Skip to content
Disclosery

MDYG SPDR SERIES TRUST

Follow

S&P 400 MDCP GRW (fund)

383 managers (388 13F filers) reported a position in MDYG shares at 2025-12-31, 19,158,360 shares in all. 20 filers opened a position and 31 filers sold out during the quarter.

Managers
383
13F filers
388
New
20
Added
135
Reduced
142
Sold out
31
Shares held by filers
19,158,360

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Carnegie Investment Counsel5,628$520K0.01%-37413F-HRTimeline
BLAIR WILLIAM & CO/IL5,614$519K<0.01%+13013F-HRTimeline
Quantinno Capital Management LP5,584$516K<0.01%new13F-HRTimeline
NORDEN GROUP LLC5,427$502K0.05%+13413F-HRTimeline
KDK Private Wealth Management, LLC5,411$500K0.44%-13413F-HR/ATimeline
Grey Ledge Advisors, LLC5,373$497K0.11%-65013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC5,355$495K0.05%013F-HRTimelineGroup
Third View Private Wealth, LLC5,303$490K0.07%13F-HRTimeline
Janney Montgomery Scott LLC5,235$484K<0.01%+22413F-HRTimeline
First Pacific Financial5,134$475K0.06%+26213F-HRTimeline
Arkadios Wealth Advisors5,075$469K0.01%013F-HRTimeline
Selby Wealth Management, LLC5,032$465K0.19%13F-HRTimeline
Foundations Investment Advisors, LLC5,024$464K0.01%-1,34213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,914$459K0.03%+7813F-HRTimeline
Allworth Financial LP4,959$458K<0.01%-213F-HRTimeline
Financial Network Wealth Advisors LLC4,955$458K0.48%+7713F-HRTimeline
Creekside Partners4,860$449K0.19%+813F-HRTimeline
Csenge Advisory Group4,804$444K0.02%+4213F-HRTimeline
Pine Haven Investment Counsel, Inc4,765$440K0.31%+1,64013F-HRTimeline
WealthPLAN Partners, LLC4,726$437K0.07%-81413F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC4,580$423K0.14%-16813F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…4,402$407K0.12%-313F-HRTimeline
Compound Planning, Inc.4,355$403K0.01%-6413F-HRTimeline
CHOREO, LLC4,290$401K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,306$398K0.01%-3413F-HRTimeline
MOTIVE WEALTH ADVISORS4,267$394K0.17%-8713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding4,160$385K+408Timeline
SHP Wealth Management4,150$384K0.03%13F-HRTimeline
Maltin Wealth Management, Inc.4,149$383K0.15%+913F-HRTimeline
Intrepid Financial Planning Group LLC4,141$383K0.15%-34313F-HRTimeline
Wellspring Financial Advisors, LLC367,706$377K0.03%013F-HRTimeline
Balefire, LLC4,075$377K0.07%+1,23213F-HRTimeline
Astoria Portfolio Advisors LLC.3,656$366K0.08%+33113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,894$360K<0.01%+3213F-HRTimelineGroup
True Vision MN LLC3,871$358K0.18%+2313F-HRTimeline
Vise Technologies, Inc.3,845$355K0.01%-2,53313F-HRTimeline
Root Financial Partners, LLC3,845$355K0.02%+2813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,829$354K0.01%+12513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC3,758$347K<0.01%-2,56313F-HRTimelineGroup
Jacksonville Wealth Management, LLC3,756$347K0.25%new13F-HRTimeline
Pinnacle Family Advisors, LLC3,682$340K0.15%+813F-HRTimeline
Cadia Private Client LLC3,672$339K0.27%13F-HRTimeline
Intrua Financial, LLC3,652$338K0.04%+1613F-HRTimeline
CAP Partners, LLC3,611$334K0.19%-16913F-HRTimeline
HB Wealth Management, LLC3,546$328K<0.01%013F-HRTimeline
Clear Creek Financial Management, LLC3,537$327K0.03%-12613F-HRTimeline
Montz Harcus Wealth Management LLC3,485$322K0.13%+713F-HRTimeline
Trail Ridge Investment Advisors, LLC3,483$322K0.14%-2713F-HRTimeline
Retirement Planning Group, LLC3,482$322K0.01%013F-HRTimeline
Sigma Planning Corp3,407$315K0.01%-72413F-HRTimeline
KWB Wealth3,406$315K0.03%-45213F-HRTimeline
Onyx Bridge Wealth Group LLC3,368$311K0.03%-5013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,359$310K<0.01%+213F-HRTimeline
Moment Partners, LLC3,300$305K0.06%013F-HRTimeline
Keudell/Morrison Wealth Management3,171$293K0.06%13F-HRTimeline
Centerpoint Advisors, LLC3,138$290K0.09%013F-HRTimeline
BURNEY CO/3,079$285K0.01%-29113F-HRTimeline
Goldstein Advisors, LLC3,060$283K0.03%013F-HRTimeline
Everhart Financial Group, Inc.3,049$282K0.03%-2713F-HRTimeline
Gibbs Wealth Management2,892$280K0.07%-9113F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,000$277K0.16%013F-HRTimeline
Ausdal Financial Partners, Inc.2,990$276K0.01%-83913F-HRTimeline
Breachway Investments LLC2,952$273K0.29%13F-HRTimeline
RTD Financial Advisors, Inc.2,908$269K0.03%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,879$266K<0.01%-1,50213F-HR/ATimelineGroup
Measured Wealth Private Client Group, L…2,853$264K0.07%+25513F-HRTimeline
Thrive Capital Management, LLC2,850$263K0.06%-88913F-HRTimeline
WRAPMANAGER INC2,847$263K0.09%-1,34713F-HRTimeline
Wallace Advisory Group, LLC2,846$263K0.28%-41513F-HRTimeline
DIVERSIFIED MANAGEMENT INC2,844$263K0.06%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,803$259K<0.01%-9813F-HRTimelineGroup
Denver PWM, LLC2,942$256K0.09%013F-HRTimeline
Sterling Financial Planning, Inc.2,645$244K0.07%013F-HRTimeline
Daviman Financial, LLC2,609$241K0.14%13F-HRTimeline
Total Wealth Planning, LLC2,547$235K0.5%-49,84813F-HRTimeline
Hudson Portfolio Management LLC2,546$235K0.2%+3513F-HRTimeline
IFG Advisors, LLC2,521$233K0.04%-52513F-HRTimeline
First Heartland Consultants, Inc.2,503$231K0.02%-2213F-HRTimeline
Beaumont Financial Advisors, LLC2,469$228K0.02%013F-HRTimeline
Retirement Planning Co of New England, …2,444$226K0.09%-25513F-HRTimeline
Parallel Advisors, LLC2,441$226K<0.01%-50013F-HRTimeline
Certified Advisory Corp2,434$225K0.02%013F-HRTimeline
Prime Capital Investment Advisors, LLC2,410$223K<0.01%-16313F-HRTimeline
Valeo Financial Advisors, LLC2,399$222K<0.01%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC2,395$221K0.07%-6413F-HRTimeline
EVOKE WEALTH, LLC2,392$221K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,368$219K0.01%013F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC2,355$218K0.14%-5513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC2,349$217K0.04%+10913F-HRTimeline
Cache Advisors, LLC2,300$213K0.03%013F-HRTimeline
Topsail Wealth Management, LLC2,270$210K0.03%+8513F-HRTimeline
Somerset Trust Co2,267$210K0.06%-1413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,999$185K0.05%+11913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,874$173K<0.01%13F-HRTimelineGroup
MidAtlantic Capital Management, Inc.1,859$172K0.11%new13F-HRTimeline
PRIVATE TRUST CO NA1,795$166K0.01%-11413F-HRTimeline
Smartleaf Asset Management LLC1,698$159K0.01%+1313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,676$155K<0.01%+26613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,667$154K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.1,587$147K0.02%+1,47813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,518$140K0.01%+213F-HRTimeline
Quent Capital, LLC1,308$121K0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,299$120K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,294$120K0.04%013F-HRTimeline
Basepoint Wealth LLC1,278$118K0.07%-1,30013F-HRTimeline
Urban Financial Advisory Corp1,122$104K0.04%+213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,100$102K<0.01%+19413F-HRTimeline
BALLAST ADVISORS LLC1,059$97.9K0.03%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,008$93.2K0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…964$89.1K<0.01%-2,24513F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…891$82.4K<0.01%+3913F-HRTimelineGroup
CoreCap Advisors, LLC820$75.8K<0.01%013F-HRTimeline
Compass Financial Services Inc718$66.4K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…687$63.5K<0.01%+813F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI650$60.1K0.01%013F-HRTimeline
Horizons Wealth Management648$59.9K0.04%013F-HRTimeline
Strategic Wealth Partners, Ltd.603$55.7K<0.01%+313F-HRTimeline
Plante Moran Financial Advisors, LLC568$52.5K<0.01%013F-HRTimeline
Arax Advisory Partners549$50.7K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners548$50.7K0.01%013F-HRTimelineGroup
CX Institutional535$49K<0.01%-13813F-HRTimeline
BOK Financial Private Wealth, Inc.431$39.8K<0.01%013F-HRTimeline
Anchor Investment Management, LLC426$39.4K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…418$38.6K<0.01%013F-HRTimeline
Versant Capital Management, Inc410$37.9K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC404$37.3K<0.01%+113F-HRTimeline
TSFG, LLC399$37K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…345$31.9K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…327$30.2K0.01%new13F-HRTimeline
SIMA Wealth Partners, LLC321$29.7K0.02%013F-HRTimeline
Caitlin John, LLC311$28.7K0.02%013F-HRTimeline
AdvisorNet Financial, Inc301$27.8K<0.01%+3913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.287$27K<0.01%-4013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Founders Capital Management288$26.6K0.01%+113F-HRTimeline
MCF Advisors LLC274$25.3K<0.01%013F-HRTimeline
Orion Capital Management LLC270$25K0.01%013F-HRTimeline
JDM Financial Group LLC269$24.9K0.01%013F-HRTimeline
Copia Wealth Management268$24.8K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC257$23.8K<0.01%+12813F-HRTimeline
MJT & Associates Financial Advisory Gro…243$22.5K0.02%-7313F-HR/ATimeline
KERR FINANCIAL PLANNING Corp228$22K0.03%013F-HR/ATimeline
CDKV HOLDINGS LLC228$21.1K0.02%13F-HRTimeline
Rossby Financial, LCC216$20K0.01%-16913F-HRTimeline
TD Capital Management LLC213$19.7K<0.01%+113F-HRTimeline
Keating Financial Advisory Services, In…209$19.3K<0.01%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.185$17.1K<0.01%new13F-HRTimeline
Front Row Advisors LLC180$16.6K0.01%013F-HRTimeline
Kozak & Associates, Inc.146$14.1K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.134$12.4K<0.01%013F-HRTimeline
UMB Bank, n.a.128$11.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFC & Insurance Marketing, Inc.116$11K0.01%13F-HRTimeline
Cherry Tree Wealth Management, LLC117$10.8K<0.01%013F-HRTimeline
Hughes Financial Services, LLC116$10.7K<0.01%013F-HRTimeline
REAP Financial Group, LLC115$10.7K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.100$9.24K0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC100$9.24K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…98$9.06K<0.01%013F-HRTimelineGroup
MASECO LLP98$9.04K<0.01%013F-HRTimeline
WPG Advisers, LLC77$7.12K0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC74$6.84K<0.01%new13F-HR/ATimeline
FIRST COMMUNITY TRUST NA67$6.19K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC60$5.55K<0.01%-2513F-HRTimeline
VALLEY NATIONAL ADVISERS INC56$5K<0.01%-7213F-HRTimeline
HHM Wealth Advisors, LLC53$4.9K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.47$4.35K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.41$3.79K<0.01%013F-HRTimeline
Key Capital Management, INC41$3.79K<0.01%13F-HRTimeline
Tanglewood Legacy Advisors, LLC39$3.6K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC35$3.23K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.33$3.05K<0.01%013F-HRTimeline
Team Financial Group, LLC32$2.98K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC30$2.77K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC27$2.5K<0.01%013F-HRTimeline
Sound Income Strategies, LLC24$2.37K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC22$2.03K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB21$1.94K<0.01%013F-HRTimeline
Crewe Advisors LLC19$1.76K<0.01%-6913F-HRTimeline
Quest 10 Wealth Builders, Inc.9$832<0.01%-113F-HRTimeline
Spurstone Advisory Services, LLC9$8320.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC7$660<0.01%-7713F-HRTimeline
Sachetta, LLC6$548<0.01%-3813F-HRTimeline
Raleigh Capital Management Inc.0$34<0.01%013F-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.