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Disclosery

MDYG SPDR SERIES TRUST

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S&P 400 MDCP GRW (fund)

383 managers (387 13F filers) reported a position in MDYG shares at 2025-09-30, 19,061,750 shares in all. 38 filers opened a position and 35 filers sold out during the quarter.

Managers
383
13F filers
387
New
38
Added
118
Reduced
153
Sold out
35
Shares held by filers
19,061,750

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
KDK Private Wealth Management, LLC5,545$508K0.51%-5313F-HRTimeline
WealthPLAN Partners, LLC5,540$507K0.08%+2513F-HRTimeline
&PARTNERS5,536$507K<0.01%+3,01013F-HRTimeline
BLAIR WILLIAM & CO/IL5,484$502K<0.01%+913F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC5,355$490K0.04%013F-HRTimelineGroup
NORDEN GROUP LLC5,293$485K0.05%+10213F-HRTimeline
Arkadios Wealth Advisors5,075$465K0.01%-9913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,015$459K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC5,011$459K<0.01%-16513F-HRTimeline
Allworth Financial LP4,961$454K<0.01%-11013F-HRTimeline
Financial Network Wealth Advisors LLC4,878$447K0.49%-47813F-HRTimeline
First Pacific Financial4,872$446K0.06%-2513F-HRTimeline
Creekside Partners4,852$444K0.2%+613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,836$443K0.03%+313F-HRTimeline
Csenge Advisory Group4,762$436K0.02%-18013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC4,748$435K0.15%-3,85613F-HRTimeline
Intrepid Financial Planning Group LLC4,484$411K0.16%-913F-HRTimeline
Compound Planning, Inc.4,419$405K0.01%-1113F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…4,405$403K0.12%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,381$401K<0.01%new13F-HRTimelineGroup
MOTIVE WEALTH ADVISORS4,354$399K0.17%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,340$397K0.01%-3713F-HRTimeline
CHOREO, LLC4,290$393K0.01%013F-HRTimeline
WRAPMANAGER INC4,194$384K0.12%-2,58113F-HRTimeline
Maltin Wealth Management, Inc.4,140$379K0.16%+713F-HRTimeline
Sigma Planning Corp4,131$378K0.01%-21513F-HRTimeline
Wellspring Financial Advisors, LLC367,706$377K0.03%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,862$354K0.01%new13F-HRTimelineGroup
True Vision MN LLC3,848$352K0.18%+313F-HRTimeline
Ausdal Financial Partners, Inc.3,829$351K0.02%new13F-HRTimeline
Root Financial Partners, LLC3,817$349K0.02%013F-HRTimeline
CAP Partners, LLC3,780$346K0.2%-15013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding3,752$344K+88Timeline
Thrive Capital Management, LLC3,739$342K0.09%-29113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,704$339K0.01%new13F-HRTimelineGroup
Pinnacle Family Advisors, LLC3,674$336K0.15%-30,06513F-HRTimeline
Clear Creek Financial Management, LLC3,663$335K0.03%+24513F-HRTimeline
KWB Wealth3,858$335K0.04%-147,92713F-HRTimeline
Intrua Financial, LLC3,636$333K0.04%new13F-HRTimeline
HB Wealth Management, LLC3,546$325K<0.01%-5113F-HRTimeline
Trail Ridge Investment Advisors, LLC3,510$321K0.14%-1713F-HRTimeline
Retirement Planning Group, LLC3,482$319K0.01%013F-HRTimeline
Montz Harcus Wealth Management LLC3,478$318K0.14%+613F-HRTimeline
Onyx Bridge Wealth Group LLC3,418$313K0.03%-5013F-HRTimeline
BURNEY CO/3,370$309K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,357$307K<0.01%013F-HRTimeline
Astoria Portfolio Advisors LLC.3,325$307K0.08%new13F-HRTimeline
Moment Partners, LLC3,300$302K0.05%013F-HRTimeline
IVC Wealth Advisors LLC3,240$297K0.13%-2713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,209$294K0.01%+2,67113F-HRTimelineGroup
Centerpoint Advisors, LLC3,138$287K0.09%013F-HRTimeline
Pine Haven Investment Counsel, Inc3,125$286K0.21%+15013F-HRTimeline
Wallace Advisory Group, LLC3,261$283K0.23%-17713F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC3,083$282K0.06%-1,13713F-HRTimeline
Everhart Financial Group, Inc.3,076$282K0.03%new13F-HRTimeline
Goldstein Advisors, LLC3,060$280K0.03%013F-HRTimeline
IFG Advisors, LLC3,046$279K0.05%-10613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,039$278K<0.01%+22013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC3,024$277K<0.01%013F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,000$275K0.14%013F-HRTimeline
Gibbs Wealth Management2,983$273K0.06%-40413F-HRTimeline
Parallel Advisors, LLC2,941$269K<0.01%+21013F-HRTimeline
RTD Financial Advisors, Inc.2,908$266K0.03%-22713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,901$266K<0.01%-1,00213F-HRTimelineGroup
Balefire, LLC2,843$260K0.05%new13F-HRTimeline
Denver PWM, LLC2,942$256K0.08%013F-HRTimeline
Retirement Planning Co of New England, …2,699$247K0.1%-7013F-HRTimeline
Arete Wealth Advisors, LLC2,688$246K0.02%-24413F-HRTimeline
Atria Investments, Inc2,654$243K<0.01%-4,29213F-HRTimeline
IFG Advisory, LLC2,651$243K0.01%new13F-HRTimeline
Sterling Financial Planning, Inc.2,645$242K0.08%+113F-HRTimeline
Measured Wealth Private Client Group, L…2,598$238K0.06%013F-HRTimeline
Basepoint Wealth LLC2,578$236K0.17%+413F-HRTimeline
Prime Capital Investment Advisors, LLC2,573$236K<0.01%-24013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,556$234K0.01%new13F-HRTimelineGroup
First Heartland Consultants, Inc.2,525$231K0.02%-3513F-HRTimeline
Perennial Investment Advisors, LLC2,514$230K0.02%-1,99113F-HRTimeline
Hudson Portfolio Management LLC2,511$230K0.2%+1513F-HRTimeline
Signal Advisors Wealth, LLC2,510$230K0.02%-4,21413F-HRTimeline
Beaumont Financial Advisors, LLC2,469$226K0.02%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC2,459$225K0.08%new13F-HRTimeline
Certified Advisory Corp2,434$223K0.02%013F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC2,410$221K0.15%new13F-HRTimeline
Valeo Financial Advisors, LLC2,399$220K0.01%013F-HRTimeline
EVOKE WEALTH, LLC2,392$219K<0.01%013F-HRTimeline
Annex Advisory Services, LLC2,376$218K<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,335$214K0.01%new13F-HRTimeline
Cache Advisors, LLC2,300$211K0.04%new13F-HRTimeline
Somerset Trust Co2,281$209K0.06%-2813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,368$207K0.02%013F-HRTimeline
Embree Financial Group2,257$207K0.03%-14513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC2,240$205K0.04%new13F-HRTimeline
Fingerlakes Wealth Management, Inc.2,208$202K0.13%new13F-HRTimeline
Topsail Wealth Management, LLC2,185$200K0.03%013F-HRTimeline
PRIVATE TRUST CO NA1,909$175K0.02%-19613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,880$172K0.05%-2313F-HRTimeline
Glenmede Investment Management, LP1,800$165K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,703$156K0.03%+313F-HRTimeline
Smartleaf Asset Management LLC1,685$154K0.01%+1013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,667$153K<0.01%-96113F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,516$139K0.01%-6213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,410$129K<0.01%-38513F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT1,299$119K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,294$118K0.04%013F-HRTimeline
Urban Financial Advisory Corp1,120$103K0.05%+213F-HRTimeline
BALLAST ADVISORS LLC1,059$97K0.03%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC906$83K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…852$78K<0.01%+2013F-HRTimelineGroup
CoreCap Advisors, LLC820$75.1K<0.01%-7313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…799$73.2K<0.01%-3,82213F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.765$70K0.04%-9913F-HRTimeline
Compass Financial Services Inc718$65.7K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…679$62.2K<0.01%-5013F-HRTimeline
CX Institutional673$62K<0.01%-2313F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI650$59.5K0.01%013F-HRTimeline
Horizons Wealth Management648$59.3K0.04%013F-HRTimeline
Financial Life Planners639$58.6K0.04%new13F-HRTimeline
Strategic Wealth Partners, Ltd.600$54.9K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC568$52K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners548$50.2K0.01%013F-HRTimelineGroup
ATWOOD & PALMER INC533$48.8K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.431$39.5K<0.01%013F-HRTimeline
Anchor Investment Management, LLC426$39K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…418$38.3K<0.01%013F-HRTimeline
Versant Capital Management, Inc410$37.5K0.01%013F-HRTimeline
TSFG, LLC399$37K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC403$36.9K<0.01%+113F-HRTimeline
Rossby Financial, LCC385$35.3K0.01%-913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…345$31.6K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.327$30K<0.01%+28913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIMA Wealth Partners, LLC321$29.4K0.02%013F-HRTimeline
MJT & Associates Financial Advisory Gro…316$28.9K0.02%-11713F-HRTimeline
Caitlin John, LLC311$28.5K0.02%new13F-HRTimeline
Founders Capital Management287$26.3K0.01%013F-HRTimeline
MCF Advisors LLC274$25.1K<0.01%013F-HRTimeline
Orion Capital Management LLC270$24.7K0.01%013F-HRTimeline
JDM Financial Group LLC269$24.6K0.01%new13F-HRTimeline
Copia Wealth Management268$24.5K0.02%013F-HRTimeline
AdvisorNet Financial, Inc262$24K<0.01%+1913F-HRTimeline
Sunbelt Securities, Inc.240$22K<0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp228$20.5K0.03%13F-HR/ATimeline
TD Capital Management LLC212$19.5K<0.01%013F-HRTimeline
Front Row Advisors LLC180$16.5K0.01%-9013F-HRTimeline
Pineridge Advisors LLC165$15.1K<0.01%+113F-HRTimeline
Kozak & Associates, Inc.146$12.9K<0.01%+113F-HRTimeline
Pinnacle Bancorp, Inc.134$12.3K<0.01%-113F-HRTimeline
Aptus Capital Advisors, LLC129$11.8K<0.01%013F-HRTimeline
UMB Bank, n.a.128$11.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VALLEY NATIONAL ADVISERS INC128$11K<0.01%+6113F-HRTimeline
Cherry Tree Wealth Management, LLC117$10.7K<0.01%013F-HRTimeline
Hughes Financial Services, LLC116$10.7K<0.01%013F-HRTimeline
Westside Investment Management, Inc.109$9.98K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC100$9.16K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…98$8.97K<0.01%013F-HRTimelineGroup
MASECO LLP98$8.93K<0.01%+113F-HRTimeline
Crewe Advisors LLC88$8.06K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC86$7.87K<0.01%-1813F-HRTimelineGroup
Tradewinds Capital Management, LLC85$7.78K<0.01%-6913F-HRTimeline
GPS Wealth Strategies Group, LLC84$7.67K<0.01%013F-HRTimeline
WPG Advisers, LLC77$7.04K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA67$6.13K<0.01%013F-HRTimeline
MATHER GROUP, LLC.65$5.95K<0.01%new13F-HRTimeline
MMA ASSET MANAGEMENT LLC60$5.52K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC53$4.85K<0.01%013F-HRTimeline
Sachetta, LLC44$3.99K<0.01%+113F-HRTimeline
Vermillion Wealth Management, Inc.41$3.75K<0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC39$3.57K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC35$3.21K<0.01%-10013F-HRTimeline
LANARK FINANCIAL, INC.33$3.02K<0.01%013F-HRTimeline
Team Financial Group, LLC32$2.95K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC30$2.75K<0.01%013F-HRTimeline
Archer Investment Corp28$2.56K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC27$2.47K<0.01%013F-HRTimeline
RMG Wealth Management LLC27$2.46K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB21$1.92K<0.01%013F-HR/ATimeline
Binnacle Investments Inc18$1.65K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC16$1.47K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.10$916<0.01%013F-HRTimeline
Advisory Services Network, LLC9$824<0.01%new13F-HRTimeline
Spurstone Advisory Services, LLC9$8240.01%013F-HRTimeline
Global Wealth Strategies & Associates2$183<0.01%013F-HRTimeline
Raleigh Capital Management Inc.0$33<0.01%-17413F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.