SS SPDR S&P 400 MC GR ETFMDYGETF
13F holders, Q2 2024 (June 30)365holders −2
38new positions
45sold out
2famous investors
$83.57avg. 13F price*
At the end of Q2 2024, 365 institutions reported holding SS SPDR S&P 400 MC GR ETF (MDYG) in their 13F filings, down 2 from Q1 2024. 38 opened new positions and 45 sold out. The largest holders were Citigroup Inc. ($201.9M), Financial Engines Advisors L.L.C. ($145.3M) and LPL Financial LLC ($141.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS SPDR S&P 400 MC GR ETF
- Filed as
- SPDR SER TR (Q2 2024)
- CUSIP
- 78464A821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $39.3M |
| Exits | 45 | $32.2M |
All 13F filers, Q1 2024 → Q2 2024: 1,832,664 shares bought and 8,448,375 shares sold, net −6,615,711 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 365 holders
| Citigroup Inc. | 0.20% | Add +2.8% | 2,402,340 | $201.9M |
| Financial Engines Advisors L.L.C. | 0.32% | Reduce -3.2% | 1,728,650 | $145.3M |
| LPL Financial LLC | 0.07% | Add +9.8% | 1,685,162 | $141.7M |
| NorthRock Partners, LLC | 3.01% | Add +7.0% | 950,088 | $79.9M |
| AE Wealth Management LLC | 0.63% | Add +12.2% | 744,990 | $62.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -81.2% | 666,631 | $56.0M |
| Parcion Private Wealth LLC | 4.85% | Reduce -5.8% | 630,970 | $53.0M |
| Stifel Financial Corp. | 0.05% | Reduce -59.0% | 486,367 | $40.9M |
| FAS Wealth Partners, Inc. | 3.19% | Add +3.8% | 439,487 | $36.9M |
| Chartist Inc. | 17.89% | Reduce -1.9% | 64,459 | $34.5M |
| Benjamin F. Edwards & Company, Inc. | 0.59% | Reduce -53.1% | 402,009 | $33.8M |
| First National Trust Co | 1.22% | Reduce -10.5% | 353,717 | $29.7M |
| Wells Fargo & Company | 0.01% | Add +28.7% | 341,282 | $28.7M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +67.4% | 324,544 | $27.3M |
| Klingman & Associates, LLC | 1.71% | Reduce -0.3% | 301,136 | $25.3M |
| Morgan Stanley | 0.00% | Add +3.0% | 299,332 | $25.2M |
| Tiaa Trust, National Association | 0.07% | Add +61.2% | 286,279 | $24.1M |
| McAdam, LLC | 1.45% | Reduce -0.8% | 286,058 | $24.0M |
| Private Advisor Group, LLC | 0.16% | Add +14.1% | 279,794 | $23.5M |
| GHP Investment Advisors, Inc. | 1.16% | Add +0.9% | 276,048 | $23.2M |
| Avantax Planning Partners, Inc. | 0.73% | Add +297.3% | 268,566 | $22.6M |
| HighTower Advisors, LLC | 0.03% | Reduce -7.2% | 239,781 | $20.2M |
| Rehmann Capital Advisory Group | 1.42% | Reduce -9.0% | 235,259 | $19.8M |
| Corient Private Wealth LP | 0.03% | Reduce -6.5% | 224,724 | $18.8M |
| Ameriprise Financial Inc. | 0.00% | Add +0.3% | 217,019 | $18.2M |
| Osaic Holdings, Inc. | 0.04% | Reduce -32.5% | 216,611 | $18.2M |
| Clark Capital Management Group, Inc. | 0.13% | Reduce -82.3% | 214,608 | $18.0M |
| Convergence Financial, LLC | 4.61% | Reduce -0.3% | 207,370 | $17.4M |
| Rodgers & Associates, LTD | 2.09% | Reduce -0.7% | 193,315 | $16.3M |
| Confluence Investment Management LLC | 0.22% | Reduce -56.9% | 183,821 | $15.5M |
| KWB Wealth | 2.00% | Reduce -2.3% | 166,153 | $14.5M |
| Shakespeare Wealth Management, LLC | 4.17% | Add +12.6% | 171,793 | $14.4M |
| Bank of America Corp. | 0.00% | Add +36.1% | 162,107 | $13.6M |
| Signet Financial Management, LLC | 1.75% | Reduce -6.1% | 154,057 | $13.0M |
| Mariner, LLC | 0.02% | Add +7.6% | 151,652 | $12.7M |
| Truist Financial Corp. | 0.02% | Add +6.3% | 142,574 | $12.0M |
| Axiom Advisory, LLC | 0.12% | New | 127,153 | $10.7M |
| JNBA Financial Advisors | 1.13% | Reduce -13.9% | 127,391 | $10.7M |
| Etfidea, LLC | 3.61% | Reduce -0.1% | 127,123 | $10.7M |
| SFG Wealth Management, LLC. | 5.16% | Add +3.6% | 107,809 | $9.1M |
| Balanced Wealth Group LLC | 4.04% | Add +6.1% | 227,099 | $8.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.0% | 104,534 | $8.8M |
| ERn Financial, LLC | 1.43% | Add +8.3% | 102,673 | $8.6M |
| Foundations Investment Advisors, LLC | 0.21% | Add +62.8% | 101,985 | $8.6M |
| WCG Wealth Advisors LLC | 0.60% | Add +0.6% | 96,485 | $8.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +107.3% | 90,606 | $7.6M |
| Royal Bank of Canada | 0.00% | Add +26.9% | 89,377 | $7.5M |
| Cetera Investment Advisers | 0.02% | Reduce -55.1% | 86,945 | $7.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +12.5% | 85,856 | $7.2M |
| Perennial Investment Advisors, LLC | 1.00% | Add +0.6% | 82,784 | $7.0M |
| Prestige Wealth Management Group LLC | 1.50% | Reduce -3.5% | 82,466 | $6.9M |
| Diligent Investors, LLC | 1.68% | Reduce -4.7% | 80,842 | $6.8M |
| Townsquare Capital LLC | 0.09% | Reduce -88.9% | 80,448 | $6.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +15.2% | 76,417 | $6.4M |
| UBS Group AG | 0.00% | Reduce -7.9% | 76,044 | $6.4M |
| Two Sigma Advisers, LP | 0.01% | New | 74,500 | $6.3M |
| Pathstone Holdings, LLC | 0.03% | Reduce -3.8% | 72,932 | $6.1M |
| Executive Wealth Management, LLC | 1.11% | Reduce -3.5% | 72,162 | $6.1M |
| Councilor Wealth, LLC | 2.99% | Reduce -1.7% | 68,859 | $5.8M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -3.6% | 68,417 | $5.8M |
| Total Wealth Planning, LLC | 0.87% | Reduce -5.5% | 59,336 | $5.3M |
| WealthShield Partners, LLC | 0.78% | Add +0.6% | 60,594 | $5.1M |
| Koss-Olinger Consulting, LLC | 0.44% | New | 56,460 | $4.7M |
| Citadel Advisors | 0.00% | New | 54,633 | $4.6M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +34.0% | 54,143 | $4.6M |
| Waller Financial Planning Group, Inc. | 1.22% | Add +0.9% | 53,973 | $4.5M |
| Jones Financial Companies LLLP | 0.01% | Add +43.5% | 52,675 | $4.4M |
| Syntegra Private Wealth Group, LLC | 0.56% | Reduce -0.3% | 52,346 | $4.4M |
| BNP Paribas Financial Markets | 0.00% | Add +2.6% | 51,300 | $4.3M |
| Chicago Partners Investment Group LLC | 0.16% | Add +11.4% | 47,737 | $4.1M |
| Signature Estate & Investment Advisors LLC | 0.10% | Reduce -0.8% | 48,673 | $4.1M |
| Goldstone Financial Group, LLC | 0.79% | Add +16.2% | 46,696 | $3.9M |
| Gladstone Institutional Advisory LLC | 0.20% | Reduce -5.0% | 46,347 | $3.9M |
| Cary Street Partners Investment Advisory LLC | 0.15% | Add +5.0% | 45,026 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Reduce -9.9% | 39,655 | $3.3M |
| Kingsview Wealth Management, LLC | 0.08% | Reduce -0.2% | 38,263 | $3.2M |
| MML Investors Services, LLC | 0.01% | Reduce -43.0% | 37,951 | $3.2M |
| Keeley-Teton Advisors, LLC | 0.41% | Add +0.1% | 37,757 | $3.2M |
| Koshinski Asset Management, Inc. | 0.28% | Reduce -8.4% | 36,568 | $3.0M |
| Principal Securities, Inc. | 0.08% | Reduce -79.8% | 35,813 | $3.0M |
| Marathon Mission, Inc. | 2.25% | New | 35,395 | $3.0M |
| Equitable Holdings, Inc. | 0.03% | Add +7.3% | 34,064 | $2.9M |
| Cooper Financial Group | 0.40% | Add +25.3% | 32,482 | $2.7M |
| Pinnacle Family Advisors, LLC | 1.46% | Reduce -58.8% | 31,402 | $2.6M |
| Creative Planning | 0.00% | Add +0.1% | 30,038 | $2.5M |
| Oak Root LLC | 0.33% | Add +2.2% | 29,875 | $2.5M |
| Investors Research Corp | 0.59% | Reduce -1.8% | 29,843 | $2.5M |
| Courage Miller Partners, LLC | 0.90% | Reduce -0.3% | 29,691 | $2.5M |
| Pacific Sun Financial Corp | 1.46% | Reduce -2.0% | 29,304 | $2.5M |
| Larson Financial Group LLC | 0.17% | Reduce -0.1% | 29,002 | $2.4M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -18.5% | 27,213 | $2.3M |
| Prudential Financial Inc. | 0.00% | Reduce -40.2% | 26,485 | $2.2M |
| Confluence Wealth Services, Inc. | 0.16% | Add +130.3% | 24,121 | $2.0M |
| Composition Wealth, LLC | 0.05% | Add +0.1% | 23,505 | $2.0M |
| Centennial Wealth Advisory LLC | 0.82% | Reduce -58.7% | 22,643 | $1.9M |
| Asset Management Group, Inc. | 0.29% | Add +0.2% | 22,607 | $1.9M |
| Occidental Asset Management, LLC | 0.33% | Reduce -4.4% | 22,189 | $1.9M |
| Sage Financial Group Inc. | 0.16% | Add +4.2% | 21,546 | $1.8M |
| Argent Trust Co | 0.08% | Reduce -0.2% | 20,948 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.2% | 20,166 | $1.7M |
| IAG Wealth Partners, LLC | 0.34% | Reduce -6.8% | 20,080 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -0.8% | 20,056 | $1.7M |
| Key Financial Inc | 0.40% | Add +5.5% | 19,704 | $1.7M |
| Barden Capital Management, Inc. | 1.56% | Reduce -0.8% | 19,693 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +33.3% | 19,226 | $1.6M |
| Denver Wealth Management, Inc. | 0.79% | Add +174.6% | 18,871 | $1.6M |
| Freedom Investment Management, Inc. | 0.13% | Reduce -16.9% | 18,786 | $1.6M |
| Bristlecone Advisors, LLC | 0.13% | Add +4.7% | 18,444 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -69.8% | 18,430 | $1.5M |
| World Investment Advisors | 0.10% | Add +7.2% | 18,251 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +499.1% | 18,153 | $1.5M |
| American Financial & Tax Strategies Inc. | 0.80% | Reduce -0.7% | 18,071 | $1.5M |
| Destiny Capital Corp | 1.03% | Reduce -22.3% | 17,976 | $1.5M |
| Girard Partners LTD. | 0.14% | Add +3.3% | 17,955 | $1.5M |
| Cwm, LLC | 0.01% | Reduce -10.8% | 17,821 | $1.5M |
| Smith Anglin Financial, LLC | 0.15% | Reduce -0.4% | 17,672 | $1.5M |
| Visionary Wealth Advisors | 0.10% | Reduce -48.1% | 17,550 | $1.5M |
| Laidlaw Wealth Management LLC | 0.80% | Reduce -8.4% | 17,288 | $1.5M |
| Raymond James & Associates | 0.00% | Add +433.6% | 17,162 | $1.4M |
| SCS Capital Management LLC | 0.03% | Reduce -25.2% | 16,953 | $1.4M |
| Comerica Bank | 0.01% | Reduce -43.5% | 16,852 | $1.4M |
| MAI Capital Management | 0.01% | New | 16,488 | $1.4M |
| Thrive Capital Management, LLC | 0.63% | New | 16,470 | $1.4M |
| Avior Wealth Management, LLC | 0.06% | Add +1668.6% | 16,324 | $1.4M |
| Broadview Financial Management, LLC | 0.99% | Reduce -5.5% | 16,199 | $1.4M |
| Heritage Wealth Management, Inc. | 1.27% | Add +1.2% | 15,664 | $1.3M |
| Twelve Points Wealth Management LLC | 0.46% | No change | 15,625 | $1.3M |
| IHT Wealth Management, LLC | 0.05% | Reduce -57.5% | 15,270 | $1.3M |
| Moloney Securities Asset Management, LLC | 0.19% | Reduce -5.5% | 15,250 | $1.3M |
| Wambolt & Associates, LLC | 0.37% | Reduce -2.3% | 15,333 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -6.1% | 14,856 | $1.2M |
| Benjamin Edwards Inc. | 0.24% | Reduce -67.1% | 14,808 | $1.2M |
| CENTRAL TRUST Co | 0.03% | Reduce -4.5% | 14,378 | $1.2M |
| Parallel Advisors, LLC | 0.03% | Add +22.2% | 14,194 | $1.2M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -3.3% | 14,189 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -96.3% | 14,119 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -96.3% | 14,119 | $1.2M |
| LTG Capital LLC | 1.04% | Reduce -6.0% | 13,670 | $1.1M |
| Mgo One Seven LLC | 0.05% | Add +15.9% | 13,171 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -43.3% | 12,993 | $1.1M |
| Lewis Asset Management, LLC | 0.83% | Reduce -2.1% | 12,980 | $1.1M |
| Trilogy Capital Inc. | 0.06% | Add +3.0% | 12,843 | $1.1M |
| Salomon & Ludwin, LLC | 0.12% | Add +5.5% | 12,529 | $1.1M |
| Avestar Capital, LLC | 0.11% | New | 12,263 | $1.0M |
| Linscomb Wealth, Inc. | 0.05% | Reduce -5.2% | 12,239 | $1.0M |
| Advance Capital Management, Inc. | 0.05% | Add +0.0% | 11,783 | $990K |
| Prudential PLC | 0.01% | Add +165.5% | 11,678 | $982K |
| PFG Advisors | 0.06% | Add +3.8% | 11,320 | $952K |
| First Heartland Consultants, Inc. | 0.09% | Add +274.5% | 10,912 | $917K |
| Atria Investments, Inc | 0.01% | Reduce -66.3% | 10,623 | $893K |
| Fairscale Capital, LLC | 0.79% | — | 9,920 | $885K |
| Captrust Financial Advisors | 0.00% | Add +10.8% | 10,339 | $869K |
| AlphaStar Capital Management, LLC | 0.08% | Add +16.9% | 10,339 | $869K |
| B.O.S.S. Retirement Advisors, LLC | 0.22% | Add +68.7% | 10,337 | $869K |
| Foster Victor Wealth Advisors, LLC | 0.07% | Reduce -2.2% | 9,667 | $862K |
| Drive Wealth Management, LLC | 0.23% | Reduce -4.9% | 10,129 | $851K |
| First International Bank & Trust | 0.29% | No change | 10,089 | $848K |
| Measured Wealth Private Client Group, LLC | 0.30% | Reduce -11.8% | 10,055 | $845K |
| Moneco Advisors, LLC | 0.12% | Add +127.5% | 9,848 | $828K |
| Connecticut Wealth Management, LLC | 0.04% | No change | 9,773 | $822K |
| Portside Wealth Group, LLC | 0.15% | Reduce -74.5% | 9,639 | $810K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +7.6% | 9,480 | $797K |
| Wrapmanager Inc. | 0.22% | Reduce -6.9% | 9,432 | $793K |
| YHB Investment Advisors, Inc. | 0.07% | Add +6.0% | 9,284 | $780K |
| Integrated Advisors Network LLC | 0.04% | Reduce -13.9% | 9,147 | $769K |
| Members Advisory Group LLC | 0.41% | New | 9,003 | $757K |
| Financial Network Wealth Advisors LLC | 0.55% | Reduce -57.0% | 8,824 | $742K |
| Focus Financial Network, Inc. | 0.03% | Reduce -3.3% | 8,379 | $731K |
| Florida Financial Advisors, LLC | 0.43% | New | 8,471 | $712K |
| Cerity Partners LLC | 0.00% | Add +0.4% | 8,462 | $711K |
| WealthPLAN Partners, LLC | 0.07% | Add +61.6% | 8,290 | $697K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +32.4% | 8,262 | $694K |
| Schneider Downs Wealth Management Advisors, LP | 0.15% | No change | 8,163 | $686K |
| Concourse Financial Group Securities, Inc. | 0.04% | Reduce -1.6% | 8,143 | $685K |
| Swmg, LLC | 0.30% | Reduce -61.1% | 8,116 | $682K |
| D. E. Shaw & Co. | 0.00% | New | 8,049 | $677K |
| New England Capital Financial Advisors LLC | 0.38% | Reduce -2.5% | 8,015 | $674K |
| Merit Financial Group, LLC | 0.01% | Reduce -2.7% | 7,976 | $670K |
| GTS Securities LLC | 0.01% | New | 7,799 | $656K |
| Willner & Heller, LLC | 0.62% | Add +0.6% | 7,684 | $646K |
| Grey Ledge Advisors, LLC | 0.18% | No change | 7,644 | $643K |
| Inspirion Wealth Advisors, LLC | 0.10% | Add +2.4% | 7,637 | $642K |
| KPP Advisory Services LLC | 0.17% | Reduce -0.8% | 7,590 | $638K |
| IFP Advisors, Inc | 0.03% | Reduce -1.1% | 7,559 | $635K |
| Essex Financial Services, Inc. | 0.05% | Reduce -5.0% | 7,585 | $630K |
| Wealth Management Associates, Inc. | 0.29% | No change | 7,478 | $629K |
| Condor Capital Management | 0.06% | Reduce -0.5% | 7,474 | $628K |
| Csenge Advisory Group | 0.03% | Reduce -29.1% | 7,222 | $607K |
| Mystic Asset Management, Inc. | 0.24% | Add +0.4% | 7,200 | $605K |
| Altfest L J & Co. Inc. | 0.08% | Add +0.1% | 7,101 | $597K |
| Allworth Financial LP | 0.00% | Reduce -0.0% | 6,803 | $584K |
| Financial Advocates Investment Management | 0.04% | Add +0.6% | 6,858 | $577K |
| Gradient Investments LLC | 0.01% | Add +1474.3% | 6,801 | $572K |
| John W. Brooker & Co., CPAs | 0.28% | Add +2.0% | 6,767 | $569K |
| FMR LLC | 0.00% | Add +23.4% | 6,664 | $560K |
| EP Wealth Advisors, LLC | 0.01% | Add +0.0% | 6,568 | $552K |
| Global Retirement Partners, LLC | 0.02% | Reduce -77.2% | 6,531 | $549K |
| Tritonpoint Wealth, LLC | 0.05% | New | 6,420 | $540K |
| Bill Few Associates, Inc. | 0.21% | Add +9.0% | 6,401 | $538K |
| Acas, LLC | 0.45% | Add +16.1% | 5,937 | $521K |
| Valley Forge Investment Consultants Inc. Adv | 0.19% | Reduce -7.1% | 6,032 | $507K |
| First Pacific Financial | 0.13% | Add +0.3% | 6,001 | $504K |
| Salem Investment Counselors Inc. | 0.02% | No change | 6,000 | $504K |
| Onyx Bridge Wealth Group LLC | 0.08% | Reduce -1.8% | 5,939 | $499K |
| Clear Point Advisors Inc. | 0.40% | Add +0.1% | 5,783 | $486K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -0.8% | 5,766 | $485K |
| LexAurum Advisors, LLC | 0.12% | Reduce -8.3% | 5,695 | $479K |
| Flow Traders U.S. LLC | 0.02% | New | 5,515 | $464K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.0% | 5,441 | $457K |
| Silver Oak Securities, Incorporated | 0.07% | Add +70.1% | 5,434 | $457K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -15.9% | 5,281 | $444K |
| Arkadios Wealth Advisors | 0.03% | Add +4.1% | 5,239 | $440K |
| Intrepid Financial Planning Group LLC | 0.19% | Add +19.0% | 5,199 | $437K |
| RTD Financial Advisors, Inc. | 0.06% | No change | 5,181 | $436K |
| Jane Street Group, LLC | 0.00% | New | 4,832 | $406K |
| Creekside Partners | 0.22% | — | 4,814 | $405K |
| CAP Partners, LLC | 0.32% | Add +0.0% | 4,744 | $399K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -48.2% | 4,705 | $395K |
| Brookstone Capital Management | 0.01% | Add +2.1% | 4,534 | $395K |
| Flagstar Securities, Inc. | 0.11% | Reduce -1.8% | 4,587 | $386K |
| NewEdge Advisors, LLC | 0.00% | Add +13.8% | 4,566 | $384K |
| Wellspring Financial Advisors, LLC | 0.04% | No change | 367,778 | $382K |
| Ameritas Advisory Services, LLC | 0.01% | Add +22.5% | 4,502 | $378K |
| Trexquant Investment LP | 0.01% | New | 4,393 | $369K |
| OneAscent Financial Services LLC | 0.05% | Reduce -12.4% | 4,295 | $361K |
| Spire Wealth Management | 0.01% | Reduce -16.8% | 4,230 | $356K |
| Sigma Planning Corp | 0.01% | Reduce -30.1% | 4,012 | $337K |
| Good Life Advisors, LLC | 0.03% | Reduce -5.1% | 3,969 | $334K |
| True Vision MN LLC | 0.21% | Add +0.1% | 3,880 | $326K |
| Choreo, LLC | 0.01% | No change | 3,912 | $325K |
| Bank of Montreal | 0.00% | No change | 3,769 | $321K |
| Wallace Advisory Group, LLC | 0.23% | Reduce -45.8% | 3,815 | $321K |
| Ignite Planners, LLC | 0.08% | Reduce -2.8% | 3,740 | $311K |
| Motive Wealth Advisors | 0.19% | Reduce -14.3% | 3,671 | $309K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -2.2% | 3,605 | $303K |
| HB Wealth Management, LLC | 0.00% | No change | 3,597 | $302K |
| Bleakley Financial Group, LLC | 0.01% | No change | 3,578 | $301K |
| Simplicity Wealth,LLC | 0.01% | No change | 3,578 | $301K |
| Consolidated Portfolio Review Corp | 0.07% | Reduce -9.8% | 3,561 | $299K |
| Harbour Investments, Inc. | 0.01% | Add +3.5% | 3,551 | $299K |
| Retirement Planning Group, LLC | 0.02% | Reduce -3.0% | 3,546 | $298K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Reduce -2.5% | 3,355 | $282K |
| Centerpoint Advisors, LLC | 0.10% | Reduce -4.0% | 3,338 | $281K |
| Financial Freedom, LLC | 0.16% | New | 3,314 | $279K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -36.7% | 3,298 | $277K |
| Arete Wealth Advisors, LLC | 0.02% | New | 3,300 | $277K |
| IVC Wealth Advisors LLC | 0.15% | Reduce -3.1% | 3,279 | $276K |
| Advisors Capital Management, LLC | 0.00% | Add +36.3% | 3,170 | $266K |
| IFG Advisors, LLC | 0.06% | Reduce -3.6% | 3,162 | $266K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 3,138 | $264K |
| Denver PWM, LLC | 0.10% | Reduce -20.4% | 3,083 | $259K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -24.3% | 3,049 | $256K |
| Aviso Wealth Management | 0.15% | Reduce -18.4% | 3,012 | $253K |
| Independent Advisor Alliance | 0.01% | Add +10.9% | 2,991 | $251K |
| Northern Trust Corp. | 0.00% | New | 2,941 | $247K |
| Retirement Planning Co of New England, Inc. | 0.13% | No change | 2,909 | $245K |
| Sterling Financial Planning, Inc. | 0.10% | Reduce -9.8% | 2,815 | $237K |
| Embree Financial Group | 0.04% | Reduce -3.8% | 2,786 | $234K |
| Maltin Wealth Management, Inc. | 0.13% | Add +0.3% | 2,773 | $233K |
| Fingerlakes Wealth Management, Inc. | 0.21% | Add +0.3% | 2,760 | $232K |
| Trail Ridge Investment Advisors, LLC | 0.12% | Reduce -23.0% | 2,741 | $230K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,725 | $229K |
| Carmichael Hill & Associates, Inc. | 0.09% | Reduce -1.4% | 2,641 | $222K |
| Goldstein Advisors, LLC | 0.04% | No change | 2,641 | $222K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.3% | 2,623 | $221K |
| Fifth Third Securities, Inc. | 0.02% | New | 2,599 | $218K |
| Fernwood Investment Management, LLC | 0.07% | No change | 2,596 | $218K |
| Diversify Wealth Management, LLC | 0.03% | — | 2,666 | $216K |
| Basepoint Wealth LLC | 0.17% | Reduce -8.1% | 2,562 | $215K |
| PCA Investment Advisory Services Inc. | 0.11% | Add +0.0% | 2,560 | $215K |
| Somerset Trust Co | 0.09% | Reduce -0.4% | 2,550 | $214K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -7.5% | 2,530 | $213K |
| Norden Group LLC | 0.04% | Reduce -74.3% | 2,529 | $213K |
| Janney Montgomery Scott LLC | 0.00% | New | 2,438 | $205K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -3.3% | 2,412 | $203K |
| International Assets Investment Management, LLC | 0.02% | No change | 2,408 | $202K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -5.3% | 2,399 | $202K |
| Blair William & Co. | 0.00% | Add +840.2% | 2,294 | $193K |
| Princeton Global Asset Management LLC | 0.04% | Add +34.6% | 2,113 | $178K |
| Qube Research & Technologies Ltd | 0.00% | Add +195.6% | 2,081 | $175K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.3% | 2,027 | $170K |
| US Bancorp \de | 0.00% | Reduce -64.5% | 2,018 | $170K |
| Tucker Asset Management LLC | 0.04% | Add +22.2% | 1,911 | $161K |
| Private Trust Co. NA | 0.02% | Add +27.2% | 1,898 | $160K |
| MidAtlantic Capital Management, Inc. | 0.13% | No change | 1,859 | $156K |
| Creative Financial Designs Inc. | 0.01% | Reduce -14.9% | 1,837 | $154K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -8.7% | 1,795 | $150K |
| Tsfg, LLC | 0.03% | No change | 1,399 | $118K |
| Arcadia Investment Management Corp. | 0.02% | Add +115.4% | 1,400 | $118K |
| Hollencrest Capital Management | 0.00% | No change | 1,299 | $109K |
| CoreCap Advisors, LLC | 0.01% | Add +43.3% | 1,291 | $109K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 1,224 | $103K |
| Iron Horse Wealth Management, LLC | 0.04% | No change | 1,091 | $92K |
| Ballast Advisors LLC | 0.03% | No change | 1,059 | $89K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.0% | 821 | $69K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Reduce -8.3% | 808 | $67K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | New | 762 | $64K |
| Russell Investments Group, Ltd. | 0.00% | New | 733 | $62K |
| UMB Bank, n.a. | 0.00% | No change | 663 | $56K |
| Horizons Wealth Management | 0.04% | No change | 648 | $56K |
| Deutsche Bank AG | 0.00% | New | 582 | $49K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 568 | $48K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -80.5% | 546 | $46K |
| Capital Analysts, LLC | 0.00% | No change | 541 | $45K |
| Concord Wealth Partners | 0.01% | No change | 527 | $44K |
| Beacon Capital Management, LLC | 0.01% | No change | 477 | $40K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 472 | $40K |
| Front Row Advisors LLC | 0.01% | No change | 450 | $38K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 431 | $36K |
| Anchor Investment Management, LLC | 0.00% | No change | 426 | $36K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.3% | 399 | $34K |
| Tradewinds Capital Management, LLC | 0.01% | Reduce -99.9% | 390 | $33K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.3% | 375 | $32K |
| SIMA Wealth Partners, LLC | 0.03% | — | 362 | $30K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 360 | $30K |
| Mattson Financial Services, LLC | 0.01% | — | 358 | $30K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 345 | $29K |
| Farther Finance Advisors, LLC | 0.00% | New | 332 | $28K |
| Caitlin John, LLC | 0.02% | No change | 311 | $26K |
| Flputnam Investment Management Co. | 0.00% | New | 309 | $26K |
| Founders Capital Management | 0.02% | No change | 284 | $24K |
| M&R Capital Management Inc. | 0.01% | No change | 279 | $23K |
| MCF Advisors LLC | 0.00% | New | 274 | $23K |
| Orion Capital Management LLC | 0.01% | No change | 270 | $23K |
| PSI Advisors, LLC | 0.01% | Add +60.8% | 267 | $22K |
| AdvisorNet Financial, Inc | 0.00% | No change | 266 | $22K |
| Main Street Group, LTD | 0.01% | New | 259 | $22K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +41.7% | 255 | $21K |
| AlphaMark Advisors, LLC | 0.01% | New | 212 | $18K |
| Smartleaf Asset Management LLC | 0.00% | No change | 212 | $18K |
| TD Capital Management LLC | 0.00% | No change | 210 | $18K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 199 | $17K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 185 | $16K |
| Crewe Advisors LLC | 0.00% | Reduce -3.2% | 180 | $15K |
| Clearstead Advisors, LLC | 0.00% | New | 178 | $15K |
| Pineridge Advisors LLC | 0.00% | No change | 163 | $14K |
| Sunbelt Securities, Inc. | 0.00% | No change | 161 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 145 | $12K |
| Kozak & Associates, Inc. | 0.00% | No change | 144 | $12K |
| Bessemer Group Inc. | 0.00% | New | 145 | $12K |
| Aspire Private Capital, LLC | 0.00% | No change | 137 | $12K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +254.3% | 124 | $10K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 117 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 109 | $9K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -25.4% | 103 | $9K |
| Anfield Capital Management, LLC | 0.00% | New | 98 | $8K |
| Angeles Wealth Management, LLC | 0.00% | No change | 81 | $7K |
| Realta Investment Advisors | 0.00% | Add +1.8% | 58 | $5K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 54 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 53 | $4K |
| Valley National Advisers Inc. | 0.00% | New | 56 | $4K |
| Sachetta, LLC | 0.00% | No change | 43 | $4K |
| Hobbs Group Advisors, LLC | 0.00% | — | 31 | $3K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 29 | $2K |
| Archer Investment Corp | 0.00% | No change | 28 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 27 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 33 | $2K |
| Arax Advisory Partners | 0.00% | No change | 23 | $2K |
| Planning Capital Management Corp | 0.00% | No change | 20 | $2K |
| Triad Wealth Partners, LLC | 0.00% | New | 16 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 16 | $1K |
| HM Payson & Co. | 0.00% | New | 13 | $1K |
| Castleview Partners, LLC | 0.00% | No change | 6 | $504 |
| Assetmark, Inc. | 0.00% | Reduce -90.0% | 2 | $168 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $71 |
"% 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.