Skip to content
Disclosery

MDYG SPDR SERIES TRUST

Follow

S&P 400 MDCP GRW (fund)

383 managers (387 13F filers) reported a position in MDYG shares at 2025-09-30, 19,061,750 shares in all. 38 filers opened a position and 35 filers sold out during the quarter.

Managers
383
13F filers
387
New
38
Added
118
Reduced
153
Sold out
35
Shares held by filers
19,061,750

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC1,775,035$163M0.05%-23,98113F-HRTimeline
Financial Engines Advisors L.L.C.1,346,122$123M0.24%-22,38513F-HRTimeline
NorthRock Partners, LLC1,057,787$96.9M1.75%-11,92513F-HRTimeline
AE Wealth Management LLC859,656$78.7M0.5%+119,91113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP719,100$65.8M0.06%+140,49713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY674,969$61.8M<0.01%+200,87613F-HR/ATimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC605,203$55.4M0.63%+114,30613F-HRTimelineGroup
FAS Wealth Partners, Inc.488,947$44.8M3.03%+9,18313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC465,881$42.7M0.01%+10,28913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC425,874$39M0.01%+28,79413F-HRTimelineGroup
First National Trust Co369,768$33.9M1.16%+22,62513F-HRTimeline
Klingman & Associates, LLC325,832$29.8M1.5%-1,78713F-HRTimeline
Rehmann Capital Advisory Group319,860$29.3M1.6%+3,21813F-HRTimeline
GHP Investment Advisors, Inc.316,064$28.9M1.22%+7,95213F-HRTimeline
HighTower Advisors, LLC312,179$28.6M0.03%+84613F-HRTimeline
Private Advisor Group, LLC262,332$24M0.12%-46413F-HRTimeline
Convergence Financial, LLC262,087$24M3.6%+16,42213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/261,389$23.9M<0.01%-60,22313F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP247,905$22.7M0.02%+21,91213F-HRTimelineGroup
Avantax Planning Partners, Inc.245,430$22.5M0.64%+26,98913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN242,517$22.2M<0.01%-3,51213F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC239,887$22M0.31%+32,21913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC235,335$21.5M<0.01%-13,90013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…224,887$20.6M0.01%-12,15313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC221,155$20.2M0.03%-11,77213F-HRTimeline
Shakespeare Wealth Management, LLC207,851$19M4.33%+3,86013F-HRTimeline
Rodgers & Associates, LTD192,085$17.6M1.81%-2,11413F-HRTimeline
McAdam, LLC185,017$16.9M0.83%-2,98113F-HRTimeline
Mariner, LLCin group Mariner, LLC165,137$15.1M0.02%+12,90913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP149,159$13.7M0.02%-85813F-HRTimelineGroup
SFG Wealth Management, LLC.147,449$13.5M5.85%+10,79513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP139,771$12.8M0.02%-8,55513F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC131,007$12M0.16%-9,25513F-HRTimeline
BALANCED WEALTH GROUP LLC134,810$11.8M5.17%-99213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC118,006$10.8M1.25%-2,65313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA116,909$10.7M0.03%-9,16913F-HRTimelineGroup
Cetera Investment Advisers107,626$9.85M0.01%+60,98913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.105,756$9.64M0.01%-7,41813F-HRTimelineGroup
JNBA Financial Advisors101,536$9.3M0.84%-1,91713F-HRTimeline
UBS Group AGin group UBS Group AG97,064$8.89M<0.01%+5,24013F-HRTimelineGroup
ERn Financial, LLC91,691$8.4M1.66%-5,09413F-HRTimeline
Marathon Mission, Inc.78,252$7.16M4.28%-35013F-HRTimeline
Goldstone Financial Group, LLC77,805$7.12M0.84%+3,14713F-HRTimeline
WCG Wealth Advisors LLC77,230$7.07M0.44%-8,16013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding76,578$7.01M+2,980Timeline
Obsidian Personal Planning Solutions LLC76,012$6.98M2.42%+2,62713F-HRTimeline
WealthShield Partners, LLC72,088$6.6M0.75%-1,06613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC70,964$6.5M0.02%+1,35613F-HRTimelineGroup
Prestige Wealth Management Group LLC69,643$6.38M1.23%-1,85913F-HR/ATimeline
Chicago Partners Investment Group LLC68,691$6.35M0.17%+5,93313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA67,945$6.22M<0.01%-14,51913F-HRTimelineGroup
Diligent Investors, LLC63,811$5.84M1.48%-1,92313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC63,203$5.79M<0.01%-11,02213F-HRTimelineGroup
Councilor Wealth, LLC60,476$5.54M2.57%-85113F-HRTimeline
Cambridge Investment Research Advisors,…57,702$5.28M0.01%-41913F-HRTimeline
MML INVESTORS SERVICES, LLC52,409$4.8M0.01%+68013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS52,396$4.8M<0.01%+1,09013F-HRTimelineGroup
Total Wealth Planning, LLC52,395$4.8M0.56%-1,51913F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC51,797$4.74M1.09%+94913F-HRTimeline
MONECO ADVISORS, LLC49,372$4.52M0.38%+15,44313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC47,437$4.34M0.13%-1,09813F-HRTimelineGroup
Syntegra Private Wealth Group, LLC47,251$4.33M0.41%-2,68113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV46,324$4.24M0.01%-3,60313F-HRTimeline
IAG Wealth Partners, LLC45,769$4.19M0.5%+1,23413F-HRTimeline
Creative Planningin group Creative Planning44,662$4.09M<0.01%+11,85213F-HRTimelineGroup
Koss-Olinger Consulting, LLC46,872$4.07M0.34%+16413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding43,725$4M-91Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,380$3.97M<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC43,158$3.95M0.01%+7,89713F-HRTimelineGroup
Gladstone Institutional Advisory LLC42,849$3.92M0.15%+38913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.41,899$3.84M0.03%+35213F-HRTimelineGroup
Kingsview Wealth Management, LLC40,418$3.7M0.06%-4,10013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC36,175$3.31M0.39%+8,64413F-HRTimeline
Redhawk Wealth Advisors, Inc.35,743$3.27M0.38%-6,70113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…35,426$3.24M0.07%+28213F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC34,114$3.12M0.19%+19913F-HRTimeline
CHARTIST INC /CA/5,159$3.07M2.1%13F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)33,168$3.04M0.03%-1,25513F-HRTimelineGroup
Occidental Asset Management, LLC32,284$2.96M0.37%+1,29113F-HRTimeline
AlphaStar Capital Management, LLC31,982$2.93M0.25%+8,38913F-HRTimeline
Wealth Watch Advisors, INC31,206$2.86M1.18%+2,68113F-HRTimeline
Courage Miller Partners, LLC31,072$2.84M0.85%-72413F-HRTimeline
Koshinski Asset Management, Inc.30,870$2.83M0.19%-1,33713F-HRTimeline
GTS SECURITIES LLC30,453$2.79M0.11%+6,63913F-HRTimeline
Bill Few Associates, Inc.30,098$2.76M0.71%+40913F-HRTimeline
Pacific Sun Financial Corp28,829$2.64M1.28%-17513F-HRTimeline
Investors Research Corp28,823$2.64M0.49%-62313F-HRTimeline
Geneos Wealth Management Inc.28,089$2.57M0.07%+1813F-HRTimeline
Bristlecone Advisors, LLC27,139$2.48M0.21%+1,60813F-HRTimeline
U.S. Capital Wealth Advisors, LLC27,043$2.48M0.07%-3,81713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp26,685$2.44M0.14%+5,41013F-HRTimelineGroup
Heritage Wealth Management, Inc. /CA/26,113$2.39M1.63%+57213F-HRTimeline
Centennial Wealth Advisory LLC25,779$2.36M0.66%+6,92613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management25,417$2.33M0.03%-1413F-HRTimelineGroup
HRT FINANCIAL LP25,165$2.3M0.01%new13F-HRTimeline
Linscomb Wealth, Inc.22,225$2.03M0.09%-94713F-HRTimeline
Barden Capital Management, Inc.22,152$2.03M1.69%-12113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\22,119$2.03M<0.01%+13613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO21,320$1.95M<0.01%-50313F-HR/ATimelineGroup
Asset Management Group, Inc.20,901$1.91M0.31%-23213F-HRTimeline
Argent Trust Co20,131$1.84M0.07%-29813F-HRTimeline
GEN Financial Management, INC.20,090$1.84M1.59%-95313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding19,996$1.83M+6,815Timeline
Spire Wealth Managementin group Spire Wealth Management19,913$1.82M0.06%-1,70613F-HRTimelineGroup
World Investment Advisors19,535$1.79M0.04%+6513F-HRTimeline
Visionary Wealth Advisors19,475$1.78M0.08%+3,45313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,403$1.78M<0.01%+96913F-HRTimeline
SAGE FINANCIAL GROUP INC18,865$1.73M0.12%+40613F-HRTimeline
Key Financial Inc18,402$1.69M0.31%-5613F-HRTimeline
Destiny Capital Corp/CO18,032$1.65M0.9%-113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,077$1.65M<0.01%+6013F-HRTimeline
COMERICA BANK17,962$1.64M0.01%+89813F-HRTimeline
MAI Capital Management17,712$1.62M0.01%-74313F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC17,688$1.62M0.81%-40813F-HRTimeline
Salomon & Ludwin, LLC17,363$1.6M0.14%+16613F-HRTimeline
Avior Wealth Management, LLC17,221$1.58M0.05%-8413F-HRTimeline
Elevated Capital Advisors, LLC17,200$1.57M0.39%+5,68813F-HRTimeline
NewEdge Advisors, LLC17,127$1.57M0.01%+12,16013F-HRTimeline
Western Wealth Management, LLC16,385$1.5M0.08%new13F-HRTimeline
CWA Asset Management Group, LLC16,030$1.47M0.05%+28213F-HRTimeline
Composition Wealth, LLC15,978$1.46M0.02%+31713F-HRTimeline
Broadview Financial Management, LLC15,920$1.46M0.98%-31813F-HRTimeline
Capital Squared Financial LLC15,107$1.38M1.2%-27413F-HRTimeline
Twelve Points Wealth Management LLC14,858$1.36M0.34%-29013F-HRTimeline
TOWNSQUARE CAPITAL LLC13,693$1.25M0.19%-3,93113F-HRTimeline
Trilogy Capital Inc.13,079$1.2M0.06%+59313F-HRTimeline
MGO ONE SEVEN LLC12,907$1.18M0.03%-1713F-HRTimeline
Payne Capital Management, LLC12,685$1.16M0.37%+57313F-HRTimeline
New England Capital Financial Advisors …12,596$1.15M0.49%+26313F-HRTimeline
LTG Capital LLC12,556$1.15M0.9%-1,60413F-HRTimeline
CENTRAL TRUST Co12,512$1.15M0.02%-41013F-HRTimeline
Wealthspire Advisors, LLC12,180$1.12M0.01%-62013F-HRTimeline
Parcion Private Wealth LLC12,140$1.11M0.07%-11813F-HRTimeline
Pure Financial Advisors, LLC11,763$1.08M0.02%-17213F-HRTimeline
Snowden Capital Advisors LLC11,685$1.07M0.03%-3,89313F-HRTimeline
BEAM WEALTH ADVISORS, INC.11,425$1.05M0.29%+62113F-HRTimeline
SCS Capital Management LLC11,303$1.03M0.01%+213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,300$1.03M0.02%+1513F-HRTimelineGroup
Lewis Asset Management, LLC11,274$1.03M0.42%-19713F-HRTimeline
Larson Financial Group LLC10,838$992K0.03%+8,96713F-HRTimeline
Merit Financial Group, LLC10,681$978K0.01%-1,12913F-HR/ATimeline
J.W. COLE ADVISORS, INC.10,531$964K0.02%-27213F-HRTimeline
YHB Investment Advisors, Inc.10,383$951K0.07%-2,40313F-HRTimeline
Connecticut Wealth Management, LLC10,075$922K0.04%+38313F-HRTimeline
IFP Advisors, Inc9,963$912K0.02%-26613F-HR/ATimeline
Fairscale Capital, LLC9,533$873K0.6%013F-HRTimeline
CALTON & ASSOCIATES, INC.9,530$873K0.13%+2413F-HRTimeline
IHT Wealth Management, LLC9,513$871K0.02%-7613F-HRTimeline
Milestone Asset Management Group, LLC9,463$866K0.55%+32113F-HRTimeline
FMR LLCin group FMR LLC9,421$863K<0.01%+51813F-HRTimelineGroup
LexAurum Advisors, LLC9,353$856K0.12%+24213F-HRTimeline
Portside Wealth Group, LLC9,315$853K0.12%-1,20013F-HRTimeline
PFG Advisors9,211$843K0.03%-14313F-HRTimeline
Apexium Financial, LP9,193$842K0.04%-39413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,120$835K<0.01%-14713F-HRTimelineGroup
Foster Victor Wealth Advisors, LLC9,009$829K0.05%-26513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,862$811K<0.01%+47613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,758$802K<0.01%-87813F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC8,604$788K0.14%-17813F-HRTimeline
Cyndeo Wealth Partners, LLC8,558$784K0.04%+40713F-HRTimeline
Moloney Securities Asset Management, LLC8,547$783K0.09%-84113F-HRTimeline
XY Planning Network, Inc.8,983$780K0.27%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,342$764K<0.01%new13F-HRTimelineGroup
NWAM LLC8,021$734K0.04%+10613F-HR/ATimeline
Beacon Pointe Advisors, LLC7,956$728K0.01%+2,25513F-HRTimeline
Schneider Downs Wealth Management Advis…7,939$727K0.09%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,830$717K0.06%-1,14013F-HRTimelineGroup
KPP Advisory Services LLC7,774$712K0.11%+46813F-HRTimeline
WILLNER & HELLER, LLC7,680$703K0.54%-29713F-HRTimeline
Orion Porfolio Solutions, LLC7,677$703K0.01%-3,66213F-HRTimeline
Focus Financial Network, Inc.7,604$696K0.02%-17413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,594$695K0.04%+213F-HRTimelineGroup
Integrated Advisors Network LLC7,553$692K0.03%-1,18613F-HRTimeline
Farther Finance Advisors, LLC7,473$684K0.01%-2,63513F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.7,382$676K0.25%-3013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC7,637$670K0.09%-1,20013F-HRTimeline
Mystic Asset Management, Inc.7,100$650K0.15%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT7,022$643K0.05%-24313F-HRTimeline
Advisors Capital Management, LLC6,815$624K0.01%+1,07613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,608$605K<0.01%+3,35913F-HRTimelineGroup
Global Retirement Partners, LLC6,432$589K0.01%-2,44913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC6,425$588K0.18%-11,13613F-HRTimeline
Avestar Capital, LLC6,377$584K0.04%-21313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,371$583K0.18%+18313F-HRTimelineGroup
Foundations Investment Advisors, LLC6,366$583K0.01%-76,88913F-HRTimeline
Resonant Capital Advisors, LLC6,330$580K0.03%013F-HRTimeline
Krilogy Financial LLC6,341$579K0.02%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,321$579K<0.01%-7213F-HRTimelineGroup
Vise Technologies, Inc.6,378$563K0.02%new13F-HRTimeline
Valmark Advisers, Inc.6,040$553K0.01%new13F-HRTimeline
ALTFEST L J & CO INC6,027$552K0.06%+313F-HRTimeline
Grey Ledge Advisors, LLC6,023$551K0.12%-10013F-HRTimeline
Carnegie Investment Counsel6,002$550K0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC6,000$549K0.02%013F-HRTimeline
Flagship Private Wealth, LLC5,913$541K0.22%+33013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,915$541K0.01%-1,11713F-HRTimelineGroup
Clear Point Advisors Inc.5,804$531K0.41%+313F-HRTimeline
Independent Advisor Alliance5,730$525K0.01%+16313F-HRTimeline
Stonebridge Financial Group, LLC5,694$521K0.05%013F-HRTimeline
Freedom Investment Management, Inc.5,640$516K0.14%-8,97813F-HRTimeline