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Disclosery

MDYG SPDR SERIES TRUST

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S&P 400 MDCP GRW (fund)

380 managers (383 13F filers) reported a position in MDYG shares at 2025-03-31, 23,895,115 shares in all. 29 filers opened a position and 31 filers sold out during the quarter.

Managers
380
13F filers
383
New
29
Added
138
Reduced
147
Sold out
31
Shares held by filers
23,895,115

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CITIGROUP INCin group CITIGROUP INC2,770,535$220M0.17%+408,20213F-HRTimelineGroup
LPL Financial LLC1,825,628$145M0.06%+69,73313F-HRTimeline
Financial Engines Advisors L.L.C.1,349,917$107M0.23%-38,41013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,187,744$94.4M0.1%-219,17313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,025,148$81.5M1.14%-159,13013F-HRTimelineGroup
NorthRock Partners, LLC1,021,776$81.2M2.73%+24,16813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC769,747$61.2M0.02%+146,81813F-HRTimelineGroup
AE Wealth Management LLC731,438$58.1M0.49%+85,47113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY574,798$45.7M<0.01%+101,25213F-HRTimelineGroup
FAS Wealth Partners, Inc.460,881$36.6M2.99%+5,54013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC442,067$35.1M0.51%-106,65413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN366,513$29.1M0.01%-2,98913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC344,974$27.4M0.01%+57,47013F-HRTimelineGroup
First National Trust Co331,511$26.3M1.06%-27,46213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/318,608$25.3M<0.01%+67,89213F-HRTimelineGroup
Klingman & Associates, LLC302,748$24.1M1.47%+2,75213F-HRTimeline
GHP Investment Advisors, Inc.298,859$23.7M1.14%+7,90213F-HRTimeline
Clark Capital Management Group, Inc.297,524$23.6M0.17%+127,86113F-HRTimeline
Rehmann Capital Advisory Group289,282$23M1.45%+28,12713F-HRTimeline
HighTower Advisors, LLC272,600$21.7M0.03%+9,07513F-HRTimeline
Private Advisor Group, LLC255,431$20.3M0.12%+21,29813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC234,426$18.6M0.03%-49613F-HRTimeline
Convergence Financial, LLC230,823$18.3M3.6%+4,28013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC227,082$18.1M<0.01%-40,24913F-HRTimelineGroup
Avantax Planning Partners, Inc.215,528$17.1M0.61%-76,63513F-HRTimeline
Parcion Private Wealth LLC205,398$16.3M1.33%-627,16213F-HRTimeline
Shakespeare Wealth Management, LLC198,593$15.8M4.23%+11,47213F-HRTimeline
Rodgers & Associates, LTD194,782$15.5M1.89%+6,45813F-HRTimeline
McAdam, LLC193,055$15.3M0.95%-17,91513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…192,523$15.3M0.01%+52,19813F-HRTimelineGroup
KWB Wealth158,571$13.8M1.66%-8,18713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding172,763$13.7M-2,286Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP168,839$13.4M0.01%+50,61913F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC164,969$13.1M0.02%-2,25513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP148,324$11.8M0.02%+78213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP145,047$11.5M0.02%-14,57313F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC142,835$11.3M0.17%-15,57313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA141,977$11.3M0.04%-94,11913F-HRTimelineGroup
Foundations Investment Advisors, LLC140,873$11.2M0.21%+7,34313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC131,036$10.4M1.4%-18,00013F-HRTimeline
SFG Wealth Management, LLC.130,923$10.4M5.08%+6,20013F-HRTimeline
Cetera Investment Advisers130,075$10.3M0.02%+52,79713F-HRTimeline
BALANCED WEALTH GROUP LLC119,679$9.51M4.6%-3,60013F-HRTimeline
JNBA Financial Advisors111,675$8.87M0.92%-5,35013F-HRTimeline
ERn Financial, LLC105,891$8.41M1.33%-1,70413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.99,098$7.88M0.02%-7,64113F-HRTimelineGroup
Integrated Capital Management, LLC98,120$7.8M4.29%+2,64213F-HRTimeline
TOWNSQUARE CAPITAL LLC94,120$7.48M0.08%+4,90213F-HRTimeline
UBS Group AGin group UBS Group AG92,288$7.33M<0.01%-32513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA81,888$6.51M<0.01%+1,09013F-HR/ATimelineGroup
WCG Wealth Advisors LLC81,565$6.48M0.49%-9,98113F-HR/ATimeline
Goldstone Financial Group, LLC73,633$5.85M0.89%+2,72313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC72,072$5.73M0.02%-95113F-HRTimelineGroup
WealthShield Partners, LLC70,965$5.64M0.73%+92013F-HRTimeline
Prestige Wealth Management Group LLC70,904$5.63M1.2%-8,13813F-HR/ATimeline
Diligent Investors, LLC70,886$5.63M1.37%-8,41313F-HRTimeline
Obsidian Personal Planning Solutions LLC71,100$5.63M2.51%+14,93313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding67,107$5.33M+13,926Timeline
Financial Advocates Investment Manageme…66,787$5.31M0.37%+59,87113F-HRTimeline
Councilor Wealth, LLC62,752$4.99M2.49%-1,49813F-HRTimeline
Cambridge Investment Research Advisors,…59,736$4.75M0.02%-4,19613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV58,062$4.61M0.01%-6,17613F-HRTimeline
Chicago Partners Investment Group LLC56,301$4.58M0.15%+5,60413F-HRTimeline
Geneos Wealth Management Inc.56,174$4.46M0.07%+28,77713F-HRTimeline
Koss-Olinger Consulting, LLC55,011$4.37M0.37%-26713F-HRTimeline
Total Wealth Planning, LLC54,187$4.31M0.66%-1,05813F-HRTimeline
Syntegra Private Wealth Group, LLC50,583$4.02M0.47%-1,09313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,500$4.01M<0.01%+50013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC48,972$3.89M0.01%+6,34313F-HRTimeline
Marathon Mission, Inc.48,469$3.85M2.69%+10,82113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC43,811$3.81M0.09%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC46,302$3.68M<0.01%+2,92213F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,323$3.6M0.01%+25,21613F-HRTimelineGroup
Kingsview Wealth Management, LLC44,239$3.52M0.07%-35713F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC41,757$3.32M0.93%-16,04613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.41,588$3.3M0.02%+5,25313F-HRTimeline
Gladstone Institutional Advisory LLC41,363$3.29M0.15%-11213F-HRTimeline
Keeley-Teton Advisors, LLC37,123$2.95M0.36%-31913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.36,492$2.9M0.03%-2,20513F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…34,432$2.74M0.07%-9,63513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,563$2.67M<0.01%+29,23013F-HRTimelineGroup
Koshinski Asset Management, Inc.33,473$2.66M0.23%-1,71813F-HRTimeline
Creative Planningin group Creative Planning33,269$2.64M<0.01%+1,51913F-HRTimelineGroup
Visionary Wealth Advisors32,793$2.61M0.16%-7,63413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC32,214$2.56M0.23%+61313F-HR/ATimeline
CWM, LLCin group CWM, LLC32,126$2.55M0.01%+3,20013F-HRTimelineGroup
Courage Miller Partners, LLC29,813$2.37M0.8%+1,00713F-HRTimeline
Investors Research Corp29,468$2.34M0.51%-13213F-HRTimeline
Occidental Asset Management, LLC29,355$2.33M0.35%+99113F-HRTimeline
Bristlecone Advisors, LLC28,986$2.3M0.19%+6,85113F-HRTimeline
Pacific Sun Financial Corp28,909$2.3M1.31%-11013F-HRTimeline
Perennial Investment Advisors, LLC28,736$2.28M0.26%-9,40213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC27,339$2.17M0.03%+15,17213F-HRTimelineGroup
Oak Root LLC27,030$2.15M0.29%+87313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management25,121$2M0.03%+10,87613F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC24,390$1.94M0.06%+8,68613F-HRTimeline
Linscomb Wealth, Inc.24,353$1.94M0.1%+28513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO24,053$1.91M<0.01%+31113F-HRTimelineGroup
Heritage Wealth Management, Inc. /CA/23,985$1.91M1.63%+1,33613F-HRTimeline
MONECO ADVISORS, LLC23,157$1.84M0.19%+10,04113F-HR/ATimeline
Barden Capital Management, Inc.22,377$1.78M1.58%+69213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\22,039$1.75M<0.01%-23513F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC21,763$1.69M0.67%+8,44013F-HRTimeline
Asset Management Group, Inc.21,091$1.68M0.31%-20713F-HRTimeline
Argent Trust Co20,832$1.66M0.07%-3313F-HRTimeline
COMERICA BANK20,317$1.61M0.01%-3,35613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding20,084$1.6M-2,367Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp19,921$1.58M0.1%-1,88213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS19,687$1.56M<0.01%-1,50913F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC19,261$1.53M0.82%+88113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC19,234$1.53M0.06%+18,78913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,216$1.53M<0.01%+97213F-HRTimeline
IAG Wealth Partners, LLC19,038$1.51M0.24%-5813F-HRTimeline
World Investment Advisors18,970$1.51M0.04%+61913F-HRTimeline
SAGE FINANCIAL GROUP INC18,842$1.5M0.12%-2,04513F-HRTimeline
Key Financial Inc18,489$1.47M0.32%-6713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC18,318$1.46M0.21%+6,45613F-HRTimeline
Destiny Capital Corp/CO17,571$1.4M0.95%+5113F-HRTimeline
AlphaStar Capital Management, LLC17,472$1.39M0.14%+1,97913F-HRTimeline
Avior Wealth Management, LLC17,273$1.37M0.05%-913F-HRTimeline
CWA Asset Management Group, LLC16,993$1.35M0.06%new13F-HRTimeline
Smith Anglin Financial, LLC16,845$1.34M0.14%+20813F-HRTimeline
Composition Wealth, LLC16,124$1.28M0.03%-1,38313F-HRTimeline
Broadview Financial Management, LLC16,102$1.28M0.95%+33613F-HRTimeline
Farther Finance Advisors, LLC15,861$1.27M0.03%+15,18113F-HRTimeline
Snowden Capital Advisors LLC15,833$1.26M0.04%-2,82013F-HRTimeline
Salomon & Ludwin, LLC15,465$1.23M0.13%+2,39313F-HRTimeline
Twelve Points Wealth Management LLC15,148$1.2M0.33%-12613F-HRTimeline
MAI Capital Management14,899$1.18M0.01%-1,52713F-HRTimeline
SCS Capital Management LLC14,736$1.17M0.01%-1,28013F-HR/ATimeline
Atria Wealth Solutions, Inc.14,540$1.16M0.01%+30513F-HRTimeline
Centennial Wealth Advisory LLC14,429$1.15M0.42%+2,72913F-HRTimeline
Orion Porfolio Solutions, LLC14,410$1.15M0.01%-3,01013F-HRTimeline
Orion Portfolio Solutions, LLC14,410$1.15M0.01%-3,01013F-HR/ATimeline
Prime Capital Investment Advisors, LLC14,214$1.13M0.01%+10,74113F-HRTimeline
Wambolt & Associates, LLC14,100$1.13M0.38%+10313F-HRTimeline
Freedom Investment Management, Inc.14,196$1.13M0.09%-2,51613F-HRTimeline
MGO ONE SEVEN LLC14,118$1.12M0.04%-70013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,736$1.09M0.01%+2,18713F-HRTimelineGroup
LTG Capital LLC13,636$1.08M0.99%-16313F-HRTimeline
CENTRAL TRUST Co13,507$1.07M0.03%-23713F-HRTimeline
Brady Martz Wealth Solutions, LLC13,147$1.04M0.24%-2,31913F-HRTimeline
Wealthspire Advisors, LLC12,935$1.03M0.01%+51413F-HRTimeline
Pure Financial Advisors, LLC12,783$1.02M0.02%-40113F-HRTimeline
Trilogy Capital Inc.12,544$997K0.05%-6513F-HRTimeline
Bill Few Associates, Inc.12,305$978K0.35%+1,15113F-HRTimeline
YHB Investment Advisors, Inc.12,236$972K0.08%+11713F-HRTimeline
Moloney Securities Asset Management, LLC12,121$963K0.13%-2,08613F-HRTimeline
Merit Financial Group, LLC11,988$953K0.01%-24,19813F-HRTimeline
Apexium Financial, LP11,960$950K0.06%+4,17013F-HRTimeline
Advance Capital Management, Inc.11,797$937K0.04%+413F-HRTimeline
New England Capital Financial Advisors …11,524$916K0.47%+2,69513F-HRTimeline
Elevated Capital Advisors, LLC11,512$915K0.26%-12313F-HRTimeline
Lewis Asset Management, LLC11,484$913K0.75%-28113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,023$876K<0.01%+3,27013F-HRTimelineGroup
Portside Wealth Group, LLC10,729$853K0.14%+11313F-HR/ATimeline
PFG Advisors10,112$804K0.04%-66713F-HRTimeline
Atria Investments, Inc10,075$801K0.01%-9,77613F-HRTimeline
First International Bank & Trust10,044$798K0.25%013F-HRTimeline
Payne Capital Management, LLC9,872$784K0.33%-513F-HRTimeline
Connecticut Wealth Management, LLC9,692$770K0.04%new13F-HRTimeline
Fairscale Capital, LLC9,661$768K0.69%-10313F-HRTimeline
IHT Wealth Management, LLC9,543$758K0.02%-6013F-HRTimeline
Milestone Asset Management Group, LLC9,134$726K0.66%+17713F-HRTimeline
Avestar Capital, LLC9,042$718K0.07%-1,96113F-HRTimeline
Integrated Advisors Network LLC8,969$713K0.04%-3213F-HRTimeline
Focus Financial Network, Inc.8,960$712K0.03%-21,28613F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC8,928$709K0.13%13F-HRTimeline
Foster Victor Wealth Advisors, LLC9,272$700K0.06%+113F-HRTimeline
Cyndeo Wealth Partners, LLC8,520$677K0.04%new13F-HRTimeline
FMR LLCin group FMR LLC8,351$664K<0.01%+1,78113F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.8,131$646K0.29%-13,03913F-HRTimeline
Schneider Downs Wealth Management Advis…7,939$631K0.11%013F-HRTimeline
WILLNER & HELLER, LLC7,892$627K0.58%+3913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,885$627K<0.01%-3,40513F-HRTimelineGroup
NWAM LLC7,661$609K0.05%+44313F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC7,637$607K0.08%-3,27013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,590$603K0.04%+113F-HRTimelineGroup
EP Wealth Advisors, LLC7,576$602K<0.01%-13513F-HRTimeline
Grey Ledge Advisors, LLC7,463$593K0.16%-14113F-HRTimeline
CONDOR CAPITAL MANAGEMENT7,242$575K0.05%+1313F-HRTimeline
KPP Advisory Services LLC7,225$574K0.11%+37613F-HRTimeline
Mystic Asset Management, Inc.7,200$572K0.15%013F-HRTimeline
ALTFEST L J & CO INC6,752$536K0.07%+313F-HRTimeline
LexAurum Advisors, LLC6,561$521K0.1%+5213F-HRTimeline
WRAPMANAGER INC6,479$515K0.14%-1413F-HRTimeline
John W. Brooker & Co., CPAs6,457$513K0.21%-22613F-HRTimeline
J.W. COLE ADVISORS, INC.6,365$506K0.02%-7,26413F-HRTimeline
B&D White Capital Company, LLC6,292$499K0.07%-16,66713F-HRTimeline
Financial Network Wealth Advisors LLC6,173$491K0.64%+74713F-HRTimeline
Prospera Financial Services Inc6,142$488K0.01%+1,82613F-HRTimeline
Advisors Capital Management, LLC6,064$482K0.01%+56213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC6,000$477K0.02%013F-HRTimeline
Stonebridge Financial Group, LLC5,928$471K0.05%-713F-HRTimeline
Allworth Financial LP5,904$464K<0.01%-60213F-HRTimeline
ACAS, LLC5,812$463K0.35%-50013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,805$461K0.01%+53013F-HRTimelineGroup
WealthPLAN Partners, LLC5,802$461K0.06%-94213F-HRTimeline
Clear Point Advisors Inc.5,796$461K0.41%+413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,777$459K<0.01%-31913F-HRTimelineGroup