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Disclosery

MDYG SPDR SERIES TRUST

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S&P 400 MDCP GRW (fund)

392 managers (395 13F filers) reported a position in MDYG shares at 2025-06-30, 19,002,211 shares in all. 31 filers opened a position and 22 filers sold out during the quarter.

Managers
392
13F filers
395
New
31
Added
138
Reduced
148
Sold out
22
Shares held by filers
19,002,211

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ALTFEST L J & CO INC6,024$523K0.06%-72813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC6,000$521K0.02%013F-HR/ATimeline
Clear Point Advisors Inc.5,801$504K0.42%+513F-HRTimeline
Advisors Capital Management, LLC5,739$499K0.01%-32513F-HRTimeline
Beacon Pointe Advisors, LLC5,701$495K0.01%+313F-HRTimeline
Stonebridge Financial Group, LLC5,694$495K0.05%-23413F-HRTimeline
KDK Private Wealth Management, LLC5,598$486K0.52%-3913F-HRTimeline
Flagship Private Wealth, LLC5,583$485K0.21%+7113F-HR/ATimeline
Independent Advisor Alliance5,567$484K0.01%+1,42813F-HRTimeline
WealthPLAN Partners, LLC5,515$479K0.08%-28713F-HRTimeline
BLAIR WILLIAM & CO/IL5,475$476K<0.01%+1513F-HRTimeline
Financial Network Wealth Advisors LLC5,356$465K0.57%-81713F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC5,355$465K0.04%-26513F-HRTimelineGroup
NORDEN GROUP LLC5,191$451K0.05%+1,40013F-HRTimeline
Janney Montgomery Scott LLC5,176$450K<0.01%-41313F-HRTimeline
Arkadios Wealth Advisors5,174$450K0.01%+54313F-HRTimeline
Allworth Financial LP5,071$441K<0.01%-83313F-HRTimeline
NewEdge Advisors, LLC4,967$432K<0.01%-16013F-HRTimeline
First Pacific Financial4,897$425K0.06%-86913F-HRTimeline
Creekside Partners4,846$421K0.2%+813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,833$420K0.03%-5713F-HRTimeline
Csenge Advisory Group4,942$416K0.02%-13213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,664$408K0.03%-62713F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,621$401K0.02%-37813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,611$401K<0.01%-5613F-HRTimelineGroup
Perennial Investment Advisors, LLC4,505$391K0.04%-24,23113F-HRTimeline
Intrepid Financial Planning Group LLC4,493$390K0.16%-34213F-HRTimeline
Compound Planning, Inc.4,430$385K0.01%-113F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…4,405$383K0.12%-34613F-HRTimeline
HARBOUR INVESTMENTS, INC.4,377$380K0.01%+513F-HRTimeline
MOTIVE WEALTH ADVISORS4,354$378K0.17%+1,57713F-HRTimeline
Sigma Planning Corp4,346$378K0.01%+34513F-HRTimeline
Wellspring Financial Advisors, LLC367,706$376K0.04%013F-HRTimeline
CHOREO, LLC4,290$373K0.01%+15313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC4,220$367K0.08%+14213F-HRTimeline
Able Wealth Management LLC4,197$365K0.18%new13F-HRTimeline
Maltin Wealth Management, Inc.4,133$359K0.16%+713F-HRTimeline
Thrive Capital Management, LLC4,030$350K0.11%new13F-HRTimeline
CAP Partners, LLC3,930$341K0.21%-78013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,903$339K<0.01%new13F-HRTimelineGroup
True Vision MN LLC3,845$334K0.18%+313F-HRTimeline
Root Financial Partners, LLC3,817$332K0.03%+2713F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…3,664$318K0.02%+1,06313F-HRTimelineGroup
Trail Ridge Investment Advisors, LLC3,527$313K0.15%+88813F-HRTimeline
HB Wealth Management, LLC3,597$312K<0.01%013F-HRTimeline
Good Life Advisors, LLC3,514$305K0.02%-6313F-HRTimeline
Retirement Planning Group, LLC3,482$302K0.01%-6313F-HRTimeline
Montz Harcus Wealth Management LLC3,472$302K0.15%+33413F-HRTimeline
Onyx Bridge Wealth Group LLC3,468$301K0.04%-1,71713F-HRTimeline
Clear Creek Financial Management, LLC3,418$297K0.03%-1,49113F-HRTimeline
Gibbs Wealth Management3,387$294K0.06%+72713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,357$292K<0.01%013F-HRTimeline
Safeguard Investment Advisory Group, LLC3,304$287K0.07%-37213F-HRTimeline
Moment Partners, LLC3,300$287K0.05%013F-HRTimeline
IVC Wealth Advisors LLC3,267$284K0.14%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,249$282K<0.01%-30,31413F-HRTimelineGroup
IFG Advisors, LLC3,152$274K0.05%+113F-HRTimeline
Wallace Advisory Group, LLC3,438$273K0.2%-11713F-HRTimeline
Centerpoint Advisors, LLC3,138$273K0.09%-8513F-HRTimeline
RTD Financial Advisors, Inc.3,135$272K0.03%-40513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,120$271K<0.01%+20013F-HRTimelineGroup
Goldstein Advisors, LLC3,060$266K0.04%+41913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,024$263K<0.01%-8313F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,000$261K0.15%013F-HRTimeline
Pine Haven Investment Counsel, Inc2,975$258K0.2%new13F-HRTimeline
Denver PWM, LLC2,942$256K0.08%+2013F-HRTimeline
Arete Wealth Advisors, LLC2,932$255K0.02%-95213F-HRTimeline
Keudell/Morrison Wealth Management2,841$247K0.05%-66813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,819$245K<0.01%-2,95813F-HRTimelineGroup
Prime Capital Investment Advisors, LLC2,813$244K<0.01%-11,40113F-HRTimeline
Retirement Planning Co of New England, …2,769$241K0.11%-3013F-HRTimeline
Parallel Advisors, LLC2,731$237K<0.01%-1313F-HRTimeline
B. Riley Wealth Advisors, Inc.2,705$235K0.01%-77313F-HRTimeline
Sterling Financial Planning, Inc.2,644$230K0.08%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,628$228K<0.01%-41413F-HRTimelineGroup
HBK Sorce Advisory LLC2,623$228K0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…2,598$226K0.07%+213F-HRTimeline
Basepoint Wealth LLC2,574$224K0.17%+613F-HRTimeline
First Heartland Consultants, Inc.2,560$222K0.02%-16413F-HRTimeline
&PARTNERS2,526$219K<0.01%-1,86413F-HRTimeline
Hudson Portfolio Management LLC2,496$217K0.2%-10013F-HRTimeline
Beaumont Financial Advisors, LLC2,469$214K0.02%-6113F-HRTimeline
AVISO WEALTH MANAGEMENT2,459$214K0.1%new13F-HRTimeline
Certified Advisory Corp2,434$211K0.02%-30013F-HRTimeline
Embree Financial Group2,402$209K0.03%-29913F-HRTimeline
Valeo Financial Advisors, LLC2,399$208K0.01%new13F-HR/ATimeline
EVOKE WEALTH, LLC2,392$208K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,368$206K0.02%new13F-HRTimeline
Somerset Trust Co2,309$201K0.07%new13F-HRTimeline
Topsail Wealth Management, LLC2,185$190K0.03%+4013F-HRTimeline
PRIVATE TRUST CO NA2,105$183K0.02%-58413F-HRTimeline
Financial Freedom, LLC1,952$170K0.09%-1,37113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,903$165K0.05%013F-HRTimeline
Larson Financial Group LLC1,871$162K0.01%-29713F-HRTimeline
Choate Investment Advisors1,818$158K<0.01%new13F-HRTimeline
Glenmede Investment Management, LP1,800$156K<0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,795$156K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.1,700$148K0.03%+313F-HRTimeline
Smartleaf Asset Management LLC1,675$145K0.01%+1,23413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,578$137K0.01%-26513F-HRTimeline
Iron Horse Wealth Management, LLC1,421$123K0.04%+4113F-HRTimeline
Princeton Global Asset Management LLC1,328$115K0.02%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,299$113K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,294$112K0.04%+2713F-HRTimeline
Urban Financial Advisory Corp1,118$97.1K0.05%+313F-HRTimeline
BALLAST ADVISORS LLC1,059$92K0.03%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC906$78.7K<0.01%+20513F-HRTimeline
CoreCap Advisors, LLC893$77.6K<0.01%+7313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.864$75K0.05%+213F-HRTimeline
Briaud Financial Planning Inc873$75K0.03%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…853$74.1K0.01%+38113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…832$72.2K<0.01%+113F-HRTimelineGroup
Steward Partners Investment Advisory, L…729$63.3K<0.01%-3813F-HRTimeline
Compass Financial Services Inc718$62.4K0.03%013F-HRTimeline
CX Institutional696$60K<0.01%013F-HR/ATimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI650$56.5K0.01%013F-HRTimeline
Horizons Wealth Management648$56.3K0.04%013F-HRTimeline
Strategic Wealth Partners, Ltd.600$52.1K<0.01%13F-HRTimeline
Beacon Capital Management, LLC574$49.9K0.01%+6213F-HRTimeline
Plante Moran Financial Advisors, LLC568$49.4K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners548$47.6K0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…538$46.7K<0.01%+1413F-HRTimelineGroup
TD Waterhouse Canada Inc.524$45.8K<0.01%-85513F-HRTimeline
MJT & Associates Financial Advisory Gro…433$37.6K0.05%013F-HR/ATimeline
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%013F-HRTimeline
Versant Capital Management, Inc410$35.6K0.01%013F-HRTimeline
TSFG, LLC399$35K0.01%-1,00013F-HRTimeline
JFS WEALTH ADVISORS, LLC402$34.9K<0.01%+113F-HRTimeline
Rossby Financial, LCC394$34.2K0.01%-813F-HRTimeline
Arax Advisory Partners373$32.4K<0.01%+34913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…345$30K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC321$27.9K0.02%-4113F-HRTimeline
Centricity Wealth Management, LLC300$26.1K0.02%013F-HRTimeline
Founders Capital Management287$24.9K0.01%+113F-HRTimeline
MassMutual Private Wealth & Trust, FSB278$24.1K<0.01%013F-HRTimeline
MCF Advisors LLC274$23.8K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC273$23.7K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…273$23.7K0.01%013F-HRTimelineGroup
Front Row Advisors LLC270$23.5K0.01%-18013F-HRTimeline
Orion Capital Management LLC270$23.5K0.01%013F-HRTimeline
Copia Wealth Management268$23.3K0.02%013F-HRTimeline
AdvisorNet Financial, Inc243$21.1K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC271$20.5K0.23%+18813F-HRTimeline
TD Capital Management LLC212$18.4K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC192$16.7K<0.01%new13F-HR/ATimeline
Raleigh Capital Management Inc.174$15.1K0.01%+2913F-HRTimeline
Pineridge Advisors LLC164$14.3K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC154$13.4K<0.01%013F-HRTimeline
Kozak & Associates, Inc.145$12.9K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC143$12.5K0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC135$11.7K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.135$11.7K<0.01%-21213F-HRTimeline
Aptus Capital Advisors, LLC129$11.2K<0.01%013F-HRTimeline
UMB Bank, n.a.128$11.1K<0.01%013F-HR/ATimeline
Hughes Financial Services, LLC116$10.3K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC117$10.2K<0.01%013F-HRTimeline
Westside Investment Management, Inc.109$9.47K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC104$9.03K<0.01%-4313F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…98$8.51K<0.01%013F-HRTimelineGroup
MASECO LLP97$8.46K<0.01%13F-HRTimeline
Crewe Advisors LLC88$7.64K<0.01%013F-HRTimeline
Brooklyn Investment Group84$7.3K<0.01%013F-HR/ATimeline
GPS Wealth Strategies Group, LLC84$7.27K<0.01%013F-HRTimeline
WPG Advisers, LLC77$6.67K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA67$5.82K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC67$5K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC53$4.61K<0.01%013F-HRTimeline
Sachetta, LLC43$3.78K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC39$3.39K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.38$3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Team Financial Group, LLC32$2.79K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC30$2.61K<0.01%013F-HRTimeline
Archer Investment Corp28$2.43K<0.01%013F-HRTimeline
RMG Wealth Management LLC27$2.39K<0.01%13F-HRTimeline
Cedar Mountain Advisors, LLC27$2.35K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.33$2K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB21$1.82K<0.01%013F-HRTimeline
Binnacle Investments Inc18$1.56K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC19$1K<0.01%new13F-HRTimeline
HOWE & RUSLING INC10$869<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.10$869<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC9$7810.01%013F-HRTimeline
WHITTIER TRUST CO4$347<0.01%013F-HRTimeline
Bellwether Advisors, LLC3$264<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…3$261<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates2$174<0.01%013F-HRTimeline
Sound Income Strategies, LLC1$87<0.01%013F-HRTimeline
NewSquare Capital LLC1$74<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Avion Wealth0$00%013F-HR/ATimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.