SS SPDR S&P 400 MC GR ETFMDYGETF
13F holders, Q3 2025 (September 30)386holders −7
38new positions
34sold out
3famous investors
$89.91avg. 13F price*
At the end of Q3 2025, 386 institutions reported holding SS SPDR S&P 400 MC GR ETF (MDYG) in their 13F filings, down 7 from Q2 2025. 38 opened new positions and 34 sold out. The largest holders were LPL Financial LLC ($162.5M), Financial Engines Advisors L.L.C. ($123.3M) and NorthRock Partners, LLC ($96.9M). 3 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR S&P 400 MC GR ETF
- Filed as
- SPDR SERIES TRUST (Q3 2025)
- CUSIP
- 78464A821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $12.4M |
| Exits | 34 | $29.8M |
All 13F filers, Q2 2025 → Q3 2025: 1,144,918 shares bought and 968,116 shares sold, net +176,802 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 386 holders
| LPL Financial LLC | 0.05% | Reduce -1.3% | 1,775,035 | $162.5M |
| Financial Engines Advisors L.L.C. | 0.24% | Reduce -1.6% | 1,346,122 | $123.3M |
| NorthRock Partners, LLC | 1.75% | Reduce -1.1% | 1,057,787 | $96.9M |
| AE Wealth Management LLC | 0.50% | Add +16.2% | 859,656 | $78.7M |
| Stifel Financial Corp. | 0.06% | Add +24.3% | 719,100 | $65.8M |
| Morgan Stanley | 0.00% | Add +42.4% | 674,969 | $61.8M |
| Benjamin Edwards Inc. | 0.63% | Add +23.3% | 605,203 | $55.4M |
| FAS Wealth Partners, Inc. | 3.03% | Add +1.9% | 488,947 | $44.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.3% | 465,881 | $42.7M |
| Raymond James Financial Inc. | 0.01% | Add +7.3% | 425,874 | $39.0M |
| First National Trust Co | 1.16% | Add +6.5% | 369,768 | $33.9M |
| Klingman & Associates, LLC | 1.50% | Reduce -0.6% | 325,832 | $29.8M |
| Rehmann Capital Advisory Group | 1.60% | Add +1.0% | 319,860 | $29.3M |
| GHP Investment Advisors, Inc. | 1.22% | Add +2.6% | 316,064 | $28.9M |
| HighTower Advisors, LLC | 0.03% | Add +0.3% | 312,179 | $28.6M |
| Private Advisor Group, LLC | 0.12% | Reduce -0.2% | 262,332 | $24.0M |
| Convergence Financial, LLC | 3.60% | Add +6.7% | 262,087 | $24.0M |
| Bank of America Corp. | 0.00% | Reduce -18.7% | 261,389 | $23.9M |
| Jones Financial Companies LLLP | 0.02% | Add +9.7% | 247,905 | $22.7M |
| Avantax Planning Partners, Inc. | 0.64% | Add +12.4% | 245,430 | $22.5M |
| Wells Fargo & Company | 0.00% | Reduce -1.4% | 242,517 | $22.2M |
| Confluence Investment Management LLC | 0.31% | Add +15.5% | 239,887 | $22.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.6% | 235,335 | $21.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -5.1% | 224,887 | $20.6M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -5.0% | 221,155 | $20.2M |
| Shakespeare Wealth Management, LLC | 4.33% | Add +1.9% | 207,851 | $19.0M |
| Rodgers & Associates, LTD | 1.81% | Reduce -1.1% | 192,085 | $17.6M |
| McAdam, LLC | 0.83% | Reduce -1.6% | 185,017 | $16.9M |
| Mariner, LLC | 0.02% | Add +8.5% | 165,137 | $15.1M |
| Truist Financial Corp. | 0.02% | Reduce -0.6% | 149,159 | $13.7M |
| SFG Wealth Management, LLC. | 5.85% | Add +7.9% | 147,449 | $13.5M |
| Corient Private Wealth LP | 0.02% | Reduce -5.8% | 139,771 | $12.8M |
| Segall Bryant & Hamill, LLC | 0.16% | Reduce -6.6% | 131,007 | $12.0M |
| Balanced Wealth Group LLC | 5.17% | Reduce -0.7% | 134,810 | $11.8M |
| Signet Financial Management, LLC | 1.25% | Reduce -2.2% | 118,006 | $10.8M |
| Tiaa Trust, National Association | 0.03% | Reduce -7.3% | 116,909 | $10.7M |
| Cetera Investment Advisers | 0.01% | Add +130.8% | 107,626 | $9.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.5% | 105,756 | $9.6M |
| JNBA Financial Advisors | 0.84% | Reduce -1.9% | 101,536 | $9.3M |
| UBS Group AG | 0.00% | Add +5.7% | 97,064 | $8.9M |
| ERn Financial, LLC | 1.66% | Reduce -5.3% | 91,691 | $8.4M |
| Marathon Mission, Inc. | 4.28% | Reduce -0.5% | 78,252 | $7.2M |
| Goldstone Financial Group, LLC | 0.84% | Add +4.2% | 77,805 | $7.1M |
| WCG Wealth Advisors LLC | 0.44% | Reduce -9.6% | 77,230 | $7.1M |
| Obsidian Personal Planning Solutions LLC | 2.42% | Add +3.6% | 76,012 | $7.0M |
| WealthShield Partners, LLC | 0.75% | Reduce -1.5% | 72,088 | $6.6M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +4.3% | 72,045 | $6.6M |
| Pathstone Holdings, LLC | 0.02% | Add +1.9% | 70,964 | $6.5M |
| Prestige Wealth Management Group LLC | 1.23% | Reduce -2.6% | 69,643 | $6.4M |
| Chicago Partners Investment Group LLC | 0.17% | Add +9.4% | 68,691 | $6.4M |
| Royal Bank of Canada | 0.00% | Reduce -17.6% | 67,945 | $6.2M |
| Diligent Investors, LLC | 1.48% | Reduce -2.9% | 63,811 | $5.8M |
| Citigroup Inc. | 0.00% | Reduce -14.8% | 63,203 | $5.8M |
| Councilor Wealth, LLC | 2.57% | Reduce -1.4% | 60,476 | $5.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.7% | 57,702 | $5.3M |
| MML Investors Services, LLC | 0.01% | Add +1.3% | 52,409 | $4.8M |
| BNP Paribas Financial Markets | 0.00% | Add +2.1% | 52,396 | $4.8M |
| Total Wealth Planning, LLC | 0.56% | Reduce -2.8% | 52,395 | $4.8M |
| Waller Financial Planning Group, Inc. | 1.09% | Add +1.9% | 51,797 | $4.7M |
| Moneco Advisors, LLC | 0.38% | Add +45.5% | 49,372 | $4.5M |
| Capital Analysts, LLC | 0.13% | Reduce -2.3% | 47,437 | $4.3M |
| Syntegra Private Wealth Group, LLC | 0.41% | Reduce -5.4% | 47,251 | $4.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -7.2% | 46,324 | $4.2M |
| IAG Wealth Partners, LLC | 0.50% | Add +2.8% | 45,769 | $4.2M |
| Creative Planning | 0.00% | Add +36.1% | 44,662 | $4.1M |
| Koss-Olinger Consulting, LLC | 0.34% | Add +0.3% | 46,872 | $4.1M |
| Goldman Sachs Group Inc. | 0.00% | No change | 43,380 | $4.0M |
| Cwm, LLC | 0.01% | Add +22.4% | 43,158 | $4.0M |
| Gladstone Institutional Advisory LLC | 0.15% | Add +0.9% | 42,849 | $3.9M |
| Equitable Holdings, Inc. | 0.03% | Add +0.8% | 41,899 | $3.8M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -9.2% | 40,418 | $3.7M |
| Mosaic Family Wealth Partners, LLC | 0.39% | Add +31.4% | 36,175 | $3.3M |
| Redhawk Wealth Advisors, Inc. | 0.38% | Reduce -15.8% | 35,743 | $3.3M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +0.8% | 35,426 | $3.2M |
| Kingswood Wealth Advisors, LLC | 0.19% | Add +0.6% | 34,114 | $3.1M |
| Chartist Inc. | 2.10% | — | 5,159 | $3.1M |
| GAMCO Investors | 0.03% | Reduce -3.6% | 33,168 | $3.0M |
| Occidental Asset Management, LLC | 0.37% | Add +4.2% | 32,284 | $3.0M |
| AlphaStar Capital Management, LLC | 0.25% | Add +35.6% | 31,982 | $2.9M |
| Wealth Watch Advisors, INC | 1.18% | Add +9.4% | 31,206 | $2.9M |
| Courage Miller Partners, LLC | 0.85% | Reduce -2.3% | 31,072 | $2.8M |
| Koshinski Asset Management, Inc. | 0.20% | Reduce -4.2% | 30,870 | $2.8M |
| GTS Securities LLC | 0.11% | Add +27.9% | 30,453 | $2.8M |
| Bill Few Associates, Inc. | 0.71% | Add +1.4% | 30,098 | $2.8M |
| Pacific Sun Financial Corp | 1.28% | Reduce -0.6% | 28,829 | $2.6M |
| Investors Research Corp | 0.49% | Reduce -2.1% | 28,823 | $2.6M |
| Cary Street Partners Financial LLC | 0.07% | Reduce -1.1% | 28,280 | $2.6M |
| Geneos Wealth Management Inc. | 0.07% | Add +0.1% | 28,089 | $2.6M |
| Bristlecone Advisors, LLC | 0.21% | Add +6.3% | 27,139 | $2.5M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Reduce -12.4% | 27,043 | $2.5M |
| UNIVEST FINANCIAL Corp | 0.14% | Add +25.4% | 26,685 | $2.4M |
| Heritage Wealth Management, Inc. | 1.63% | Add +2.2% | 26,113 | $2.4M |
| Centennial Wealth Advisory LLC | 0.66% | Add +36.7% | 25,779 | $2.4M |
| Brookstone Capital Management | 0.03% | Reduce -0.1% | 25,417 | $2.3M |
| HRT Financial LP | 0.01% | New | 25,165 | $2.3M |
| Linscomb Wealth, Inc. | 0.09% | Reduce -4.1% | 22,225 | $2.0M |
| Barden Capital Management, Inc. | 1.69% | Reduce -0.5% | 22,152 | $2.0M |
| US Bancorp \de | 0.00% | Add +0.6% | 22,119 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.3% | 21,320 | $2.0M |
| Asset Management Group, Inc. | 0.31% | Reduce -1.1% | 20,901 | $1.9M |
"% 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.