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Disclosery

MDYG SPDR SERIES TRUST

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S&P 400 MDCP GRW (fund)

392 managers (395 13F filers) reported a position in MDYG shares at 2025-06-30, 19,002,211 shares in all. 31 filers opened a position and 22 filers sold out during the quarter.

Managers
392
13F filers
395
New
31
Added
138
Reduced
148
Sold out
22
Shares held by filers
19,002,211

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC1,799,016$156M0.05%-26,61213F-HRTimeline
Financial Engines Advisors L.L.C.1,368,507$119M0.24%+18,59013F-HRTimeline
NorthRock Partners, LLC1,069,712$92.9M2.42%+47,93613F-HR/ATimeline
AE Wealth Management LLC739,745$64.3M0.47%+8,30713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP578,603$50.3M0.05%-609,14113F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC490,897$42.6M0.54%-534,25113F-HRTimelineGroup
FAS Wealth Partners, Inc.479,764$41.7M3.08%+18,88313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY474,093$41.2M<0.01%-100,70513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC455,592$39.6M0.01%-314,15513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC397,080$34.5M0.01%+52,10613F-HRTimelineGroup
First National Trust Co347,143$30.2M1.13%+15,63213F-HRTimeline
Klingman & Associates, LLC327,619$28.5M1.57%+24,87113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/321,612$27.9M<0.01%+3,00413F-HRTimelineGroup
Rehmann Capital Advisory Group316,642$27.5M1.67%+27,36013F-HRTimeline
HighTower Advisors, LLC311,333$27M0.03%+38,73313F-HRTimeline
GHP Investment Advisors, Inc.308,112$26.8M1.19%+9,25313F-HRTimeline
Private Advisor Group, LLC262,796$22.8M0.12%+7,36513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC249,235$21.7M0.01%+22,15313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN246,029$21.4M<0.01%-120,48413F-HRTimelineGroup
Convergence Financial, LLC245,665$21.3M3.67%+14,84213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…237,040$20.6M0.02%+44,51713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC232,927$20.2M0.03%-1,49913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP225,993$19.6M0.01%+57,15413F-HRTimelineGroup
Avantax Planning Partners, Inc.218,441$19M0.6%+2,91313F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC207,668$18M0.25%-234,39913F-HRTimeline
Shakespeare Wealth Management, LLC203,991$17.7M4.72%+5,39813F-HRTimeline
Rodgers & Associates, LTD194,199$16.9M1.85%-58313F-HRTimeline
McAdam, LLC187,998$16.3M0.89%-5,05713F-HRTimeline
Mariner, LLCin group Mariner, LLC152,228$13.2M0.02%-12,74113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP150,017$13M0.02%+1,69313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP148,326$12.9M0.02%+3,27913F-HR/ATimelineGroup
SEGALL BRYANT & HAMILL, LLC140,262$12.2M0.17%-2,57313F-HRTimeline
KWB Wealth151,785$12.1M1.47%-6,78613F-HRTimeline
BALANCED WEALTH GROUP LLC135,802$12.1M5.23%+16,12313F-HRTimeline
SFG Wealth Management, LLC.136,654$11.9M7.17%+5,73113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA126,078$11M0.03%-15,89913F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC120,659$10.5M1.32%-10,37713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.113,174$9.75M0.02%+14,07613F-HR/ATimelineGroup
Integrated Capital Management, LLC103,562$9.09M4.36%+5,44213F-HRTimeline
JNBA Financial Advisors103,453$8.99M0.86%-8,22213F-HRTimeline
ERn Financial, LLC96,785$8.41M1.77%-9,10613F-HRTimeline
UBS Group AGin group UBS Group AG91,824$7.98M<0.01%-46413F-HRTimelineGroup
WCG Wealth Advisors LLC85,390$7.42M0.48%+3,82513F-HRTimeline
Foundations Investment Advisors, LLC83,255$7.23M0.11%-57,61813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA82,464$7.16M<0.01%+57613F-HR/ATimelineGroup
Marathon Mission, Inc.78,602$6.83M4.34%+30,13313F-HRTimeline
Goldstone Financial Group, LLC74,658$6.62M0.87%+1,02513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC74,225$6.45M<0.01%-2,696,31013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding73,598$6.39M+6,491Timeline
Obsidian Personal Planning Solutions LLC73,385$6.37M2.58%+2,28513F-HRTimeline
WealthShield Partners, LLC73,154$6.35M0.77%+2,18913F-HRTimeline
Prestige Wealth Management Group LLC71,502$6.21M1.27%+59813F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC69,608$6.05M0.02%-2,46413F-HRTimelineGroup
Diligent Investors, LLC65,734$5.71M1.35%-5,15213F-HRTimeline
Chicago Partners Investment Group LLC62,758$5.63M0.16%+6,45713F-HRTimeline
Prospera Financial Services Inc63,047$5.48M0.1%+56,90513F-HRTimeline
Cordatus Wealth Management LLC62,225$5.41M1.33%new13F-HRTimeline
Councilor Wealth, LLC61,327$5.33M2.49%-1,42513F-HRTimeline
Cambridge Investment Research Advisors,…58,121$5.05M0.02%-1,61513F-HRTimeline
Financial Advocates Investment Manageme…55,022$4.78M0.39%-11,76513F-HRTimeline
Total Wealth Planning, LLC53,914$4.68M0.59%-27313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.53,328$4.63M0.03%+11,74013F-HRTimeline
MML INVESTORS SERVICES, LLC51,729$4.49M0.01%+2,75713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS51,306$4.46M<0.01%+80613F-HRTimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC50,848$4.42M1.07%+9,09113F-HRTimeline
Syntegra Private Wealth Group, LLC49,932$4.34M0.44%-65113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV49,927$4.34M0.01%-8,13513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC48,535$4.22M0.14%+29,30113F-HRTimelineGroup
Koss-Olinger Consulting, LLC46,708$4.06M0.33%-8,30313F-HRTimeline
Cetera Investment Advisers46,637$4.05M0.01%-83,43813F-HRTimeline
IAG Wealth Partners, LLC44,535$3.87M0.51%+25,49713F-HRTimeline
Kingsview Wealth Management, LLC44,518$3.87M0.07%+27913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding43,816$3.81M-128,947Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,380$3.77M<0.01%-2,92213F-HRTimelineGroup
Gladstone Institutional Advisory LLC42,460$3.69M0.15%+1,09713F-HRTimeline
Redhawk Wealth Advisors, Inc.42,444$3.69M0.46%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.41,547$3.61M0.03%+5,05513F-HRTimelineGroup
CWM, LLCin group CWM, LLC35,261$3.06M0.01%+3,13513F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…35,144$3.05M0.07%+71213F-HRTimelineGroup
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)34,423$2.99M0.03%new13F-HRTimelineGroup
MONECO ADVISORS, LLC33,929$2.95M0.27%+10,77213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC33,915$2.95M0.23%+1,70113F-HRTimeline
Pinnacle Family Advisors, LLC33,739$2.93M1.42%new13F-HRTimeline
Creative Planningin group Creative Planning32,810$2.85M<0.01%-45913F-HRTimelineGroup
Koshinski Asset Management, Inc.32,207$2.8M0.21%-1,26613F-HRTimeline
Courage Miller Partners, LLC31,796$2.76M0.88%+1,98313F-HRTimeline
Occidental Asset Management, LLC30,993$2.69M0.37%+1,63813F-HRTimeline
U.S. Capital Wealth Advisors, LLC30,860$2.68M0.08%+6,47013F-HRTimeline
Bill Few Associates, Inc.29,689$2.58M0.73%+17,38413F-HRTimeline
Investors Research Corp29,446$2.56M0.5%-2213F-HRTimeline
Pacific Sun Financial Corp29,004$2.52M1.32%+9513F-HRTimeline
Wealth Watch Advisors, INC28,525$2.48M1.44%new13F-HRTimeline
Geneos Wealth Management Inc.28,071$2.44M0.06%-28,10313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC27,531$2.39M0.31%+9,21313F-HRTimeline
Heritage Wealth Management, Inc. /CA/25,541$2.22M1.68%+1,55613F-HRTimeline
Bristlecone Advisors, LLC25,531$2.22M0.19%-3,45513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management25,431$2.21M0.03%+31013F-HRTimelineGroup
GTS SECURITIES LLC23,814$2.07M0.09%new13F-HRTimeline
AlphaStar Capital Management, LLC23,593$2.05M0.14%+6,12113F-HRTimeline
Linscomb Wealth, Inc.23,172$2.01M0.09%-1,18113F-HRTimeline
Barden Capital Management, Inc.22,273$1.93M1.7%-10413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\21,983$1.91M<0.01%-5613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO21,823$1.9M<0.01%-2,23013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management21,619$1.88M0.07%+15,81413F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp21,275$1.85M0.11%+1,35413F-HRTimelineGroup
Asset Management Group, Inc.21,133$1.84M0.32%+4213F-HRTimeline
GEN Financial Management, INC.21,043$1.83M1.49%+17,38313F-HRTimeline
Argent Trust Co20,429$1.77M0.07%-40313F-HRTimeline
World Investment Advisors19,470$1.69M0.04%+50013F-HRTimeline
Centennial Wealth Advisory LLC18,853$1.64M0.52%+4,42413F-HRTimeline
SAGE FINANCIAL GROUP INC18,459$1.6M0.12%-38313F-HRTimeline
Key Financial Inc18,458$1.6M0.32%-3113F-HRTimeline
MAI Capital Management18,455$1.6M0.01%+3,55613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS18,434$1.6M<0.01%-1,25313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,017$1.6M<0.01%-1,19913F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC18,096$1.57M0.81%-1,16513F-HRTimeline
Destiny Capital Corp/CO18,033$1.57M0.94%+46213F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC17,561$1.55M0.51%-4,20213F-HR/ATimeline
TOWNSQUARE CAPITAL LLC17,624$1.53M0.15%-76,49613F-HRTimeline
Salomon & Ludwin, LLC17,197$1.52M0.15%+1,73213F-HRTimeline
Avior Wealth Management, LLC17,305$1.5M0.05%+3213F-HRTimeline
COMERICA BANK17,064$1.48M0.01%-3,25313F-HRTimeline
Broadview Financial Management, LLC16,238$1.41M0.96%+13613F-HRTimeline
Visionary Wealth Advisors16,022$1.39M0.07%-16,77113F-HRTimeline
CWA Asset Management Group, LLC15,748$1.37M0.06%-1,24513F-HRTimeline
Composition Wealth, LLC15,661$1.36M0.02%-46313F-HRTimeline
Snowden Capital Advisors LLC15,578$1.35M0.04%-25513F-HRTimeline
Capital Squared Financial LLC15,381$1.34M1.56%13F-HRTimeline
Smith Anglin Financial, LLC15,162$1.32M0.12%-1,68313F-HRTimeline
Twelve Points Wealth Management LLC15,148$1.32M0.35%013F-HRTimeline
Freedom Investment Management, Inc.14,618$1.27M0.1%+42213F-HRTimeline
LTG Capital LLC14,160$1.23M1.05%+52413F-HRTimeline
Wambolt & Associates, LLC13,832$1.21M0.41%-26813F-HRTimeline
Atria Wealth Solutions, Inc.13,713$1.19M0.03%-82713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding13,181$1.15M-6,903Timeline
MGO ONE SEVEN LLC12,924$1.12M0.04%-1,19413F-HRTimeline
CENTRAL TRUST Co12,922$1.12M0.03%-58513F-HRTimeline
Wealthspire Advisors, LLC12,800$1.11M0.01%-13513F-HRTimeline
YHB Investment Advisors, Inc.12,786$1.11M0.09%+55013F-HRTimeline
Trilogy Capital Inc.12,486$1.08M0.05%-5813F-HRTimeline
New England Capital Financial Advisors …12,333$1.07M0.49%+80913F-HRTimeline
Parcion Private Wealth LLC12,258$1.06M0.08%-193,14013F-HRTimeline
Payne Capital Management, LLC12,112$1.05M0.41%+2,24013F-HRTimeline
Pure Financial Advisors, LLC11,935$1.04M0.02%-84813F-HRTimeline
Merit Financial Group, LLC11,810$1.03M0.01%-17813F-HRTimeline
Advance Capital Management, Inc.11,801$1.03M0.05%+413F-HRTimeline
Lewis Asset Management, LLC11,471$996K0.47%-1313F-HRTimeline
Orion Porfolio Solutions, LLC11,339$985K0.01%-3,07113F-HR/ATimeline
SCS Capital Management LLC11,301$982K0.01%-3,43513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,285$980K0.02%-32,52613F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.10,804$939K0.28%new13F-HRTimeline
J.W. COLE ADVISORS, INC.10,803$938K0.02%+4,43813F-HRTimeline
Elevated Capital Advisors, LLC11,512$915K0.26%013F-HRTimeline
Portside Wealth Group, LLC10,515$913K0.14%-21413F-HRTimeline
IFP Advisors, Inc10,229$889K0.03%+5,95813F-HRTimeline
Farther Finance Advisors, LLC10,108$878K0.02%-5,75313F-HRTimeline
Fairscale Capital, LLC9,533$846K0.62%-12813F-HRTimeline
Connecticut Wealth Management, LLC9,692$842K0.04%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,636$837K<0.01%-35,68713F-HRTimelineGroup
IHT Wealth Management, LLC9,589$833K0.02%+4613F-HRTimeline
Apexium Financial, LP9,587$833K0.04%-2,37313F-HRTimeline
CALTON & ASSOCIATES, INC.9,506$826K0.14%new13F-HRTimeline
Foster Victor Wealth Advisors, LLC9,274$821K0.06%+213F-HRTimeline
Moloney Securities Asset Management, LLC9,388$816K0.1%-2,73313F-HRTimeline
PFG Advisors9,354$813K0.04%-75813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,267$805K<0.01%-4,46913F-HRTimelineGroup
Milestone Asset Management Group, LLC9,142$794K0.59%+813F-HRTimeline
LexAurum Advisors, LLC9,111$792K0.12%+2,55013F-HRTimeline
XY Planning Network, Inc.8,983$780K0.27%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC8,970$779K0.08%+6,10413F-HRTimelineGroup
FMR LLCin group FMR LLC8,903$773K<0.01%+55213F-HRTimelineGroup
Global Retirement Partners, LLC8,881$772K0.02%13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC8,837$768K0.1%+1,20013F-HRTimeline
Brady Martz Wealth Solutions, LLC8,782$763K0.15%-4,36513F-HRTimeline
Integrated Advisors Network LLC8,739$759K0.03%-23013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,386$728K<0.01%-2,63713F-HRTimelineGroup
Cyndeo Wealth Partners, LLC8,151$708K0.04%-36913F-HRTimeline
WILLNER & HELLER, LLC7,977$693K0.58%+8513F-HRTimeline
NWAM LLC7,915$691K0.04%+25413F-HR/ATimeline
Schneider Downs Wealth Management Advis…7,939$690K0.1%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC8,604$684K0.13%-32413F-HRTimeline
Focus Financial Network, Inc.7,778$676K0.03%-1,18213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,592$660K0.04%+213F-HRTimelineGroup
EP Wealth Advisors, LLC7,573$658K<0.01%-313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.7,412$644K0.27%-71913F-HRTimeline
KPP Advisory Services LLC7,306$635K0.1%+8113F-HR/ATimeline
CONDOR CAPITAL MANAGEMENT7,265$631K0.05%+2313F-HRTimeline
Mystic Asset Management, Inc.7,100$617K0.15%-10013F-HRTimeline
SWMG, LLC6,802$613K0.21%+3,02013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,032$611K0.01%+1,66413F-HRTimelineGroup
Net Worth Advisory Group6,975$606K0.13%new13F-HRTimeline
Atria Investments, Inc6,946$603K0.01%-3,12913F-HRTimeline
WRAPMANAGER INC6,775$589K0.14%+29613F-HRTimeline
Signal Advisors Wealth, LLC6,724$584K0.05%new13F-HRTimeline
Avestar Capital, LLC6,590$572K0.04%-2,45213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,393$555K<0.01%-1,49213F-HRTimelineGroup
Resonant Capital Advisors, LLC6,330$550K0.04%new13F-HRTimeline
ACAS, LLC6,049$548K0.37%+23713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,188$538K0.15%+64413F-HRTimelineGroup
Grey Ledge Advisors, LLC6,123$532K0.13%-1,34013F-HRTimeline