SS SPDR S&P 400 MC GR ETFMDYGETF
13F holders, Q4 2025 (December 31)386holders
20new positions
32sold out
3famous investors
$90.84avg. 13F price*
At the end of Q4 2025, 386 institutions reported holding SS SPDR S&P 400 MC GR ETF (MDYG) in their 13F filings, unchanged from Q3 2025. 20 opened new positions and 32 sold out. The largest holders were LPL Financial LLC ($161.8M), Financial Engines Advisors L.L.C. ($122.1M) and AE Wealth Management LLC ($100.2M). 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 (Q4 2025)
- CUSIP
- 78464A821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $13.2M |
| Exits | 32 | $18.2M |
All 13F filers, Q3 2025 → Q4 2025: 1,656,517 shares bought and 1,585,560 shares sold, net +70,957 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 386 holders
| LPL Financial LLC | 0.04% | Reduce -1.4% | 1,750,018 | $161.8M |
| Financial Engines Advisors L.L.C. | 0.23% | Reduce -1.9% | 1,320,819 | $122.1M |
| AE Wealth Management LLC | 0.58% | Add +26.1% | 1,084,310 | $100.2M |
| NorthRock Partners, LLC | 1.65% | Reduce -0.3% | 1,054,792 | $97.5M |
| Morgan Stanley | 0.00% | Add +13.8% | 767,912 | $71.0M |
| FAS Wealth Partners, Inc. | 2.97% | Add +1.7% | 497,231 | $46.0M |
| Raymond James Financial Inc. | 0.01% | Add +9.0% | 464,207 | $42.9M |
| Stifel Financial Corp. | 0.03% | Reduce -42.9% | 410,969 | $38.0M |
| First National Trust Co | 1.12% | Reduce -2.0% | 362,213 | $33.5M |
| Benjamin Edwards Inc. | 0.35% | Reduce -43.7% | 340,767 | $31.5M |
| Jones Financial Companies LLLP | 0.02% | Add +36.1% | 337,440 | $31.2M |
| Rehmann Capital Advisory Group | 1.60% | Add +3.6% | 331,315 | $30.6M |
| Klingman & Associates, LLC | 1.45% | Add +0.1% | 326,092 | $30.1M |
| GHP Investment Advisors, Inc. | 1.23% | Add +2.5% | 324,112 | $30.0M |
| UNIVEST FINANCIAL Corp | 1.57% | Add +1102.7% | 320,940 | $29.7M |
| Private Advisor Group, LLC | 0.13% | Add +15.3% | 302,597 | $28.0M |
| Avantax Planning Partners, Inc. | 0.75% | Add +17.5% | 288,467 | $26.7M |
| HighTower Advisors, LLC | 0.03% | Reduce -11.1% | 277,587 | $25.7M |
| WCG Wealth Advisors LLC | 0.72% | Add +257.6% | 276,185 | $25.5M |
| Convergence Financial, LLC | 3.63% | Add +2.7% | 269,100 | $24.9M |
| Ameriprise Financial Inc. | 0.01% | Add +10.5% | 260,118 | $24.0M |
| Bank of America Corp. | 0.00% | Reduce -2.4% | 255,157 | $23.6M |
| Wells Fargo & Company | 0.00% | Add +4.8% | 254,048 | $23.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +9.7% | 246,622 | $22.8M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -2.0% | 216,664 | $20.0M |
| Shakespeare Wealth Management, LLC | 4.32% | Add +1.7% | 211,441 | $19.5M |
| Mariner, LLC | 0.02% | Add +24.3% | 205,245 | $19.0M |
| Rodgers & Associates, LTD | 1.79% | Reduce -0.5% | 191,092 | $17.7M |
| McAdam, LLC | 0.77% | Reduce -1.5% | 182,193 | $16.8M |
| Corient Private Wealth LP | 0.02% | Add +14.2% | 159,559 | $14.9M |
| SFG Wealth Management, LLC. | 5.82% | Add +8.8% | 160,379 | $14.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -67.5% | 151,346 | $14.0M |
| Truist Financial Corp. | 0.02% | Add +1.3% | 151,119 | $14.0M |
| Balanced Wealth Group LLC | 4.70% | Add +4.0% | 140,134 | $12.9M |
| Confluence Investment Management LLC | 0.18% | Reduce -45.4% | 131,018 | $12.1M |
| Segall Bryant & Hamill, LLC | 0.16% | Reduce -5.1% | 124,338 | $11.5M |
| Signet Financial Management, LLC | 1.20% | Reduce -1.5% | 116,226 | $10.7M |
| Tiaa Trust, National Association | 0.03% | Reduce -2.1% | 114,421 | $10.6M |
| Cetera Investment Advisers | 0.01% | Add +5.3% | 113,379 | $10.5M |
| JNBA Financial Advisors | 0.80% | Reduce -2.6% | 98,866 | $9.1M |
| ERn Financial, LLC | 1.62% | Add +1.4% | 92,965 | $8.6M |
| Merit Financial Group, LLC | 0.07% | Add +738.4% | 89,545 | $8.3M |
| UBS Group AG | 0.00% | Reduce -9.2% | 88,153 | $8.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -17.3% | 87,477 | $8.1M |
| Goldstone Financial Group, LLC | 0.83% | Add +3.6% | 80,643 | $7.5M |
| Marathon Mission, Inc. | 4.26% | Add +1.9% | 79,736 | $7.4M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +4.2% | 75,049 | $6.9M |
| Chicago Partners Investment Group LLC | 0.17% | Add +2.7% | 70,524 | $6.9M |
| Cwm, LLC | 0.02% | Add +64.6% | 71,056 | $6.6M |
| WealthShield Partners, LLC | 0.72% | Reduce -1.8% | 70,772 | $6.5M |
| Royal Bank of Canada | 0.00% | Add +3.5% | 70,331 | $6.5M |
| Pathstone Holdings, LLC | 0.02% | Reduce -1.9% | 69,638 | $6.4M |
| Prestige Wealth Management Group LLC | 1.22% | Reduce -0.3% | 69,442 | $6.4M |
| Diligent Investors, LLC | 1.38% | Reduce -5.0% | 60,609 | $5.6M |
| MML Investors Services, LLC | 0.01% | Add +10.3% | 57,792 | $5.3M |
| Moneco Advisors, LLC | 0.42% | Add +16.2% | 57,369 | $5.3M |
| Councilor Wealth, LLC | 2.45% | Reduce -7.3% | 56,067 | $5.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +22.3% | 53,055 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -16.3% | 48,314 | $4.5M |
| IAG Wealth Partners, LLC | 0.50% | Add +2.6% | 46,953 | $4.3M |
| Capital Analysts, LLC | 0.12% | Reduce -2.4% | 46,294 | $4.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.1% | 46,255 | $4.3M |
| Syntegra Private Wealth Group, LLC | 0.39% | Reduce -3.7% | 45,523 | $4.2M |
| Equitable Holdings, Inc. | 0.03% | Add +4.7% | 43,880 | $4.1M |
| Koss-Olinger Consulting, LLC | 0.31% | Reduce -6.9% | 43,640 | $4.0M |
| Gladstone Institutional Advisory LLC | 0.15% | Reduce -0.8% | 42,506 | $3.9M |
| Redhawk Wealth Advisors, Inc. | 0.44% | Add +17.7% | 42,082 | $3.9M |
| Creative Planning | 0.00% | Reduce -6.5% | 41,756 | $3.9M |
| BlackRock, Inc. | 0.00% | New | 41,535 | $3.8M |
| AlphaStar Capital Management, LLC | 0.27% | Add +24.6% | 39,850 | $3.7M |
| Tempo Wealth, LLC | 0.62% | — | 37,396 | $3.5M |
| Chartist Inc. | 2.12% | Add +0.5% | 5,183 | $3.1M |
| Kingswood Wealth Advisors, LLC | 0.15% | Reduce -1.7% | 33,538 | $3.1M |
| Bill Few Associates, Inc. | 0.75% | Add +9.8% | 33,042 | $3.1M |
| Sacks & Associates, LLC | 2.17% | — | 31,968 | $3.0M |
| Occidental Asset Management, LLC | 0.35% | Reduce -2.7% | 31,416 | $2.9M |
| GAMCO Investors | 0.03% | Reduce -5.5% | 31,343 | $2.9M |
| Wealth Watch Advisors, INC | 1.06% | Reduce -1.3% | 30,803 | $2.8M |
| Courage Miller Partners, LLC | 0.86% | Reduce -0.9% | 30,785 | $2.8M |
| Linscomb Wealth, Inc. | 0.12% | Add +38.0% | 30,663 | $2.8M |
| Geneos Wealth Management Inc. | 0.07% | Add +8.1% | 30,375 | $2.8M |
| Mosaic Family Wealth Partners, LLC | 0.30% | Reduce -18.8% | 29,366 | $2.7M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -27.7% | 29,206 | $2.7M |
| Centennial Wealth Advisory LLC | 0.70% | Add +11.8% | 28,827 | $2.7M |
| Pacific Sun Financial Corp | 1.27% | Reduce -0.8% | 28,599 | $2.6M |
| Investors Research Corp | 0.48% | Reduce -1.3% | 28,452 | $2.6M |
| Koshinski Asset Management, Inc. | 0.17% | Reduce -8.8% | 28,160 | $2.6M |
| Heritage Wealth Management, Inc. | 1.68% | Add +7.2% | 27,998 | $2.6M |
| Clarus Wealth Advisors | 1.06% | New | 26,205 | $2.6M |
| Citadel Advisors | 0.00% | Add +302.7% | 26,609 | $2.5M |
| Waller Financial Planning Group, Inc. | 0.53% | Reduce -50.6% | 25,580 | $2.4M |
| Brookstone Capital Management | 0.03% | Reduce -0.8% | 25,226 | $2.3M |
| Citigroup Inc. | 0.00% | Reduce -60.3% | 25,114 | $2.3M |
| Elevated Capital Advisors, LLC | 0.52% | Add +40.5% | 24,162 | $2.2M |
| World Investment Advisors | 0.04% | Add +22.4% | 23,911 | $2.2M |
| Barden Capital Management, Inc. | 1.79% | Add +6.4% | 23,569 | $2.2M |
| Cary Street Partners Financial LLC | 0.05% | Reduce -17.3% | 23,383 | $2.2M |
| AQR Capital Management | 0.00% | Add +363.3% | 23,235 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +4.9% | 22,369 | $2.1M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -18.2% | 22,125 | $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.