SS SPDR S&P 400 MC GR ETFMDYGETF
13F holders, Q2 2025 (June 30)393holders +12
31new positions
22sold out
3famous investors
$85.18avg. 13F price*
At the end of Q2 2025, 393 institutions reported holding SS SPDR S&P 400 MC GR ETF (MDYG) in their 13F filings, up 12 from Q1 2025. 31 opened new positions and 22 sold out. The largest holders were LPL Financial LLC ($156.3M), Financial Engines Advisors L.L.C. ($118.9M) and NorthRock Partners, LLC ($92.9M). 3 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors'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 SERIES TRUST (Q2 2025)
- CUSIP
- 78464A821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $26.5M |
| Exits | 22 | $32.2M |
All 13F filers, Q1 2025 → Q2 2025: 1,119,147 shares bought and 5,952,048 shares sold, net −4,832,901 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 393 holders
| LPL Financial LLC | 0.05% | Reduce -1.5% | 1,799,016 | $156.3M |
| Financial Engines Advisors L.L.C. | 0.24% | Add +1.4% | 1,368,507 | $118.9M |
| NorthRock Partners, LLC | 2.42% | Add +4.7% | 1,069,712 | $92.9M |
| AE Wealth Management LLC | 0.47% | Add +1.1% | 739,745 | $64.3M |
| Stifel Financial Corp. | 0.05% | Reduce -51.3% | 578,603 | $50.3M |
| Benjamin Edwards Inc. | 0.54% | Reduce -52.1% | 490,897 | $42.6M |
| FAS Wealth Partners, Inc. | 3.08% | Add +4.1% | 479,764 | $41.7M |
| Morgan Stanley | 0.00% | Reduce -17.5% | 474,093 | $41.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -40.8% | 455,592 | $39.6M |
| Raymond James Financial Inc. | 0.01% | Add +15.1% | 397,080 | $34.5M |
| First National Trust Co | 1.13% | Add +4.7% | 347,143 | $30.2M |
| Klingman & Associates, LLC | 1.57% | Add +8.2% | 327,619 | $28.5M |
| Bank of America Corp. | 0.00% | Add +0.9% | 321,612 | $27.9M |
| Rehmann Capital Advisory Group | 1.67% | Add +9.5% | 316,642 | $27.5M |
| HighTower Advisors, LLC | 0.03% | Add +14.2% | 311,333 | $27.0M |
| GHP Investment Advisors, Inc. | 1.19% | Add +3.1% | 308,112 | $26.8M |
| Private Advisor Group, LLC | 0.12% | Add +2.9% | 262,796 | $22.8M |
| Ameriprise Financial Inc. | 0.01% | Add +9.8% | 249,235 | $21.7M |
| Wells Fargo & Company | 0.00% | Reduce -32.9% | 246,029 | $21.4M |
| Convergence Financial, LLC | 3.67% | Add +6.4% | 245,665 | $21.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +23.1% | 237,040 | $20.6M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -0.6% | 232,927 | $20.2M |
| Jones Financial Companies LLLP | 0.01% | Add +33.9% | 225,993 | $19.6M |
| Avantax Planning Partners, Inc. | 0.60% | Add +1.4% | 218,441 | $19.0M |
| Confluence Investment Management LLC | 0.25% | Reduce -53.0% | 207,668 | $18.0M |
| Shakespeare Wealth Management, LLC | 4.72% | Add +2.7% | 203,991 | $17.7M |
| Rodgers & Associates, LTD | 1.85% | Reduce -0.3% | 194,199 | $16.9M |
| McAdam, LLC | 0.89% | Reduce -2.6% | 187,998 | $16.3M |
| Mariner, LLC | 0.02% | Reduce -7.7% | 152,228 | $13.2M |
| Truist Financial Corp. | 0.02% | Add +1.1% | 150,017 | $13.0M |
| Corient Private Wealth LP | 0.02% | Add +2.3% | 148,326 | $12.9M |
| Segall Bryant & Hamill, LLC | 0.17% | Reduce -1.8% | 140,262 | $12.2M |
| KWB Wealth | 1.47% | Reduce -4.3% | 151,785 | $12.1M |
| Balanced Wealth Group LLC | 5.23% | Add +13.5% | 135,802 | $12.1M |
| SFG Wealth Management, LLC. | 7.17% | Add +4.4% | 136,654 | $11.9M |
| Tiaa Trust, National Association | 0.03% | Reduce -11.2% | 126,078 | $11.0M |
| Signet Financial Management, LLC | 1.32% | Reduce -7.9% | 120,659 | $10.5M |
| Osaic Holdings, Inc. | 0.02% | Add +14.2% | 113,174 | $9.7M |
| Integrated Capital Management, LLC | 4.36% | Add +5.5% | 103,562 | $9.1M |
| JNBA Financial Advisors | 0.86% | Reduce -7.4% | 103,453 | $9.0M |
| ERn Financial, LLC | 1.77% | Reduce -8.6% | 96,785 | $8.4M |
| UBS Group AG | 0.00% | Reduce -0.5% | 91,824 | $8.0M |
| WCG Wealth Advisors LLC | 0.48% | Add +4.7% | 85,390 | $7.4M |
| Foundations Investment Advisors, LLC | 0.11% | Reduce -40.9% | 83,255 | $7.2M |
| Royal Bank of Canada | 0.00% | Add +0.7% | 82,464 | $7.2M |
| Marathon Mission, Inc. | 4.34% | Add +62.2% | 78,602 | $6.8M |
| Goldstone Financial Group, LLC | 0.87% | Add +1.4% | 74,658 | $6.6M |
| Citigroup Inc. | 0.00% | Reduce -97.3% | 74,225 | $6.4M |
| Obsidian Personal Planning Solutions LLC | 2.58% | Add +3.2% | 73,385 | $6.4M |
| WealthShield Partners, LLC | 0.77% | Add +3.1% | 73,154 | $6.4M |
| Prestige Wealth Management Group LLC | 1.27% | Add +0.8% | 71,502 | $6.2M |
| Pathstone Holdings, LLC | 0.02% | Reduce -3.4% | 69,608 | $6.0M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +10.2% | 69,103 | $6.0M |
| Diligent Investors, LLC | 1.35% | Reduce -7.3% | 65,734 | $5.7M |
| Chicago Partners Investment Group LLC | 0.16% | Add +11.5% | 62,758 | $5.6M |
| Prospera Financial Services Inc | 0.10% | Add +926.5% | 63,047 | $5.5M |
| Cordatus Wealth Management LLC | 1.33% | New | 62,225 | $5.4M |
| Councilor Wealth, LLC | 2.49% | Reduce -2.3% | 61,327 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -2.7% | 58,121 | $5.0M |
| Financial Advocates Investment Management | 0.39% | Reduce -17.6% | 55,022 | $4.8M |
| Total Wealth Planning, LLC | 0.59% | Reduce -0.5% | 53,914 | $4.7M |
| Avantax Advisory Services, Inc. | 0.03% | Add +28.2% | 53,328 | $4.6M |
| MML Investors Services, LLC | 0.01% | Add +5.6% | 51,729 | $4.5M |
| BNP Paribas Financial Markets | 0.00% | Add +1.6% | 51,306 | $4.5M |
| Waller Financial Planning Group, Inc. | 1.07% | Add +21.8% | 50,848 | $4.4M |
| Syntegra Private Wealth Group, LLC | 0.44% | Reduce -1.3% | 49,932 | $4.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -14.0% | 49,927 | $4.3M |
| Capital Analysts, LLC | 0.14% | Add +152.3% | 48,535 | $4.2M |
| Koss-Olinger Consulting, LLC | 0.33% | Reduce -15.1% | 46,708 | $4.1M |
| Cetera Investment Advisers | 0.01% | Reduce -64.2% | 46,637 | $4.1M |
| IAG Wealth Partners, LLC | 0.51% | Add +133.9% | 44,535 | $3.9M |
| Kingsview Wealth Management, LLC | 0.07% | Add +0.6% | 44,518 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.3% | 43,380 | $3.8M |
| Gladstone Institutional Advisory LLC | 0.15% | Add +2.6% | 42,460 | $3.7M |
| Redhawk Wealth Advisors, Inc. | 0.46% | New | 42,444 | $3.7M |
| Equitable Holdings, Inc. | 0.03% | Add +13.8% | 41,547 | $3.6M |
| Cwm, LLC | 0.01% | Add +9.8% | 35,261 | $3.1M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +2.1% | 35,144 | $3.1M |
| GAMCO Investors | 0.03% | New | 34,423 | $3.0M |
| Moneco Advisors, LLC | 0.27% | Add +46.5% | 33,929 | $2.9M |
| Kingswood Wealth Advisors, LLC | 0.23% | Add +5.3% | 33,915 | $2.9M |
| Pinnacle Family Advisors, LLC | 1.42% | New | 33,739 | $2.9M |
| Creative Planning | 0.00% | Reduce -1.4% | 32,810 | $2.9M |
| Koshinski Asset Management, Inc. | 0.21% | Reduce -3.8% | 32,207 | $2.8M |
| Courage Miller Partners, LLC | 0.88% | Add +6.7% | 31,796 | $2.8M |
| Occidental Asset Management, LLC | 0.37% | Add +5.6% | 30,993 | $2.7M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Add +26.5% | 30,860 | $2.7M |
| Bill Few Associates, Inc. | 0.73% | Add +141.3% | 29,689 | $2.6M |
| Investors Research Corp | 0.50% | Reduce -0.1% | 29,446 | $2.6M |
| Pacific Sun Financial Corp | 1.32% | Add +0.3% | 29,004 | $2.5M |
| Cary Street Partners Financial LLC | 0.07% | Reduce -82.0% | 28,610 | $2.5M |
| Wealth Watch Advisors, INC | 1.43% | New | 28,525 | $2.5M |
| Geneos Wealth Management Inc. | 0.06% | Add +2.6% | 28,071 | $2.4M |
| Mosaic Family Wealth Partners, LLC | 0.31% | Add +50.3% | 27,531 | $2.4M |
| Heritage Wealth Management, Inc. | 1.68% | Add +6.5% | 25,541 | $2.2M |
| Bristlecone Advisors, LLC | 0.19% | Reduce -11.9% | 25,531 | $2.2M |
| Brookstone Capital Management | 0.03% | Add +1.2% | 25,431 | $2.2M |
| GTS Securities LLC | 0.09% | New | 23,814 | $2.1M |
| AlphaStar Capital Management, LLC | 0.14% | Add +35.0% | 23,593 | $2.0M |
| Linscomb Wealth, Inc. | 0.09% | Reduce -4.8% | 23,172 | $2.0M |
"% 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.