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 |
| US Bancorp \de | 0.00% | Reduce -0.2% | 22,081 | $2.0M |
| Asset Management Group, Inc. | 0.31% | Add +0.2% | 20,940 | $1.9M |
| GEN Financial Management, INC. | 1.21% | Add +3.6% | 20,812 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +135.3% | 20,612 | $1.9M |
| Mach-1 Financial Group, LLC | 0.39% | New | 20,576 | $1.9M |
| Argent Trust Co | 0.06% | No change | 20,131 | $1.9M |
| Advisor OS, LLC | 0.15% | Add +156.3% | 20,070 | $1.9M |
| Walsh & Associates, LLC | 1.78% | — | 19,497 | $1.8M |
| Capital Squared Financial LLC | 1.41% | Add +29.0% | 19,490 | $1.8M |
| MAI Capital Management | 0.01% | Add +8.8% | 19,262 | $1.8M |
| Sage Financial Group Inc. | 0.12% | Add +1.0% | 19,060 | $1.8M |
| MidFirst Bank | 0.14% | — | 18,917 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.0% | 17,899 | $1.7M |
| Salomon & Ludwin, LLC | 0.15% | Add +4.7% | 18,183 | $1.7M |
| Destiny Capital Corp | 0.86% | Reduce -0.1% | 18,023 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +4.9% | 17,964 | $1.7M |
| Captrust Financial Advisors | 0.00% | Reduce -8.3% | 17,796 | $1.6M |
| American Financial & Tax Strategies Inc. | 0.81% | Reduce -0.5% | 17,608 | $1.6M |
| Key Financial Inc | 0.29% | Reduce -5.1% | 17,468 | $1.6M |
| Avior Wealth Management, LLC | 0.05% | Reduce -1.5% | 16,967 | $1.6M |
| Spire Wealth Management | 0.05% | Reduce -15.1% | 16,909 | $1.6M |
| Comerica Bank | 0.01% | Reduce -7.9% | 16,548 | $1.5M |
| Western Wealth Management, LLC | 0.07% | Reduce -0.3% | 16,331 | $1.5M |
| &partners | 0.01% | Add +191.5% | 16,138 | $1.5M |
| Cary Street Partners Investment Advisory LLC | 0.40% | Add +4.1% | 16,074 | $1.5M |
| Broadview Financial Management, LLC | 0.98% | Reduce -0.2% | 15,891 | $1.5M |
| Twelve Points Wealth Management LLC | 0.30% | Reduce -6.6% | 13,880 | $1.3M |
| Mgo One Seven LLC | 0.03% | Add +5.3% | 13,585 | $1.3M |
| New England Capital Financial Advisors LLC | 0.48% | Add +6.0% | 13,358 | $1.2M |
| CWA Asset Management Group, LLC | 0.04% | Reduce -17.2% | 13,266 | $1.2M |
| Trilogy Capital Inc. | 0.05% | Add +0.2% | 13,110 | $1.2M |
| LTG Capital LLC | 0.94% | Add +3.8% | 13,037 | $1.2M |
| Payne Capital Management, LLC | 0.37% | Add +0.6% | 12,759 | $1.2M |
| Wealthspire Advisors, LLC | 0.01% | Add +3.6% | 12,623 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.05% | Add +432.0% | 12,422 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | — | 12,420 | $1.1M |
| PFG Advisors | 0.06% | Add +34.5% | 12,388 | $1.1M |
| Visionary Wealth Advisors | 0.05% | Reduce -38.1% | 12,054 | $1.1M |
| Parcion Private Wealth LLC | 0.07% | Reduce -1.5% | 11,956 | $1.1M |
| CENTRAL TRUST Co | 0.02% | Reduce -5.8% | 11,793 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +0.9% | 11,792 | $1.1M |
| Larson Financial Group LLC | 0.04% | Add +8.5% | 11,760 | $1.1M |
| Composition Wealth, LLC | 0.02% | Reduce -27.2% | 11,633 | $1.1M |
| Beam Wealth Advisors, Inc. | 0.29% | Add +0.1% | 11,431 | $1.1M |
| SCS Capital Management LLC | 0.01% | Add +0.0% | 11,305 | $1.0M |
| Lewis Asset Management, LLC | 0.41% | Reduce -2.3% | 11,015 | $1.0M |
| IFP Advisors, Inc | 0.02% | Add +9.2% | 10,883 | $1.0M |
| Flow Traders U.S. LLC | 0.03% | New | 10,748 | $993K |
| Portside Wealth Group, LLC | 0.13% | Add +13.8% | 10,600 | $980K |
| YHB Investment Advisors, Inc. | 0.07% | Add +1.7% | 10,564 | $976K |
| Natixis Advisors, LLC | 0.00% | New | 10,522 | $973K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -12.0% | 10,352 | $957K |
| Kestra Advisory Services, LLC | 0.00% | Add +12.2% | 10,231 | $946K |
| Milestone Asset Management Group, LLC | 0.53% | Add +7.5% | 10,174 | $940K |
| FMR LLC | 0.00% | Add +7.9% | 10,166 | $940K |
| Focus Partners Wealth | 0.00% | Add +6.1% | 10,014 | $926K |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -5.2% | 9,556 | $883K |
| Fairscale Capital, LLC | 0.58% | No change | 9,533 | $881K |
| Calton & Associates, Inc. | 0.13% | Reduce -3.1% | 9,231 | $853K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Reduce -4.1% | 8,639 | $853K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -13.3% | 9,156 | $846K |
| United Capital Financial Advisors, LLC | 0.01% | New | 9,146 | $845K |
| XY Planning Network, Inc. | 0.14% | No change | 8,983 | $830K |
| IHT Wealth Management, LLC | 0.02% | Reduce -10.1% | 8,554 | $791K |
| KPP Advisory Services LLC | 0.11% | Add +8.7% | 8,452 | $781K |
| Brown Advisory Inc. | 0.00% | Add +0.2% | 8,360 | $773K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -3.3% | 8,279 | $765K |
| Nwam LLC | 0.04% | Reduce -0.1% | 8,013 | $754K |
| Schneider Downs Wealth Management Advisors, LP | 0.08% | No change | 7,939 | $734K |
| Bank of Montreal | 0.00% | Reduce -10.7% | 7,914 | $731K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -2.9% | 7,728 | $714K |
| Brady Martz Wealth Solutions, LLC | 0.13% | Reduce -10.6% | 7,689 | $711K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.0% | 7,676 | $710K |
| Essex Financial Services, Inc. | 0.04% | Add +0.0% | 7,596 | $702K |
| Integrated Advisors Network LLC | 0.03% | Add +0.0% | 7,554 | $698K |
| Willner & Heller, LLC | 0.49% | Reduce -3.5% | 7,410 | $685K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -3.5% | 7,211 | $667K |
| Focus Financial Network, Inc. | 0.02% | Reduce -5.7% | 7,169 | $663K |
| Inspirion Wealth Advisors, LLC | 0.08% | Reduce -6.1% | 7,168 | $663K |
| Net Worth Advisory Group | 0.13% | New | 7,055 | $652K |
| Advisors Capital Management, LLC | 0.01% | Add +3.4% | 7,045 | $651K |
| Mystic Asset Management, Inc. | 0.14% | Reduce -2.8% | 6,900 | $638K |
| Condor Capital Management | 0.05% | Reduce -2.0% | 6,880 | $636K |
| Denver Wealth Management, Inc. | 0.23% | Reduce -7.0% | 6,869 | $635K |
| Flagship Private Wealth, LLC | 0.25% | Add +14.9% | 6,795 | $628K |
| Principal Securities, Inc. | 0.01% | Reduce -41.5% | 6,611 | $611K |
| Krilogy Financial LLC | 0.02% | Reduce -1.8% | 6,228 | $610K |
| Independent Advisor Alliance | 0.01% | Add +15.1% | 6,596 | $610K |
| Flagstar Securities, Inc. | 0.20% | Add +2.0% | 6,498 | $601K |
| Avestar Capital, LLC | 0.04% | Reduce -0.3% | 6,358 | $588K |
| Florida Financial Advisors, LLC | 0.16% | No change | 6,425 | $585K |
| Resonant Capital Advisors, LLC | 0.03% | Add +0.0% | 6,331 | $585K |
| Global Retirement Partners, LLC | 0.01% | Reduce -2.2% | 6,290 | $581K |
| Valmark Advisers, Inc. | 0.01% | Add +2.6% | 6,197 | $573K |
| Altfest L J & Co. Inc. | 0.06% | Add +0.1% | 6,031 | $557K |
| Salem Investment Counselors Inc. | 0.02% | No change | 6,000 | $555K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.1% | 10,515 | $548K |
| Clear Point Advisors Inc. | 0.42% | Add +0.1% | 5,809 | $537K |
| Freedom Investment Management, Inc. | 0.16% | Add +2.6% | 5,785 | $535K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +88.7% | 5,706 | $527K |
| Stonebridge Financial Group, LLC | 0.04% | Add +0.2% | 5,705 | $527K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -4.6% | 5,641 | $521K |
| Carnegie Investment Counsel | 0.01% | Reduce -6.2% | 5,628 | $520K |
| Blair William & Co. | 0.00% | Add +2.4% | 5,614 | $519K |
| Quantinno Capital Management LP | 0.00% | New | 5,584 | $516K |
| Norden Group LLC | 0.05% | Add +2.5% | 5,427 | $502K |
| KDK Private Wealth Management, LLC | 0.44% | Reduce -2.4% | 5,411 | $500K |
| Grey Ledge Advisors, LLC | 0.11% | Reduce -10.8% | 5,373 | $497K |
| Tritonpoint Wealth, LLC | 0.05% | No change | 5,355 | $495K |
| Third View Private Wealth, LLC | 0.07% | — | 5,303 | $490K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.5% | 5,235 | $484K |
| First Pacific Financial | 0.06% | Add +5.4% | 5,134 | $475K |
| Arkadios Wealth Advisors | 0.01% | No change | 5,075 | $469K |
| Selby Wealth Management, LLC | 0.19% | — | 5,032 | $465K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -21.1% | 5,024 | $464K |
| Silver Oak Securities, Incorporated | 0.03% | Add +1.6% | 4,914 | $459K |
| Allworth Financial LP | 0.00% | Reduce -0.0% | 4,959 | $458K |
| Financial Network Wealth Advisors LLC | 0.48% | Add +1.6% | 4,955 | $458K |
| Creekside Partners | 0.19% | Add +0.2% | 4,860 | $449K |
| Csenge Advisory Group | 0.02% | Add +0.9% | 4,804 | $444K |
| Pine Haven Investment Counsel, Inc | 0.31% | Add +52.5% | 4,765 | $440K |
| WealthPLAN Partners, LLC | 0.07% | Reduce -14.7% | 4,726 | $437K |
| Tounjian Advisory Partners, LLC | 0.14% | Reduce -3.5% | 4,580 | $423K |
| Valley Forge Investment Consultants Inc. Adv | 0.12% | Reduce -0.1% | 4,402 | $407K |
| Compound Planning, Inc. | 0.01% | Reduce -1.4% | 4,355 | $403K |
| Choreo, LLC | 0.01% | No change | 4,290 | $401K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.8% | 4,306 | $398K |
| Motive Wealth Advisors | 0.17% | Reduce -2.0% | 4,267 | $394K |
| SHP Wealth Management | 0.03% | — | 4,150 | $384K |
| Maltin Wealth Management, Inc. | 0.15% | Add +0.2% | 4,149 | $383K |
| Intrepid Financial Planning Group LLC | 0.15% | Reduce -7.7% | 4,141 | $383K |
| Fifth Third Securities, Inc. | 0.02% | Add +11.6% | 4,128 | $382K |
| Wellspring Financial Advisors, LLC | 0.03% | No change | 367,706 | $377K |
| Balefire, LLC | 0.07% | Add +43.3% | 4,075 | $377K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -11.6% | 4,007 | $370K |
| Astoria Portfolio Advisors LLC. | 0.08% | Add +9.9% | 3,656 | $366K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.8% | 3,894 | $360K |
| True Vision MN LLC | 0.18% | Add +0.6% | 3,871 | $358K |
| Root Financial Partners, LLC | 0.02% | Add +0.7% | 3,845 | $355K |
| Vise Technologies, Inc. | 0.01% | Reduce -39.7% | 3,845 | $355K |
| CreativeOne Wealth, LLC | 0.01% | Add +3.4% | 3,829 | $354K |
| Cerity Partners LLC | 0.00% | Reduce -40.5% | 3,758 | $347K |
| Jacksonville Wealth Management, LLC | 0.25% | New | 3,756 | $347K |
| Pinnacle Family Advisors, LLC | 0.15% | Add +0.2% | 3,682 | $340K |
| Cadia Private Client LLC | 0.27% | — | 3,672 | $339K |
| Intrua Financial, LLC | 0.04% | Add +0.4% | 3,652 | $338K |
| CAP Partners, LLC | 0.19% | Reduce -4.5% | 3,611 | $334K |
| HB Wealth Management, LLC | 0.00% | No change | 3,546 | $328K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -3.4% | 3,537 | $327K |
| Montz Harcus Wealth Management LLC | 0.13% | Add +0.2% | 3,485 | $322K |
| Trail Ridge Investment Advisors, LLC | 0.14% | Reduce -0.8% | 3,483 | $322K |
| Retirement Planning Group, LLC | 0.01% | No change | 3,482 | $322K |
| Sigma Planning Corp | 0.01% | Reduce -17.5% | 3,407 | $315K |
| KWB Wealth | 0.03% | Reduce -11.7% | 3,406 | $315K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -1.5% | 3,368 | $311K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +0.1% | 3,359 | $310K |
| Moment Partners, LLC | 0.06% | No change | 3,300 | $305K |
| Keudell/Morrison Wealth Management | 0.06% | — | 3,171 | $293K |
| Centerpoint Advisors, LLC | 0.09% | No change | 3,138 | $290K |
| Burney Co./ | 0.01% | Reduce -8.6% | 3,079 | $285K |
| Goldstein Advisors, LLC | 0.03% | No change | 3,060 | $283K |
| Everhart Financial Group, Inc. | 0.03% | Reduce -0.9% | 3,049 | $282K |
| Gibbs Wealth Management | 0.07% | Reduce -3.0% | 2,892 | $280K |
| Delta Capital Management LLC | 0.16% | No change | 3,000 | $277K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -21.9% | 2,990 | $276K |
| Breachway Investments LLC | 0.29% | — | 2,952 | $273K |
| RTD Financial Advisors, Inc. | 0.03% | No change | 2,908 | $269K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -34.3% | 2,879 | $266K |
| Measured Wealth Private Client Group, LLC | 0.07% | Add +9.8% | 2,853 | $264K |
| Thrive Capital Management, LLC | 0.06% | Reduce -23.8% | 2,850 | $263K |
| Wrapmanager Inc. | 0.09% | Reduce -32.1% | 2,847 | $263K |
| Wallace Advisory Group, LLC | 0.28% | Reduce -12.7% | 2,846 | $263K |
| Diversified Management Inc. | 0.06% | — | 2,844 | $263K |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.4% | 2,803 | $259K |
| Denver PWM, LLC | 0.09% | No change | 2,942 | $256K |
| Sterling Financial Planning, Inc. | 0.07% | No change | 2,645 | $244K |
| Daviman Financial, LLC | 0.14% | — | 2,609 | $241K |
| Total Wealth Planning, LLC | 0.50% | Reduce -95.1% | 2,547 | $235K |
| Hudson Portfolio Management LLC | 0.20% | Add +1.4% | 2,546 | $235K |
| IFG Advisors, LLC | 0.04% | Reduce -17.2% | 2,521 | $233K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -0.9% | 2,503 | $231K |
| Beaumont Financial Advisors, LLC | 0.01% | No change | 2,469 | $228K |
| Retirement Planning Co of New England, Inc. | 0.09% | Reduce -9.4% | 2,444 | $226K |
| Parallel Advisors, LLC | 0.00% | Reduce -17.0% | 2,441 | $226K |
| Certified Advisory Corp | 0.02% | No change | 2,434 | $225K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -6.3% | 2,410 | $223K |
| Valeo Financial Advisors, LLC | 0.00% | No change | 2,399 | $222K |
| Juncture Wealth Strategies, LLC | 0.07% | Reduce -2.6% | 2,395 | $221K |
| Evoke Wealth, LLC | 0.00% | No change | 2,392 | $221K |
| International Assets Investment Management, LLC | 0.01% | No change | 2,368 | $219K |
| Breakthru Advisory Services, LLC | 0.14% | Reduce -2.3% | 2,355 | $218K |
| Retirement Income Solutions, Inc. | 0.04% | Add +4.9% | 2,349 | $217K |
| Cache Advisors, LLC | 0.03% | No change | 2,300 | $213K |
| Topsail Wealth Management, LLC | 0.03% | Add +3.9% | 2,270 | $210K |
| Somerset Trust Co | 0.06% | Reduce -0.6% | 2,267 | $210K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,085 | $193K |
| Tucker Asset Management LLC | 0.05% | Add +6.3% | 1,999 | $185K |
| Glenmede Trust Co. NA | 0.00% | — | 1,874 | $173K |
| MidAtlantic Capital Management, Inc. | 0.11% | New | 1,859 | $172K |
| Private Trust Co. NA | 0.01% | Reduce -6.0% | 1,795 | $166K |
| Smartleaf Asset Management LLC | 0.01% | Add +0.8% | 1,698 | $159K |
| CIBC Private Wealth Group LLC | 0.00% | Add +18.9% | 1,676 | $155K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,667 | $154K |
| Westside Investment Management, Inc. | 0.02% | Add +1356.0% | 1,587 | $147K |
| Creative Financial Designs Inc. | 0.01% | Add +0.1% | 1,518 | $140K |
| Quent Capital, LLC | 0.01% | New | 1,308 | $121K |
| Hollencrest Capital Management | 0.00% | No change | 1,299 | $120K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 1,294 | $120K |
| Basepoint Wealth LLC | 0.07% | Reduce -50.4% | 1,278 | $118K |
| Urban Financial Advisory Corp | 0.04% | Add +0.2% | 1,122 | $104K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +21.4% | 1,100 | $102K |
| Ballast Advisors LLC | 0.03% | No change | 1,059 | $98K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 1,008 | $93K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -70.0% | 964 | $89K |
| Russell Investments Group, Ltd. | 0.00% | Add +4.6% | 891 | $82K |
| CoreCap Advisors, LLC | 0.00% | No change | 820 | $76K |
| Compass Financial Services Inc | 0.03% | No change | 718 | $66K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.2% | 687 | $64K |
| Arcadia Investment Management Corp. | 0.01% | No change | 650 | $60K |
| Horizons Wealth Management | 0.04% | No change | 648 | $60K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +0.5% | 603 | $56K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 568 | $53K |
| Arax Advisory Partners | 0.00% | New | 549 | $51K |
| Concord Wealth Partners | 0.01% | No change | 548 | $51K |
| CX Institutional | 0.00% | Reduce -20.5% | 535 | $49K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 431 | $40K |
| Anchor Investment Management, LLC | 0.00% | No change | 426 | $39K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 418 | $39K |
| Versant Capital Management, Inc | 0.00% | No change | 410 | $38K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.3% | 404 | $37K |
| Tsfg, LLC | 0.01% | No change | 399 | $37K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 345 | $32K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 327 | $30K |
| SIMA Wealth Partners, LLC | 0.02% | No change | 321 | $30K |
| Caitlin John, LLC | 0.02% | No change | 311 | $29K |
| AdvisorNet Financial, Inc | 0.00% | Add +14.9% | 301 | $28K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -12.2% | 287 | $27K |
| Founders Capital Management | 0.01% | Add +0.3% | 288 | $27K |
| 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% | No change | 269 | $25K |
| Copia Wealth Management | 0.02% | No change | 268 | $25K |
| Aptus Capital Advisors, LLC | 0.00% | Add +99.2% | 257 | $24K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | Reduce -23.1% | 243 | $22K |
| KERR FINANCIAL PLANNING Corp | 0.03% | No change | 228 | $22K |
| CDKV Holdings LLC | 0.02% | — | 228 | $21K |
| Rossby Financial, LCC | 0.01% | Reduce -43.9% | 216 | $20K |
| TD Capital Management LLC | 0.00% | Add +0.5% | 213 | $20K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 209 | $19K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 185 | $17K |
| Front Row Advisors LLC | 0.01% | No change | 180 | $17K |
| Kozak & Associates, Inc. | 0.00% | No change | 146 | $14K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 134 | $12K |
| UMB Bank, n.a. | 0.00% | No change | 128 | $12K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 116 | $11K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 117 | $11K |
| Hughes Financial Services, LLC | 0.00% | No change | 116 | $11K |
| REAP Financial Group, LLC | 0.00% | New | 115 | $11K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 100 | $9K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 100 | $9K |
| Anfield Capital Management, LLC | 0.00% | No change | 98 | $9K |
| Maseco LLP | 0.00% | No change | 98 | $9K |
| WPG Advisers, LLC | 0.01% | No change | 77 | $7K |
| Abound Financial, LLC | 0.00% | New | 74 | $7K |
| First Community Trust NA | 0.00% | No change | 67 | $6K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -29.4% | 60 | $6K |
| Valley National Advisers Inc. | 0.00% | Reduce -56.3% | 56 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 53 | $5K |
| Kingdom Financial Group LLC. | 0.00% | New | 47 | $4K |
| Key Capital Management, INC | 0.00% | — | 41 | $4K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 41 | $4K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 39 | $4K |
| Exchange Traded Concepts, LLC | 0.00% | No change | 35 | $3K |
| Lanark Financial, Inc. | 0.00% | No change | 33 | $3K |
| Team Financial Group, LLC | 0.00% | No change | 32 | $3K |
| Fifth Third Bancorp | 0.00% | Reduce -40.7% | 32 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 30 | $3K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 27 | $2K |
| Sound Income Strategies, LLC | 0.00% | New | 24 | $2K |
| SageView Advisory Group, LLC | 0.00% | New | 22 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 21 | $2K |
| Crewe Advisors LLC | 0.00% | Reduce -78.4% | 19 | $2K |
| Spurstone Advisory Services, LLC | 0.01% | No change | 9 | $832 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -10.0% | 9 | $832 |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -91.7% | 7 | $660 |
| Sachetta, LLC | 0.00% | Reduce -86.4% | 6 | $548 |
"% 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.