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 |
| Argent Trust Co | 0.07% | Reduce -1.5% | 20,131 | $1.8M |
| GEN Financial Management, INC. | 1.59% | Reduce -4.5% | 20,090 | $1.8M |
| Spire Wealth Management | 0.06% | Reduce -7.9% | 19,913 | $1.8M |
| World Investment Advisors | 0.04% | Add +0.3% | 19,535 | $1.8M |
| Visionary Wealth Advisors | 0.08% | Add +21.6% | 19,475 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +5.3% | 19,403 | $1.8M |
| Sage Financial Group Inc. | 0.12% | Add +2.2% | 18,865 | $1.7M |
| Key Financial Inc | 0.31% | Reduce -0.3% | 18,402 | $1.7M |
| Destiny Capital Corp | 0.90% | Reduce -0.0% | 18,032 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.3% | 18,077 | $1.6M |
| Comerica Bank | 0.01% | Add +5.3% | 17,962 | $1.6M |
| MAI Capital Management | 0.01% | Reduce -4.0% | 17,712 | $1.6M |
| American Financial & Tax Strategies Inc. | 0.81% | Reduce -2.3% | 17,688 | $1.6M |
| Salomon & Ludwin, LLC | 0.14% | Add +1.0% | 17,363 | $1.6M |
| Avior Wealth Management, LLC | 0.05% | Reduce -0.5% | 17,221 | $1.6M |
| Elevated Capital Advisors, LLC | 0.39% | Add +49.4% | 17,200 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +244.8% | 17,127 | $1.6M |
| Western Wealth Management, LLC | 0.08% | New | 16,385 | $1.5M |
| CWA Asset Management Group, LLC | 0.05% | Add +1.8% | 16,030 | $1.5M |
| Composition Wealth, LLC | 0.02% | Add +2.0% | 15,978 | $1.5M |
| Broadview Financial Management, LLC | 0.98% | Reduce -2.0% | 15,920 | $1.5M |
| Cary Street Partners Investment Advisory LLC | 0.59% | Add +1.6% | 15,445 | $1.4M |
| Capital Squared Financial LLC | 1.20% | Reduce -1.8% | 15,107 | $1.4M |
| Twelve Points Wealth Management LLC | 0.34% | Reduce -1.9% | 14,858 | $1.4M |
| Townsquare Capital LLC | 0.19% | Reduce -22.3% | 13,693 | $1.3M |
| Trilogy Capital Inc. | 0.06% | Add +4.8% | 13,079 | $1.2M |
| Mgo One Seven LLC | 0.03% | Reduce -0.1% | 12,907 | $1.2M |
| Payne Capital Management, LLC | 0.37% | Add +4.7% | 12,685 | $1.2M |
| New England Capital Financial Advisors LLC | 0.49% | Add +2.1% | 12,596 | $1.2M |
| LTG Capital LLC | 0.90% | Reduce -11.3% | 12,556 | $1.1M |
| CENTRAL TRUST Co | 0.02% | Reduce -3.2% | 12,512 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -4.8% | 12,180 | $1.1M |
| Parcion Private Wealth LLC | 0.07% | Reduce -1.0% | 12,140 | $1.1M |
| Pure Financial Advisors, LLC | 0.02% | Reduce -1.4% | 11,763 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -25.0% | 11,685 | $1.1M |
| Beam Wealth Advisors, Inc. | 0.29% | Add +5.8% | 11,425 | $1.0M |
| SCS Capital Management LLC | 0.01% | Add +0.0% | 11,303 | $1.0M |
| Principal Securities, Inc. | 0.02% | Add +0.1% | 11,300 | $1.0M |
| Lewis Asset Management, LLC | 0.42% | Reduce -1.7% | 11,274 | $1.0M |
| Larson Financial Group LLC | 0.03% | Add +479.3% | 10,838 | $992K |
| Merit Financial Group, LLC | 0.01% | Reduce -9.6% | 10,681 | $978K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -2.1% | 10,561 | $967K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -2.5% | 10,531 | $964K |
| YHB Investment Advisors, Inc. | 0.07% | Reduce -18.8% | 10,383 | $951K |
| Connecticut Wealth Management, LLC | 0.04% | Add +4.0% | 10,075 | $922K |
| IFP Advisors, Inc | 0.02% | Reduce -2.6% | 9,963 | $912K |
| Fairscale Capital, LLC | 0.60% | No change | 9,533 | $873K |
| Calton & Associates, Inc. | 0.13% | Add +0.3% | 9,530 | $873K |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.8% | 9,513 | $871K |
| Milestone Asset Management Group, LLC | 0.55% | Add +3.5% | 9,463 | $866K |
| Focus Partners Wealth | 0.00% | Add +293.4% | 9,435 | $864K |
| FMR LLC | 0.00% | Add +5.8% | 9,421 | $863K |
| LexAurum Advisors, LLC | 0.12% | Add +2.7% | 9,353 | $856K |
| Portside Wealth Group, LLC | 0.12% | Reduce -11.4% | 9,315 | $853K |
| PFG Advisors | 0.03% | Reduce -1.5% | 9,211 | $843K |
| Apexium Financial, LP | 0.04% | Reduce -4.1% | 9,193 | $842K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.6% | 9,120 | $835K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Reduce -2.9% | 9,009 | $829K |
| Bank of Montreal | 0.00% | Add +5.7% | 8,862 | $811K |
| Susquehanna International Group, LLP | 0.00% | Reduce -9.1% | 8,758 | $802K |
| Brady Martz Wealth Solutions, LLC | 0.14% | Reduce -2.0% | 8,604 | $788K |
| Cyndeo Wealth Partners, LLC | 0.04% | Add +5.0% | 8,558 | $784K |
| Moloney Securities Asset Management, LLC | 0.09% | Reduce -9.0% | 8,547 | $783K |
| XY Planning Network, Inc. | 0.27% | No change | 8,983 | $780K |
| Brown Advisory Inc. | 0.00% | New | 8,342 | $764K |
| Nwam LLC | 0.04% | Add +1.3% | 8,021 | $734K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +39.5% | 7,956 | $728K |
| Schneider Downs Wealth Management Advisors, LP | 0.09% | No change | 7,939 | $727K |
| Advisor OS, LLC | 0.06% | Reduce -12.7% | 7,830 | $717K |
| KPP Advisory Services LLC | 0.11% | Add +6.4% | 7,774 | $712K |
| Willner & Heller, LLC | 0.54% | Reduce -3.7% | 7,680 | $703K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -32.3% | 7,677 | $703K |
| Focus Financial Network, Inc. | 0.02% | Reduce -2.2% | 7,604 | $696K |
| Essex Financial Services, Inc. | 0.04% | Add +0.0% | 7,594 | $695K |
| Integrated Advisors Network LLC | 0.03% | Reduce -13.6% | 7,553 | $692K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -26.1% | 7,473 | $684K |
| Denver Wealth Management, Inc. | 0.25% | Reduce -0.4% | 7,382 | $676K |
| Inspirion Wealth Advisors, LLC | 0.09% | Reduce -13.6% | 7,637 | $670K |
| Mystic Asset Management, Inc. | 0.15% | No change | 7,100 | $650K |
| Condor Capital Management | 0.05% | Reduce -3.3% | 7,022 | $643K |
| Advisors Capital Management, LLC | 0.01% | Add +18.8% | 6,815 | $624K |
| Citadel Advisors | 0.00% | Add +103.4% | 6,608 | $605K |
| Global Retirement Partners, LLC | 0.01% | Reduce -27.6% | 6,432 | $589K |
| Florida Financial Advisors, LLC | 0.18% | Reduce -63.4% | 6,425 | $588K |
| Avestar Capital, LLC | 0.04% | Reduce -3.2% | 6,377 | $584K |
| Flagstar Securities, Inc. | 0.18% | Add +3.0% | 6,371 | $583K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -92.3% | 6,366 | $583K |
| Resonant Capital Advisors, LLC | 0.03% | No change | 6,330 | $580K |
| Krilogy Financial LLC | 0.02% | New | 6,341 | $579K |
| Cerity Partners LLC | 0.00% | Reduce -1.1% | 6,321 | $579K |
| Vise Technologies, Inc. | 0.02% | New | 6,378 | $563K |
| Valmark Advisers, Inc. | 0.01% | New | 6,040 | $553K |
| Altfest L J & Co. Inc. | 0.06% | Add +0.1% | 6,027 | $552K |
| Grey Ledge Advisors, LLC | 0.13% | Reduce -1.6% | 6,023 | $551K |
| Carnegie Investment Counsel | 0.01% | New | 6,002 | $550K |
| Salem Investment Counselors Inc. | 0.02% | No change | 6,000 | $549K |
| Flagship Private Wealth, LLC | 0.22% | Add +5.9% | 5,913 | $541K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -15.9% | 5,915 | $541K |
| Clear Point Advisors Inc. | 0.41% | Add +0.1% | 5,804 | $531K |
| Independent Advisor Alliance | 0.01% | Add +2.9% | 5,730 | $525K |
| Stonebridge Financial Group, LLC | 0.05% | No change | 5,694 | $521K |
| Freedom Investment Management, Inc. | 0.14% | Reduce -61.4% | 5,640 | $516K |
| KDK Private Wealth Management, LLC | 0.51% | Reduce -0.9% | 5,545 | $508K |
| WealthPLAN Partners, LLC | 0.08% | Add +0.5% | 5,540 | $507K |
| &partners | 0.00% | Add +119.2% | 5,536 | $507K |
| Blair William & Co. | 0.00% | Add +0.2% | 5,484 | $502K |
| Tritonpoint Wealth, LLC | 0.04% | No change | 5,355 | $490K |
| Norden Group LLC | 0.05% | Add +2.0% | 5,293 | $485K |
| Arkadios Wealth Advisors | 0.01% | Reduce -1.9% | 5,075 | $465K |
| AQR Capital Management | 0.00% | New | 5,015 | $459K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.2% | 5,011 | $459K |
| Allworth Financial LP | 0.00% | Reduce -2.2% | 4,961 | $454K |
| Financial Network Wealth Advisors LLC | 0.49% | Reduce -8.9% | 4,878 | $447K |
| First Pacific Financial | 0.06% | Reduce -0.5% | 4,872 | $446K |
| Creekside Partners | 0.20% | Add +0.1% | 4,852 | $444K |
| Silver Oak Securities, Incorporated | 0.03% | Add +0.1% | 4,836 | $443K |
| Csenge Advisory Group | 0.02% | Reduce -3.6% | 4,762 | $436K |
| Tounjian Advisory Partners, LLC | 0.15% | Reduce -44.8% | 4,748 | $435K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +0.8% | 4,533 | $415K |
| Intrepid Financial Planning Group LLC | 0.16% | Reduce -0.2% | 4,484 | $411K |
| Compound Planning, Inc. | 0.01% | Reduce -0.3% | 4,419 | $405K |
| Valley Forge Investment Consultants Inc. Adv | 0.12% | No change | 4,405 | $403K |
| Rockefeller Capital Management L.P. | 0.00% | New | 4,381 | $401K |
| OneAscent Financial Services LLC | 0.03% | Reduce -6.2% | 4,373 | $400K |
| Motive Wealth Advisors | 0.17% | No change | 4,354 | $399K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.8% | 4,340 | $397K |
| Choreo, LLC | 0.01% | No change | 4,290 | $393K |
| Wrapmanager Inc. | 0.12% | Reduce -38.1% | 4,194 | $384K |
| Maltin Wealth Management, Inc. | 0.16% | Add +0.2% | 4,140 | $379K |
| Sigma Planning Corp | 0.01% | Reduce -5.0% | 4,131 | $378K |
| Wellspring Financial Advisors, LLC | 0.03% | No change | 367,706 | $377K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 3,862 | $354K |
| True Vision MN LLC | 0.18% | Add +0.1% | 3,848 | $352K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 3,829 | $351K |
| Root Financial Partners, LLC | 0.02% | No change | 3,817 | $349K |
| CAP Partners, LLC | 0.20% | Reduce -3.8% | 3,780 | $346K |
| Thrive Capital Management, LLC | 0.09% | Reduce -7.2% | 3,739 | $342K |
| CreativeOne Wealth, LLC | 0.01% | New | 3,704 | $339K |
| Fifth Third Securities, Inc. | 0.02% | Add +0.9% | 3,698 | $339K |
| Pinnacle Family Advisors, LLC | 0.15% | Reduce -89.1% | 3,674 | $336K |
| Clear Creek Financial Management, LLC | 0.03% | Add +7.2% | 3,663 | $335K |
| KWB Wealth | 0.04% | Reduce -97.5% | 3,858 | $335K |
| Intrua Financial, LLC | 0.04% | New | 3,636 | $333K |
| HB Wealth Management, LLC | 0.00% | Reduce -1.4% | 3,546 | $325K |
| Trail Ridge Investment Advisors, LLC | 0.14% | Reduce -0.5% | 3,510 | $321K |
| Retirement Planning Group, LLC | 0.01% | No change | 3,482 | $319K |
| Montz Harcus Wealth Management LLC | 0.14% | Add +0.2% | 3,478 | $318K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -1.4% | 3,418 | $313K |
| Burney Co./ | 0.01% | New | 3,370 | $309K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,357 | $307K |
| Astoria Portfolio Advisors LLC. | 0.08% | New | 3,325 | $307K |
| Moment Partners, LLC | 0.05% | No change | 3,300 | $302K |
| IVC Wealth Advisors LLC | 0.13% | Reduce -0.8% | 3,240 | $297K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +496.5% | 3,209 | $294K |
| Centerpoint Advisors, LLC | 0.09% | No change | 3,138 | $287K |
| Pine Haven Investment Counsel, Inc | 0.21% | Add +5.0% | 3,125 | $286K |
| Wallace Advisory Group, LLC | 0.23% | Reduce -5.2% | 3,261 | $283K |
| Drive Wealth Management, LLC | 0.06% | Reduce -26.9% | 3,083 | $282K |
| Everhart Financial Group, Inc. | 0.03% | New | 3,076 | $282K |
| Goldstein Advisors, LLC | 0.03% | No change | 3,060 | $280K |
| IFG Advisors, LLC | 0.05% | Reduce -3.4% | 3,046 | $279K |
| Bank of New York Mellon Corp | 0.00% | Add +7.8% | 3,039 | $278K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 3,024 | $277K |
| Delta Capital Management LLC | 0.14% | No change | 3,000 | $275K |
| Gibbs Wealth Management | 0.06% | Reduce -11.9% | 2,983 | $273K |
| Parallel Advisors, LLC | 0.00% | Add +7.7% | 2,941 | $269K |
| RTD Financial Advisors, Inc. | 0.03% | Reduce -7.2% | 2,908 | $266K |
| Baird Financial Group, Inc. | 0.00% | Reduce -25.7% | 2,901 | $266K |
| Balefire, LLC | 0.05% | New | 2,843 | $260K |
| Denver PWM, LLC | 0.08% | No change | 2,942 | $256K |
| Retirement Planning Co of New England, Inc. | 0.10% | Reduce -2.5% | 2,699 | $247K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -8.3% | 2,688 | $246K |
| Atria Investments, Inc | 0.00% | Reduce -61.8% | 2,654 | $243K |
| IFG Advisory, LLC | 0.01% | New | 2,651 | $243K |
| Sterling Financial Planning, Inc. | 0.08% | Add +0.0% | 2,645 | $242K |
| Measured Wealth Private Client Group, LLC | 0.06% | No change | 2,598 | $238K |
| Basepoint Wealth LLC | 0.17% | Add +0.2% | 2,578 | $236K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -8.5% | 2,573 | $236K |
| Freestone Capital Holdings, LLC | 0.01% | New | 2,556 | $234K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -1.4% | 2,525 | $231K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -44.2% | 2,514 | $230K |
| Hudson Portfolio Management LLC | 0.20% | Add +0.6% | 2,511 | $230K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -62.7% | 2,510 | $230K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 2,469 | $226K |
| Juncture Wealth Strategies, LLC | 0.08% | New | 2,459 | $225K |
| Certified Advisory Corp | 0.02% | No change | 2,434 | $223K |
| Breakthru Advisory Services, LLC | 0.15% | New | 2,410 | $221K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 2,399 | $220K |
| Evoke Wealth, LLC | 0.00% | No change | 2,392 | $219K |
| Annex Advisory Services, LLC | 0.00% | New | 2,376 | $218K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 2,335 | $214K |
| Cache Advisors, LLC | 0.04% | New | 2,300 | $211K |
| Somerset Trust Co | 0.06% | Reduce -1.2% | 2,281 | $209K |
| International Assets Investment Management, LLC | 0.02% | No change | 2,368 | $207K |
| Embree Financial Group | 0.03% | Reduce -6.0% | 2,257 | $207K |
| Retirement Income Solutions, Inc. | 0.04% | New | 2,240 | $205K |
| Fingerlakes Wealth Management, Inc. | 0.13% | New | 2,208 | $202K |
| Topsail Wealth Management, LLC | 0.03% | No change | 2,185 | $200K |
| Private Trust Co. NA | 0.02% | Reduce -9.3% | 1,909 | $175K |
| Tucker Asset Management LLC | 0.05% | Reduce -1.2% | 1,880 | $172K |
| Glenmede Investment Management, LP | 0.00% | No change | 1,800 | $165K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.2% | 1,703 | $156K |
| Smartleaf Asset Management LLC | 0.01% | Add +0.6% | 1,685 | $154K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -36.6% | 1,667 | $153K |
| Creative Financial Designs Inc. | 0.01% | Reduce -3.9% | 1,516 | $139K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -21.4% | 1,410 | $129K |
| Hollencrest Capital Management | 0.00% | No change | 1,299 | $119K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 1,294 | $118K |
| Urban Financial Advisory Corp | 0.05% | Add +0.2% | 1,120 | $103K |
| Ballast Advisors LLC | 0.03% | No change | 1,059 | $97K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 906 | $83K |
| Russell Investments Group, Ltd. | 0.00% | Add +2.4% | 852 | $78K |
| CoreCap Advisors, LLC | 0.00% | Reduce -8.2% | 820 | $75K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -82.7% | 799 | $73K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | Reduce -11.5% | 765 | $70K |
| Compass Financial Services Inc | 0.03% | No change | 718 | $66K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.9% | 679 | $62K |
| CX Institutional | 0.00% | Reduce -3.3% | 673 | $62K |
| Arcadia Investment Management Corp. | 0.01% | No change | 650 | $60K |
| Horizons Wealth Management | 0.04% | No change | 648 | $59K |
| Financial Life Planners | 0.04% | New | 639 | $59K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 600 | $55K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 568 | $52K |
| Concord Wealth Partners | 0.01% | No change | 548 | $50K |
| Atwood & Palmer Inc. | 0.00% | New | 533 | $49K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 431 | $39K |
| Anchor Investment Management, LLC | 0.00% | No change | 426 | $39K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 418 | $38K |
| Versant Capital Management, Inc | 0.01% | No change | 410 | $38K |
| Tsfg, LLC | 0.01% | No change | 399 | $37K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.3% | 403 | $37K |
| Rossby Financial, LCC | 0.01% | Reduce -2.3% | 385 | $35K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 345 | $32K |
| Hantz Financial Services, Inc. | 0.00% | Add +760.5% | 327 | $30K |
| SIMA Wealth Partners, LLC | 0.02% | No change | 321 | $29K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | Reduce -27.0% | 316 | $29K |
| Caitlin John, LLC | 0.02% | New | 311 | $28K |
| Founders Capital Management | 0.01% | No change | 287 | $26K |
| MCF Advisors LLC | 0.00% | No change | 274 | $25K |
| Orion Capital Management LLC | 0.01% | No change | 270 | $25K |
| JDM Financial Group LLC | 0.01% | New | 269 | $25K |
| Copia Wealth Management | 0.02% | No change | 268 | $25K |
| AdvisorNet Financial, Inc | 0.00% | Add +7.8% | 262 | $24K |
| Sunbelt Securities, Inc. | 0.00% | New | 240 | $22K |
| KERR FINANCIAL PLANNING Corp | 0.03% | — | 228 | $20K |
| TD Capital Management LLC | 0.00% | No change | 212 | $19K |
| Front Row Advisors LLC | 0.01% | Reduce -33.3% | 180 | $16K |
| Pineridge Advisors LLC | 0.00% | Add +0.6% | 165 | $15K |
| Kozak & Associates, Inc. | 0.00% | Add +0.7% | 146 | $13K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -0.7% | 134 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 129 | $12K |
| UMB Bank, n.a. | 0.00% | No change | 128 | $12K |
| Valley National Advisers Inc. | 0.00% | Add +91.0% | 128 | $11K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 117 | $11K |
| Hughes Financial Services, LLC | 0.00% | No change | 116 | $11K |
| Westside Investment Management, Inc. | 0.00% | No change | 109 | $10K |
| Medallion Wealth Advisors, LLC | 0.00% | New | 100 | $9K |
| Anfield Capital Management, LLC | 0.00% | No change | 98 | $9K |
| Maseco LLP | 0.00% | Add +1.0% | 98 | $9K |
| Crewe Advisors LLC | 0.00% | No change | 88 | $8K |
| Assetmark, Inc. | 0.00% | Reduce -17.3% | 86 | $8K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -44.8% | 85 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 84 | $8K |
| WPG Advisers, LLC | 0.01% | No change | 77 | $7K |
| First Community Trust NA | 0.00% | No change | 67 | $6K |
| Mather Group, Llc. | 0.00% | New | 65 | $6K |
| Mma Asset Management LLC | 0.00% | New | 60 | $6K |
| Fifth Third Bancorp | 0.00% | New | 54 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 53 | $5K |
| Sachetta, LLC | 0.00% | Add +2.3% | 44 | $4K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 41 | $4K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 39 | $4K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -74.1% | 35 | $3K |
| Lanark Financial, Inc. | 0.00% | No change | 33 | $3K |
| Team Financial Group, LLC | 0.00% | No change | 32 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 30 | $3K |
| Archer Investment Corp | 0.00% | No change | 28 | $3K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 27 | $2K |
| RMG Wealth Management LLC | 0.00% | No change | 27 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 21 | $2K |
| Binnacle Investments Inc | 0.00% | No change | 18 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | New | 16 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 10 | $916 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 9 | $824 |
| Advisory Services Network, LLC | 0.00% | New | 9 | $824 |
| Global Wealth Strategies & Associates | 0.00% | No change | 2 | $183 |
"% 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.