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Disclosery

MDYG SPDR SERIES TRUST

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S&P 400 MDCP GRW (fund)

383 managers (388 13F filers) reported a position in MDYG shares at 2025-12-31, 19,158,360 shares in all. 20 filers opened a position and 31 filers sold out during the quarter.

Managers
383
13F filers
388
New
20
Added
135
Reduced
142
Sold out
31
Shares held by filers
19,158,360

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC1,750,018$162M0.04%-25,01713F-HRTimeline
Financial Engines Advisors L.L.C.1,320,819$122M0.23%-25,30313F-HRTimeline
AE Wealth Management LLC1,084,310$100M0.58%+224,65413F-HRTimeline
NorthRock Partners, LLC1,054,792$97.5M1.65%-2,99513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY767,912$71M<0.01%+92,94313F-HR/ATimelineGroup
FAS Wealth Partners, Inc.497,231$46M2.97%+8,28413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC464,207$42.9M0.01%+38,33313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP410,969$38M0.03%-308,13113F-HRTimelineGroup
First National Trust Co362,213$33.5M1.12%-7,55513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC340,767$31.5M0.35%-264,43613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP337,440$31.2M0.02%+89,53513F-HRTimelineGroup
Rehmann Capital Advisory Group331,315$30.6M1.6%+11,45513F-HRTimeline
Klingman & Associates, LLC326,092$30.1M1.45%+26013F-HRTimeline
GHP Investment Advisors, Inc.324,112$30M1.23%+8,04813F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp320,940$29.7M1.57%+294,25513F-HRTimelineGroup
Private Advisor Group, LLC302,597$28M0.13%+40,26513F-HRTimeline
Avantax Planning Partners, Inc.288,467$26.7M0.75%+43,03713F-HRTimeline
HighTower Advisors, LLC277,587$25.7M0.03%-34,59213F-HRTimeline
WCG Wealth Advisors LLC276,185$25.5M0.72%+198,95513F-HRTimeline
Convergence Financial, LLC269,100$24.9M3.63%+7,01313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC260,118$24M0.01%+24,78313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/255,157$23.6M<0.01%-6,23213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN254,048$23.5M<0.01%+11,53113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…246,622$22.8M0.01%+21,73513F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC216,664$20M0.03%-4,49113F-HRTimeline
Shakespeare Wealth Management, LLC211,441$19.5M4.32%+3,59013F-HRTimeline
Mariner, LLCin group Mariner, LLC205,245$19M0.02%+40,10813F-HRTimelineGroup
Rodgers & Associates, LTD191,092$17.7M1.79%-99313F-HRTimeline
McAdam, LLC182,193$16.8M0.77%-2,82413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP159,559$14.9M0.02%+19,78813F-HR/ATimelineGroup
SFG Wealth Management, LLC.160,379$14.8M5.82%+12,93013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC151,346$14M<0.01%-314,53513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP151,119$14M0.02%+1,96013F-HRTimelineGroup
BALANCED WEALTH GROUP LLC140,134$12.9M4.7%+5,32413F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC131,018$12.1M0.18%-108,86913F-HRTimeline
SEGALL BRYANT & HAMILL, LLC124,338$11.5M0.16%-6,66913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC116,226$10.7M1.2%-1,78013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA114,421$10.6M0.03%-2,48813F-HRTimelineGroup
Cetera Investment Advisers113,379$10.5M0.01%+5,75313F-HRTimeline
JNBA Financial Advisors98,866$9.14M0.8%-2,67013F-HRTimeline
ERn Financial, LLC92,965$8.59M1.62%+1,27413F-HRTimeline
UBS Group AGgroup of 2 filers holding90,238$8.34M-6,826Timeline
Merit Financial Group, LLC89,545$8.28M0.07%+78,86413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.87,477$8.09M0.01%-18,27913F-HRTimelineGroup
Goldstone Financial Group, LLC80,643$7.45M0.83%+2,83813F-HRTimeline
Marathon Mission, Inc.79,736$7.37M4.26%+1,48413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding79,056$7.31M+2,478Timeline
Chicago Partners Investment Group LLC70,524$6.91M0.17%+1,83313F-HRTimeline
CWM, LLCin group CWM, LLC71,056$6.57M0.02%+27,89813F-HRTimelineGroup
WealthShield Partners, LLC70,772$6.54M0.72%-1,31613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA70,331$6.5M<0.01%+2,38613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC69,638$6.44M0.02%-1,32613F-HRTimelineGroup
Prestige Wealth Management Group LLC69,442$6.42M1.22%-20113F-HRTimeline
Diligent Investors, LLC60,609$5.6M1.38%-3,20213F-HRTimeline
MML INVESTORS SERVICES, LLC57,792$5.34M0.01%+5,38313F-HRTimeline
MONECO ADVISORS, LLC57,369$5.3M0.42%+7,99713F-HRTimeline
Councilor Wealth, LLC56,067$5.18M2.45%-4,40913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC53,055$4.9M<0.01%+9,67513F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…48,314$4.47M0.01%-9,38813F-HRTimeline
IAG Wealth Partners, LLC46,953$4.34M0.5%+1,18413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC46,294$4.28M0.12%-1,14313F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV46,255$4.28M0.01%-6913F-HRTimeline
Syntegra Private Wealth Group, LLC45,523$4.21M0.39%-1,72813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.43,880$4.06M0.03%+1,98113F-HRTimelineGroup
Koss-Olinger Consulting, LLC43,640$4.03M0.31%-3,23213F-HRTimeline
Gladstone Institutional Advisory LLC42,506$3.93M0.15%-34313F-HRTimeline
Redhawk Wealth Advisors, Inc.42,082$3.89M0.44%+6,33913F-HRTimeline
Creative Planningin group Creative Planning41,756$3.86M<0.01%-2,90613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.41,535$3.84M<0.01%new13F-HRTimelineGroup
AlphaStar Capital Management, LLC39,850$3.68M0.27%+7,86813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding39,457$3.65M-4,268Timeline
Tempo Wealth, LLC37,396$3.46M0.62%13F-HRTimeline
CHARTIST INC /CA/5,183$3.13M2.12%+2413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC33,538$3.1M0.15%-57613F-HRTimeline
Bill Few Associates, Inc.33,042$3.05M0.75%+2,94413F-HRTimeline
SACKS & ASSOCIATES, LLC31,968$2.95M2.17%13F-HRTimeline
Occidental Asset Management, LLC31,416$2.9M0.35%-86813F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)31,343$2.9M0.03%-1,82513F-HRTimelineGroup
Wealth Watch Advisors, INC30,803$2.85M1.06%-40313F-HRTimeline
Courage Miller Partners, LLC30,785$2.85M0.86%-28713F-HRTimeline
Linscomb Wealth, Inc.30,663$2.83M0.12%+8,43813F-HRTimeline
Geneos Wealth Management Inc.30,375$2.81M0.07%+2,28613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC29,366$2.71M0.3%-6,80913F-HRTimeline
Kingsview Wealth Management, LLC29,206$2.7M0.04%-11,21213F-HRTimeline
Centennial Wealth Advisory LLC28,827$2.66M0.7%+3,04813F-HRTimeline
Pacific Sun Financial Corp28,599$2.64M1.27%-23013F-HRTimeline
Investors Research Corp28,452$2.63M0.48%-37113F-HRTimeline
Koshinski Asset Management, Inc.28,160$2.6M0.17%-2,71013F-HRTimeline
Heritage Wealth Management, Inc. /CA/27,998$2.59M1.68%+1,88513F-HRTimeline
Clarus Wealth Advisors26,205$2.56M1.06%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,609$2.46M<0.01%+20,00113F-HRTimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC25,580$2.36M0.53%-26,21713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management25,226$2.33M0.03%-19113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC25,114$2.32M<0.01%-38,08913F-HRTimelineGroup
Elevated Capital Advisors, LLC24,162$2.23M0.52%+6,96213F-HRTimeline
World Investment Advisors23,911$2.21M0.04%+4,37613F-HR/ATimeline
Barden Capital Management, Inc.23,569$2.18M1.79%+1,41713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC23,235$2.15M<0.01%+18,22013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,369$2.07M<0.01%+1,04913F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC22,125$2.05M0.05%-4,91813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\22,081$2.04M<0.01%-3813F-HRTimelineGroup
Asset Management Group, Inc.20,940$1.94M0.31%+3913F-HRTimeline
GEN Financial Management, INC.20,812$1.92M1.21%+72213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,612$1.91M<0.01%+11,85413F-HRTimelineGroup
Mach-1 Financial Group, LLC20,576$1.9M0.39%new13F-HRTimeline
Argent Trust Co20,131$1.86M0.06%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC20,070$1.86M0.15%+12,24013F-HRTimelineGroup
Walsh & Associates, LLC19,497$1.8M1.78%13F-HRTimeline
Capital Squared Financial LLC19,490$1.8M1.41%+4,38313F-HRTimeline
MAI Capital Management19,262$1.78M0.01%+1,55013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding19,170$1.77M-826Timeline
SAGE FINANCIAL GROUP INC19,060$1.76M0.12%+19513F-HRTimeline
MidFirst Bank18,917$1.75M0.14%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,899$1.73M<0.01%-17813F-HRTimeline
Salomon & Ludwin, LLC18,183$1.73M0.15%+82013F-HRTimeline
Destiny Capital Corp/CO18,023$1.67M0.86%-913F-HRTimeline
NewEdge Advisors, LLC17,964$1.66M0.01%+83713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS17,796$1.64M<0.01%-1,60713F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC17,608$1.63M0.81%-8013F-HRTimeline
Key Financial Inc17,468$1.61M0.29%-93413F-HRTimeline
Avior Wealth Management, LLC16,967$1.57M0.05%-25413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,909$1.56M0.05%-3,00413F-HRTimelineGroup
COMERICA BANK16,548$1.53M0.01%-1,41413F-HRTimeline
Western Wealth Management, LLC16,331$1.51M0.07%-5413F-HRTimeline
&PARTNERS16,138$1.49M0.01%+10,60213F-HRTimeline
Broadview Financial Management, LLC15,891$1.47M0.98%-2913F-HRTimeline
Twelve Points Wealth Management LLC13,880$1.34M0.3%-97813F-HRTimeline
MGO ONE SEVEN LLC13,585$1.26M0.03%+67813F-HRTimeline
New England Capital Financial Advisors …13,358$1.23M0.48%+76213F-HRTimeline
CWA Asset Management Group, LLC13,266$1.23M0.04%-2,76413F-HRTimeline
Trilogy Capital Inc.13,110$1.21M0.05%+3113F-HRTimeline
LTG Capital LLC13,037$1.21M0.94%+48113F-HRTimeline
Payne Capital Management, LLC12,759$1.18M0.37%+7413F-HRTimeline
Wealthspire Advisors, LLC12,623$1.17M0.01%+44313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,422$1.15M0.05%+10,08713F-HRTimeline
EP Wealth Advisors, LLC12,420$1.15M0.01%13F-HRTimeline
PFG Advisors12,388$1.15M0.06%+3,17713F-HRTimeline
Visionary Wealth Advisors12,054$1.11M0.05%-7,42113F-HRTimeline
Parcion Private Wealth LLC11,956$1.11M0.07%-18413F-HRTimeline
CENTRAL TRUST Co11,793$1.09M0.02%-71913F-HRTimeline
Snowden Capital Advisors LLC11,792$1.09M0.03%+10713F-HRTimeline
Larson Financial Group LLC11,760$1.09M0.04%+92213F-HRTimeline
Composition Wealth, LLC11,633$1.08M0.02%-4,34513F-HRTimeline
BEAM WEALTH ADVISORS, INC.11,431$1.06M0.29%+613F-HRTimeline
SCS Capital Management LLC11,305$1.04M0.01%+213F-HRTimeline
Lewis Asset Management, LLC11,015$1.02M0.41%-25913F-HRTimeline
IFP Advisors, Inc10,883$1.01M0.02%+92013F-HRTimeline
FLOW TRADERS U.S. LLC10,748$993K0.03%new13F-HRTimeline
Portside Wealth Group, LLC10,600$980K0.13%+1,28513F-HRTimeline
YHB Investment Advisors, Inc.10,564$976K0.07%+18113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,522$973K<0.01%new13F-HRTimelineGroup
Pure Financial Advisors, LLC10,352$957K0.01%-1,41113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,231$946K<0.01%+1,11113F-HRTimelineGroup
Milestone Asset Management Group, LLC10,174$940K0.53%+71113F-HRTimeline
FMR LLCin group FMR LLC10,166$940K<0.01%+74513F-HRTimelineGroup
Connecticut Wealth Management, LLC9,556$883K0.04%-51913F-HRTimeline
Fairscale Capital, LLC9,533$881K0.58%013F-HRTimeline
CALTON & ASSOCIATES, INC.9,231$853K0.13%-29913F-HRTimeline
Foster Victor Wealth Advisors, LLC8,639$853K0.05%-37013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,146$845K0.01%new13F-HRTimelineGroup
XY Planning Network, Inc.8,983$830K0.14%013F-HRTimeline
IHT Wealth Management, LLC8,554$791K0.02%-95913F-HRTimeline
KPP Advisory Services LLC8,452$781K0.11%+67813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,360$773K<0.01%+1813F-HRTimelineGroup
Cyndeo Wealth Partners, LLC8,279$765K0.04%-27913F-HRTimeline
NWAM LLC8,013$754K0.04%-813F-HRTimeline
Schneider Downs Wealth Management Advis…7,939$734K0.08%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,914$731K<0.01%-94813F-HRTimelineGroup
Beacon Pointe Advisors, LLC7,728$714K0.01%-22813F-HRTimeline
Brady Martz Wealth Solutions, LLC7,689$711K0.13%-91513F-HRTimeline
Orion Porfolio Solutions, LLC7,676$710K0.01%-113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,596$702K0.04%+213F-HRTimelineGroup
Integrated Advisors Network LLC7,554$698K0.03%+113F-HRTimeline
WILLNER & HELLER, LLC7,410$685K0.49%-27013F-HRTimeline
Farther Finance Advisors, LLC7,211$667K0.01%-26213F-HRTimeline
Focus Financial Network, Inc.7,169$663K0.02%-43513F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC7,168$663K0.08%-46913F-HRTimeline
Net Worth Advisory Group7,055$652K0.13%new13F-HRTimeline
Advisors Capital Management, LLC7,045$651K0.01%+23013F-HRTimeline
Mystic Asset Management, Inc.6,900$638K0.14%-20013F-HRTimeline
CONDOR CAPITAL MANAGEMENT6,880$636K0.05%-14213F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.6,869$635K0.22%-51313F-HRTimeline
Flagship Private Wealth, LLC6,795$628K0.25%+88213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,611$611K0.01%-4,68913F-HRTimelineGroup
Krilogy Financial LLC6,228$610K0.02%-11313F-HRTimeline
Independent Advisor Alliance6,596$610K0.01%+86613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,498$601K0.2%+12713F-HRTimelineGroup
Avestar Capital, LLC6,358$588K0.04%-1913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC6,425$585K0.16%013F-HRTimeline
Resonant Capital Advisors, LLC6,331$585K0.03%+113F-HRTimeline
Global Retirement Partners, LLC6,290$581K0.01%-14213F-HRTimeline
Valmark Advisers, Inc.6,197$573K0.01%+15713F-HRTimeline
ALTFEST L J & CO INC6,031$557K0.06%+413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC6,000$555K0.02%013F-HRTimeline
J.W. COLE ADVISORS, INC.10,515$548K0.01%-1613F-HRTimeline
Clear Point Advisors Inc.5,809$537K0.42%+513F-HRTimeline
Freedom Investment Management, Inc.5,785$535K0.16%+14513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,706$527K<0.01%+2,68213F-HRTimeline
Stonebridge Financial Group, LLC5,705$527K0.05%+1113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,641$521K0.01%-27413F-HRTimelineGroup