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Disclosery

MDYG SPDR SERIES TRUST

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S&P 400 MDCP GRW (fund)

380 managers (383 13F filers) reported a position in MDYG shares at 2025-03-31, 23,895,115 shares in all. 29 filers opened a position and 31 filers sold out during the quarter.

Managers
380
13F filers
383
New
29
Added
138
Reduced
147
Sold out
31
Shares held by filers
23,895,115

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
First Pacific Financial5,766$458K0.09%+2413F-HRTimeline
Beacon Pointe Advisors, LLC5,698$453K0.01%+25113F-HRTimeline
IEQ CAPITAL, LLC5,671$451K<0.01%-1,26613F-HRTimeline
KDK Private Wealth Management, LLC5,637$448K0.51%-12913F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC5,620$447K0.04%013F-HRTimelineGroup
Janney Montgomery Scott LLC5,589$444K<0.01%-52813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,544$441K0.11%+99113F-HRTimelineGroup
Flagship Private Wealth, LLC5,512$438K0.21%+69313F-HRTimeline
BLAIR WILLIAM & CO/IL5,460$434K<0.01%+10613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,368$427K0.01%-1,24113F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …5,291$423K0.03%+75413F-HRTimelineGroup
Onyx Bridge Wealth Group LLC5,185$412K0.06%-29513F-HRTimeline
NewEdge Advisors, LLC5,127$407K<0.01%+33613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,999$405K0.02%+1513F-HRTimelineGroup
Rappaport Reiches Capital Management, L…4,910$390K0.1%013F-HRTimeline
Clear Creek Financial Management, LLC4,909$390K0.04%-18113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,890$388K0.04%+4813F-HR/ATimeline
Csenge Advisory Group5,074$384K0.02%-1,77113F-HRTimeline
Creekside Partners4,838$384K0.2%+713F-HRTimeline
Intrepid Financial Planning Group LLC4,835$384K0.18%-8913F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…4,751$378K0.13%013F-HRTimeline
Wellspring Financial Advisors, LLC367,706$375K0.04%-7213F-HRTimeline
CAP Partners, LLC4,710$374K0.27%-3713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,667$371K<0.01%new13F-HR/ATimelineGroup
Arkadios Wealth Advisors4,631$368K0.01%-19213F-HRTimeline
Wealth Management Associates, Inc.4,550$362K0.15%-10013F-HRTimeline
Compound Planning, Inc.4,431$352K0.02%-9313F-HRTimeline
&PARTNERS4,390$349K<0.01%-2,38713F-HRTimeline
HARBOUR INVESTMENTS, INC.4,372$347K0.01%+13913F-HRTimeline
IFP Advisors, Inc4,271$339K0.01%+213F-HRTimeline
Independent Advisor Alliance4,139$329K0.01%-12,98113F-HRTimeline
CHOREO, LLC4,137$329K0.01%+22513F-HRTimeline
Maltin Wealth Management, Inc.4,126$328K0.15%+10913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC4,078$324K0.08%-19013F-HRTimeline
Integrated Wealth Concepts LLC4,032$320K<0.01%+1,05413F-HRTimeline
Sigma Planning Corp4,001$318K0.01%+10213F-HRTimeline
Arete Wealth Advisors, LLC3,884$309K0.02%+70313F-HRTimeline
Wallace Advisory Group, LLC3,555$309K0.21%-13213F-HRTimeline
True Vision MN LLC3,842$305K0.18%-4513F-HRTimeline
NORDEN GROUP LLC3,791$301K0.03%-11413F-HRTimeline
Root Financial Partners, LLC3,790$301K0.03%013F-HRTimeline
SWMG, LLC3,782$296K0.12%-11,91713F-HRTimeline
Safeguard Investment Advisory Group, LLC3,676$292K0.08%+15813F-HRTimeline
GEN Financial Management, INC.3,660$291K0.2%new13F-HRTimeline
HB Wealth Management, LLC3,597$286K<0.01%013F-HRTimeline
Good Life Advisors, LLC3,577$284K0.02%-7413F-HRTimeline
Retirement Planning Group, LLC3,545$282K0.01%-113F-HRTimeline
RTD Financial Advisors, Inc.3,540$281K0.04%-96013F-HRTimeline
Keudell/Morrison Wealth Management3,509$279K0.07%+77313F-HRTimeline
B. Riley Wealth Advisors, Inc.3,478$276K0.01%+35313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,357$267K<0.01%-31713F-HRTimeline
Financial Freedom, LLC3,323$264K0.15%-22813F-HRTimeline
Moment Partners, LLC3,300$262K0.05%013F-HRTimeline
IVC Wealth Advisors LLC3,267$260K0.14%013F-HRTimeline
Centerpoint Advisors, LLC3,223$256K0.09%013F-HRTimeline
IFG Advisors, LLC3,151$250K0.05%013F-HRTimeline
Montz Harcus Wealth Management LLC3,138$249K0.14%+413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,107$247K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,042$242K<0.01%+17313F-HRTimelineGroup
DELTA CAPITAL MANAGEMENT LLC3,000$238K0.14%013F-HRTimeline
Belpointe Asset Management LLC2,957$235K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC2,957$235K0.05%new13F-HRTimeline
Denver PWM, LLC2,922$232K0.08%+2513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,920$232K<0.01%-2,97413F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC2,866$228K0.03%new13F-HRTimelineGroup
Westmount Partners, LLC2,817$224K0.07%new13F-HRTimeline
Retirement Planning Co of New England, …2,799$222K0.11%-10013F-HR/ATimeline
MOTIVE WEALTH ADVISORS2,777$221K0.12%-47413F-HRTimeline
Parallel Advisors, LLC2,744$218K<0.01%-11,36113F-HRTimeline
Certified Advisory Corp2,734$217K0.02%+37513F-HRTimeline
First Heartland Consultants, Inc.2,724$216K0.02%-1513F-HRTimeline
SYNOVUS FINANCIAL CORP2,707$215K<0.01%new13F-HRTimeline
Embree Financial Group2,701$215K0.04%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC2,700$215K<0.01%-7,90013F-HRTimeline
PRIVATE TRUST CO NA2,689$214K0.02%+62413F-HRTimeline
Gibbs Wealth Management2,660$211K0.05%new13F-HRTimeline
Sterling Financial Planning, Inc.2,644$210K0.08%-3213F-HRTimeline
Goldstein Advisors, LLC2,641$210K0.03%013F-HRTimeline
Trail Ridge Investment Advisors, LLC2,639$210K0.11%-3413F-HRTimeline
HBK Sorce Advisory LLC2,623$208K0.01%013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…2,601$207K0.02%013F-HRTimelineGroup
Hudson Portfolio Management LLC2,596$206K0.2%-9013F-HRTimeline
Measured Wealth Private Client Group, L…2,596$206K0.07%-1113F-HRTimeline
Basepoint Wealth LLC2,568$204K0.16%013F-HRTimeline
Beaumont Financial Advisors, LLC2,530$201K0.02%013F-HRTimeline
Larson Financial Group LLC2,168$172K0.01%-313F-HRTimeline
Topsail Wealth Management, LLC2,145$170K0.03%+2013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,903$151K0.05%-813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,843$146K0.01%+113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,800$143K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.1,697$135K0.03%+413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,795$126K<0.01%013F-HRTimelineGroup
TSFG, LLC1,399$111K0.02%013F-HRTimeline
TD Waterhouse Canada Inc.1,379$110K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC1,380$110K0.04%+25013F-HRTimeline
Princeton Global Asset Management LLC1,328$106K0.02%-78513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,299$103K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,267$101K0.04%+4313F-HRTimeline
Urban Financial Advisory Corp1,115$88.6K0.05%-16813F-HRTimeline
BALLAST ADVISORS LLC1,059$84.1K0.03%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.862$68.5K0.05%+113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…831$66.1K<0.01%+26013F-HRTimelineGroup
CoreCap Advisors, LLC820$65.2K<0.01%+2113F-HRTimeline
Steward Partners Investment Advisory, L…767$60.9K<0.01%+5713F-HRTimeline
Compass Financial Services Inc718$57.1K0.03%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC701$55.7K<0.01%013F-HRTimeline
CX Institutional696$55K<0.01%new13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI650$51.6K0.01%-60013F-HRTimeline
Horizons Wealth Management648$51.5K0.04%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC597$47.4K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC568$45.2K<0.01%-5313F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners548$43.5K0.01%-2513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…524$41.6K<0.01%new13F-HRTimelineGroup
Beacon Capital Management, LLC512$40.7K0.01%+3313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…472$37.5K0.01%013F-HRTimeline
Front Row Advisors LLC450$35.8K0.01%013F-HRTimeline
Smartleaf Asset Management LLC441$35K<0.01%+23513F-HRTimeline
MJT & Associates Financial Advisory Gro…433$34.4K0.03%13F-HRTimeline
BOK Financial Private Wealth, Inc.431$34.2K<0.01%013F-HRTimeline
Anchor Investment Management, LLC426$33.9K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…418$33.2K<0.01%013F-HRTimeline
Versant Capital Management, Inc410$32.6K0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC401$31.9K<0.01%013F-HRTimeline
Rossby Financial, LCC402$31.5K0.01%new13F-HRTimeline
MATHER GROUP, LLC.395$31.4K<0.01%new13F-HRTimeline
SIMA Wealth Partners, LLC362$28.8K0.02%013F-HRTimeline
Mattson Financial Services, LLC358$28.4K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.347$27.6K0.01%+7113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…345$27.4K0.01%013F-HRTimeline
Darwin Wealth Management, LLC308$26.8K0.01%013F-HRTimeline
Wayfinding Financial, LLC304$24K0.01%new13F-HRTimeline
Centricity Wealth Management, LLC300$23.8K0.02%013F-HRTimeline
Founders Capital Management286$22.7K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB278$22.1K<0.01%-25713F-HRTimeline
MCF Advisors LLC274$21.8K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…273$21.7K0.02%013F-HRTimelineGroup
Orion Capital Management LLC270$21.5K0.01%013F-HRTimeline
Copia Wealth Management268$21.3K0.02%013F-HRTimeline
AdvisorNet Financial, Inc243$19.3K<0.01%-1113F-HRTimeline
TD Capital Management LLC212$16.8K<0.01%+113F-HRTimeline
PFG Private Wealth Management, LLC185$14.7K0.01%013F-HRTimeline
Pineridge Advisors LLC164$13K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC154$12.2K<0.01%-213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC147$11.7K<0.01%+10213F-HRTimelineGroup
Raleigh Capital Management Inc.145$11.5K0.01%new13F-HRTimeline
Kozak & Associates, Inc.145$11.1K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC129$10.3K<0.01%013F-HRTimeline
UMB Bank, n.a.128$10.2K<0.01%-23813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cherry Tree Wealth Management, LLC117$9.3K<0.01%013F-HRTimeline
Hughes Financial Services, LLC116$9.28K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.109$8.66K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…98$7.79K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC88$6.99K<0.01%013F-HRTimeline
Brooklyn Investment Group84$6.67K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC84$6.64K<0.01%+113F-HRTimeline
Capital A Wealth Management, LLC83$6.59K0.01%-29913F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC81$6.44K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC77$6.08K0.01%-3113F-HRTimeline
ABOUND FINANCIAL, LLC74$5.88K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC67$5K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC53$4.21K<0.01%013F-HRTimeline
Sachetta, LLC43$3.45K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC39$3.1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.38$3K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MPWM ADVISORY SOLUTIONS, LLC30$2.38K<0.01%new13F-HRTimeline
Archer Investment Corp28$2.23K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC27$2.15K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.33$2K<0.01%new13F-HRTimeline
Arax Advisory Partners24$1.88K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB21$1.67K<0.01%013F-HRTimeline
Binnacle Investments Inc18$1.43K<0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.10$795<0.01%-213F-HRTimeline
Spurstone Advisory Services, LLC9$7150.01%new13F-HRTimeline
WHITTIER TRUST CO4$317<0.01%013F-HRTimeline
Bellwether Advisors, LLC3$242<0.01%-3,43313F-HRTimeline
Global Wealth Strategies & Associates2$159<0.01%new13F-HRTimeline
Sound Income Strategies, LLC1$79<0.01%013F-HRTimeline
NewSquare Capital LLC1$67<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-8,08313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Avion Wealth0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.