SS SPDR S&P 400 MC GR ETFMDYGETF
13F holders, Q1 2025 (March 31)381holders −8
28new positions
31sold out
3famous investors
$78.32avg. 13F price*
At the end of Q1 2025, 381 institutions reported holding SS SPDR S&P 400 MC GR ETF (MDYG) in their 13F filings, down 8 from Q4 2024. 28 opened new positions and 31 sold out. The largest holders were Citigroup Inc. ($220.1M), LPL Financial LLC ($145.1M) and Financial Engines Advisors L.L.C. ($107.3M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR S&P 400 MC GR ETF
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78464A821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $5.2M |
| Exits | 31 | $9.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,770,915 shares bought and 1,910,834 shares sold, net −139,919 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 381 holders
| Citigroup Inc. | 0.17% | Add +17.3% | 2,770,535 | $220.1M |
| LPL Financial LLC | 0.06% | Add +4.0% | 1,825,628 | $145.1M |
| Financial Engines Advisors L.L.C. | 0.23% | Reduce -2.8% | 1,349,917 | $107.3M |
| Stifel Financial Corp. | 0.10% | Reduce -15.6% | 1,187,744 | $94.4M |
| Benjamin Edwards Inc. | 1.14% | Reduce -13.4% | 1,025,148 | $81.5M |
| NorthRock Partners, LLC | 2.73% | Add +2.4% | 1,021,776 | $81.2M |
| Envestnet Asset Management Inc. | 0.02% | Add +23.6% | 769,747 | $61.2M |
| AE Wealth Management LLC | 0.49% | Add +13.2% | 731,438 | $58.1M |
| Morgan Stanley | 0.00% | Add +21.4% | 574,798 | $45.7M |
| FAS Wealth Partners, Inc. | 2.99% | Add +1.2% | 460,881 | $36.6M |
| Confluence Investment Management LLC | 0.51% | Reduce -19.4% | 442,067 | $35.1M |
| Wells Fargo & Company | 0.01% | Reduce -0.8% | 366,513 | $29.1M |
| Raymond James Financial Inc. | 0.01% | Add +20.0% | 344,974 | $27.4M |
| First National Trust Co | 1.06% | Reduce -7.7% | 331,511 | $26.3M |
| Bank of America Corp. | 0.00% | Add +27.1% | 318,608 | $25.3M |
| Klingman & Associates, LLC | 1.47% | Add +0.9% | 302,748 | $24.1M |
| GHP Investment Advisors, Inc. | 1.14% | Add +2.7% | 298,859 | $23.7M |
| Clark Capital Management Group, Inc. | 0.17% | Add +75.4% | 297,524 | $23.6M |
| Rehmann Capital Advisory Group | 1.45% | Add +10.8% | 289,282 | $23.0M |
| HighTower Advisors, LLC | 0.03% | Add +3.4% | 272,600 | $21.7M |
| Private Advisor Group, LLC | 0.12% | Add +9.1% | 255,431 | $20.3M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -0.2% | 234,426 | $18.6M |
| Convergence Financial, LLC | 3.60% | Add +1.9% | 230,823 | $18.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.1% | 227,082 | $18.1M |
| Avantax Planning Partners, Inc. | 0.61% | Reduce -26.2% | 215,528 | $17.1M |
| Parcion Private Wealth LLC | 1.33% | Reduce -75.3% | 205,398 | $16.3M |
| Shakespeare Wealth Management, LLC | 4.23% | Add +6.1% | 198,593 | $15.8M |
| Rodgers & Associates, LTD | 1.89% | Add +3.4% | 194,782 | $15.5M |
| McAdam, LLC | 0.95% | Reduce -8.5% | 193,055 | $15.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +37.2% | 192,523 | $15.3M |
| KWB Wealth | 1.66% | Reduce -4.9% | 158,571 | $13.8M |
| Jones Financial Companies LLLP | 0.01% | Add +42.8% | 168,839 | $13.4M |
| Mariner, LLC | 0.02% | Reduce -1.4% | 164,969 | $13.1M |
| Cary Street Partners Financial LLC | 0.40% | Reduce -1.6% | 159,420 | $12.7M |
| Truist Financial Corp. | 0.02% | Add +0.5% | 148,324 | $11.8M |
| Corient Private Wealth LP | 0.02% | Reduce -9.1% | 145,047 | $11.5M |
| Segall Bryant & Hamill, LLC | 0.17% | Reduce -9.8% | 142,835 | $11.3M |
| Tiaa Trust, National Association | 0.04% | Reduce -39.9% | 141,977 | $11.3M |
| Foundations Investment Advisors, LLC | 0.21% | Add +5.5% | 140,873 | $11.2M |
| Signet Financial Management, LLC | 1.40% | Reduce -12.1% | 131,036 | $10.4M |
| SFG Wealth Management, LLC. | 5.08% | Add +5.0% | 130,923 | $10.4M |
| Cetera Investment Advisers | 0.02% | Add +68.3% | 130,075 | $10.3M |
| Balanced Wealth Group LLC | 4.60% | Reduce -2.9% | 119,679 | $9.5M |
| JNBA Financial Advisors | 0.92% | Reduce -4.6% | 111,675 | $8.9M |
| ERn Financial, LLC | 1.33% | Reduce -1.6% | 105,891 | $8.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -7.2% | 99,098 | $7.9M |
| Integrated Capital Management, LLC | 4.29% | Add +2.8% | 98,120 | $7.8M |
| Townsquare Capital LLC | 0.08% | Add +5.5% | 94,120 | $7.5M |
| UBS Group AG | 0.00% | Reduce -0.3% | 92,288 | $7.3M |
| Royal Bank of Canada | 0.00% | Add +1.4% | 81,888 | $6.5M |
| WCG Wealth Advisors LLC | 0.49% | Reduce -10.9% | 81,565 | $6.5M |
| Goldstone Financial Group, LLC | 0.89% | Add +3.8% | 73,633 | $5.9M |
| Pathstone Holdings, LLC | 0.02% | Reduce -1.3% | 72,072 | $5.7M |
| WealthShield Partners, LLC | 0.73% | Add +1.3% | 70,965 | $5.6M |
| Prestige Wealth Management Group LLC | 1.20% | Reduce -10.3% | 70,904 | $5.6M |
| Diligent Investors, LLC | 1.37% | Reduce -10.6% | 70,886 | $5.6M |
| Obsidian Personal Planning Solutions LLC | 2.51% | Add +26.6% | 71,100 | $5.6M |
| Financial Advocates Investment Management | 0.37% | Add +865.7% | 66,787 | $5.3M |
| Councilor Wealth, LLC | 2.49% | Reduce -2.3% | 62,752 | $5.0M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +29.6% | 62,736 | $5.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -6.6% | 59,736 | $4.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -9.6% | 58,062 | $4.6M |
| Chicago Partners Investment Group LLC | 0.15% | Add +11.1% | 56,301 | $4.6M |
| Koss-Olinger Consulting, LLC | 0.37% | Reduce -0.5% | 55,011 | $4.4M |
| Total Wealth Planning, LLC | 0.66% | Reduce -1.9% | 54,187 | $4.3M |
| Syntegra Private Wealth Group, LLC | 0.47% | Reduce -2.1% | 50,583 | $4.0M |
| BNP Paribas Financial Markets | 0.00% | Add +1.0% | 50,500 | $4.0M |
| MML Investors Services, LLC | 0.01% | Add +14.9% | 48,972 | $3.9M |
| Marathon Mission, Inc. | 2.69% | Add +28.7% | 48,469 | $3.9M |
| Principal Securities, Inc. | 0.09% | No change | 43,811 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.7% | 46,302 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +125.4% | 45,323 | $3.6M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -0.8% | 44,239 | $3.5M |
| Waller Financial Planning Group, Inc. | 0.93% | Reduce -27.8% | 41,757 | $3.3M |
| Avantax Advisory Services, Inc. | 0.02% | Add +14.5% | 41,588 | $3.3M |
| Gladstone Institutional Advisory LLC | 0.15% | Reduce -0.3% | 41,363 | $3.3M |
| Keeley-Teton Advisors, LLC | 0.36% | Reduce -0.8% | 37,123 | $2.9M |
| Equitable Holdings, Inc. | 0.03% | Reduce -5.7% | 36,492 | $2.9M |
| Signature Estate & Investment Advisors LLC | 0.07% | Reduce -21.9% | 34,432 | $2.7M |
| Citadel Advisors | 0.00% | Add +674.6% | 33,563 | $2.7M |
| Koshinski Asset Management, Inc. | 0.23% | Reduce -4.9% | 33,473 | $2.7M |
| Creative Planning | 0.00% | Add +4.8% | 33,269 | $2.6M |
| Visionary Wealth Advisors | 0.16% | Reduce -18.9% | 32,793 | $2.6M |
| Kingswood Wealth Advisors, LLC | 0.23% | Add +1.9% | 32,214 | $2.6M |
| Cwm, LLC | 0.01% | Add +11.1% | 32,126 | $2.6M |
| Courage Miller Partners, LLC | 0.80% | Add +3.5% | 29,813 | $2.4M |
| Investors Research Corp | 0.51% | Reduce -0.5% | 29,468 | $2.3M |
| Occidental Asset Management, LLC | 0.35% | Add +3.5% | 29,355 | $2.3M |
| Bristlecone Advisors, LLC | 0.19% | Add +30.9% | 28,986 | $2.3M |
| Pacific Sun Financial Corp | 1.31% | Reduce -0.4% | 28,909 | $2.3M |
| Perennial Investment Advisors, LLC | 0.26% | Reduce -24.6% | 28,736 | $2.3M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -0.1% | 27,355 | $2.2M |
| Park Avenue Securities LLC | 0.03% | Add +124.7% | 27,339 | $2.2M |
| Oak Root LLC | 0.29% | Add +3.3% | 27,030 | $2.1M |
| Brookstone Capital Management | 0.03% | Add +76.3% | 25,121 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +55.3% | 24,390 | $1.9M |
| Linscomb Wealth, Inc. | 0.10% | Add +1.2% | 24,353 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Add +1.3% | 24,053 | $1.9M |
| Heritage Wealth Management, Inc. | 1.63% | Add +5.9% | 23,985 | $1.9M |
| Moneco Advisors, LLC | 0.19% | Add +76.6% | 23,157 | $1.8M |
"% 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.