SS SPDR S&P 400 MC GR ETFMDYGETF
13F holders, Q1 2024 (March 31)367holders
$86.85avg. 13F price*
At the end of Q1 2024, 367 institutions reported holding SS SPDR S&P 400 MC GR ETF (MDYG) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($309.5M), Citigroup Inc. ($204.1M) and Financial Engines Advisors L.L.C. ($155.9M).
- Company
- SS SPDR S&P 400 MC GR ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $76.1M |
| Exits | 17 | $9.2M |
Ownership 367 holders
| Envestnet Asset Management Inc. | 0.12% | Add +464.9% | 3,545,893 | $309.5M |
| Citigroup Inc. | 0.22% | Reduce -1.8% | 2,338,006 | $204.1M |
| Financial Engines Advisors L.L.C. | 0.35% | Reduce -1.9% | 1,786,214 | $155.9M |
| LPL Financial LLC | 0.07% | Reduce -6.3% | 1,534,582 | $134.0M |
| Clark Capital Management Group, Inc. | 0.79% | Add +365.0% | 1,209,618 | $105.6M |
| Stifel Financial Corp. | 0.12% | Reduce -5.0% | 1,186,230 | $103.5M |
| NorthRock Partners, LLC | 2.98% | Add +5.7% | 888,334 | $77.5M |
| Benjamin F. Edwards & Company, Inc. | 1.36% | Add +2.2% | 857,383 | $74.8M |
| Townsquare Capital LLC | 0.93% | Add +3.4% | 727,372 | $63.5M |
| Parcion Private Wealth LLC | 5.14% | Reduce -34.3% | 669,453 | $58.4M |
| AE Wealth Management LLC | 0.66% | Add +5.4% | 663,869 | $57.9M |
| Confluence Investment Management LLC | 0.50% | Reduce -1.3% | 425,999 | $37.2M |
| FAS Wealth Partners, Inc. | 3.28% | Add +3.0% | 423,477 | $37.0M |
| Chartist Inc. | 18.76% | Reduce -3.2% | 65,737 | $36.6M |
| First National Trust Co | 1.40% | Reduce -51.8% | 395,228 | $34.5M |
| Orion Porfolio Solutions, LLC | 0.36% | Add +13939.4% | 386,927 | $33.8M |
| Orion Portfolio Solutions, LLC | 0.36% | Add +13939.4% | 386,927 | $33.8M |
| Tradewinds Capital Management, LLC | 8.35% | New | 346,188 | $30.2M |
| Osaic Holdings, Inc. | 0.06% | Add +5.7% | 320,933 | $28.0M |
| Klingman & Associates, LLC | 1.90% | Reduce -1.9% | 301,972 | $26.4M |
| Morgan Stanley | 0.00% | Add +22.5% | 290,673 | $25.4M |
| McAdam, LLC | 1.61% | Reduce -1.9% | 288,351 | $25.2M |
| GHP Investment Advisors, Inc. | 1.18% | Add +1.3% | 273,495 | $23.9M |
| Wells Fargo & Company | 0.01% | Add +7.7% | 265,096 | $23.1M |
| Rehmann Capital Advisory Group | 1.68% | Add +6.8% | 258,485 | $22.6M |
| HighTower Advisors, LLC | 0.04% | Add +8.0% | 258,261 | $22.6M |
| Private Advisor Group, LLC | 0.15% | Reduce -30.1% | 245,334 | $21.4M |
| Corient Private Wealth LP | 0.04% | Reduce -2.8% | 240,377 | $21.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -18.4% | 216,340 | $18.9M |
| Convergence Financial, LLC | 7.49% | Reduce -7.9% | 207,941 | $18.2M |
| Rodgers & Associates, LTD | 2.18% | Add +1.0% | 194,666 | $17.0M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +7.5% | 193,919 | $16.9M |
| Cetera Investment Advisers | 0.04% | Add +285.0% | 193,820 | $16.9M |
| Tiaa Trust, National Association | 0.05% | Reduce -3.0% | 177,602 | $15.5M |
| Principal Securities, Inc. | 0.48% | Add +404.9% | 177,219 | $15.5M |
| KWB Wealth | 2.00% | Reduce -3.9% | 170,127 | $14.9M |
| Signet Financial Management, LLC | 1.97% | Reduce -2.4% | 164,074 | $14.3M |
| Shakespeare Wealth Management, LLC | 3.86% | Reduce -3.0% | 152,582 | $13.3M |
| JNBA Financial Advisors | 1.36% | Reduce -26.4% | 147,934 | $12.9M |
| Mariner, LLC | 0.03% | Add +9.9% | 140,894 | $12.3M |
| Truist Financial Corp. | 0.02% | Add +2.9% | 134,064 | $11.7M |
| Etfidea, LLC | 3.78% | Add +0.2% | 127,181 | $11.1M |
| Bank of America Corp. | 0.00% | Reduce -1.7% | 119,145 | $10.4M |
| SFG Wealth Management, LLC. | 5.39% | Add +9.6% | 104,013 | $9.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -21.8% | 103,502 | $9.0M |
| WCG Wealth Advisors LLC | 0.70% | Reduce -26.8% | 95,884 | $8.4M |
| ERn Financial, LLC | 1.44% | Reduce -1.4% | 94,801 | $8.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | New | 94,467 | $8.2M |
| Balanced Wealth Group LLC | 3.60% | Add +479.7% | 214,115 | $8.1M |
| Prestige Wealth Management Group LLC | 1.61% | Reduce -7.3% | 85,496 | $7.5M |
| Diligent Investors, LLC | 1.86% | Reduce -1.2% | 84,838 | $7.4M |
| UBS Group AG | 0.00% | Add +1.6% | 82,568 | $7.2M |
| Perennial Investment Advisors, LLC | 1.09% | Add +5.0% | 82,298 | $7.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +37.0% | 76,340 | $6.7M |
| Pinnacle Family Advisors, LLC | 3.54% | New | 76,195 | $6.7M |
| Pathstone Holdings, LLC | 0.03% | Add +2.0% | 75,821 | $6.6M |
| Executive Wealth Management, LLC | 0.57% | New | 74,793 | $6.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -2.5% | 70,995 | $6.2M |
| Royal Bank of Canada | 0.00% | Add +44.1% | 70,416 | $6.1M |
| Councilor Wealth, LLC | 3.06% | Reduce -4.0% | 70,076 | $6.1M |
| Avantax Planning Partners, Inc. | 0.19% | Reduce -6.8% | 67,601 | $5.9M |
| MML Investors Services, LLC | 0.02% | Add +69.8% | 66,571 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +24.0% | 66,316 | $5.8M |
| Total Wealth Planning, LLC | 0.94% | Reduce -7.4% | 62,789 | $5.5M |
| Foundations Investment Advisors, LLC | 0.14% | Add +45.0% | 62,646 | $5.5M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +253.8% | 60,955 | $5.3M |
| WealthShield Partners, LLC | 0.85% | Reduce -14.0% | 60,214 | $5.3M |
| Centennial Wealth Advisory LLC | 2.21% | Add +184.1% | 54,767 | $4.8M |
| Waller Financial Planning Group, Inc. | 1.24% | Reduce -2.8% | 53,485 | $4.7M |
| Syntegra Private Wealth Group, LLC | 0.59% | Reduce -33.0% | 52,530 | $4.6M |
| Bernardo Wealth Planning LLC | 1.24% | Reduce -5.0% | 51,216 | $4.5M |
| BNP Paribas Financial Markets | 0.01% | New | 50,000 | $4.4M |
| Signature Estate & Investment Advisors LLC | 0.12% | Reduce -13.8% | 49,080 | $4.3M |
| Gladstone Institutional Advisory LLC | 0.23% | Reduce -2.4% | 48,811 | $4.3M |
| Benjamin Edwards Inc. | 0.78% | Add +8.3% | 44,964 | $3.9M |
| Prudential Financial Inc. | 0.01% | Add +110.1% | 44,294 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Add +479.0% | 44,024 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +64.8% | 43,718 | $3.8M |
| Cary Street Partners Investment Advisory LLC | 0.16% | Reduce -19.4% | 42,885 | $3.7M |
| SigFig Wealth Management, LLC | 0.14% | New | 42,289 | $3.7M |
| Chicago Partners Investment Group LLC | 0.15% | Add +20.5% | 42,847 | $3.6M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +7.8% | 40,406 | $3.5M |
| Goldstone Financial Group, LLC | 0.80% | Add +26.8% | 40,184 | $3.5M |
| Koshinski Asset Management, Inc. | 0.36% | Add +1101.7% | 39,932 | $3.5M |
| Kingsview Wealth Management, LLC | 0.08% | Reduce -0.4% | 38,339 | $3.3M |
| Portside Wealth Group, LLC | 0.61% | Add +4.1% | 37,832 | $3.3M |
| Keeley-Teton Advisors, LLC | 0.41% | Add +4.4% | 37,739 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +13.6% | 36,695 | $3.2M |
| IHT Wealth Management, LLC | 0.13% | Add +64.2% | 35,937 | $3.1M |
| Visionary Wealth Advisors | 0.20% | Add +0.1% | 33,845 | $3.0M |
| Geneos Wealth Management Inc. | 0.13% | Add +46.0% | 33,380 | $2.9M |
| Bellwether Advisors, LLC | 0.64% | Add +3.4% | 33,223 | $2.9M |
| Equitable Holdings, Inc. | 0.03% | Add +6.0% | 31,747 | $2.8M |
| Atria Investments, Inc | 0.04% | Add +16.3% | 31,495 | $2.7M |
| Investors Research Corp | 0.62% | Reduce -1.0% | 30,380 | $2.7M |
| Creative Planning | 0.00% | Add +0.9% | 30,004 | $2.6M |
| Pacific Sun Financial Corp | 1.52% | Reduce -0.3% | 29,904 | $2.6M |
| Comerica Bank | 0.01% | Reduce -7.4% | 29,848 | $2.6M |
| Courage Miller Partners, LLC | 0.90% | Add +0.1% | 29,774 | $2.6M |
| Oak Root LLC | 0.34% | Add +16.4% | 29,228 | $2.6M |
| Larson Financial Group LLC | 0.20% | Add +862.9% | 29,040 | $2.5M |
| Global Retirement Partners, LLC | 0.09% | Add +61.3% | 28,625 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Add +7.5% | 26,959 | $2.4M |
| Cooper Financial Group | 0.37% | Add +1.2% | 25,923 | $2.3M |
| Intrua Financial, LLC | 0.33% | New | 24,603 | $2.1M |
| Composition Wealth, LLC | 0.05% | Reduce -27.3% | 23,488 | $2.1M |
| Occidental Asset Management, LLC | 0.38% | Add +0.4% | 23,205 | $2.0M |
| Destiny Capital Corp | 1.41% | Reduce -8.4% | 23,135 | $2.0M |
| Park Avenue Securities LLC | 0.03% | Add +70.6% | 22,905 | $2.0M |
| SCS Capital Management LLC | 0.04% | Reduce -0.2% | 22,655 | $2.0M |
| Freedom Investment Management, Inc. | 0.16% | Add +3.9% | 22,621 | $2.0M |
| Asset Management Group, Inc. | 0.30% | Add +0.1% | 22,556 | $2.0M |
| IAG Wealth Partners, LLC | 0.40% | Reduce -6.1% | 21,535 | $1.9M |
| Argent Trust Co | 0.08% | No change | 20,981 | $1.8M |
| Swmg, LLC | 0.82% | Add +1.9% | 20,860 | $1.8M |
| Sage Financial Group Inc. | 0.16% | Add +3.8% | 20,671 | $1.8M |
| Financial Network Wealth Advisors LLC | 1.78% | Reduce -0.8% | 20,498 | $1.8M |
| Snowden Capital Advisors LLC | 0.06% | Add +127.7% | 20,217 | $1.8M |
| Cwm, LLC | 0.01% | Reduce -22.1% | 19,988 | $1.7M |
| Barden Capital Management, Inc. | 1.68% | Reduce -27.7% | 19,852 | $1.7M |
| Laidlaw Wealth Management LLC | 0.92% | Reduce -22.1% | 18,882 | $1.6M |
| Key Financial Inc | 0.42% | Reduce -1.1% | 18,686 | $1.6M |
| American Financial & Tax Strategies Inc. | 0.85% | Reduce -5.7% | 18,203 | $1.6M |
| Smith Anglin Financial, LLC | 0.16% | Add +6.8% | 17,735 | $1.5M |
| Bristlecone Advisors, LLC | 0.14% | Add +13.6% | 17,612 | $1.5M |
| Girard Partners LTD. | 0.14% | Add +44.9% | 17,380 | $1.5M |
| Broadview Financial Management, LLC | 1.09% | Reduce -2.1% | 17,145 | $1.5M |
| World Investment Advisors | 0.21% | Reduce -17.9% | 17,031 | $1.5M |
| Moloney Securities Asset Management, LLC | 0.21% | Reduce -3.7% | 16,132 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +19.8% | 15,828 | $1.4M |
| Twelve Points Wealth Management LLC | 0.50% | Reduce -0.1% | 15,625 | $1.4M |
| Wambolt & Associates, LLC | 0.41% | Reduce -14.8% | 15,694 | $1.4M |
| Heritage Wealth Management, Inc. | 1.34% | Reduce -10.4% | 15,475 | $1.4M |
| CENTRAL TRUST Co | 0.03% | Reduce -5.4% | 15,055 | $1.3M |
| Pure Financial Advisors, LLC | 0.04% | Reduce -1.8% | 14,669 | $1.3M |
| LTG Capital LLC | 1.09% | Reduce -1.1% | 14,540 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.4% | 14,428 | $1.3M |
| Colonial River Investments, LLC | 0.66% | New | 13,334 | $1.2M |
| Lewis Asset Management, LLC | 0.95% | Reduce -1.9% | 13,255 | $1.2M |
| Linscomb Wealth, Inc. | 0.06% | Reduce -4.7% | 12,907 | $1.1M |
| Diversify Advisory Services, LLC | 0.07% | — | 12,792 | $1.1M |
| Trilogy Capital Inc. | 0.06% | Reduce -0.9% | 12,474 | $1.1M |
| Salomon & Ludwin, LLC | 0.09% | Add +7.5% | 11,874 | $1.0M |
| Advance Capital Management, Inc. | 0.07% | Add +0.0% | 11,778 | $1.0M |
| Parallel Advisors, LLC | 0.03% | Add +8697.0% | 11,612 | $1.0M |
| Gibbs Wealth Management | 0.58% | — | 11,510 | $1.0M |
| Measured Wealth Private Client Group, LLC | 0.35% | Reduce -25.6% | 11,407 | $996K |
| Mgo One Seven LLC | 0.05% | Add +0.2% | 11,360 | $992K |
| PFG Advisors | 0.07% | Add +7.4% | 10,908 | $952K |
| Drive Wealth Management, LLC | 0.26% | Reduce -22.2% | 10,646 | $929K |
| Integrated Advisors Network LLC | 0.05% | Reduce -0.2% | 10,619 | $927K |
| Confluence Wealth Services, Inc. | 0.08% | New | 10,476 | $914K |
| Lincoln National Corp. | 0.01% | New | 10,411 | $909K |
| Csenge Advisory Group | 0.05% | Add +31.0% | 10,186 | $889K |
| Wrapmanager Inc. | 0.25% | Reduce -2.9% | 10,130 | $884K |
| First International Bank & Trust | 0.30% | Reduce -3.0% | 10,089 | $881K |
| Norden Group LLC | 0.17% | New | 9,822 | $857K |
| Connecticut Wealth Management, LLC | 0.05% | No change | 9,773 | $853K |
| Foster Victor Wealth Advisors, LLC | 0.08% | Reduce -7.4% | 9,880 | $839K |
| Captrust Financial Advisors | 0.00% | Add +0.3% | 9,334 | $815K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +85.2% | 9,080 | $793K |
| AlphaStar Capital Management, LLC | 0.08% | Add +21.8% | 8,845 | $772K |
| J.W. Cole Advisors, Inc. | 0.04% | No change | 8,807 | $769K |
| YHB Investment Advisors, Inc. | 0.07% | Reduce -12.0% | 8,759 | $765K |
| Concourse Financial Group Securities, Inc. | 0.05% | Reduce -4.3% | 8,273 | $722K |
| New England Capital Financial Advisors LLC | 0.40% | Add +7.0% | 8,225 | $718K |
| Schneider Downs Wealth Management Advisors, LP | 0.16% | No change | 8,163 | $713K |
| Focus Financial Network, Inc. | 0.03% | — | 8,662 | $704K |
| Cerity Partners LLC | 0.00% | Add +7.6% | 8,430 | $700K |
| Essex Financial Services, Inc. | 0.06% | Reduce -1.5% | 7,983 | $697K |
| Merit Financial Group, LLC | 0.02% | Reduce -17.2% | 8,199 | $689K |
| KPP Advisory Services LLC | 0.18% | New | 7,651 | $668K |
| Grey Ledge Advisors, LLC | 0.19% | Reduce -1.6% | 7,644 | $667K |
| IFP Advisors, Inc | 0.03% | Add +0.5% | 7,642 | $667K |
| Willner & Heller, LLC | 0.66% | Reduce -1.5% | 7,641 | $667K |
| Condor Capital Management | 0.06% | Reduce -0.5% | 7,509 | $655K |
| Inspirion Wealth Advisors, LLC | 0.11% | Add +0.3% | 7,457 | $651K |
| Wealth Management Associates, Inc. | 0.29% | New | 7,478 | $629K |
| Mystic Asset Management, Inc. | 0.26% | No change | 7,170 | $626K |
| Altfest L J & Co. Inc. | 0.09% | Add +0.1% | 7,094 | $619K |
| Denver Wealth Management, Inc. | 0.31% | Reduce -2.5% | 6,873 | $600K |
| Alliance Wealth Advisors, LLC | 0.18% | Add +2.7% | 6,841 | $597K |
| Financial Advocates Investment Management | 0.03% | Add +1.1% | 6,818 | $595K |
| Allworth Financial LP | 0.00% | Reduce -2.9% | 6,805 | $594K |
| John W. Brooker & Co., CPAs | 0.31% | Add +0.6% | 6,632 | $579K |
| EP Wealth Advisors, LLC | 0.01% | Add +0.1% | 6,567 | $573K |
| FirstPurpose Wealth LLC | 0.21% | Reduce -0.4% | 6,744 | $572K |
| Valley Forge Investment Consultants Inc. Adv | 0.22% | Reduce -9.1% | 6,494 | $567K |
| Kelly Financial Services LLC | 0.21% | New | 6,320 | $552K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +0.1% | 6,283 | $548K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +52.2% | 6,240 | $545K |
| LexAurum Advisors, LLC | 0.14% | Reduce -0.6% | 6,207 | $542K |
| Wallace Advisory Group, LLC | 0.40% | Reduce -7.2% | 7,036 | $532K |
| Salem Investment Counselors Inc. | 0.02% | No change | 6,000 | $524K |
| First Pacific Financial | 0.15% | Reduce -9.9% | 5,986 | $522K |
| Baker Tilly Wealth Management, LLC | 0.09% | Reduce -20.9% | 5,893 | $514K |
| Bill Few Associates, Inc. | 0.21% | Add +0.5% | 5,871 | $512K |
| Clear Creek Financial Management, LLC | 0.07% | Add +0.1% | 5,815 | $508K |
| Clear Point Advisors Inc. | 0.41% | Add +0.1% | 5,777 | $504K |
| New Century Financial Group, LLC | 0.35% | New | 5,766 | $503K |
| Onyx Bridge Wealth Group LLC | 0.09% | Reduce -1.4% | 6,045 | $503K |
| Sigma Planning Corp | 0.02% | New | 5,741 | $501K |
| US Bancorp \de | 0.00% | Add +132.0% | 5,688 | $497K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -28.9% | 5,439 | $475K |
| FMR LLC | 0.00% | Add +42.0% | 5,400 | $471K |
| B.O.S.S. Retirement Advisors, LLC | 0.18% | Reduce -1.9% | 6,126 | $464K |
| RTD Financial Advisors, Inc. | 0.06% | No change | 5,181 | $452K |
| WealthPLAN Partners, LLC | 0.05% | Add +90.7% | 5,129 | $448K |
| Acas, LLC | 0.43% | Reduce -13.6% | 5,112 | $446K |
| Spire Wealth Management | 0.01% | Add +169.4% | 5,083 | $444K |
| Arkadios Wealth Advisors | 0.03% | Reduce -0.7% | 5,031 | $439K |
| Beam Wealth Advisors, Inc. | 0.26% | New | 4,986 | $435K |
| OneAscent Financial Services LLC | 0.05% | Add +14.3% | 4,901 | $428K |
| CAP Partners, LLC | 0.37% | Reduce -0.3% | 4,743 | $414K |
| Flagstar Securities, Inc. | 0.11% | Add +49.3% | 4,671 | $408K |
| Brookstone Capital Management | 0.01% | Add +4.9% | 4,439 | $387K |
| Prudential PLC | 0.00% | Reduce -61.4% | 4,398 | $384K |
| Wellspring Financial Advisors, LLC | 0.06% | No change | 367,778 | $382K |
| Intrepid Financial Planning Group LLC | 0.16% | Add +4.4% | 4,368 | $381K |
| Moneco Advisors, LLC | 0.06% | Reduce -3.5% | 4,328 | $378K |
| Motive Wealth Advisors | 0.23% | New | 4,281 | $374K |
| Good Life Advisors, LLC | 0.03% | Reduce -14.9% | 4,181 | $365K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +12.1% | 5,212 | $360K |
| Integrated Wealth Concepts LLC | 0.01% | Add +10.3% | 4,027 | $352K |
| NewEdge Advisors, LLC | 0.00% | Add +166.6% | 4,013 | $350K |
| Consolidated Portfolio Review Corp | 0.09% | Reduce -0.2% | 3,947 | $344K |
| PFG Investments, LLC | 0.02% | New | 3,947 | $344K |
| Choreo, LLC | 0.01% | No change | 3,912 | $341K |
| Ignite Planners, LLC | 0.09% | Reduce -4.9% | 3,848 | $334K |
| Bank of Montreal | 0.00% | No change | 3,769 | $330K |
| True Vision MN LLC | 0.23% | Reduce -0.2% | 3,876 | $322K |
| Aviso Wealth Management | 0.20% | Reduce -0.8% | 3,690 | $322K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +3.3% | 3,685 | $322K |
| Morningstar Investment Services LLC | 0.00% | New | 3,683 | $321K |
| Retirement Planning Group, LLC | 0.02% | Add +3.6% | 3,655 | $319K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -38.0% | 3,676 | $318K |
| HB Wealth Management, LLC | 0.00% | Reduce -1.0% | 3,597 | $314K |
| Bleakley Financial Group, LLC | 0.01% | Add +7.4% | 3,578 | $312K |
| Simplicity Wealth,LLC | 0.01% | New | 3,578 | $312K |
| Trail Ridge Investment Advisors, LLC | 0.18% | Reduce -1.1% | 3,560 | $311K |
| Retirement Income Solutions, Inc. | 0.07% | Reduce -4.4% | 3,525 | $308K |
| Centerpoint Advisors, LLC | 0.11% | No change | 3,479 | $304K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Add +12.5% | 3,442 | $300K |
| Harbour Investments, Inc. | 0.01% | Add +14.2% | 3,432 | $300K |
| IVC Wealth Advisors LLC | 0.17% | No change | 3,384 | $295K |
| IFG Advisors, LLC | 0.07% | Reduce -2.3% | 3,281 | $286K |
| Raymond James & Associates | 0.00% | Add +16.2% | 3,216 | $281K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -35.9% | 3,194 | $279K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.1% | 3,173 | $277K |
| Sterling Financial Planning, Inc. | 0.11% | No change | 3,121 | $272K |
| GeoWealth Management, LLC | 0.01% | New | 3,115 | $272K |
| Avantax Advisory Services, Inc. | 0.00% | New | 3,030 | $264K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -9.5% | 2,914 | $254K |
| CreativeOne Wealth, LLC | 0.01% | New | 2,912 | $254K |
| Retirement Planning Co of New England, Inc. | 0.14% | Reduce -4.9% | 2,909 | $254K |
| Embree Financial Group | 0.05% | Reduce -14.2% | 2,896 | $253K |
| Bank of New York Mellon Corp | 0.00% | Add +7.3% | 2,838 | $248K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 2,812 | $246K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +184.7% | 2,799 | $244K |
| Signal Advisors Wealth, LLC | 0.06% | New | 2,789 | $243K |
| Basepoint Wealth LLC | 0.18% | New | 2,788 | $243K |
| Private Portfolio Partners LLC | 0.05% | Add +0.3% | 2,786 | $243K |
| Maltin Wealth Management, Inc. | 0.14% | New | 2,766 | $241K |
| Idaho Trust Co | 0.23% | New | 2,753 | $240K |
| Fingerlakes Wealth Management, Inc. | 0.23% | Add +0.0% | 2,753 | $240K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 2,734 | $239K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,725 | $238K |
| Independent Advisor Alliance | 0.01% | New | 2,696 | $235K |
| Carmichael Hill & Associates, Inc. | 0.10% | Reduce -1.5% | 2,679 | $234K |
| Goldstein Advisors, LLC | 0.04% | New | 2,641 | $231K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -14.4% | 2,631 | $230K |
| Fernwood Investment Management, LLC | 0.07% | New | 2,596 | $227K |
| Cabot Wealth Management Inc. | 0.03% | New | 2,571 | $224K |
| Somerset Trust Co | 0.09% | New | 2,560 | $223K |
| PCA Investment Advisory Services Inc. | 0.13% | New | 2,559 | $223K |
| RFG Advisory, LLC | 0.01% | New | 2,502 | $218K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -34.5% | 2,494 | $218K |
| Burt Wealth Advisors | 0.05% | New | 2,460 | $215K |
| Valeo Financial Advisors, LLC | 0.01% | New | 2,534 | $211K |
| International Assets Investment Management, LLC | 0.02% | New | 2,408 | $209K |
| Virtue Capital Management, LLC | 0.04% | New | 2,432 | $204K |
| Advisors Capital Management, LLC | 0.00% | New | 2,326 | $203K |
| Beacon Financial Advisory LLC | 0.10% | New | 2,325 | $203K |
| Denver PWM, LLC | 0.08% | Reduce -22.2% | 3,872 | $201K |
| Greenleaf Trust | 0.00% | New | 2,308 | $201K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 2,304 | $201K |
| Triton Financial Group Inc | 0.14% | Reduce -14.6% | 2,303 | $201K |
| Creative Financial Designs Inc. | 0.02% | Add +47.7% | 2,159 | $188K |
| SOA Wealth Advisors, LLC. | 0.04% | Reduce -19.8% | 2,022 | $177K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,965 | $171K |
| MidAtlantic Capital Management, Inc. | 0.14% | No change | 1,859 | $162K |
| Princeton Global Asset Management LLC | 0.03% | Reduce -45.9% | 1,570 | $137K |
| Tucker Asset Management LLC | 0.03% | New | 1,564 | $137K |
| Private Trust Co. NA | 0.01% | Reduce -16.3% | 1,492 | $130K |
| Tsfg, LLC | 0.03% | No change | 1,399 | $122K |
| Hollencrest Capital Management | 0.01% | No change | 1,299 | $113K |
| DHJJ Financial Advisors, Ltd. | 0.05% | No change | 1,224 | $107K |
| Iron Horse Wealth Management, LLC | 0.04% | Reduce -2.9% | 1,091 | $95K |
| Ballast Advisors LLC | 0.03% | No change | 1,059 | $92K |
| Avior Wealth Management, LLC | 0.00% | Add +18.8% | 923 | $81K |
| CoreCap Advisors, LLC | 0.00% | New | 901 | $79K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Add +0.6% | 881 | $77K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 797 | $70K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -38.2% | 704 | $61K |
| UMB Bank, n.a. | 0.00% | No change | 663 | $58K |
| Arcadia Investment Management Corp. | 0.01% | No change | 650 | $57K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -25.1% | 568 | $50K |
| Horizons Wealth Management | 0.03% | No change | 648 | $49K |
| Capital Analysts, LLC | 0.00% | Add +42.4% | 541 | $47K |
| Concord Wealth Partners | 0.01% | No change | 527 | $46K |
| Richardson Financial Services Inc. | 0.03% | New | 484 | $42K |
| Beacon Capital Management, LLC | 0.01% | No change | 477 | $42K |
| Front Row Advisors LLC | 0.01% | No change | 450 | $39K |
| Gradient Investments LLC | 0.00% | Reduce -8.5% | 432 | $38K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 431 | $38K |
| Anchor Investment Management, LLC | 0.00% | No change | 426 | $37K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.3% | 398 | $35K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 374 | $33K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 360 | $31K |
| Continuum Advisory, LLC | 0.00% | New | 362 | $31K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 345 | $30K |
| Caitlin John, LLC | 0.02% | No change | 311 | $27K |
| Founders Capital Management | 0.02% | Add +0.3% | 284 | $25K |
| M&R Capital Management Inc. | 0.01% | No change | 279 | $24K |
| Spectrum Wealth Counsel, LLC | 0.00% | New | 274 | $24K |
| Orion Capital Management LLC | 0.01% | No change | 270 | $24K |
| AdvisorNet Financial, Inc | 0.00% | Add +27.3% | 266 | $23K |
| Blair William & Co. | 0.00% | Add +19.6% | 244 | $21K |
| Smartleaf Asset Management LLC | 0.00% | No change | 212 | $18K |
| TD Capital Management LLC | 0.00% | Add +0.5% | 210 | $18K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 199 | $17K |
| Crewe Advisors LLC | 0.00% | New | 186 | $16K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 185 | $16K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -8.2% | 180 | $16K |
| PSI Advisors, LLC | 0.01% | No change | 166 | $14K |
| Pineridge Advisors LLC | 0.01% | No change | 163 | $14K |
| Sunbelt Securities, Inc. | 0.00% | No change | 161 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 145 | $13K |
| Kozak & Associates, Inc. | 0.00% | No change | 144 | $12K |
| Cape Investment Advisory, Inc. | 0.01% | Add +34.0% | 138 | $12K |
| Aspire Private Capital, LLC | 0.00% | New | 137 | $12K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 117 | $10K |
| Vima LLC | 0.01% | No change | 149 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 109 | $10K |
| Sound Income Strategies, LLC | 0.00% | Reduce -5.0% | 96 | $8K |
| Angeles Wealth Management, LLC | 0.00% | No change | 81 | $7K |
| Mather Group, Llc. | 0.00% | New | 78 | $6K |
| Mma Asset Management LLC | 0.00% | New | 60 | $5K |
| Realta Investment Advisors | 0.00% | New | 57 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | New | 54 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | New | 53 | $5K |
| Sachetta, LLC | 0.00% | No change | 43 | $3K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 35 | $3K |
| Evermay Wealth Management LLC | 0.00% | New | 32 | $3K |
| Bfsg, LLC | 0.00% | New | 28 | $2K |
| Archer Investment Corp | 0.00% | No change | 28 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 27 | $2K |
| Arax Advisory Partners | 0.00% | Reduce -68.9% | 23 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 33 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -98.4% | 20 | $2K |
| Planning Capital Management Corp | 0.00% | Add +5.3% | 20 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 16 | $1K |
| Hanson & Doremus Investment Management | 0.00% | New | 15 | $1K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -44.4% | 10 | $834 |
| Castleview Partners, LLC | 0.00% | No change | 6 | $524 |
| Private Capital Management LLC | 0.00% | New | 1 | $88 |
| NewSquare Capital LLC | 0.00% | New | 1 | $73 |
"% 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.