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Disclosery

MDYG SPDR SERIES TRUST

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S&P 400 MDCP GRW (fund)

386 managers (389 13F filers) reported a position in MDYG shares at 2024-12-31, 24,082,123 shares in all. 27 filers opened a position and 21 filers sold out during the quarter.

Managers
386
13F filers
389
New
27
Added
149
Reduced
125
Sold out
21
Shares held by filers
24,082,123

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CITIGROUP INCin group CITIGROUP INC2,362,333$205M0.2%-74,72413F-HRTimelineGroup
LPL Financial LLC1,755,895$153M0.06%+21,50613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,406,917$122M0.13%+209,29713F-HRTimelineGroup
Financial Engines Advisors L.L.C.1,388,327$121M0.25%-45,40513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,184,278$103M1.47%+191,33413F-HRTimelineGroup
NorthRock Partners, LLC997,608$86.7M2.83%+18,18913F-HR/ATimeline
Parcion Private Wealth LLC832,560$72.3M5.53%+7,17713F-HRTimeline
AE Wealth Management LLC645,967$56.1M0.48%+91,59713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC622,929$54.1M0.02%-16,92213F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC548,721$47.7M0.66%+60,54513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY473,546$41.1M<0.01%+141,51713F-HR/ATimelineGroup
FAS Wealth Partners, Inc.455,341$39.6M3.32%-6,52713F-HRTimeline
CHARTIST INC /CA/59,309$33.8M17.5%-1,75713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN369,502$32.1M0.01%+21,69813F-HRTimelineGroup
First National Trust Co358,973$31.2M1.17%-5,81513F-HRTimeline
Klingman & Associates, LLC299,996$26.1M1.6%-1,15613F-HRTimeline
Avantax Planning Partners, Inc.292,163$25.4M0.92%+19,98113F-HRTimeline
GHP Investment Advisors, Inc.290,957$25.3M1.18%+8,75513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC287,504$25M0.01%13F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC267,331$23.2M0.01%+24,11313F-HRTimelineGroup
HighTower Advisors, LLC263,525$22.9M0.03%+7,67313F-HRTimeline
Rehmann Capital Advisory Group261,155$22.7M1.44%+4,59513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/250,716$21.8M<0.01%+19,21813F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA236,096$20.5M0.06%-8113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC234,922$20.4M0.03%+128,86713F-HRTimeline
Private Advisor Group, LLC234,133$20.3M0.11%-78,75413F-HRTimeline
Convergence Financial, LLC226,543$19.7M3.93%+16213F-HRTimeline
McAdam, LLC210,970$18.3M1%-12,31513F-HRTimeline
Rodgers & Associates, LTD188,324$16.4M1.95%-3,22113F-HRTimeline
Shakespeare Wealth Management, LLC187,121$16.3M4.38%-64513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding175,049$15.2M+123,832Timeline
Clark Capital Management Group, Inc.169,663$14.7M0.1%+5,50913F-HRTimeline
KWB Wealth166,758$14.6M1.81%-4,12313F-HRTimeline
Mariner, LLCin group Mariner, LLC167,224$14.5M0.02%+8,72713F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC158,408$13.8M0.19%-7,75613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP159,620$13.5M0.02%-45,25913F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC149,036$12.9M1.65%-4,20313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP147,542$12.8M0.02%+30013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…140,325$12.2M0.01%+34,77413F-HRTimelineGroup
Foundations Investment Advisors, LLC133,530$11.6M0.22%+127,67813F-HRTimeline
BALANCED WEALTH GROUP LLC123,279$11M4.94%+8,69413F-HRTimeline
SFG Wealth Management, LLC.124,723$10.8M5.69%+11,60413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP118,220$10.3M0.01%+36,76513F-HRTimelineGroup
JNBA Financial Advisors117,025$10.2M1.04%-1,93813F-HRTimeline
ERn Financial, LLC107,595$9.35M1.4%-27013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.106,739$9.28M0.02%-22,73513F-HR/ATimelineGroup
Integrated Capital Management, LLC95,478$8.3M4.41%+3,13813F-HRTimeline
UBS Group AGin group UBS Group AG92,613$8.05M<0.01%-4,43113F-HRTimelineGroup
WCG Wealth Advisors LLC91,546$7.95M0.53%+62913F-HRTimeline
TOWNSQUARE CAPITAL LLC89,218$7.75M0.09%+9,00513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA80,798$7.02M<0.01%+3,34313F-HRTimelineGroup
Diligent Investors, LLC79,299$6.89M1.58%+7213F-HRTimeline
Prestige Wealth Management Group LLC79,042$6.87M1.43%-1,03213F-HR/ATimeline
Cetera Investment Advisers77,278$6.71M0.01%+38013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC73,023$6.34M0.03%-11513F-HRTimelineGroup
Goldstone Financial Group, LLC70,910$6.16M0.97%+16,51613F-HRTimeline
WealthShield Partners, LLC70,045$6.09M0.86%+12,91413F-HRTimeline
Councilor Wealth, LLC64,250$5.58M2.66%-75613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV64,238$5.58M0.01%-2,16813F-HRTimeline
Cambridge Investment Research Advisors,…63,932$5.55M0.02%+3,97113F-HRTimeline
Obsidian Personal Planning Solutions LLC56,167$5.06M2.44%+4,79613F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC57,803$5.02M1.27%+1,48513F-HRTimeline
Koss-Olinger Consulting, LLC55,278$4.8M0.42%-14913F-HRTimeline
Total Wealth Planning, LLC55,245$4.8M0.75%-2,59613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding53,181$4.62M+3,366Timeline
Syntegra Private Wealth Group, LLC51,676$4.49M0.51%-27213F-HRTimeline
Chicago Partners Investment Group LLC50,697$4.45M0.15%+1,75113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$4.34M<0.01%+49,00013F-HRTimelineGroup
Kingsview Wealth Management, LLC44,596$3.87M0.08%-5213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…44,067$3.83M0.1%+5,74213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC43,811$3.81M0.09%+12,87613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,380$3.77M<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC42,629$3.7M0.01%+4,78513F-HRTimeline
Gladstone Institutional Advisory LLC41,475$3.6M0.17%-3,35713F-HRTimeline
Visionary Wealth Advisors40,427$3.51M0.21%+1,33813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.38,697$3.36M0.03%+3,29513F-HRTimelineGroup
Perennial Investment Advisors, LLC38,138$3.31M0.39%-34,35113F-HRTimeline
Marathon Mission, Inc.37,648$3.27M2.23%+1,09713F-HRTimeline
Keeley-Teton Advisors, LLC37,442$3.25M0.38%-6013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.36,335$3.16M0.02%+5,95613F-HRTimeline
Merit Financial Group, LLC36,186$3.14M0.06%-83613F-HRTimeline
Koshinski Asset Management, Inc.35,191$3.06M0.27%-1,49913F-HRTimeline
Creative Planningin group Creative Planning31,750$2.76M<0.01%+1,76613F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC31,601$2.75M0.21%+29,17013F-HRTimeline
Focus Financial Network, Inc.30,246$2.63M0.1%+22,06913F-HRTimeline
Investors Research Corp29,600$2.57M0.57%-24313F-HRTimeline
Wealth Watch Advisors, INC29,291$2.55M1.58%13F-HRTimeline
Pacific Sun Financial Corp29,019$2.52M1.37%-9513F-HRTimeline
CWM, LLCin group CWM, LLC28,926$2.51M0.01%-1,30413F-HRTimelineGroup
Courage Miller Partners, LLC28,806$2.5M0.86%-7213F-HRTimeline
Occidental Asset Management, LLC28,364$2.46M0.38%+5,51313F-HRTimeline
Geneos Wealth Management Inc.27,397$2.38M0.08%+27013F-HRTimeline
Oak Root LLC26,157$2.27M0.3%-4,20313F-HRTimeline
Linscomb Wealth, Inc.24,068$2.09M0.1%+11,89013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,742$2.06M<0.01%+3,13013F-HRTimelineGroup
COMERICA BANK23,673$2.06M0.01%-23013F-HR/ATimeline
B&D White Capital Company, LLC22,959$1.99M0.34%new13F-HRTimeline
Heritage Wealth Management, Inc. /CA/22,649$1.97M1.68%+7,31313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding22,451$1.95MnewTimeline
US BANCORP \DE\in group US BANCORP \DE\22,274$1.94M<0.01%+20,07013F-HRTimelineGroup
Bristlecone Advisors, LLC22,135$1.92M0.15%+1,93013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp21,803$1.89M0.12%+2,42313F-HRTimelineGroup
Barden Capital Management, Inc.21,685$1.88M1.62%+1,11513F-HRTimeline
Asset Management Group, Inc.21,298$1.85M0.33%+4713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS21,196$1.84M0.01%-2,66513F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.21,170$1.84M0.83%+1,38713F-HRTimeline
SAGE FINANCIAL GROUP INC20,887$1.81M0.15%-82413F-HRTimeline
Argent Trust Co20,865$1.81M0.07%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,107$1.75M<0.01%-19513F-HRTimelineGroup
Atria Investments, Inc19,851$1.72M0.02%+1,56913F-HRTimeline
IAG Wealth Partners, LLC19,096$1.66M0.29%-27513F-HRTimeline
Snowden Capital Advisors LLC18,653$1.62M0.05%-2,46813F-HRTimeline
Key Financial Inc18,556$1.61M0.37%-73213F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC18,380$1.6M0.83%+29513F-HRTimeline
World Investment Advisors18,351$1.59M0.04%-13113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,244$1.59M<0.01%+28513F-HR/ATimeline
Destiny Capital Corp/CO17,520$1.52M0.92%+213F-HRTimeline
Composition Wealth, LLC17,507$1.52M0.03%-4,62013F-HRTimeline
Orion Porfolio Solutions, LLC17,420$1.51M0.02%+1,47613F-HRTimeline
Orion Portfolio Solutions, LLC17,420$1.51M0.02%+1,47613F-HRTimeline
Avior Wealth Management, LLC17,282$1.5M0.05%+1,13313F-HRTimeline
Independent Advisor Alliance17,120$1.49M0.02%+14,11013F-HRTimeline
Freedom Investment Management, Inc.16,712$1.45M0.12%-12813F-HRTimeline
SWMG, LLC15,699$1.45M0.58%-70413F-HRTimeline
Smith Anglin Financial, LLC16,637$1.45M0.14%+4013F-HRTimeline
MAI Capital Management16,426$1.43M0.01%+90513F-HRTimeline
SCS Capital Management LLC16,016$1.39M0.03%+613F-HRTimeline
Broadview Financial Management, LLC15,766$1.37M0.98%-42613F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,704$1.36M0.04%new13F-HRTimeline
Brady Martz Wealth Solutions, LLC15,466$1.36M0.33%13F-HRTimeline
AlphaStar Capital Management, LLC15,493$1.35M0.14%+3,66813F-HRTimeline
Laidlaw Wealth Management LLC15,427$1.34M0.58%-4,18213F-HRTimeline
Twelve Points Wealth Management LLC15,274$1.33M0.38%-29313F-HRTimeline
MGO ONE SEVEN LLC14,818$1.29M0.05%+1,97513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,245$1.24M0.02%+3,69613F-HRTimelineGroup
Atria Wealth Solutions, Inc.14,235$1.24M0.01%-2,96313F-HRTimeline
Moloney Securities Asset Management, LLC14,207$1.23M0.17%+26613F-HRTimeline
Parallel Advisors, LLC14,105$1.23M0.03%013F-HRTimeline
Wambolt & Associates, LLC13,997$1.22M0.39%-78913F-HRTimeline
LTG Capital LLC13,799$1.2M1.01%+2813F-HRTimeline
CENTRAL TRUST Co13,744$1.19M0.03%+32413F-HRTimeline
J.W. COLE ADVISORS, INC.13,629$1.18M0.05%+2,63713F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC13,323$1.16M0.52%+3,27013F-HRTimeline
Pure Financial Advisors, LLC13,184$1.15M0.03%-37313F-HRTimeline
MONECO ADVISORS, LLC13,116$1.14M0.12%+2,84213F-HR/ATimeline
Salomon & Ludwin, LLC13,072$1.14M0.12%+6813F-HRTimeline
Trilogy Capital Inc.12,609$1.1M0.06%+213F-HRTimeline
Wealthspire Advisors, LLC12,421$1.08M0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,167$1.06M0.01%+1,29513F-HRTimelineGroup
YHB Investment Advisors, Inc.12,119$1.05M0.09%+1,03713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC11,862$1.03M0.15%+4,26113F-HRTimeline
Advance Capital Management, Inc.11,793$1.02M0.05%+513F-HRTimeline
Lewis Asset Management, LLC11,765$1.02M0.78%-84613F-HRTimeline
Centennial Wealth Advisory LLC11,700$1.02M0.4%+84413F-HRTimeline
Elevated Capital Advisors, LLC11,635$1.01M0.28%+3,94013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,549$1M0.01%-4,23213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC11,290$984K<0.01%-613F-HRTimelineGroup
Bill Few Associates, Inc.11,154$969K0.34%+3,05413F-HRTimeline
Avestar Capital, LLC11,003$956K0.09%-58613F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC10,907$954K0.13%+3,27013F-HRTimeline
PFG Advisors10,779$937K0.06%-51813F-HRTimeline
Portside Wealth Group, LLC10,616$922K0.15%+69413F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC10,600$921K<0.01%+5,50013F-HRTimeline
First International Bank & Trust10,044$873K0.28%013F-HRTimeline
Payne Capital Management, LLC9,877$858K0.37%13F-HRTimeline
Global Retirement Partners, LLC9,822$853K0.02%+2,55213F-HRTimeline
Foster Victor Wealth Advisors, LLC9,271$839K0.06%-39813F-HRTimeline
IHT Wealth Management, LLC9,603$834K0.03%+72513F-HRTimeline
GeoWealth Management, LLC9,064$788K0.03%new13F-HRTimeline
Integrated Advisors Network LLC9,001$782K0.04%+1013F-HRTimeline
Milestone Asset Management Group, LLC8,957$778K0.7%13F-HRTimeline
New England Capital Financial Advisors …8,829$767K0.37%+80613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…8,083$745K0.04%-6013F-HRTimeline
Cooper Financial Group8,275$719K0.09%+49013F-HRTimeline
Schneider Downs Wealth Management Advis…7,939$690K0.13%-22413F-HRTimeline
WILLNER & HELLER, LLC7,853$682K0.6%+15213F-HRTimeline
Apexium Financial, LP7,790$677K0.04%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,753$674K<0.01%+4,16913F-HRTimelineGroup
EP Wealth Advisors, LLC7,711$670K0.01%-3,23713F-HRTimeline
Grey Ledge Advisors, LLC7,604$661K0.17%-5513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,589$659K0.05%+213F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT7,229$628K0.06%-8413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp7,222$628K<0.01%new13F-HRTimelineGroup
NWAM LLC7,218$627K0.04%+18513F-HRTimeline
Mystic Asset Management, Inc.7,200$626K0.17%013F-HRTimeline
IEQ CAPITAL, LLC6,937$603K0.01%-1,74613F-HRTimeline
Financial Advocates Investment Manageme…6,916$601K0.03%+5813F-HRTimeline
Allworth Financial LP6,506$599K<0.01%-4413F-HRTimeline
&PARTNERS6,777$597K0.01%+2,34313F-HRTimeline
KPP Advisory Services LLC6,849$595K0.14%+9413F-HRTimeline
Csenge Advisory Group6,845$595K0.03%-3913F-HRTimeline
ALTFEST L J & CO INC6,749$586K0.07%-35913F-HRTimeline
WealthPLAN Partners, LLC6,744$586K0.08%013F-HRTimeline
John W. Brooker & Co., CPAs6,683$581K0.25%-2813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,609$574K0.01%+50413F-HRTimelineGroup
ACAS, LLC6,312$572K0.42%+59013F-HRTimeline
FMR LLCin group FMR LLC6,570$571K<0.01%+23513F-HRTimelineGroup
LexAurum Advisors, LLC6,509$566K0.11%+1,60313F-HRTimeline
WRAPMANAGER INC6,493$564K0.14%-5413F-HRTimeline
Janney Montgomery Scott LLC6,117$532K<0.01%+2,17913F-HRTimeline