SS SPDR S&P 400 MC GR ETFMDYGETF
13F holders, Q2 2026 (June 30)423holders +25
47new positions
19sold out
1famous investor
$110.01avg. 13F price*
At the end of Q2 2026, 423 institutions reported holding SS SPDR S&P 400 MC GR ETF (MDYG) in their 13F filings, up 25 from Q1 2026. 47 opened new positions and 19 sold out. The largest holders were LPL Financial LLC ($196.4M), Financial Engines Advisors L.L.C. ($160.0M) and AE Wealth Management LLC ($146.3M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR S&P 400 MC GR ETF
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78464A821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $48.3M |
| Exits | 19 | $23.5M |
All 13F filers, Q1 2026 → Q2 2026: 1,391,188 shares bought and 1,451,118 shares sold, net −59,930 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 423 holders
| LPL Financial LLC | 0.04% | Add +11.7% | 1,751,987 | $196.4M |
| Financial Engines Advisors L.L.C. | 0.28% | Add +12.9% | 1,427,344 | $160.0M |
| AE Wealth Management LLC | 0.68% | Add +7.1% | 1,305,443 | $146.3M |
| NorthRock Partners, LLC | 1.88% | Add +6.5% | 1,153,617 | $129.3M |
| Morgan Stanley | 0.01% | Reduce -0.1% | 845,458 | $94.8M |
| FAS Wealth Partners, Inc. | 3.25% | Add +9.4% | 555,604 | $62.3M |
| Raymond James Financial Inc. | 0.02% | Add +2.1% | 511,830 | $57.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.2% | 450,660 | $50.5M |
| Convergence Financial, LLC | 3.34% | Reduce -31.8% | 374,287 | $42.0M |
| First National Trust Co | 1.35% | Reduce -0.4% | 355,048 | $39.8M |
| Rehmann Capital Advisory Group | 1.82% | Add +0.4% | 353,924 | $39.7M |
| Avantax Planning Partners, Inc. | 0.97% | Add +8.1% | 347,928 | $39.0M |
| GHP Investment Advisors, Inc. | 1.39% | Add +1.9% | 336,389 | $37.7M |
| Jones Financial Companies LLLP | 0.01% | Reduce -12.1% | 339,005 | $37.3M |
| Private Advisor Group, LLC | 0.16% | Reduce -27.3% | 309,416 | $34.7M |
| Klingman & Associates, LLC | 1.42% | Reduce -8.2% | 297,555 | $33.4M |
| WCG Wealth Advisors LLC | 0.74% | Reduce -8.5% | 279,491 | $31.3M |
| HighTower Advisors, LLC | 0.03% | Reduce -1.2% | 269,961 | $30.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.8% | 235,378 | $26.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -8.8% | 235,194 | $26.4M |
| Bank of America Corp. | 0.00% | Add +1.3% | 223,354 | $25.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -5.1% | 214,737 | $24.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.07% | Add +3.8% | 187,373 | $21.0M |
| Rodgers & Associates, LTD | 1.90% | Reduce -3.6% | 187,167 | $21.0M |
| Shakespeare Wealth Management, LLC | 5.44% | Reduce -15.0% | 183,300 | $20.5M |
| Wells Fargo & Company | 0.00% | Reduce -28.3% | 180,637 | $20.2M |
| SFG Wealth Management, LLC. | 6.72% | Add +1.4% | 166,652 | $18.7M |
| Mariner, LLC | 0.02% | Reduce -6.4% | 161,597 | $18.1M |
| Cetera Investment Advisers | 0.01% | Add +0.4% | 141,743 | $15.9M |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 138,635 | $15.5M |
| Truist Financial Corp. | 0.02% | Reduce -0.7% | 117,140 | $13.1M |
| UBS Group AG | 0.00% | Add +2.1% | 113,414 | $12.7M |
| Summit Financial, LLC | 0.14% | Reduce -1.5% | 112,006 | $12.6M |
| Merit Financial Group, LLC | 0.07% | Add +3.9% | 100,156 | $11.2M |
| Osaic Holdings, Inc. | 0.01% | Add +9.9% | 98,307 | $11.0M |
| ERn Financial, LLC | 1.70% | Add +0.4% | 91,445 | $10.3M |
| Moneco Advisors, LLC | 0.61% | Add +20.5% | 88,262 | $9.9M |
| Marathon Mission, Inc. | 4.65% | Add +4.3% | 83,077 | $9.3M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +21.6% | 76,272 | $8.5M |
| JNBA Financial Advisors | 0.64% | Reduce -12.3% | 75,077 | $8.4M |
| EP Wealth Advisors, LLC | 0.03% | Add +685.9% | 73,049 | $8.2M |
| Chicago Partners Investment Group LLC | 0.16% | Add +0.8% | 74,913 | $8.1M |
| Pathstone Holdings, LLC | 0.02% | No change | 69,638 | $7.8M |
| Prestige Wealth Management Group LLC | 1.38% | Add +0.6% | 68,008 | $7.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +58.3% | 63,949 | $7.2M |
| MML Investors Services, LLC | 0.01% | Add +31.8% | 60,995 | $6.8M |
| UNIVEST FINANCIAL Corp | 0.34% | Reduce -49.8% | 60,974 | $6.8M |
| Diligent Investors, LLC | 1.48% | Reduce -0.9% | 59,401 | $6.7M |
| Balanced Wealth Group LLC | 2.07% | Reduce -59.6% | 58,278 | $6.5M |
| McAdam, LLC | 0.25% | Reduce -67.3% | 57,960 | $6.5M |
| Prospera Financial Services Inc | 0.09% | New | 57,588 | $6.5M |
| Cordatus Wealth Management LLC | 1.39% | New | 56,450 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +11.0% | 53,588 | $6.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.3% | 53,465 | $6.0M |
| AQR Capital Management | 0.00% | Add +98.0% | 50,916 | $5.7M |
| Avior Wealth Management, LLC | 0.14% | Add +185.2% | 49,181 | $5.5M |
| Capital Analysts, LLC | 0.12% | Add +9.4% | 46,988 | $5.3M |
| Financial Concepts Unlimited, Inc. | 4.09% | Add +2.0% | 46,591 | $5.2M |
| Two Sigma Investments, LP | 0.00% | New | 45,600 | $5.1M |
| Goldstone Financial Group, LLC | 0.46% | Reduce -5.3% | 45,184 | $5.1M |
| Elevation Capital Advisory, LLC | 1.93% | New | 44,680 | $5.0M |
| Creative Planning | 0.00% | Add +9.8% | 44,653 | $5.0M |
| Syntegra Private Wealth Group, LLC | 0.38% | Reduce -1.5% | 43,748 | $4.9M |
| Farther Finance Advisors, LLC | 0.04% | Add +17.8% | 43,647 | $4.9M |
| Councilor Wealth, LLC | 1.98% | Reduce -5.9% | 43,585 | $4.9M |
| Gladstone Institutional Advisory LLC | 0.15% | Reduce -0.0% | 43,342 | $4.9M |
| IAG Wealth Partners, LLC | 0.47% | Reduce -4.4% | 42,722 | $4.8M |
| BlackRock, Inc. | 0.00% | Reduce -0.0% | 41,328 | $4.6M |
| Tempo Wealth, LLC | 0.68% | Add +1.1% | 40,861 | $4.6M |
| Centennial Wealth Advisory LLC | 0.97% | Reduce -7.9% | 40,215 | $4.5M |
| Redhawk Wealth Advisors, Inc. | 0.44% | Reduce -9.6% | 39,636 | $4.4M |
| Equitable Holdings, Inc. | 0.03% | Reduce -9.9% | 39,435 | $4.4M |
| Kingswood Wealth Advisors, LLC | 0.18% | Add +6.6% | 38,983 | $4.4M |
| Bill Few Associates, Inc. | 0.87% | Reduce -1.4% | 36,296 | $4.1M |
| Susquehanna International Group, LLP | 0.00% | Add +795.6% | 35,761 | $4.0M |
| Sanctuary Advisors, LLC | 0.02% | New | 35,391 | $4.0M |
| Occidental Asset Management, LLC | 0.37% | Add +2.7% | 33,166 | $3.7M |
| Chartist Inc. | 2.28% | No change | 5,183 | $3.6M |
| Heritage Wealth Management, Inc. | 1.78% | Add +5.8% | 31,931 | $3.6M |
| Corient Private Wealth LP | 0.00% | Reduce -5.1% | 31,618 | $3.5M |
| Sacks & Associates, LLC | 2.29% | Reduce -0.4% | 31,829 | $3.4M |
| Courage Miller Partners, LLC | 0.90% | Reduce -1.4% | 30,326 | $3.4M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -0.4% | 30,319 | $3.4M |
| JPMorgan Chase & Co. | 0.00% | Add +24.2% | 29,306 | $3.2M |
| Comprehensive Wealth Management, LLC | 1.43% | Reduce -8.3% | 27,971 | $3.1M |
| MidFirst Bank | 0.22% | Reduce -1.8% | 27,107 | $3.0M |
| AlphaStar Capital Management, LLC | 0.19% | Reduce -41.1% | 26,514 | $3.0M |
| Mosaic Family Wealth Partners, LLC | 0.20% | Reduce -0.5% | 26,341 | $3.0M |
| Koshinski Asset Management, Inc. | 0.16% | Reduce -1.2% | 26,198 | $2.9M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -9.9% | 25,773 | $2.9M |
| Walsh & Associates, LLC | 2.34% | Add +26.0% | 25,608 | $2.9M |
| Pacific Sun Financial Corp | 1.18% | Reduce -10.6% | 25,524 | $2.9M |
| GTS Securities LLC | 0.06% | New | 24,900 | $2.8M |
| Stifel Financial Corp. | 0.00% | Reduce -66.7% | 24,697 | $2.8M |
| GEN Financial Management, INC. | 1.67% | Add +1.5% | 24,683 | $2.8M |
| Richmond Brothers, Inc. | 1.44% | New | 24,659 | $2.8M |
| Citigroup Inc. | 0.00% | Reduce -2.8% | 24,385 | $2.7M |
| &partners | 0.01% | Add +34.7% | 24,245 | $2.7M |
| Harbour Investments, Inc. | 0.04% | Reduce -0.1% | 24,102 | $2.7M |
| Barden Capital Management, Inc. | 2.49% | Add +1.2% | 24,094 | $2.7M |
"% of holder's portfolio" is MDYG's weight in each manager's 13F, not the share of SS SPDR S&P 400 MC GR ETF the manager owns.