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Disclosery

MDYG SPDR SERIES TRUST

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S&P 400 MDCP GRW (fund)

393 managers (400 13F filers) reported a position in MDYG shares at 2026-03-31, 19,259,910 shares in all. 34 filers opened a position and 23 filers sold out during the quarter.

Managers
393
13F filers
400
New
34
Added
132
Reduced
140
Sold out
23
Shares held by filers
19,259,910

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
ALTFEST L J & CO INC5,823$559K0.06%-20813F-HRTimeline
Freedom Investment Management, Inc.5,734$550K0.16%-5113F-HRTimeline
Carnegie Investment Counsel5,729$550K0.01%+10113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,706$548K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC5,705$547K0.05%013F-HRTimeline
Westside Investment Management, Inc.5,650$542K0.08%+4,06313F-HRTimeline
Janney Montgomery Scott LLC5,551$533K<0.01%+31613F-HRTimeline
Quantinno Capital Management LP5,504$528K<0.01%-8013F-HRTimeline
Visionary Wealth Advisors5,498$528K0.02%-6,55613F-HRTimeline
NORDEN GROUP LLC5,484$526K0.05%+5713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,417$520K<0.01%-2,49713F-HRTimelineGroup
Advisors Capital Management, LLC5,401$518K0.01%-1,64413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC5,355$514K0.06%013F-HRTimelineGroup
KDK Private Wealth Management, LLC5,351$513K0.47%-6013F-HRTimeline
Foundations Investment Advisors, LLC5,347$513K0.01%+32313F-HRTimeline
Grey Ledge Advisors, LLC5,173$496K0.11%-20013F-HRTimeline
Arkadios Wealth Advisors5,143$494K0.01%+6813F-HRTimeline
Allworth Financial LP4,955$476K<0.01%-413F-HRTimeline
Financial Network Wealth Advisors LLC4,915$472K0.48%-4013F-HRTimeline
Creekside Partners4,865$467K0.19%+513F-HRTimeline
Csenge Advisory Group4,862$467K0.02%+5813F-HRTimeline
Selby Wealth Management, LLC4,824$463K0.18%-20813F-HRTimeline
WealthPlan Investment Management, LLC4,767$457K0.03%new13F-HRTimeline
FLOW TRADERS U.S. LLC4,744$455K0.01%-6,00413F-HRTimeline
Third View Private Wealth, LLC4,661$447K0.06%-64213F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC4,659$447K0.14%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC4,614$443K0.16%+3413F-HRTimeline
Bragg Financial Advisors, Inc4,575$439K0.01%new13F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC4,507$432K0.14%+2,11213F-HRTimeline
Maltin Wealth Management, Inc.4,455$427K0.16%+30613F-HRTimeline
Balefire, LLC4,454$427K0.08%+37913F-HRTimeline
Compound Planning, Inc.4,353$418K0.01%-213F-HRTimeline
CHOREO, LLC4,290$412K0.01%013F-HRTimeline
Intrepid Financial Planning Group LLC4,230$406K0.16%+8913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,993$383K<0.01%-16,61913F-HRTimelineGroup
Astoria Portfolio Advisors LLC.3,675$383K0.08%+1913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,936$378K0.01%+10713F-HRTimelineGroup
Wellspring Financial Advisors, LLC367,706$377K0.03%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,920$376K<0.01%+2613F-HRTimelineGroup
Clear Creek Financial Management, LLC3,873$372K0.03%+33613F-HRTimeline
True Vision MN LLC3,854$370K0.19%-1713F-HRTimeline
Root Financial Partners, LLC3,845$369K0.02%013F-HRTimeline
Sigma Planning Corp3,845$369K0.01%+43813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …3,715$357K0.02%new13F-HRTimelineGroup
Vise Technologies, Inc.3,845$355K0.01%013F-HRTimeline
Cadia Private Client LLC3,672$352K0.29%013F-HRTimeline
Intrua Financial, LLC3,652$350K0.04%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,359$349K<0.01%013F-HRTimeline
HB Wealth Management, LLC3,546$340K<0.01%013F-HRTimeline
CAP Partners, LLC3,528$339K0.19%-8313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,497$336K0.01%+2,53313F-HRTimelineGroup
Montz Harcus Wealth Management LLC3,489$335K0.14%+413F-HRTimeline
Triton Financial Group Inc3,516$331K0.58%new13F-HRTimeline
Trail Ridge Investment Advisors, LLC3,410$327K0.14%-7313F-HRTimeline
Everhart Financial Group, Inc.3,410$327K0.03%+36113F-HRTimeline
Moment Partners, LLC3,300$317K0.06%013F-HRTimeline
KWB Wealth3,406$315K0.03%013F-HRTimeline
Retirement Planning Group, LLC3,279$315K0.01%-20313F-HRTimeline
Onyx Bridge Wealth Group LLC3,193$306K0.03%-17513F-HRTimeline
Keudell/Morrison Wealth Management3,171$304K0.06%013F-HRTimeline
Denver PWM, LLC2,821$303K0.1%-12113F-HRTimeline
SHP Wealth Management3,154$303K0.02%-99613F-HRTimeline
RTD Financial Advisors, Inc.3,134$301K0.04%+22613F-HRTimeline
Goldstein Advisors, LLC3,060$294K0.03%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,058$293K<0.01%-3,55313F-HRTimelineGroup
Centerpoint Advisors, LLC3,013$289K0.09%-12513F-HRTimeline
Pinnacle Family Advisors, LLC3,008$289K0.14%-67413F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,000$288K0.16%013F-HRTimeline
OLD NATIONAL BANCORP /IN/3,000$288K<0.01%new13F-HRTimeline
Integrated Advisors Network LLC2,993$287K0.02%-4,56113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,899$278K<0.01%+1,02513F-HRTimelineGroup
Breachway Investments LLC2,857$277K0.27%-9513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,877$276K<0.01%-213F-HRTimelineGroup
DIVERSIFIED MANAGEMENT INC2,845$273K0.05%+113F-HRTimeline
Measured Wealth Private Client Group, L…2,758$265K0.07%-9513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,738$263K<0.01%-6513F-HRTimelineGroup
Wallace Advisory Group, LLC2,733$262K0.28%-11313F-HRTimeline
Sterling Financial Planning, Inc.2,635$253K0.07%-1013F-HRTimeline
Daviman Financial, LLC2,609$250K0.15%013F-HRTimeline
First Heartland Consultants, Inc.2,548$244K0.02%+4513F-HRTimeline
Hudson Portfolio Management LLC2,539$244K0.21%-713F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…2,524$242K0.07%-1,87813F-HRTimeline
Beaumont Financial Advisors, LLC2,469$237K0.02%013F-HRTimeline
Retirement Planning Co of New England, …2,444$235K0.1%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,281$233K<0.01%new13F-HRTimelineGroup
IFG Advisors, LLC2,415$232K0.04%-10613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,368$230K0.02%013F-HRTimeline
EVOKE WEALTH, LLC2,392$230K<0.01%013F-HRTimeline
Thrive Capital Management, LLC2,364$227K0.05%-48613F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC2,355$226K0.36%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC2,349$225K0.04%013F-HRTimeline
Valeo Financial Advisors, LLC2,339$224K0.01%-6013F-HRTimeline
WRAPMANAGER INC2,320$223K0.08%-52713F-HRTimeline
Prime Capital Investment Advisors, LLC2,305$221K<0.01%-10513F-HRTimeline
Cache Advisors, LLC2,300$221K0.03%013F-HRTimeline
Topsail Wealth Management, LLC2,270$218K0.03%013F-HRTimeline
Somerset Trust Co2,239$215K0.07%-2813F-HRTimeline
BURNEY CO/2,223$213K0.01%-85613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,166$208K<0.01%new13F-HRTimelineGroup
Advance Capital Management, Inc.2,137$205K0.01%new13F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC2,125$204K0.09%new13F-HRTimeline
M3 Advisory Group, LLC2,121$204K0.13%new13F-HRTimeline
Lee, Kelleher & Klein Wealth Management2,092$201K0.12%new13F-HRTimeline
Urban Financial Advisory Corp1,872$180K0.06%+75013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,850$178K0.05%-14913F-HRTimeline
PRIVATE TRUST CO NA1,823$175K0.02%+2813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,818$174K<0.01%+15113F-HRTimelineGroup
Smartleaf Asset Management LLC1,701$158K0.01%+313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,373$132K<0.01%+27313F-HRTimeline
Parallel Advisors, LLC1,369$131K<0.01%-1,07213F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,313$126K0.01%-20513F-HRTimeline
Quent Capital, LLC1,308$126K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,299$125K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,294$124K0.04%013F-HRTimeline
Basepoint Wealth LLC1,118$107K0.06%-16013F-HRTimeline
BALLAST ADVISORS LLC1,059$102K0.03%013F-HR/ATimeline
Wealth Enhancement Trust Services, Inc.1,008$96.7K0.01%013F-HRTimeline
CoreCap Advisors, LLC820$78.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…779$74.8K<0.01%+9213F-HRTimeline
Turtle Creek Wealth Advisors, LLC762$73.1K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…759$72.9K<0.01%-13213F-HRTimelineGroup
Missouri Trust & Investment Co671$64.4K0.02%new13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI650$62.4K0.01%013F-HRTimeline
Horizons Wealth Management648$62.2K0.04%013F-HRTimeline
Financial Life Planners642$61.6K0.05%new13F-HRTimeline
Strategic Wealth Partners, Ltd.600$57.6K<0.01%-313F-HRTimeline
Plante Moran Financial Advisors, LLC568$54.5K<0.01%013F-HRTimeline
CX Institutional536$51K<0.01%+113F-HRTimeline
Anchor Investment Management, LLC426$40.9K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…418$40.1K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC404$38.8K<0.01%013F-HRTimeline
TSFG, LLC399$38K0.01%013F-HRTimeline
Advisory Services Network, LLC376$36.1K<0.01%new13F-HRTimeline
Arax Advisory Partners373$35.8K<0.01%-17613F-HRTimeline
Register Financial Advisors LLC365$35K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc356$34.2K<0.01%+5513F-HRTimeline
KERR FINANCIAL PLANNING Corp342$34.1K0.02%+11413F-HR/ATimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…345$33.1K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…327$31.4K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC321$30.8K0.02%013F-HRTimeline
Caitlin John, LLC311$29.8K0.02%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.304$29K<0.01%+1713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Founders Capital Management288$27.7K0.01%013F-HRTimeline
MCF Advisors LLC274$26.3K<0.01%013F-HRTimeline
Orion Capital Management LLC270$25.9K0.01%013F-HRTimeline
JDM Financial Group LLC269$25.8K0.01%013F-HRTimeline
Copia Wealth Management268$25.7K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC256$24.6K<0.01%-113F-HRTimeline
Rossby Financial, LCC247$24K0.01%+3113F-HRTimeline
MJT & Associates Financial Advisory Gro…243$23.3K0.02%013F-HRTimeline
CDKV HOLDINGS LLC228$21.9K0.02%013F-HRTimeline
TD Capital Management LLC213$20.5K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…209$20.1K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…194$18.6K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd190$18.2K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC188$18K<0.01%new13F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.185$17.8K<0.01%013F-HRTimeline
Front Row Advisors LLC180$17.3K0.01%013F-HRTimeline
Versant Capital Management, Inc173$16.6K<0.01%-23713F-HRTimeline
Kozak & Associates, Inc.146$14.9K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.131$12.6K<0.01%-313F-HRTimeline
UMB Bank, n.a.128$12.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VANGUARD ADVISERS INCin group VANGUARD GROUP INC120$11.5K<0.01%13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC117$11.2K<0.01%013F-HRTimeline
Hughes Financial Services, LLC116$11.1K<0.01%013F-HRTimeline
REAP Financial Group, LLC115$11.1K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC115$11K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.109$10.5K0.01%+10013F-HRTimeline
Godfrey Financial Associates, Inc.100$9.6K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC100$9.6K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…98$9.4K<0.01%013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …82$7.97K<0.01%new13F-HRTimelineGroup
WPG Advisers, LLC77$7.4K0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC74$7.1K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA67$6.43K<0.01%013F-HRTimeline
MATHER GROUP, LLC.65$6.24K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC60$5.76K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC53$5.09K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC56$5K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.41$3.93K<0.01%013F-HRTimeline
Sound Income Strategies, LLC39$3.78K<0.01%+1513F-HRTimeline
Tanglewood Legacy Advisors, LLC39$3.74K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.33$3.17K<0.01%013F-HRTimeline
Team Financial Group, LLC32$3.1K<0.01%013F-HRTimeline
RMG Wealth Management LLC27$2.91K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC30$2.88K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC27$2.59K<0.01%013F-HRTimeline
Key Capital Management, INC22$2.11K<0.01%-1913F-HRTimeline
Wilmington Savings Fund Society, FSB21$2.02K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton12$1.15K<0.01%new13F-HRTimeline
Spurstone Advisory Services, LLC9$8640.01%013F-HRTimeline
Raleigh Capital Management Inc.0$37<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.