SS SPDR S&P 400 MC GR ETFMDYGETF
13F holders, Q3 2024 (September 30)370holders +5
32new positions
30sold out
3famous investors
$87.59avg. 13F price*
At the end of Q3 2024, 370 institutions reported holding SS SPDR S&P 400 MC GR ETF (MDYG) in their 13F filings, up 5 from Q2 2024. 32 opened new positions and 30 sold out. The largest holders were Citigroup Inc. ($213.8M), LPL Financial LLC ($152.2M) and Financial Engines Advisors L.L.C. ($125.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), 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 (Q3 2024)
- CUSIP
- 78464A821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $39.0M |
| Exits | 30 | $18.0M |
All 13F filers, Q2 2024 → Q3 2024: 3,671,636 shares bought and 1,699,900 shares sold, net +1,971,736 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 370 holders
| Citigroup Inc. | 0.20% | Add +1.4% | 2,437,057 | $213.8M |
| LPL Financial LLC | 0.07% | Add +2.9% | 1,734,389 | $152.2M |
| Financial Engines Advisors L.L.C. | 0.26% | Reduce -17.1% | 1,433,732 | $125.8M |
| Stifel Financial Corp. | 0.11% | Add +146.2% | 1,197,620 | $105.1M |
| Benjamin Edwards Inc. | 1.27% | Add +6605.5% | 992,944 | $87.1M |
| NorthRock Partners, LLC | 2.83% | Add +3.1% | 979,419 | $85.9M |
| Parcion Private Wealth LLC | 6.02% | Add +30.8% | 825,383 | $72.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -4.0% | 639,851 | $56.1M |
| AE Wealth Management LLC | 0.44% | Reduce -25.6% | 554,370 | $48.6M |
| Confluence Investment Management LLC | 0.57% | Add +165.6% | 488,176 | $42.8M |
| FAS Wealth Partners, Inc. | 3.22% | Add +5.1% | 461,868 | $40.5M |
| Chartist Inc. | 17.87% | Reduce -5.3% | 61,066 | $34.8M |
| First National Trust Co | 1.24% | Add +3.1% | 364,788 | $32.0M |
| Wells Fargo & Company | 0.01% | Add +1.9% | 347,804 | $30.5M |
| Morgan Stanley | 0.00% | Add +10.9% | 332,029 | $29.1M |
| Tradewinds Capital Management, LLC | 7.39% | Add +80579.0% | 314,648 | $27.6M |
| Private Advisor Group, LLC | 0.17% | Add +11.8% | 312,887 | $27.5M |
| Klingman & Associates, LLC | 1.64% | Add +0.0% | 301,152 | $26.4M |
| GHP Investment Advisors, Inc. | 1.14% | Add +2.2% | 282,202 | $24.8M |
| Avantax Planning Partners, Inc. | 0.86% | Add +1.4% | 272,182 | $23.9M |
| Rehmann Capital Advisory Group | 1.47% | Add +9.1% | 256,560 | $22.5M |
| HighTower Advisors, LLC | 0.03% | Add +6.7% | 255,852 | $22.4M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -21.4% | 255,202 | $22.4M |
| Ameriprise Financial Inc. | 0.01% | Add +12.1% | 243,218 | $21.3M |
| Tiaa Trust, National Association | 0.06% | Reduce -17.5% | 236,177 | $20.7M |
| Bank of America Corp. | 0.00% | Add +42.8% | 231,498 | $20.3M |
| Convergence Financial, LLC | 4.22% | Add +9.2% | 226,381 | $19.9M |
| McAdam, LLC | 1.10% | Reduce -21.9% | 223,285 | $19.6M |
| Corient Private Wealth LP | 0.03% | Reduce -8.8% | 204,879 | $18.0M |
| Rodgers & Associates, LTD | 2.01% | Reduce -0.9% | 191,545 | $16.8M |
| Shakespeare Wealth Management, LLC | 4.31% | Add +9.3% | 187,766 | $16.5M |
| Segall Bryant & Hamill, LLC | 0.20% | New | 166,164 | $14.6M |
| Clark Capital Management Group, Inc. | 0.10% | Reduce -23.5% | 164,154 | $14.4M |
| KWB Wealth | 1.87% | Add +2.9% | 170,881 | $14.4M |
| Mariner, LLC | 0.02% | Add +4.5% | 158,497 | $13.9M |
| Signet Financial Management, LLC | 1.71% | Reduce -0.5% | 153,239 | $13.4M |
| Truist Financial Corp. | 0.02% | Add +3.3% | 147,242 | $12.9M |
| Osaic Holdings, Inc. | 0.03% | Reduce -40.2% | 129,474 | $11.4M |
| Etfidea, LLC | 3.53% | No change | 127,123 | $11.2M |
| Axiom Advisory, LLC | 0.10% | Add +1.9% | 129,512 | $11.1M |
| Cary Street Partners Asset Management LLC | 1.45% | New | 125,486 | $11.0M |
| JNBA Financial Advisors | 1.05% | Reduce -6.6% | 118,963 | $10.4M |
| Balanced Wealth Group LLC | 4.41% | Reduce -49.5% | 114,585 | $10.0M |
| SFG Wealth Management, LLC. | 5.27% | Add +4.9% | 113,119 | $9.9M |
| ERn Financial, LLC | 1.44% | Add +5.1% | 107,865 | $9.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.5% | 106,055 | $9.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +22.9% | 105,551 | $9.3M |
| UBS Group AG | 0.00% | Add +27.6% | 97,044 | $8.5M |
| Integrated Capital Management, LLC | 4.29% | — | 92,340 | $8.1M |
| WCG Wealth Advisors LLC | 0.54% | Reduce -5.8% | 90,917 | $8.0M |
| Jones Financial Companies LLLP | 0.01% | Add +54.6% | 81,455 | $7.1M |
| Townsquare Capital LLC | 0.08% | Reduce -0.3% | 80,213 | $7.0M |
| Prestige Wealth Management Group LLC | 1.46% | Reduce -2.9% | 80,074 | $7.0M |
| Diligent Investors, LLC | 1.61% | Reduce -2.0% | 79,227 | $7.0M |
| Royal Bank of Canada | 0.00% | Reduce -13.3% | 77,455 | $6.8M |
| Cetera Investment Advisers | 0.01% | Reduce -11.6% | 76,898 | $6.7M |
| Pathstone Holdings, LLC | 0.03% | Add +0.3% | 73,138 | $6.4M |
| Perennial Investment Advisors, LLC | 0.83% | Reduce -12.4% | 72,489 | $6.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.9% | 66,406 | $5.8M |
| Councilor Wealth, LLC | 2.79% | Reduce -5.6% | 65,006 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -21.5% | 59,961 | $5.3M |
| Total Wealth Planning, LLC | 0.79% | Reduce -2.5% | 57,841 | $5.1M |
| WealthShield Partners, LLC | 0.68% | Reduce -5.7% | 57,131 | $5.0M |
| Waller Financial Planning Group, Inc. | 1.23% | Add +4.3% | 56,318 | $4.9M |
| Koss-Olinger Consulting, LLC | 0.42% | Reduce -1.8% | 55,427 | $4.9M |
| Goldstone Financial Group, LLC | 0.83% | Add +16.5% | 54,394 | $4.8M |
| Syntegra Private Wealth Group, LLC | 0.53% | Reduce -0.8% | 51,948 | $4.6M |
| Cary Street Partners Investment Advisory LLC | 0.17% | Add +13.8% | 51,217 | $4.5M |
| Obsidian Personal Planning Solutions LLC | 2.33% | New | 51,371 | $4.5M |
| Chicago Partners Investment Group LLC | 0.15% | Add +2.5% | 48,946 | $4.3M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -17.0% | 44,918 | $3.9M |
| Gladstone Institutional Advisory LLC | 0.19% | Reduce -3.3% | 44,832 | $3.9M |
| Kingsview Wealth Management, LLC | 0.08% | Add +16.7% | 44,648 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -52.1% | 43,380 | $3.8M |
| Prudential Financial Inc. | 0.01% | Add +53.4% | 40,620 | $3.6M |
| Visionary Wealth Advisors | 0.21% | Add +122.7% | 39,089 | $3.4M |
| Signature Estate & Investment Advisors LLC | 0.08% | Reduce -21.3% | 38,325 | $3.4M |
| MML Investors Services, LLC | 0.01% | Reduce -0.3% | 37,844 | $3.3M |
| Keeley-Teton Advisors, LLC | 0.36% | Reduce -0.7% | 37,502 | $3.3M |
| Merit Financial Group, LLC | 0.07% | Add +364.2% | 37,022 | $3.2M |
| Koshinski Asset Management, Inc. | 0.28% | Add +0.3% | 36,690 | $3.2M |
| Marathon Mission, Inc. | 2.23% | Add +3.3% | 36,551 | $3.2M |
| Equitable Holdings, Inc. | 0.03% | Add +3.9% | 35,402 | $3.1M |
| Pinnacle Family Advisors, LLC | 1.46% | Add +2.6% | 32,225 | $2.8M |
| Principal Securities, Inc. | 0.07% | Reduce -13.6% | 30,935 | $2.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +67.3% | 30,379 | $2.7M |
| Oak Root LLC | 0.34% | Add +1.6% | 30,360 | $2.7M |
| Cwm, LLC | 0.01% | Add +69.6% | 30,230 | $2.7M |
| Creative Planning | 0.00% | Reduce -0.2% | 29,984 | $2.6M |
| Investors Research Corp | 0.57% | No change | 29,843 | $2.6M |
| Pacific Sun Financial Corp | 1.41% | Reduce -0.7% | 29,114 | $2.6M |
| Courage Miller Partners, LLC | 0.85% | Reduce -2.7% | 28,878 | $2.5M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -0.3% | 27,127 | $2.4M |
| Comerica Bank | 0.01% | Add +41.8% | 23,903 | $2.1M |
| Captrust Financial Advisors | 0.01% | Add +130.8% | 23,861 | $2.1M |
| Raymond James & Associates | 0.00% | Add +34.4% | 23,064 | $2.0M |
| Occidental Asset Management, LLC | 0.32% | Add +3.0% | 22,851 | $2.0M |
| Composition Wealth, LLC | 0.04% | Reduce -5.9% | 22,127 | $1.9M |
| Sage Financial Group Inc. | 0.16% | Add +0.8% | 21,711 | $1.9M |
| Asset Management Group, Inc. | 0.26% | Reduce -6.0% | 21,251 | $1.9M |
| Snowden Capital Advisors LLC | 0.06% | Add +5.3% | 21,121 | $1.9M |
| Argent Trust Co | 0.08% | Reduce -0.4% | 20,865 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +2.2% | 20,612 | $1.8M |
| Barden Capital Management, Inc. | 1.59% | Add +4.5% | 20,570 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -48.8% | 20,302 | $1.8M |
| Bristlecone Advisors, LLC | 0.14% | Add +9.6% | 20,205 | $1.8M |
| Denver Wealth Management, Inc. | 0.80% | Add +4.8% | 19,783 | $1.7M |
| Laidlaw Wealth Management LLC | 0.85% | Add +13.4% | 19,609 | $1.7M |
| UNIVEST FINANCIAL Corp | 0.11% | New | 19,380 | $1.7M |
| IAG Wealth Partners, LLC | 0.31% | Reduce -3.5% | 19,371 | $1.7M |
| Key Financial Inc | 0.37% | Reduce -2.1% | 19,288 | $1.7M |
| World Investment Advisors | 0.05% | Add +1.3% | 18,482 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +72.1% | 18,282 | $1.6M |
| American Financial & Tax Strategies Inc. | 0.81% | Add +0.1% | 18,085 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.6% | 17,959 | $1.6M |
| Destiny Capital Corp | 0.95% | Reduce -2.5% | 17,518 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -6.7% | 17,198 | $1.5M |
| Swmg, LLC | 0.62% | Add +102.1% | 16,403 | $1.5M |
| Freedom Investment Management, Inc. | 0.12% | Reduce -10.4% | 16,840 | $1.5M |
| Smith Anglin Financial, LLC | 0.14% | Reduce -6.1% | 16,597 | $1.5M |
| Broadview Financial Management, LLC | 0.96% | Reduce -0.0% | 16,192 | $1.4M |
| Avior Wealth Management, LLC | 0.06% | Reduce -1.1% | 16,149 | $1.4M |
| SCS Capital Management LLC | 0.03% | Reduce -5.6% | 16,010 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +12.9% | 15,944 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +12.9% | 15,944 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +6.2% | 15,781 | $1.4M |
| Twelve Points Wealth Management LLC | 0.43% | Reduce -0.4% | 15,567 | $1.4M |
| MAI Capital Management | 0.01% | Reduce -5.9% | 15,521 | $1.4M |
| Heritage Wealth Management, Inc. | 1.21% | Reduce -2.1% | 15,336 | $1.3M |
| Members Advisory Group LLC | 0.65% | Add +65.6% | 14,906 | $1.3M |
| Thrive Capital Management, LLC | 0.62% | Reduce -9.4% | 14,916 | $1.3M |
| Wambolt & Associates, LLC | 0.35% | Reduce -3.6% | 14,786 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Reduce -0.6% | 14,105 | $1.2M |
| Moloney Securities Asset Management, LLC | 0.17% | Reduce -8.6% | 13,941 | $1.2M |
| LTG Capital LLC | 1.00% | Add +0.7% | 13,771 | $1.2M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -4.5% | 13,557 | $1.2M |
| CENTRAL TRUST Co | 0.03% | Reduce -6.7% | 13,420 | $1.2M |
| Salomon & Ludwin, LLC | 0.12% | Add +3.8% | 13,004 | $1.1M |
| Mgo One Seven LLC | 0.05% | Reduce -2.5% | 12,843 | $1.1M |
| Lewis Asset Management, LLC | 0.81% | Reduce -2.8% | 12,611 | $1.1M |
| Trilogy Capital Inc. | 0.06% | Reduce -1.8% | 12,607 | $1.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.22% | Add +20.9% | 12,496 | $1.1M |
| Linscomb Wealth, Inc. | 0.05% | Reduce -0.5% | 12,178 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +149.7% | 12,063 | $1.1M |
| AlphaStar Capital Management, LLC | 0.08% | Add +14.4% | 11,825 | $1.0M |
| Advance Capital Management, Inc. | 0.05% | Add +0.0% | 11,788 | $1.0M |
| Avestar Capital, LLC | 0.11% | Reduce -5.5% | 11,589 | $1.0M |
| PFG Advisors | 0.06% | Reduce -0.2% | 11,297 | $991K |
| Cerity Partners LLC | 0.00% | Add +33.5% | 11,296 | $991K |
| YHB Investment Advisors, Inc. | 0.08% | Add +19.4% | 11,082 | $972K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +15.9% | 10,992 | $964K |
| EP Wealth Advisors, LLC | 0.01% | Add +66.7% | 10,948 | $961K |
| Park Avenue Securities LLC | 0.01% | Reduce -16.3% | 10,872 | $954K |
| Centennial Wealth Advisory LLC | 0.37% | Reduce -52.1% | 10,856 | $953K |
| Brookstone Capital Management | 0.01% | Add +132.7% | 10,549 | $926K |
| Moneco Advisors, LLC | 0.11% | Add +4.3% | 10,274 | $901K |
| Florida Financial Advisors, LLC | 0.45% | Add +18.7% | 10,053 | $882K |
| First International Bank & Trust | 0.28% | Reduce -0.5% | 10,044 | $881K |
| Portside Wealth Group, LLC | 0.15% | Add +2.9% | 9,922 | $871K |
| Fairscale Capital, LLC | 0.76% | Reduce -0.6% | 9,859 | $865K |
| Connecticut Wealth Management, LLC | 0.04% | No change | 9,773 | $858K |
| Foster Victor Wealth Advisors, LLC | 0.07% | Add +0.0% | 9,669 | $851K |
| Financial Network Wealth Advisors LLC | 0.66% | Add +2.6% | 9,058 | $795K |
| Integrated Advisors Network LLC | 0.04% | Reduce -1.7% | 8,991 | $789K |
| IHT Wealth Management, LLC | 0.02% | Reduce -41.9% | 8,878 | $779K |
| Ieq Capital, LLC | 0.01% | New | 8,683 | $762K |
| Confluence Wealth Services, Inc. | 0.05% | Reduce -66.1% | 8,184 | $718K |
| Focus Financial Network, Inc. | 0.03% | Reduce -2.4% | 8,177 | $717K |
| Schneider Downs Wealth Management Advisors, LP | 0.15% | No change | 8,163 | $716K |
| Concourse Financial Group Securities, Inc. | 0.04% | No change | 8,143 | $714K |
| Bill Few Associates, Inc. | 0.25% | Add +26.5% | 8,100 | $711K |
| New England Capital Financial Advisors LLC | 0.37% | Add +0.1% | 8,023 | $704K |
| Cooper Financial Group | 0.09% | Reduce -76.0% | 7,785 | $683K |
| IFP Advisors, Inc | 0.02% | Add +2.9% | 7,777 | $682K |
| Willner & Heller, LLC | 0.60% | Add +0.2% | 7,701 | $676K |
| Elevated Capital Advisors, LLC | 0.18% | New | 7,695 | $675K |
| Grey Ledge Advisors, LLC | 0.17% | Add +0.2% | 7,659 | $672K |
| Inspirion Wealth Advisors, LLC | 0.09% | No change | 7,637 | $670K |
| Essex Financial Services, Inc. | 0.05% | Add +0.0% | 7,587 | $668K |
| Prospera Financial Services Inc | 0.02% | New | 7,605 | $667K |
| Mosaic Family Wealth Partners, LLC | 0.10% | Add +126.6% | 7,601 | $667K |
| Condor Capital Management | 0.06% | Reduce -2.1% | 7,313 | $642K |
| Global Retirement Partners, LLC | 0.02% | Add +11.3% | 7,270 | $638K |
| Mystic Asset Management, Inc. | 0.24% | No change | 7,200 | $632K |
| Altfest L J & Co. Inc. | 0.08% | Add +0.1% | 7,108 | $624K |
| Nwam LLC | 0.04% | New | 7,033 | $617K |
| Csenge Advisory Group | 0.03% | Reduce -4.7% | 6,884 | $612K |
| Financial Advocates Investment Management | 0.03% | No change | 6,858 | $602K |
| Larson Financial Group LLC | 0.03% | Reduce -76.5% | 6,803 | $597K |
| KPP Advisory Services LLC | 0.14% | Reduce -11.0% | 6,755 | $593K |
| WealthPLAN Partners, LLC | 0.08% | Reduce -18.6% | 6,744 | $592K |
| John W. Brooker & Co., CPAs | 0.27% | Reduce -0.8% | 6,711 | $589K |
| Citadel Advisors | 0.00% | Reduce -87.8% | 6,679 | $586K |
| Allworth Financial LP | 0.00% | Reduce -3.7% | 6,550 | $575K |
| Wrapmanager Inc. | 0.15% | Reduce -30.6% | 6,547 | $574K |
| Tritonpoint Wealth, LLC | 0.05% | No change | 6,420 | $563K |
| FMR LLC | 0.00% | Reduce -4.9% | 6,335 | $556K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -26.1% | 6,105 | $536K |
| Valley Forge Investment Consultants Inc. Adv | 0.18% | No change | 6,032 | $529K |
| Salem Investment Counselors Inc. | 0.02% | No change | 6,000 | $526K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -94.3% | 5,852 | $513K |
| First Pacific Financial | 0.12% | Reduce -2.5% | 5,850 | $513K |
| Silver Oak Securities, Incorporated | 0.05% | Add +7.5% | 5,840 | $513K |
| Clear Point Advisors Inc. | 0.39% | Add +0.1% | 5,787 | $508K |
| Acas, LLC | 0.41% | Reduce -3.6% | 5,722 | $502K |
| Onyx Bridge Wealth Group LLC | 0.07% | Reduce -6.2% | 5,569 | $489K |
| Blair William & Co. | 0.00% | Add +141.5% | 5,539 | $486K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.1% | 5,444 | $478K |
| Advisors Capital Management, LLC | 0.01% | Add +65.8% | 5,255 | $461K |
| Intrepid Financial Planning Group LLC | 0.19% | Reduce -1.4% | 5,127 | $450K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -11.5% | 5,103 | $448K |
| Renaissance Technologies | 0.00% | New | 5,100 | $447K |
| Wealth Management Associates, Inc. | 0.19% | Reduce -32.7% | 5,033 | $442K |
| Arkadios Wealth Advisors | 0.03% | Reduce -4.0% | 5,032 | $442K |
| Ameritas Advisory Services, LLC | 0.02% | Add +10.6% | 4,978 | $437K |
| Rappaport Reiches Capital Management, LLC | 0.11% | New | 4,910 | $431K |
| LexAurum Advisors, LLC | 0.10% | Reduce -13.8% | 4,906 | $430K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -7.3% | 4,897 | $430K |
| Creekside Partners | 0.22% | Add +0.2% | 4,822 | $423K |
| Spire Wealth Management | 0.01% | Add +13.8% | 4,815 | $422K |
| CAP Partners, LLC | 0.31% | No change | 4,744 | $416K |
| RTD Financial Advisors, Inc. | 0.05% | Reduce -8.8% | 4,726 | $415K |
| D. E. Shaw & Co. | 0.00% | Reduce -43.1% | 4,581 | $402K |
| Flagstar Securities, Inc. | 0.10% | Reduce -2.0% | 4,495 | $394K |
| &partners | 0.01% | New | 4,434 | $389K |
| Synovus Financial Corp. | 0.00% | New | 4,416 | $388K |
| Safeguard Investment Advisory Group, LLC | 0.11% | New | 4,393 | $386K |
| Wellspring Financial Advisors, LLC | 0.05% | No change | 367,778 | $383K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.0% | 4,109 | $361K |
| Root Financial Partners, LLC | 0.06% | New | 4,065 | $357K |
| Drive Wealth Management, LLC | 0.09% | Reduce -60.1% | 4,046 | $355K |
| Good Life Advisors, LLC | 0.02% | No change | 3,969 | $348K |
| Janney Montgomery Scott LLC | 0.00% | Add +61.5% | 3,938 | $346K |
| Choreo, LLC | 0.01% | No change | 3,912 | $341K |
| True Vision MN LLC | 0.20% | Add +0.1% | 3,883 | $341K |
| Sigma Planning Corp | 0.01% | Reduce -3.3% | 3,880 | $340K |
| Harbour Investments, Inc. | 0.01% | Add +8.4% | 3,848 | $338K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +5.4% | 3,801 | $334K |
| Wallace Advisory Group, LLC | 0.23% | No change | 3,815 | $321K |
| HB Wealth Management, LLC | 0.00% | No change | 3,597 | $316K |
| Bank of Montreal | 0.00% | Reduce -4.9% | 3,584 | $315K |
| Bleakley Financial Group, LLC | 0.01% | No change | 3,578 | $314K |
| Financial Freedom, LLC | 0.16% | Add +7.0% | 3,547 | $311K |
| Retirement Planning Group, LLC | 0.02% | No change | 3,546 | $311K |
| Motive Wealth Advisors | 0.19% | No change | 3,671 | $309K |
| IVC Wealth Advisors LLC | 0.16% | Reduce -0.4% | 3,267 | $287K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -30.9% | 3,249 | $285K |
| Bank of New York Mellon Corp | 0.00% | New | 3,229 | $283K |
| Centerpoint Advisors, LLC | 0.10% | Reduce -3.5% | 3,223 | $283K |
| Flagship Private Wealth, LLC | 0.14% | New | 3,151 | $276K |
| IFG Advisors, LLC | 0.06% | Reduce -0.3% | 3,151 | $276K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -4.3% | 3,157 | $276K |
| Norden Group LLC | 0.03% | Add +24.1% | 3,138 | $275K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 3,120 | $274K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.2% | 3,068 | $269K |
| Maltin Wealth Management, Inc. | 0.13% | Add +10.6% | 3,067 | $269K |
| Independent Advisor Alliance | 0.01% | Add +0.6% | 3,010 | $264K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -2.2% | 2,983 | $262K |
| Denver PWM, LLC | 0.10% | Reduce -3.6% | 2,972 | $261K |
| Retirement Planning Co of New England, Inc. | 0.13% | Reduce -0.3% | 2,899 | $254K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -74.3% | 2,799 | $246K |
| Embree Financial Group | 0.04% | No change | 2,786 | $244K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,725 | $239K |
| Aviso Wealth Management | 0.13% | Reduce -9.5% | 2,725 | $239K |
| Private Portfolio Partners LLC | 0.04% | New | 2,722 | $239K |
| Trail Ridge Investment Advisors, LLC | 0.11% | Reduce -0.5% | 2,728 | $238K |
| Carmichael Hill & Associates, Inc. | 0.09% | No change | 2,641 | $232K |
| Goldstein Advisors, LLC | 0.04% | No change | 2,641 | $232K |
| Sterling Financial Planning, Inc. | 0.08% | Reduce -6.7% | 2,626 | $230K |
| HBK Sorce Advisory LLC | 0.01% | No change | 2,623 | $230K |
| Measured Wealth Private Client Group, LLC | 0.08% | Reduce -73.9% | 2,622 | $230K |
| Fingerlakes Wealth Management, Inc. | 0.19% | Reduce -5.7% | 2,603 | $228K |
| Fifth Third Securities, Inc. | 0.02% | No change | 2,599 | $228K |
| Basepoint Wealth LLC | 0.17% | Add +0.2% | 2,568 | $225K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 2,530 | $222K |
| Somerset Trust Co | 0.08% | Reduce -0.9% | 2,526 | $222K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -23.9% | 2,512 | $220K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +0.8% | 2,431 | $213K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.9% | 2,421 | $212K |
| International Assets Investment Management, LLC | 0.02% | No change | 2,408 | $211K |
| Hudson Portfolio Management LLC | 0.20% | — | 2,331 | $205K |
| Triton Financial Group Inc | 0.13% | New | 2,328 | $204K |
| Retirement Income Solutions, Inc. | 0.05% | New | 2,322 | $204K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 2,320 | $204K |
| Greenleaf Trust | 0.00% | New | 2,308 | $203K |
| US Bancorp \de | 0.00% | Add +9.2% | 2,204 | $193K |
| Princeton Global Asset Management LLC | 0.04% | No change | 2,113 | $185K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.2% | 2,031 | $178K |
| Private Trust Co. NA | 0.02% | Add +2.2% | 1,940 | $170K |
| Tucker Asset Management LLC | 0.04% | No change | 1,911 | $168K |
| MidAtlantic Capital Management, Inc. | 0.12% | No change | 1,859 | $163K |
| Creative Financial Designs Inc. | 0.01% | Add +0.1% | 1,839 | $161K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,795 | $157K |
| Tsfg, LLC | 0.03% | No change | 1,399 | $123K |
| Hollencrest Capital Management | 0.00% | No change | 1,299 | $114K |
| Urban Financial Advisory Corp | 0.06% | New | 1,280 | $112K |
| Arcadia Investment Management Corp. | 0.02% | Reduce -10.7% | 1,250 | $110K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 1,224 | $107K |
| Farther Finance Advisors, LLC | 0.00% | Add +242.8% | 1,138 | $100K |
| Iron Horse Wealth Management, LLC | 0.03% | Reduce -0.6% | 1,084 | $95K |
| Ballast Advisors LLC | 0.03% | No change | 1,059 | $93K |
| BNP Paribas Financial Markets | 0.00% | Reduce -98.0% | 1,000 | $88K |
| CoreCap Advisors, LLC | 0.00% | Reduce -36.5% | 820 | $72K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Add +0.5% | 812 | $71K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -13.5% | 710 | $62K |
| Horizons Wealth Management | 0.04% | No change | 648 | $57K |
| Concord Wealth Partners | 0.01% | Add +22.0% | 643 | $56K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +9.3% | 621 | $55K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -20.6% | 582 | $51K |
| Deutsche Bank AG | 0.00% | No change | 582 | $51K |
| Capital Analysts, LLC | 0.00% | No change | 541 | $47K |
| Beacon Capital Management, LLC | 0.01% | Add +0.2% | 478 | $42K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 472 | $41K |
| Front Row Advisors LLC | 0.01% | No change | 450 | $39K |
| 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% | 400 | $35K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.3% | 376 | $34K |
| UMB Bank, n.a. | 0.00% | Reduce -44.8% | 366 | $32K |
| SIMA Wealth Partners, LLC | 0.03% | No change | 362 | $32K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 360 | $32K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 345 | $30K |
| Mattson Financial Services, LLC | 0.01% | No change | 358 | $30K |
| NBT Bank, N.A. | 0.00% | New | 334 | $29K |
| Caitlin John, LLC | 0.02% | Add +0.6% | 313 | $29K |
| Sound Income Strategies, LLC | 0.00% | New | 320 | $28K |
| Darwin Wealth Management, LLC | 0.01% | New | 308 | $27K |
| Founders Capital Management | 0.02% | Add +0.3% | 285 | $25K |
| Legacy Investment Solutions, LLC | 0.02% | — | 273 | $25K |
| Legacy Wealth Managment, LLC | 0.02% | — | 273 | $25K |
| MCF Advisors LLC | 0.00% | No change | 274 | $24K |
| PSI Advisors, LLC | 0.01% | No change | 267 | $23K |
| AdvisorNet Financial, Inc | 0.00% | No change | 266 | $23K |
| Smartleaf Asset Management LLC | 0.00% | No change | 212 | $19K |
| TD Capital Management LLC | 0.00% | Add +0.5% | 211 | $18K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 199 | $17K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -25.5% | 190 | $17K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 185 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +27.6% | 185 | $16K |
| M&R Capital Management Inc. | 0.00% | Reduce -36.9% | 176 | $15K |
| Pineridge Advisors LLC | 0.01% | No change | 163 | $14K |
| Kozak & Associates, Inc. | 0.00% | Add +0.7% | 145 | $13K |
| Aspire Private Capital, LLC | 0.00% | No change | 137 | $12K |
| Johnson Financial Group, Inc. | 0.00% | New | 135 | $12K |
| Crewe Advisors LLC | 0.00% | Reduce -25.6% | 134 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | New | 129 | $11K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 117 | $10K |
| Simplex Trading, LLC | 0.00% | New | 120 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 109 | $10K |
| Cape Investment Advisory, Inc. | 0.00% | Add +1.0% | 104 | $9K |
| Anfield Capital Management, LLC | 0.00% | No change | 98 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -33.1% | 83 | $7K |
| Angeles Wealth Management, LLC | 0.00% | No change | 81 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 53 | $5K |
| Valley National Advisers Inc. | 0.00% | No change | 56 | $4K |
| Sachetta, LLC | 0.00% | No change | 43 | $4K |
| Peterson Financial Group, Inc. | 0.01% | New | 32 | $3K |
| Hobbs Group Advisors, LLC | 0.00% | No change | 31 | $3K |
| Archer Investment Corp | 0.00% | No change | 28 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 27 | $2K |
| Mfa Wealth Advisors, LLC | 0.00% | Reduce -6.9% | 27 | $2K |
| Whittier Trust Co. | 0.00% | New | 25 | $2K |
| Arax Advisory Partners | 0.00% | Add +4.3% | 24 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 33 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 21 | $2K |
| Planning Capital Management Corp | 0.00% | No change | 20 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 16 | $1K |
| Realta Investment Advisors | 0.00% | Reduce -79.3% | 12 | $1K |
| Assetmark, Inc. | 0.00% | No change | 2 | $175 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $74 |
"% 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.