Management, LLC5,090$442K0.05%-1313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,984$433K0.01%+613F-HRTimelineGroup
Intrepid Financial Planning Group LLC4,924$428K0.18%-20313F-HRTimeline
Rappaport Reiches Capital Management, L…4,910$427K0.11%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,842$421K0.04%-99813F-HRTimeline
Creekside Partners4,831$420K0.22%+913F-HRTimeline
Arkadios Wealth Advisors4,823$419K0.02%-20913F-HRTimeline
Flagship Private Wealth, LLC4,819$419K0.2%+1,66813F-HRTimeline
NewEdge Advisors, LLC4,791$416K<0.01%+68213F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…4,751$413K0.14%-1,28113F-HRTimeline
CAP Partners, LLC4,747$412K0.29%+313F-HRTimeline
Wealth Management Associates, Inc.4,650$404K0.17%-38313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,553$396K0.1%+5813F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …4,537$394K0.03%new13F-HRTimelineGroup
Compound Planning, Inc.4,524$393K0.02%new13F-HRTimeline
RTD Financial Advisors, Inc.4,500$391K0.05%-22613F-HRTimeline
Wellspring Financial Advisors, LLC367,778$382K0.04%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,333$376K<0.01%-2,34613F-HRTimelineGroup
Prospera Financial Services Inc4,316$375K0.01%-3,28913F-HRTimeline
IFP Advisors, Inc4,269$371K0.01%-3,50813F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC4,268$371K0.09%+22213F-HRTimeline
HARBOUR INVESTMENTS, INC.4,233$368K0.01%+38513F-HRTimeline
Maltin Wealth Management, Inc.4,017$349K0.17%+95013F-HRTimeline
CHOREO, LLC3,912$340K<0.01%013F-HRTimeline
NORDEN GROUP LLC3,905$339K0.04%+76713F-HRTimeline
Sigma Planning Corp3,899$339K0.01%+1913F-HRTimeline
True Vision MN LLC3,887$338K0.2%+413F-HRTimeline
Root Financial Partners, LLC3,790$329K0.04%-27513F-HRTimeline
Wallace Advisory Group, LLC3,687$323K0.22%-12813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,674$319K<0.01%-12713F-HRTimeline
Good Life Advisors, LLC3,651$317K0.02%-31813F-HRTimeline
HB Wealth Management, LLC3,597$313K<0.01%013F-HRTimeline
Bleakley Financial Group, LLC3,578$311K0.01%013F-HRTimeline
Financial Freedom, LLC3,551$309K0.16%+413F-HRTimeline
Retirement Planning Group, LLC3,546$308K0.02%013F-HRTimeline
Safeguard Investment Advisory Group, LLC3,518$306K0.08%-87513F-HRTimeline
Prime Capital Investment Advisors, LLC3,473$302K<0.01%+22413F-HRTimeline
Bellwether Advisors, LLC3,436$299K0.05%new13F-HRTimeline
Moment Partners, LLC3,300$287K0.05%13F-HRTimeline
IVC Wealth Advisors LLC3,267$284K0.16%013F-HRTimeline
MOTIVE WEALTH ADVISORS3,251$282K0.15%-42013F-HRTimeline
Centerpoint Advisors, LLC3,223$280K0.1%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,191$277K0.02%new13F-HR/ATimelineGroup
Arete Wealth Advisors, LLC3,181$276K0.02%+66913F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC3,171$276K0.24%13F-HRTimeline
IFG Advisors, LLC3,151$274K0.05%013F-HRTimeline
Montz Harcus Wealth Management LLC3,134$272K0.15%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.3,125$272K0.01%-3213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,107$270K<0.01%-1313F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,000$261K0.15%new13F-HRTimeline
Integrated Wealth Concepts LLC2,978$259K<0.01%-513F-HRTimeline
Retirement Planning Co of New England, …2,899$252K0.12%013F-HRTimeline
Denver PWM, LLC2,897$252K0.1%-7513F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC2,870$249K0.23%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,869$249K<0.01%-19913F-HRTimelineGroup
First Heartland Consultants, Inc.2,739$238K0.02%-6013F-HRTimeline
Keudell/Morrison Wealth Management2,736$238K0.06%new13F-HRTimeline
Executive Wealth Management, LLC2,720$236K0.02%new13F-HRTimeline
Embree Financial Group2,701$235K0.04%-8513F-HRTimeline
Hudson Portfolio Management LLC2,686$233K0.23%+35513F-HRTimeline
Sterling Financial Planning, Inc.2,676$233K0.09%+5013F-HRTimeline
Trail Ridge Investment Advisors, LLC2,673$232K0.11%-5513F-HRTimeline
Private Portfolio Partners LLC2,669$232K0.04%-5313F-HRTimeline
Goldstein Advisors, LLC2,641$229K0.03%013F-HRTimeline
HBK Sorce Advisory LLC2,623$228K0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…2,607$227K0.07%-1513F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…2,601$226K0.02%+213F-HRTimelineGroup
Basepoint Wealth LLC2,568$223K0.18%013F-HRTimeline
Beaumont Financial Advisors, LLC2,530$220K0.02%013F-HRTimeline
Somerset Trust Co2,526$219K0.08%013F-HRTimeline
AVISO WEALTH MANAGEMENT2,486$216K0.11%-23913F-HRTimeline
Fingerlakes Wealth Management, Inc.2,468$214K0.17%-13513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,408$209K0.02%-208,86013F-HRTimeline
Valeo Financial Advisors, LLC2,399$208K0.01%-2213F-HRTimeline
EVOKE WEALTH, LLC2,392$208K0.01%new13F-HRTimeline
Pinnacle Family Advisors, LLC2,372$206K0.1%-29,85313F-HRTimeline
Headland Capital, LLC2,371$206K0.07%13F-HRTimeline
Certified Advisory Corp2,359$205K0.02%new13F-HRTimeline
Triton Financial Group Inc2,328$202K0.13%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC2,322$202K0.04%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,311$201K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC2,171$189K0.01%-4,63213F-HRTimeline
Topsail Wealth Management, LLC2,125$185K0.04%13F-HRTimeline
Princeton Global Asset Management LLC2,113$184K0.03%013F-HRTimeline
PRIVATE TRUST CO NA2,065$179K0.02%+12513F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,911$166K0.02%013F-HRTimeline
MidAtlantic Capital Management, Inc.1,859$162K0.12%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,842$160K0.01%+313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,795$158K<0.01%013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,800$156K<0.01%-92513F-HRTimelineGroup
SOA Wealth Advisors, LLC.1,693$147K0.03%-33813F-HR/ATimeline
TSFG, LLC1,399$122K0.03%013F-HRTimeline
TD Waterhouse Canada Inc.1,379$120K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,299$113K<0.01%013F-HRTimeline
Urban Financial Advisory Corp1,283$111K0.06%+313F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI1,250$109K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,224$106K0.04%013F-HRTimeline
Iron Horse Wealth Management, LLC1,130$98.2K0.03%+4613F-HRTimeline
BALLAST ADVISORS LLC1,059$92K0.03%013F-HRTimeline
Fairscale Capital, LLC9,764$84.8K0.07%-9513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.861$74.7K0.05%13F-HRTimeline
CoreCap Advisors, LLC799$69.4K<0.01%-2113F-HRTimeline
Steward Partners Investment Advisory, L…710$61.7K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC701$60.9K<0.01%+32513F-HRTimeline
Farther Finance Advisors, LLC680$59.1K<0.01%-45813F-HRTimeline
Horizons Wealth Management648$56.3K0.04%013F-HRTimeline
Financial Life Planners636$55.2K0.05%13F-HRTimeline
Plante Moran Financial Advisors, LLC621$54K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners573$49.8K0.01%-7013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…571$49.6K<0.01%-1113F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB535$46.5K<0.01%+35013F-HRTimeline
Beacon Capital Management, LLC479$41.6K0.01%+113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…472$41K0.01%013F-HRTimeline
Front Row Advisors LLC450$39.1K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC445$39K<0.01%-9613F-HRTimelineGroup
BOK Financial Private Wealth, Inc.431$37.4K<0.01%013F-HRTimeline
Anchor Investment Management, LLC426$37K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…418$36.3K<0.01%+21913F-HRTimeline
JFS WEALTH ADVISORS, LLC401$34.8K<0.01%+113F-HRTimeline
Capital A Wealth Management, LLC382$33.2K0.06%13F-HRTimeline
UMB Bank, n.a.366$31.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIMA Wealth Partners, LLC362$31.5K0.03%013F-HRTimeline
Mattson Financial Services, LLC358$31.4K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…345$30K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.334$29K<0.01%013F-HRTimelineGroup
Caitlin John, LLC313$27.2K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.310$26.9K0.01%+20613F-HRTimeline
Darwin Wealth Management, LLC308$26.8K0.01%013F-HR/ATimeline
Centricity Wealth Management, LLC300$26.1K0.02%13F-HRTimeline
Founders Capital Management286$24.8K0.02%+113F-HRTimeline
Legacy Investment Solutions, LLC273$24.5K0.02%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…273$24.5K0.02%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.276$24K0.01%+8613F-HRTimeline
MCF Advisors LLC274$23.8K<0.01%013F-HRTimeline
Orion Capital Management LLC270$23.5K0.01%new13F-HRTimeline
Copia Wealth Management268$23.3K0.02%13F-HRTimeline
PSI Advisors, LLC268$23.2K0.01%+113F-HRTimeline
AdvisorNet Financial, Inc254$22.1K<0.01%-1213F-HRTimeline
Integrated Investment Consultants, LLC18,097$18.7K<0.01%new13F-HR/ATimeline
TD Capital Management LLC211$18.4K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC206$17.9K<0.01%-613F-HRTimeline
PFG Private Wealth Management, LLC185$16.1K0.01%013F-HRTimeline
Pineridge Advisors LLC164$14.2K0.01%+113F-HRTimeline
Tradewinds Capital Management, LLC156$13.6K<0.01%-314,49213F-HRTimeline
Kozak & Associates, Inc.145$12.8K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC129$11.2K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC117$10.2K<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC116$10.1K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.109$9.47K<0.01%013F-HRTimeline
WPG Advisers, LLC108$9.42K0.01%13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…98$8.52K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC88$7.65K<0.01%-4613F-HRTimeline
GPS Wealth Strategies Group, LLC83$7.25K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC81$7.04K<0.01%013F-HRTimelineGroup
Van Hulzen Asset Management, LLC60$5.21K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC67$5K<0.01%+1113F-HRTimeline
HHM Wealth Advisors, LLC53$4.61K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC45$3.91K<0.01%+4313F-HRTimelineGroup
Sachetta, LLC43$3.76K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC39$3.39K<0.01%new13F-HRTimeline
Archer Investment Corp28$2.43K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC27$2.35K<0.01%013F-HRTimeline
Arax Advisory Partners24$2.05K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB21$1.82K<0.01%013F-HRTimeline
Realta Investment Advisors12$1.06K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.12$1.04K<0.01%13F-HRTimeline
PrairieView Partners, LLC20$1K<0.01%new13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC9$782<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC8$700<0.01%13F-HRTimeline
WHITTIER TRUST CO4$347<0.01%-2113F-HRTimeline
Sound Income Strategies, LLC1$87<0.01%-31913F-HRTimeline
NewSquare Capital LLC1$73<0.01%013F-HRTimeline