SS SPDR S&P 400 MC GR ETFMDYGETF
13F holders, Q4 2024 (December 31)389holders +19
27new positions
20sold out
3famous investors
$86.69avg. 13F price*
At the end of Q4 2024, 389 institutions reported holding SS SPDR S&P 400 MC GR ETF (MDYG) in their 13F filings, up 19 from Q3 2024. 27 opened new positions and 20 sold out. The largest holders were Citigroup Inc. ($205.3M), LPL Financial LLC ($152.6M) and Stifel Financial Corp. ($122.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR S&P 400 MC GR ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78464A821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $11.6M |
| Exits | 20 | $10.9M |
All 13F filers, Q3 2024 → Q4 2024: 1,708,945 shares bought and 960,021 shares sold, net +748,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 389 holders
| Citigroup Inc. | 0.20% | Reduce -3.1% | 2,362,333 | $205.3M |
| LPL Financial LLC | 0.06% | Add +1.2% | 1,755,895 | $152.6M |
| Stifel Financial Corp. | 0.13% | Add +17.5% | 1,406,917 | $122.2M |
| Financial Engines Advisors L.L.C. | 0.25% | Reduce -3.2% | 1,388,327 | $120.6M |
| Benjamin Edwards Inc. | 1.47% | Add +19.3% | 1,184,278 | $102.9M |
| NorthRock Partners, LLC | 2.83% | Add +1.9% | 997,608 | $86.7M |
| Parcion Private Wealth LLC | 5.53% | Add +0.9% | 832,560 | $72.3M |
| AE Wealth Management LLC | 0.48% | Add +16.5% | 645,967 | $56.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -2.6% | 622,929 | $54.1M |
| Confluence Investment Management LLC | 0.66% | Add +12.4% | 548,721 | $47.7M |
| Morgan Stanley | 0.00% | Add +42.6% | 473,546 | $41.1M |
| FAS Wealth Partners, Inc. | 3.32% | Reduce -1.4% | 455,341 | $39.6M |
| Chartist Inc. | 17.50% | Reduce -2.9% | 59,309 | $33.8M |
| Wells Fargo & Company | 0.01% | Add +6.2% | 369,502 | $32.1M |
| First National Trust Co | 1.17% | Reduce -1.6% | 358,973 | $31.2M |
| Klingman & Associates, LLC | 1.65% | Reduce -0.4% | 299,996 | $26.1M |
| Avantax Planning Partners, Inc. | 0.92% | Add +7.3% | 292,163 | $25.4M |
| GHP Investment Advisors, Inc. | 1.18% | Add +3.1% | 290,957 | $25.3M |
| Raymond James Financial Inc. | 0.01% | — | 287,504 | $25.0M |
| Ameriprise Financial Inc. | 0.01% | Add +9.9% | 267,331 | $23.2M |
| HighTower Advisors, LLC | 0.03% | Add +3.0% | 263,525 | $22.9M |
| Rehmann Capital Advisory Group | 1.44% | Add +1.8% | 261,155 | $22.7M |
| Bank of America Corp. | 0.00% | Add +8.3% | 250,716 | $21.8M |
| Tiaa Trust, National Association | 0.06% | Reduce -0.0% | 236,096 | $20.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +121.5% | 234,922 | $20.4M |
| Private Advisor Group, LLC | 0.11% | Reduce -25.2% | 234,133 | $20.3M |
| Convergence Financial, LLC | 3.93% | Add +0.1% | 226,543 | $19.7M |
| McAdam, LLC | 1.00% | Reduce -5.5% | 210,970 | $18.3M |
| Rodgers & Associates, LTD | 1.95% | Reduce -1.7% | 188,324 | $16.4M |
| Shakespeare Wealth Management, LLC | 4.38% | Reduce -0.3% | 187,121 | $16.3M |
| Clark Capital Management Group, Inc. | 0.10% | Add +3.4% | 169,663 | $14.7M |
| KWB Wealth | 1.81% | Reduce -2.4% | 166,758 | $14.6M |
| Mariner, LLC | 0.02% | Add +5.5% | 167,224 | $14.5M |
| Cary Street Partners Financial LLC | 0.46% | — | 162,007 | $14.1M |
| Segall Bryant & Hamill, LLC | 0.19% | Reduce -4.7% | 158,408 | $13.8M |
| Corient Private Wealth LP | 0.02% | Reduce -22.1% | 159,620 | $13.5M |
| Signet Financial Management, LLC | 1.65% | Reduce -2.7% | 149,036 | $12.9M |
| Truist Financial Corp. | 0.02% | Add +0.2% | 147,542 | $12.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +33.0% | 140,325 | $12.2M |
| Foundations Investment Advisors, LLC | 0.22% | Add +2181.8% | 133,530 | $11.6M |
| Balanced Wealth Group LLC | 4.94% | Add +7.6% | 123,279 | $11.0M |
| SFG Wealth Management, LLC. | 5.69% | Add +10.3% | 124,723 | $10.8M |
| Jones Financial Companies LLLP | 0.01% | Add +45.1% | 118,220 | $10.3M |
| JNBA Financial Advisors | 1.04% | Reduce -1.6% | 117,025 | $10.2M |
| ERn Financial, LLC | 1.40% | Reduce -0.3% | 107,595 | $9.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -17.6% | 106,739 | $9.3M |
| Integrated Capital Management, LLC | 4.41% | Add +3.4% | 95,478 | $8.3M |
| UBS Group AG | 0.00% | Reduce -4.6% | 92,613 | $8.0M |
| WCG Wealth Advisors LLC | 0.53% | Add +0.7% | 91,546 | $8.0M |
| Townsquare Capital LLC | 0.09% | Add +11.2% | 89,218 | $7.8M |
| Royal Bank of Canada | 0.00% | Add +4.3% | 80,798 | $7.0M |
| Diligent Investors, LLC | 1.58% | Add +0.1% | 79,299 | $6.9M |
| Prestige Wealth Management Group LLC | 1.43% | Reduce -1.3% | 79,042 | $6.9M |
| Cetera Investment Advisers | 0.01% | Add +0.5% | 77,278 | $6.7M |
| Pathstone Holdings, LLC | 0.03% | Reduce -0.2% | 73,023 | $6.3M |
| Goldstone Financial Group, LLC | 0.97% | Add +30.4% | 70,910 | $6.2M |
| WealthShield Partners, LLC | 0.86% | Add +22.6% | 70,045 | $6.1M |
| Councilor Wealth, LLC | 2.66% | Reduce -1.2% | 64,250 | $5.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.3% | 64,238 | $5.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +6.6% | 63,932 | $5.6M |
| Obsidian Personal Planning Solutions LLC | 2.44% | Add +9.3% | 56,167 | $5.1M |
| Waller Financial Planning Group, Inc. | 1.27% | Add +2.6% | 57,803 | $5.0M |
| Koss-Olinger Consulting, LLC | 0.42% | Reduce -0.3% | 55,278 | $4.8M |
| Total Wealth Planning, LLC | 0.75% | Reduce -4.5% | 55,245 | $4.8M |
| Syntegra Private Wealth Group, LLC | 0.51% | Reduce -0.5% | 51,676 | $4.5M |
| Chicago Partners Investment Group LLC | 0.15% | Add +3.6% | 50,697 | $4.5M |
| BNP Paribas Financial Markets | 0.00% | Add +4900.0% | 50,000 | $4.3M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +7.8% | 48,401 | $4.2M |
| Kingsview Wealth Management, LLC | 0.08% | Reduce -0.1% | 44,596 | $3.9M |
| Signature Estate & Investment Advisors LLC | 0.10% | Add +15.0% | 44,067 | $3.8M |
| Principal Securities, Inc. | 0.09% | Add +41.6% | 43,811 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | No change | 43,380 | $3.8M |
| MML Investors Services, LLC | 0.01% | Add +12.6% | 42,629 | $3.7M |
| Gladstone Institutional Advisory LLC | 0.17% | Reduce -7.5% | 41,475 | $3.6M |
| Visionary Wealth Advisors | 0.21% | Add +3.4% | 40,427 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Add +9.3% | 38,697 | $3.4M |
| Perennial Investment Advisors, LLC | 0.39% | Reduce -47.4% | 38,138 | $3.3M |
| Marathon Mission, Inc. | 2.23% | Add +3.0% | 37,648 | $3.3M |
| Keeley-Teton Advisors, LLC | 0.38% | Reduce -0.2% | 37,442 | $3.3M |
| Avantax Advisory Services, Inc. | 0.02% | Add +19.6% | 36,335 | $3.2M |
| Merit Financial Group, LLC | 0.06% | Reduce -2.3% | 36,186 | $3.1M |
| Koshinski Asset Management, Inc. | 0.26% | Reduce -4.1% | 35,191 | $3.1M |
| Creative Planning | 0.00% | Add +5.9% | 31,750 | $2.8M |
| Kingswood Wealth Advisors, LLC | 0.21% | Add +1199.9% | 31,601 | $2.7M |
| Focus Financial Network, Inc. | 0.10% | Add +269.9% | 30,246 | $2.6M |
| Investors Research Corp | 0.57% | Reduce -0.8% | 29,600 | $2.6M |
| Wealth Watch Advisors, INC | 1.58% | — | 29,291 | $2.5M |
| Pacific Sun Financial Corp | 1.37% | Reduce -0.3% | 29,019 | $2.5M |
| Cwm, LLC | 0.01% | Reduce -4.3% | 28,926 | $2.5M |
| Courage Miller Partners, LLC | 0.86% | Reduce -0.3% | 28,806 | $2.5M |
| Occidental Asset Management, LLC | 0.38% | Add +24.1% | 28,364 | $2.5M |
| Geneos Wealth Management Inc. | 0.08% | Add +1.0% | 27,397 | $2.4M |
| Oak Root LLC | 0.30% | Reduce -13.8% | 26,157 | $2.3M |
| Linscomb Wealth, Inc. | 0.10% | Add +97.6% | 24,068 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +15.2% | 23,742 | $2.1M |
| Comerica Bank | 0.01% | Reduce -1.0% | 23,673 | $2.1M |
| B&D White Capital Company, LLC | 0.34% | New | 22,959 | $2.0M |
| Heritage Wealth Management, Inc. | 1.68% | Add +47.7% | 22,649 | $2.0M |
| US Bancorp \de | 0.00% | Add +910.6% | 22,274 | $1.9M |
| Bristlecone Advisors, LLC | 0.15% | Add +9.6% | 22,135 | $1.9M |
| UNIVEST FINANCIAL Corp | 0.12% | Add +12.5% | 21,803 | $1.9M |
| Barden Capital Management, Inc. | 1.62% | Add +5.4% | 21,685 | $1.9M |
| Asset Management Group, Inc. | 0.33% | Add +0.2% | 21,298 | $1.9M |
| Captrust Financial Advisors | 0.01% | Reduce -11.2% | 21,196 | $1.8M |
| Denver Wealth Management, Inc. | 0.83% | Add +7.0% | 21,170 | $1.8M |
| Sage Financial Group Inc. | 0.15% | Reduce -3.8% | 20,887 | $1.8M |
| Argent Trust Co | 0.07% | No change | 20,865 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.0% | 20,107 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +8.6% | 19,851 | $1.7M |
| IAG Wealth Partners, LLC | 0.29% | Reduce -1.4% | 19,096 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -11.7% | 18,653 | $1.6M |
| Key Financial Inc | 0.37% | Reduce -3.8% | 18,556 | $1.6M |
| American Financial & Tax Strategies Inc. | 0.83% | Add +1.6% | 18,380 | $1.6M |
| World Investment Advisors | 0.04% | Reduce -0.7% | 18,351 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.6% | 18,244 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.03% | New | 18,224 | $1.6M |
| Destiny Capital Corp | 0.92% | Add +0.0% | 17,520 | $1.5M |
| Composition Wealth, LLC | 0.03% | Reduce -20.9% | 17,507 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +9.3% | 17,420 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +9.3% | 17,420 | $1.5M |
| Avior Wealth Management, LLC | 0.05% | Add +7.0% | 17,282 | $1.5M |
| Independent Advisor Alliance | 0.02% | Add +468.8% | 17,120 | $1.5M |
| Freedom Investment Management, Inc. | 0.12% | Reduce -0.8% | 16,712 | $1.5M |
| Swmg, LLC | 0.58% | Reduce -4.3% | 15,699 | $1.4M |
| Smith Anglin Financial, LLC | 0.14% | Add +0.2% | 16,637 | $1.4M |
| MAI Capital Management | 0.01% | Add +5.8% | 16,426 | $1.4M |
| SCS Capital Management LLC | 0.03% | Add +0.0% | 16,016 | $1.4M |
| Broadview Financial Management, LLC | 0.98% | Reduce -2.6% | 15,766 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | New | 15,704 | $1.4M |
| Brady Martz Wealth Solutions, LLC | 0.33% | — | 15,466 | $1.4M |
| AlphaStar Capital Management, LLC | 0.14% | Add +31.0% | 15,493 | $1.3M |
| Laidlaw Wealth Management LLC | 0.58% | Reduce -21.3% | 15,427 | $1.3M |
| Twelve Points Wealth Management LLC | 0.38% | Reduce -1.9% | 15,274 | $1.3M |
| Mgo One Seven LLC | 0.05% | Add +15.4% | 14,818 | $1.3M |
| Brookstone Capital Management | 0.02% | Add +35.0% | 14,245 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -17.2% | 14,235 | $1.2M |
| Moloney Securities Asset Management, LLC | 0.17% | Add +1.9% | 14,207 | $1.2M |
| Parallel Advisors, LLC | 0.03% | No change | 14,105 | $1.2M |
| Wambolt & Associates, LLC | 0.39% | Reduce -5.3% | 13,997 | $1.2M |
| LTG Capital LLC | 1.01% | Add +0.2% | 13,799 | $1.2M |
| CENTRAL TRUST Co | 0.03% | Add +2.4% | 13,744 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +24.0% | 13,629 | $1.2M |
| Florida Financial Advisors, LLC | 0.52% | Add +32.5% | 13,323 | $1.2M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -2.8% | 13,184 | $1.1M |
| Moneco Advisors, LLC | 0.12% | Add +27.7% | 13,116 | $1.1M |
| Salomon & Ludwin, LLC | 0.12% | Add +0.5% | 13,072 | $1.1M |
| Cary Street Partners Investment Advisory LLC | 0.74% | Reduce -74.5% | 13,042 | $1.1M |
| Trilogy Capital Inc. | 0.06% | Add +0.0% | 12,609 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | New | 12,421 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +11.9% | 12,167 | $1.1M |
| YHB Investment Advisors, Inc. | 0.09% | Add +9.4% | 12,119 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.15% | Add +56.1% | 11,862 | $1.0M |
| Advance Capital Management, Inc. | 0.05% | Add +0.0% | 11,793 | $1.0M |
| Lewis Asset Management, LLC | 0.78% | Reduce -6.7% | 11,765 | $1.0M |
| Centennial Wealth Advisory LLC | 0.40% | Add +7.8% | 11,700 | $1.0M |
| Elevated Capital Advisors, LLC | 0.28% | Add +51.2% | 11,635 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -26.8% | 11,549 | $1.0M |
| Cerity Partners LLC | 0.00% | Reduce -0.1% | 11,290 | $984K |
| Bill Few Associates, Inc. | 0.34% | Add +37.7% | 11,154 | $969K |
| Avestar Capital, LLC | 0.09% | Reduce -5.1% | 11,003 | $956K |
| Inspirion Wealth Advisors, LLC | 0.13% | Add +42.8% | 10,907 | $954K |
| PFG Advisors | 0.06% | Reduce -4.6% | 10,779 | $937K |
| Portside Wealth Group, LLC | 0.15% | Add +7.0% | 10,616 | $922K |
| Renaissance Technologies | 0.00% | Add +107.8% | 10,600 | $921K |
| First International Bank & Trust | 0.28% | No change | 10,044 | $873K |
| Payne Capital Management, LLC | 0.37% | — | 9,877 | $858K |
| Global Retirement Partners, LLC | 0.02% | Add +35.1% | 9,822 | $853K |
| Foster Victor Wealth Advisors, LLC | 0.06% | Reduce -4.1% | 9,271 | $839K |
| IHT Wealth Management, LLC | 0.03% | Add +8.2% | 9,603 | $834K |
| GeoWealth Management, LLC | 0.03% | New | 9,064 | $788K |
| Integrated Advisors Network LLC | 0.04% | Add +0.1% | 9,001 | $782K |
| Milestone Asset Management Group, LLC | 0.70% | — | 8,957 | $778K |
| New England Capital Financial Advisors LLC | 0.37% | Add +10.1% | 8,829 | $767K |
| Concourse Financial Group Securities, Inc. | 0.04% | Reduce -0.7% | 8,083 | $745K |
| Cooper Financial Group | 0.09% | Add +6.3% | 8,275 | $719K |
| Schneider Downs Wealth Management Advisors, LP | 0.13% | Reduce -2.7% | 7,939 | $690K |
| Willner & Heller, LLC | 0.60% | Add +2.0% | 7,853 | $682K |
| Apexium Financial, LP | 0.04% | New | 7,790 | $677K |
| Bank of Montreal | 0.00% | Add +116.3% | 7,753 | $674K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -29.6% | 7,711 | $670K |
| Grey Ledge Advisors, LLC | 0.17% | Reduce -0.7% | 7,604 | $661K |
| Essex Financial Services, Inc. | 0.05% | Add +0.0% | 7,589 | $659K |
| Condor Capital Management | 0.06% | Reduce -1.1% | 7,229 | $628K |
| M&T Bank Corp | 0.00% | New | 7,222 | $628K |
| Nwam LLC | 0.04% | Add +2.6% | 7,218 | $627K |
| Mystic Asset Management, Inc. | 0.17% | No change | 7,200 | $626K |
| Ieq Capital, LLC | 0.01% | Reduce -20.1% | 6,937 | $603K |
| Financial Advocates Investment Management | 0.03% | Add +0.8% | 6,916 | $601K |
| Allworth Financial LP | 0.00% | Reduce -0.7% | 6,506 | $599K |
| &partners | 0.01% | Add +52.8% | 6,777 | $597K |
| KPP Advisory Services LLC | 0.14% | Add +1.4% | 6,849 | $595K |
| Csenge Advisory Group | 0.03% | Reduce -0.6% | 6,845 | $595K |
| Altfest L J & Co. Inc. | 0.07% | Reduce -5.0% | 6,749 | $586K |
| WealthPLAN Partners, LLC | 0.08% | No change | 6,744 | $586K |
| John W. Brooker & Co., CPAs | 0.25% | Reduce -0.4% | 6,683 | $581K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +8.3% | 6,609 | $574K |
| Acas, LLC | 0.42% | Add +10.3% | 6,312 | $572K |
| FMR LLC | 0.00% | Add +3.7% | 6,570 | $571K |
| LexAurum Advisors, LLC | 0.11% | Add +32.7% | 6,509 | $566K |
| Wrapmanager Inc. | 0.14% | Reduce -0.8% | 6,493 | $564K |
| Janney Montgomery Scott LLC | 0.00% | Add +55.3% | 6,117 | $532K |
| Bank of New York Mellon Corp | 0.00% | Add +88.8% | 6,096 | $530K |
| Salem Investment Counselors Inc. | 0.02% | No change | 6,000 | $521K |
| Stonebridge Financial Group, LLC | 0.06% | — | 5,935 | $516K |
| D. E. Shaw & Co. | 0.00% | Add +28.7% | 5,894 | $512K |
| Clear Point Advisors Inc. | 0.43% | Add +0.1% | 5,792 | $503K |
| KDK Private Wealth Management, LLC | 0.52% | — | 5,766 | $501K |
| First Pacific Financial | 0.12% | Reduce -1.9% | 5,742 | $499K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -12.5% | 5,620 | $488K |
| Advisors Capital Management, LLC | 0.01% | Add +4.7% | 5,502 | $478K |
| Onyx Bridge Wealth Group LLC | 0.07% | Reduce -1.6% | 5,480 | $476K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.1% | 5,447 | $473K |
| Financial Network Wealth Advisors LLC | 0.88% | Reduce -40.1% | 5,426 | $471K |
| Blair William & Co. | 0.00% | Reduce -3.3% | 5,354 | $465K |
| Spire Wealth Management | 0.01% | Add +9.6% | 5,275 | $458K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -0.3% | 5,090 | $442K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.1% | 4,984 | $433K |
| Intrepid Financial Planning Group LLC | 0.18% | Reduce -4.0% | 4,924 | $428K |
| Rappaport Reiches Capital Management, LLC | 0.11% | No change | 4,910 | $427K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -17.1% | 4,842 | $421K |
| Creekside Partners | 0.22% | Add +0.2% | 4,831 | $420K |
| Arkadios Wealth Advisors | 0.02% | Reduce -4.2% | 4,823 | $419K |
| Flagship Private Wealth, LLC | 0.20% | Add +52.9% | 4,819 | $419K |
| NewEdge Advisors, LLC | 0.00% | Add +16.6% | 4,791 | $416K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -2.4% | 4,780 | $415K |
| Valley Forge Investment Consultants Inc. Adv | 0.14% | Reduce -21.2% | 4,751 | $413K |
| CAP Partners, LLC | 0.29% | Add +0.1% | 4,747 | $412K |
| Wealth Management Associates, Inc. | 0.17% | Reduce -7.6% | 4,650 | $404K |
| Flagstar Securities, Inc. | 0.10% | Add +1.3% | 4,553 | $396K |
| OneAscent Financial Services LLC | 0.03% | New | 4,537 | $394K |
| Compound Planning, Inc. | 0.02% | New | 4,524 | $393K |
| RTD Financial Advisors, Inc. | 0.05% | Reduce -4.8% | 4,500 | $391K |
| Wellspring Financial Advisors, LLC | 0.04% | No change | 367,778 | $382K |
| Citadel Advisors | 0.00% | Reduce -35.1% | 4,333 | $376K |
| Prospera Financial Services Inc | 0.01% | Reduce -43.3% | 4,316 | $375K |
| IFP Advisors, Inc | 0.01% | Reduce -45.1% | 4,269 | $371K |
| Drive Wealth Management, LLC | 0.09% | Add +5.5% | 4,268 | $371K |
| Harbour Investments, Inc. | 0.01% | Add +10.0% | 4,233 | $368K |
| Focus Partners Wealth | 0.00% | New | 4,227 | $367K |
| Maltin Wealth Management, Inc. | 0.17% | Add +31.0% | 4,017 | $349K |
| Choreo, LLC | 0.00% | No change | 3,912 | $340K |
| Norden Group LLC | 0.04% | Add +24.4% | 3,905 | $339K |
| Sigma Planning Corp | 0.01% | Add +0.5% | 3,899 | $339K |
| True Vision MN LLC | 0.20% | Add +0.1% | 3,887 | $338K |
| Root Financial Partners, LLC | 0.04% | Reduce -6.8% | 3,790 | $329K |
| Wallace Advisory Group, LLC | 0.22% | Reduce -3.4% | 3,687 | $323K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -3.3% | 3,674 | $319K |
| Good Life Advisors, LLC | 0.02% | Reduce -8.0% | 3,651 | $317K |
| HB Wealth Management, LLC | 0.00% | No change | 3,597 | $313K |
| Bleakley Financial Group, LLC | 0.01% | No change | 3,578 | $311K |
| Financial Freedom, LLC | 0.16% | Add +0.1% | 3,551 | $309K |
| Retirement Planning Group, LLC | 0.02% | No change | 3,546 | $308K |
| Safeguard Investment Advisory Group, LLC | 0.08% | Reduce -19.9% | 3,518 | $306K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +6.9% | 3,473 | $302K |
| Bellwether Advisors, LLC | 0.05% | New | 3,436 | $299K |
| Moment Partners, LLC | 0.05% | — | 3,300 | $287K |
| IVC Wealth Advisors LLC | 0.16% | No change | 3,267 | $284K |
| Motive Wealth Advisors | 0.15% | Reduce -11.4% | 3,251 | $282K |
| Centerpoint Advisors, LLC | 0.10% | No change | 3,223 | $280K |
| StoneX Group Inc. | 0.02% | New | 3,191 | $277K |
| Arete Wealth Advisors, LLC | 0.02% | Add +26.6% | 3,181 | $276K |
| Certior Financial Group, LLC | 0.24% | — | 3,171 | $276K |
| IFG Advisors, LLC | 0.05% | No change | 3,151 | $274K |
| Montz Harcus Wealth Management LLC | 0.15% | New | 3,134 | $272K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -1.0% | 3,125 | $272K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -0.4% | 3,107 | $270K |
| Delta Capital Management LLC | 0.15% | New | 3,000 | $261K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.2% | 2,978 | $259K |
| Retirement Planning Co of New England, Inc. | 0.12% | No change | 2,899 | $252K |
| Denver PWM, LLC | 0.10% | Reduce -2.5% | 2,897 | $252K |
| Breakthru Advisory Services, LLC | 0.23% | — | 2,870 | $249K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.5% | 2,869 | $249K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -2.1% | 2,739 | $238K |
| Keudell/Morrison Wealth Management | 0.06% | New | 2,736 | $238K |
| Executive Wealth Management, LLC | 0.02% | New | 2,720 | $236K |
| Embree Financial Group | 0.04% | Reduce -3.0% | 2,701 | $235K |
| Hudson Portfolio Management LLC | 0.23% | Add +15.2% | 2,686 | $233K |
| Sterling Financial Planning, Inc. | 0.09% | Add +1.9% | 2,676 | $233K |
| Trail Ridge Investment Advisors, LLC | 0.11% | Reduce -2.0% | 2,673 | $232K |
| Private Portfolio Partners LLC | 0.04% | Reduce -1.9% | 2,669 | $232K |
| Goldstein Advisors, LLC | 0.03% | No change | 2,641 | $229K |
| HBK Sorce Advisory LLC | 0.01% | No change | 2,623 | $228K |
| Measured Wealth Private Client Group, LLC | 0.07% | Reduce -0.6% | 2,607 | $227K |
| Fifth Third Securities, Inc. | 0.02% | Add +0.1% | 2,601 | $226K |
| Basepoint Wealth LLC | 0.18% | No change | 2,568 | $223K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 2,530 | $220K |
| Somerset Trust Co | 0.08% | No change | 2,526 | $219K |
| Aviso Wealth Management | 0.11% | Reduce -8.8% | 2,486 | $216K |
| Fingerlakes Wealth Management, Inc. | 0.17% | Reduce -5.2% | 2,468 | $214K |
| International Assets Investment Management, LLC | 0.02% | No change | 2,408 | $209K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -0.9% | 2,399 | $208K |
| Evoke Wealth, LLC | 0.01% | New | 2,392 | $208K |
| Pinnacle Family Advisors, LLC | 0.10% | Reduce -92.6% | 2,372 | $206K |
| Headland Capital, LLC | 0.07% | — | 2,371 | $206K |
| Certified Advisory Corp | 0.02% | New | 2,359 | $205K |
| Triton Financial Group Inc | 0.13% | No change | 2,328 | $202K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 2,322 | $202K |
| Northern Trust Corp. | 0.00% | New | 2,311 | $201K |
| Larson Financial Group LLC | 0.01% | Reduce -68.1% | 2,171 | $189K |
| Topsail Wealth Management, LLC | 0.04% | — | 2,125 | $185K |
| Princeton Global Asset Management LLC | 0.03% | No change | 2,113 | $184K |
| Private Trust Co. NA | 0.02% | Add +6.4% | 2,065 | $179K |
| Tucker Asset Management LLC | 0.04% | No change | 1,911 | $166K |
| MidAtlantic Capital Management, Inc. | 0.12% | No change | 1,859 | $162K |
| Creative Financial Designs Inc. | 0.01% | Add +0.2% | 1,842 | $160K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,795 | $158K |
| Glenmede Trust Co. NA | 0.00% | Reduce -33.9% | 1,800 | $156K |
| SOA Wealth Advisors, LLC. | 0.03% | Reduce -16.6% | 1,693 | $147K |
| Tsfg, LLC | 0.03% | No change | 1,399 | $122K |
| TD Waterhouse Canada Inc. | 0.00% | New | 1,379 | $120K |
| Hollencrest Capital Management | 0.00% | No change | 1,299 | $113K |
| Urban Financial Advisory Corp | 0.06% | Add +0.2% | 1,283 | $111K |
| Arcadia Investment Management Corp. | 0.02% | No change | 1,250 | $109K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 1,224 | $106K |
| Iron Horse Wealth Management, LLC | 0.03% | Add +4.2% | 1,130 | $98K |
| Ballast Advisors LLC | 0.03% | No change | 1,059 | $92K |
| Fairscale Capital, LLC | 0.07% | Reduce -1.0% | 9,764 | $85K |
| Marshall & Sterling Wealth Advisors Inc. | 0.05% | — | 861 | $75K |
| CoreCap Advisors, LLC | 0.00% | Reduce -2.6% | 799 | $69K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 710 | $62K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +86.4% | 701 | $61K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -40.3% | 680 | $59K |
| Horizons Wealth Management | 0.04% | No change | 648 | $56K |
| Financial Life Planners | 0.05% | — | 636 | $55K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 621 | $54K |
| Concord Wealth Partners | 0.01% | Reduce -10.9% | 573 | $50K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.9% | 571 | $50K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +189.2% | 535 | $46K |
| Beacon Capital Management, LLC | 0.01% | Add +0.2% | 479 | $42K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 472 | $41K |
| Front Row Advisors LLC | 0.01% | No change | 450 | $39K |
| Capital Analysts, LLC | 0.00% | Reduce -17.7% | 445 | $39K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 431 | $37K |
| Anchor Investment Management, LLC | 0.00% | No change | 426 | $37K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +110.0% | 418 | $36K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.3% | 401 | $35K |
| Capital A Wealth Management, LLC | 0.06% | — | 382 | $33K |
| UMB Bank, n.a. | 0.00% | No change | 366 | $32K |
| SIMA Wealth Partners, LLC | 0.03% | No change | 362 | $31K |
| Mattson Financial Services, LLC | 0.01% | No change | 358 | $31K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 345 | $30K |
| NBT Bank, N.A. | 0.00% | No change | 334 | $29K |
| Caitlin John, LLC | 0.02% | No change | 313 | $27K |
| Cape Investment Advisory, Inc. | 0.01% | Add +198.1% | 310 | $27K |
| Darwin Wealth Management, LLC | 0.01% | No change | 308 | $27K |
| Centricity Wealth Management, LLC | 0.02% | — | 300 | $26K |
| Founders Capital Management | 0.02% | Add +0.3% | 286 | $25K |
| Legacy Investment Solutions, LLC | 0.02% | No change | 273 | $25K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 273 | $25K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +45.3% | 276 | $24K |
| MCF Advisors LLC | 0.00% | No change | 274 | $24K |
| Orion Capital Management LLC | 0.01% | New | 270 | $23K |
| Copia Wealth Management | 0.02% | — | 268 | $23K |
| PSI Advisors, LLC | 0.01% | Add +0.4% | 268 | $23K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -4.5% | 254 | $22K |
| Integrated Investment Consultants, LLC | 0.00% | New | 18,097 | $19K |
| TD Capital Management LLC | 0.00% | No change | 211 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -2.8% | 206 | $18K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 185 | $16K |
| Pineridge Advisors LLC | 0.01% | Add +0.6% | 164 | $14K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -100.0% | 156 | $14K |
| Kozak & Associates, Inc. | 0.00% | No change | 145 | $13K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 129 | $11K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 117 | $10K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 116 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 109 | $9K |
| WPG Advisers, LLC | 0.01% | — | 108 | $9K |
| Anfield Capital Management, LLC | 0.00% | No change | 98 | $9K |
| Crewe Advisors LLC | 0.00% | Reduce -34.3% | 88 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 83 | $7K |
| Angeles Wealth Management, LLC | 0.00% | No change | 81 | $7K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 60 | $5K |
| Valley National Advisers Inc. | 0.00% | Add +19.6% | 67 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 53 | $5K |
| Assetmark, Inc. | 0.00% | Add +2150.0% | 45 | $4K |
| Sachetta, LLC | 0.00% | No change | 43 | $4K |
| Tanglewood Legacy Advisors, LLC | 0.00% | New | 39 | $3K |
| Archer Investment Corp | 0.00% | No change | 28 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 27 | $2K |
| Arax Advisory Partners | 0.00% | No change | 24 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 21 | $2K |
| Realta Investment Advisors | 0.00% | No change | 12 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 12 | $1K |
| PrairieView Partners, LLC | 0.00% | New | 20 | $1K |
| New Wave Wealth Advisors LLC | 0.00% | New | 9 | $782 |
| Medallion Wealth Advisors, LLC | 0.00% | — | 8 | $700 |
| Whittier Trust Co. | 0.00% | Reduce -84.0% | 4 | $347 |
| Sound Income Strategies, LLC | 0.00% | Reduce -99.7% | 1 | $87 |
| NewSquare Capital LLC | 0.00% | No change | 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.