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 |
| Barden Capital Management, Inc. | 1.58% | Add +3.2% | 22,377 | $1.8M |
| US Bancorp \de | 0.00% | Reduce -1.1% | 22,039 | $1.8M |
| Florida Financial Advisors, LLC | 0.67% | Add +63.4% | 21,763 | $1.7M |
| Asset Management Group, Inc. | 0.31% | Reduce -1.0% | 21,091 | $1.7M |
| Argent Trust Co | 0.07% | Reduce -0.2% | 20,832 | $1.7M |
| Comerica Bank | 0.01% | Reduce -14.2% | 20,317 | $1.6M |
| UNIVEST FINANCIAL Corp | 0.10% | Reduce -8.6% | 19,921 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -7.1% | 19,687 | $1.6M |
| American Financial & Tax Strategies Inc. | 0.82% | Add +4.8% | 19,261 | $1.5M |
| Capital Analysts, LLC | 0.06% | Add +4222.3% | 19,234 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.3% | 19,216 | $1.5M |
| IAG Wealth Partners, LLC | 0.24% | Reduce -0.3% | 19,038 | $1.5M |
| World Investment Advisors | 0.04% | Add +3.4% | 18,970 | $1.5M |
| Sage Financial Group Inc. | 0.12% | Reduce -9.8% | 18,842 | $1.5M |
| Key Financial Inc | 0.32% | Reduce -0.4% | 18,489 | $1.5M |
| Mosaic Family Wealth Partners, LLC | 0.21% | Add +54.4% | 18,318 | $1.5M |
| Destiny Capital Corp | 0.95% | Add +0.3% | 17,571 | $1.4M |
| AlphaStar Capital Management, LLC | 0.14% | Add +12.8% | 17,472 | $1.4M |
| Avior Wealth Management, LLC | 0.05% | Reduce -0.1% | 17,273 | $1.4M |
| CWA Asset Management Group, LLC | 0.06% | New | 16,993 | $1.4M |
| Smith Anglin Financial, LLC | 0.14% | Add +1.3% | 16,845 | $1.3M |
| Composition Wealth, LLC | 0.03% | Reduce -7.9% | 16,124 | $1.3M |
| Broadview Financial Management, LLC | 0.95% | Add +2.1% | 16,102 | $1.3M |
| Farther Finance Advisors, LLC | 0.03% | Add +2232.5% | 15,861 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -13.0% | 15,854 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -15.1% | 15,833 | $1.3M |
| Salomon & Ludwin, LLC | 0.13% | Add +18.3% | 15,465 | $1.2M |
| Twelve Points Wealth Management LLC | 0.33% | Reduce -0.8% | 15,148 | $1.2M |
| MAI Capital Management | 0.01% | Reduce -9.3% | 14,899 | $1.2M |
| SCS Capital Management LLC | 0.01% | Reduce -8.0% | 14,736 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.1% | 14,540 | $1.2M |
| Centennial Wealth Advisory LLC | 0.42% | Add +23.3% | 14,429 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -17.3% | 14,410 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -17.3% | 14,410 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +309.3% | 14,214 | $1.1M |
| Wambolt & Associates, LLC | 0.38% | Add +0.7% | 14,100 | $1.1M |
| Freedom Investment Management, Inc. | 0.09% | Reduce -15.1% | 14,196 | $1.1M |
| Mgo One Seven LLC | 0.04% | Reduce -4.7% | 14,118 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +18.9% | 13,736 | $1.1M |
| LTG Capital LLC | 0.99% | Reduce -1.2% | 13,636 | $1.1M |
| CENTRAL TRUST Co | 0.03% | Reduce -1.7% | 13,507 | $1.1M |
| Cary Street Partners Investment Advisory LLC | 0.61% | Add +2.3% | 13,343 | $1.1M |
| Brady Martz Wealth Solutions, LLC | 0.24% | Reduce -15.0% | 13,147 | $1.0M |
| Wealthspire Advisors, LLC | 0.01% | Add +4.1% | 12,935 | $1.0M |
| Pure Financial Advisors, LLC | 0.02% | Reduce -3.0% | 12,783 | $1.0M |
| Trilogy Capital Inc. | 0.05% | Reduce -0.5% | 12,544 | $997K |
| Bill Few Associates, Inc. | 0.35% | Add +10.3% | 12,305 | $978K |
| YHB Investment Advisors, Inc. | 0.08% | Add +1.0% | 12,236 | $972K |
| Moloney Securities Asset Management, LLC | 0.13% | Reduce -14.7% | 12,121 | $963K |
| Merit Financial Group, LLC | 0.01% | Reduce -66.9% | 11,988 | $953K |
| Apexium Financial, LP | 0.06% | Add +53.5% | 11,960 | $950K |
| Advance Capital Management, Inc. | 0.04% | Add +0.0% | 11,797 | $937K |
| New England Capital Financial Advisors LLC | 0.47% | Add +30.5% | 11,524 | $916K |
| Elevated Capital Advisors, LLC | 0.26% | Reduce -1.1% | 11,512 | $915K |
| Lewis Asset Management, LLC | 0.75% | Reduce -2.4% | 11,484 | $913K |
| Bank of Montreal | 0.00% | Add +42.2% | 11,023 | $876K |
| Portside Wealth Group, LLC | 0.14% | Add +1.1% | 10,729 | $853K |
| PFG Advisors | 0.04% | Reduce -6.2% | 10,112 | $804K |
| Atria Investments, Inc | 0.01% | Reduce -49.3% | 10,075 | $801K |
| First International Bank & Trust | 0.25% | No change | 10,044 | $798K |
| Payne Capital Management, LLC | 0.33% | Reduce -0.1% | 9,872 | $784K |
| Connecticut Wealth Management, LLC | 0.04% | New | 9,692 | $770K |
| Fairscale Capital, LLC | 0.69% | Reduce -1.1% | 9,661 | $768K |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.6% | 9,543 | $758K |
| Milestone Asset Management Group, LLC | 0.66% | Add +2.0% | 9,134 | $726K |
| Avestar Capital, LLC | 0.07% | Reduce -17.8% | 9,042 | $718K |
| Integrated Advisors Network LLC | 0.04% | Reduce -0.4% | 8,969 | $713K |
| Focus Financial Network, Inc. | 0.03% | Reduce -70.4% | 8,960 | $712K |
| Tounjian Advisory Partners, LLC | 0.13% | — | 8,928 | $709K |
| Foster Victor Wealth Advisors, LLC | 0.06% | Add +0.0% | 9,272 | $700K |
| Cyndeo Wealth Partners, LLC | 0.04% | New | 8,520 | $677K |
| FMR LLC | 0.00% | Add +27.1% | 8,351 | $664K |
| Denver Wealth Management, Inc. | 0.29% | Reduce -61.6% | 8,131 | $646K |
| Schneider Downs Wealth Management Advisors, LP | 0.11% | No change | 7,939 | $631K |
| Willner & Heller, LLC | 0.58% | Add +0.5% | 7,892 | $627K |
| Cerity Partners LLC | 0.00% | Reduce -30.2% | 7,885 | $627K |
| Nwam LLC | 0.05% | Add +6.1% | 7,661 | $609K |
| Inspirion Wealth Advisors, LLC | 0.08% | Reduce -30.0% | 7,637 | $607K |
| Essex Financial Services, Inc. | 0.04% | Add +0.0% | 7,590 | $603K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -1.8% | 7,576 | $602K |
| Grey Ledge Advisors, LLC | 0.16% | Reduce -1.9% | 7,463 | $593K |
| Condor Capital Management | 0.05% | Add +0.2% | 7,242 | $575K |
| KPP Advisory Services LLC | 0.11% | Add +5.5% | 7,225 | $574K |
| Mystic Asset Management, Inc. | 0.15% | No change | 7,200 | $572K |
| Altfest L J & Co. Inc. | 0.07% | Add +0.0% | 6,752 | $536K |
| LexAurum Advisors, LLC | 0.10% | Add +0.8% | 6,561 | $521K |
| Wrapmanager Inc. | 0.14% | Reduce -0.2% | 6,479 | $515K |
| John W. Brooker & Co., CPAs | 0.21% | Reduce -3.4% | 6,457 | $513K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -53.3% | 6,365 | $506K |
| B&D White Capital Company, LLC | 0.07% | Reduce -72.6% | 6,292 | $499K |
| Financial Network Wealth Advisors LLC | 0.64% | Add +13.8% | 6,173 | $491K |
| Prospera Financial Services Inc | 0.01% | Add +42.3% | 6,142 | $488K |
| Advisors Capital Management, LLC | 0.01% | Add +10.2% | 6,064 | $482K |
| Salem Investment Counselors Inc. | 0.02% | No change | 6,000 | $477K |
| Stonebridge Financial Group, LLC | 0.05% | Reduce -0.1% | 5,928 | $471K |
| Allworth Financial LP | 0.00% | Reduce -9.3% | 5,904 | $464K |
| Acas, LLC | 0.35% | Reduce -7.9% | 5,812 | $463K |
| Spire Wealth Management | 0.01% | Add +10.1% | 5,805 | $461K |
| WealthPLAN Partners, LLC | 0.07% | Reduce -14.0% | 5,802 | $461K |
| Clear Point Advisors Inc. | 0.41% | Add +0.1% | 5,796 | $461K |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.2% | 5,777 | $459K |
| First Pacific Financial | 0.09% | Add +0.4% | 5,766 | $458K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +4.6% | 5,698 | $453K |
| Ieq Capital, LLC | 0.00% | Reduce -18.3% | 5,671 | $451K |
| KDK Private Wealth Management, LLC | 0.51% | Reduce -2.2% | 5,637 | $448K |
| Tritonpoint Wealth, LLC | 0.04% | No change | 5,620 | $447K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.6% | 5,589 | $444K |
| Flagstar Securities, Inc. | 0.11% | Add +21.8% | 5,544 | $441K |
| Flagship Private Wealth, LLC | 0.21% | Add +14.4% | 5,512 | $438K |
| Blair William & Co. | 0.00% | Add +2.0% | 5,460 | $434K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -18.8% | 5,368 | $427K |
| OneAscent Financial Services LLC | 0.03% | Add +16.6% | 5,291 | $423K |
| Onyx Bridge Wealth Group LLC | 0.06% | Reduce -5.4% | 5,185 | $412K |
| NewEdge Advisors, LLC | 0.00% | Add +7.0% | 5,127 | $407K |
| Ameritas Advisory Services, LLC | 0.02% | Add +0.3% | 4,999 | $405K |
| Rappaport Reiches Capital Management, LLC | 0.10% | No change | 4,910 | $390K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -3.6% | 4,909 | $390K |
| Silver Oak Securities, Incorporated | 0.04% | Add +1.0% | 4,890 | $388K |
| Csenge Advisory Group | 0.02% | Reduce -25.9% | 5,074 | $384K |
| Creekside Partners | 0.20% | Add +0.1% | 4,838 | $384K |
| Intrepid Financial Planning Group LLC | 0.18% | Reduce -1.8% | 4,835 | $384K |
| Valley Forge Investment Consultants Inc. Adv | 0.13% | No change | 4,751 | $378K |
| Wellspring Financial Advisors, LLC | 0.04% | Reduce -0.0% | 367,706 | $375K |
| CAP Partners, LLC | 0.27% | Reduce -0.8% | 4,710 | $374K |
| Jane Street Group, LLC | 0.00% | New | 4,667 | $371K |
| Arkadios Wealth Advisors | 0.01% | Reduce -4.0% | 4,631 | $368K |
| Wealth Management Associates, Inc. | 0.15% | Reduce -2.1% | 4,550 | $362K |
| Compound Planning, Inc. | 0.02% | Reduce -2.1% | 4,431 | $352K |
| &partners | 0.00% | Reduce -35.2% | 4,390 | $349K |
| Harbour Investments, Inc. | 0.01% | Add +3.3% | 4,372 | $347K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -8.6% | 4,371 | $347K |
| IFP Advisors, Inc | 0.01% | Add +0.1% | 4,271 | $339K |
| Focus Partners Wealth | 0.00% | Add +0.1% | 4,230 | $336K |
| Independent Advisor Alliance | 0.01% | Reduce -75.8% | 4,139 | $329K |
| Choreo, LLC | 0.01% | Add +5.8% | 4,137 | $329K |
| Maltin Wealth Management, Inc. | 0.15% | Add +2.7% | 4,126 | $328K |
| Drive Wealth Management, LLC | 0.08% | Reduce -4.5% | 4,078 | $324K |
| Integrated Wealth Concepts LLC | 0.00% | Add +35.4% | 4,032 | $320K |
| Sigma Planning Corp | 0.01% | Add +2.6% | 4,001 | $318K |
| Arete Wealth Advisors, LLC | 0.02% | Add +22.1% | 3,884 | $309K |
| Wallace Advisory Group, LLC | 0.21% | Reduce -3.6% | 3,555 | $309K |
| True Vision MN LLC | 0.18% | Reduce -1.2% | 3,842 | $305K |
| Norden Group LLC | 0.03% | Reduce -2.9% | 3,791 | $301K |
| Root Financial Partners, LLC | 0.03% | No change | 3,790 | $301K |
| Swmg, LLC | 0.12% | Reduce -75.9% | 3,782 | $296K |
| Safeguard Investment Advisory Group, LLC | 0.08% | Add +4.5% | 3,676 | $292K |
| GEN Financial Management, INC. | 0.20% | New | 3,660 | $291K |
| HB Wealth Management, LLC | 0.00% | No change | 3,597 | $286K |
| Good Life Advisors, LLC | 0.02% | Reduce -2.0% | 3,577 | $284K |
| Retirement Planning Group, LLC | 0.01% | Reduce -0.0% | 3,545 | $282K |
| RTD Financial Advisors, Inc. | 0.04% | Reduce -21.3% | 3,540 | $281K |
| Keudell/Morrison Wealth Management | 0.07% | Add +28.3% | 3,509 | $279K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +11.3% | 3,478 | $276K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -8.6% | 3,357 | $267K |
| Financial Freedom, LLC | 0.15% | Reduce -6.4% | 3,323 | $264K |
| Moment Partners, LLC | 0.05% | No change | 3,300 | $262K |
| IVC Wealth Advisors LLC | 0.14% | No change | 3,267 | $260K |
| Centerpoint Advisors, LLC | 0.09% | No change | 3,223 | $256K |
| IFG Advisors, LLC | 0.05% | No change | 3,151 | $250K |
| Montz Harcus Wealth Management LLC | 0.14% | Add +0.1% | 3,138 | $249K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 3,107 | $247K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.0% | 3,042 | $242K |
| Delta Capital Management LLC | 0.14% | No change | 3,000 | $238K |
| Fortis Capital Advisors, LLC | 0.05% | New | 2,957 | $235K |
| Belpointe Asset Management LLC | 0.01% | New | 2,957 | $235K |
| Denver PWM, LLC | 0.08% | Add +0.9% | 2,922 | $232K |
| D. E. Shaw & Co. | 0.00% | Reduce -50.5% | 2,920 | $232K |
| Advisor OS, LLC | 0.03% | New | 2,866 | $228K |
| Westmount Partners, LLC | 0.07% | New | 2,817 | $224K |
| Retirement Planning Co of New England, Inc. | 0.11% | Reduce -3.5% | 2,799 | $222K |
| Motive Wealth Advisors | 0.12% | Reduce -14.6% | 2,777 | $221K |
| Parallel Advisors, LLC | 0.00% | Reduce -80.5% | 2,744 | $218K |
| Certified Advisory Corp | 0.02% | Add +15.9% | 2,734 | $217K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -0.6% | 2,724 | $216K |
| Synovus Financial Corp. | 0.00% | New | 2,707 | $215K |
| Embree Financial Group | 0.04% | No change | 2,701 | $215K |
| Renaissance Technologies | 0.00% | Reduce -74.5% | 2,700 | $215K |
| Private Trust Co. NA | 0.02% | Add +30.2% | 2,689 | $214K |
| Gibbs Wealth Management | 0.05% | New | 2,660 | $211K |
| Sterling Financial Planning, Inc. | 0.08% | Reduce -1.2% | 2,644 | $210K |
| Goldstein Advisors, LLC | 0.03% | No change | 2,641 | $210K |
| Trail Ridge Investment Advisors, LLC | 0.11% | Reduce -1.3% | 2,639 | $210K |
| HBK Sorce Advisory LLC | 0.01% | No change | 2,623 | $208K |
| Fifth Third Securities, Inc. | 0.02% | No change | 2,601 | $207K |
| Hudson Portfolio Management LLC | 0.20% | Reduce -3.4% | 2,596 | $206K |
| Measured Wealth Private Client Group, LLC | 0.07% | Reduce -0.4% | 2,596 | $206K |
| Basepoint Wealth LLC | 0.16% | No change | 2,568 | $204K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 2,530 | $201K |
| Larson Financial Group LLC | 0.01% | Reduce -0.1% | 2,168 | $172K |
| Topsail Wealth Management, LLC | 0.03% | Add +0.9% | 2,145 | $170K |
| Tucker Asset Management LLC | 0.05% | Reduce -0.4% | 1,903 | $151K |
| Creative Financial Designs Inc. | 0.01% | Add +0.1% | 1,843 | $146K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,800 | $143K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.2% | 1,697 | $135K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,795 | $126K |
| Tsfg, LLC | 0.02% | No change | 1,399 | $111K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,379 | $110K |
| Iron Horse Wealth Management, LLC | 0.04% | Add +22.1% | 1,380 | $110K |
| Princeton Global Asset Management LLC | 0.02% | Reduce -37.1% | 1,328 | $106K |
| Hollencrest Capital Management | 0.00% | No change | 1,299 | $103K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Add +3.5% | 1,267 | $101K |
| Urban Financial Advisory Corp | 0.05% | Reduce -13.1% | 1,115 | $89K |
| Ballast Advisors LLC | 0.03% | No change | 1,059 | $84K |
| Marshall & Sterling Wealth Advisors Inc. | 0.05% | Add +0.1% | 862 | $68K |
| Russell Investments Group, Ltd. | 0.00% | Add +45.5% | 831 | $66K |
| CoreCap Advisors, LLC | 0.00% | Add +2.6% | 820 | $65K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.0% | 767 | $61K |
| Compass Financial Services Inc | 0.03% | New | 718 | $57K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 701 | $56K |
| CX Institutional | 0.00% | New | 696 | $55K |
| Arcadia Investment Management Corp. | 0.01% | Reduce -48.0% | 650 | $52K |
| Horizons Wealth Management | 0.04% | No change | 648 | $51K |
| Coldstream Capital Management Inc. | 0.00% | New | 597 | $47K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -8.5% | 568 | $45K |
| Concord Wealth Partners | 0.01% | Reduce -4.4% | 548 | $44K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 524 | $42K |
| Beacon Capital Management, LLC | 0.01% | Add +6.9% | 512 | $41K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 472 | $38K |
| Front Row Advisors LLC | 0.01% | No change | 450 | $36K |
| Smartleaf Asset Management LLC | 0.00% | Add +114.1% | 441 | $35K |
| MJT & Associates Financial Advisory Group, Inc. | 0.03% | — | 433 | $34K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 431 | $34K |
| Anchor Investment Management, LLC | 0.00% | No change | 426 | $34K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 418 | $33K |
| Versant Capital Management, Inc | 0.01% | New | 410 | $33K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 401 | $32K |
| Rossby Financial, LCC | 0.01% | New | 402 | $32K |
| Mather Group, Llc. | 0.00% | New | 395 | $31K |
| SIMA Wealth Partners, LLC | 0.02% | No change | 362 | $29K |
| Mattson Financial Services, LLC | 0.01% | No change | 358 | $28K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +25.7% | 347 | $28K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 345 | $27K |
| Darwin Wealth Management, LLC | 0.01% | No change | 308 | $27K |
| Wayfinding Financial, LLC | 0.01% | New | 304 | $24K |
| Centricity Wealth Management, LLC | 0.02% | No change | 300 | $24K |
| Founders Capital Management | 0.01% | No change | 286 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -48.0% | 278 | $22K |
| MCF Advisors LLC | 0.00% | No change | 274 | $22K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 273 | $22K |
| Orion Capital Management LLC | 0.01% | No change | 270 | $21K |
| Copia Wealth Management | 0.02% | No change | 268 | $21K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -4.3% | 243 | $19K |
| TD Capital Management LLC | 0.00% | Add +0.5% | 212 | $17K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 185 | $15K |
| Pineridge Advisors LLC | 0.01% | No change | 164 | $13K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -1.3% | 154 | $12K |
| Assetmark, Inc. | 0.00% | Add +226.7% | 147 | $12K |
| Raleigh Capital Management Inc. | 0.01% | New | 145 | $11K |
| Kozak & Associates, Inc. | 0.00% | No change | 145 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 129 | $10K |
| UMB Bank, n.a. | 0.00% | Reduce -65.0% | 128 | $10K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 117 | $9K |
| Hughes Financial Services, LLC | 0.00% | New | 116 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 109 | $9K |
| Anfield Capital Management, LLC | 0.00% | No change | 98 | $8K |
| Crewe Advisors LLC | 0.00% | No change | 88 | $7K |
| Brooklyn Investment Group | 0.00% | New | 84 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.2% | 84 | $7K |
| Capital A Wealth Management, LLC | 0.01% | Reduce -78.3% | 83 | $7K |
| Angeles Wealth Management, LLC | 0.00% | No change | 81 | $6K |
| WPG Advisers, LLC | 0.01% | Reduce -28.7% | 77 | $6K |
| Abound Financial, LLC | 0.00% | New | 74 | $6K |
| Valley National Advisers Inc. | 0.00% | No change | 67 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 53 | $4K |
| Sachetta, LLC | 0.00% | No change | 43 | $3K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 39 | $3K |
| Hantz Financial Services, Inc. | 0.00% | New | 38 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | New | 30 | $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% | — | 33 | $2K |
| Arax Advisory Partners | 0.00% | No change | 24 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 21 | $2K |
| Binnacle Investments Inc | 0.00% | — | 18 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -16.7% | 10 | $795 |
| Spurstone Advisory Services, LLC | 0.01% | New | 9 | $715 |
| Whittier Trust Co. | 0.00% | No change | 4 | $317 |
| Bellwether Advisors, LLC | 0.00% | Reduce -99.9% | 3 | $242 |
| Global Wealth Strategies & Associates | 0.00% | New | 2 | $159 |
| Sound Income Strategies, LLC | 0.00% | No change | 1 | $79 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $67 |
"% 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.