SS SPDR S&P 400 MC GR ETFMDYGETF
13F holders, Q1 2026 (March 31)398holders +12
34new positions
23sold out
2famous investors
$94.28avg. 13F price*
At the end of Q1 2026, 398 institutions reported holding SS SPDR S&P 400 MC GR ETF (MDYG) in their 13F filings, up 12 from Q4 2025. 34 opened new positions and 23 sold out. The largest holders were LPL Financial LLC ($150.5M), Financial Engines Advisors L.L.C. ($121.3M) and AE Wealth Management LLC ($117.0M). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors'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 (Q1 2026)
- CUSIP
- 78464A821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $27.1M |
| Exits | 23 | $11.3M |
All 13F filers, Q4 2025 → Q1 2026: 1,808,416 shares bought and 1,925,857 shares sold, net −117,441 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 398 holders
| LPL Financial LLC | 0.04% | Reduce -10.4% | 1,568,124 | $150.5M |
| Financial Engines Advisors L.L.C. | 0.25% | Reduce -4.3% | 1,263,838 | $121.3M |
| AE Wealth Management LLC | 0.63% | Add +12.4% | 1,219,055 | $117.0M |
| NorthRock Partners, LLC | 1.68% | Add +2.7% | 1,083,341 | $104.0M |
| Morgan Stanley | 0.00% | Add +10.2% | 846,263 | $81.2M |
| Convergence Financial, LLC | 5.61% | Add +104.0% | 548,826 | $52.9M |
| FAS Wealth Partners, Inc. | 3.03% | Add +2.1% | 507,678 | $48.7M |
| Raymond James Financial Inc. | 0.01% | Add +8.0% | 501,223 | $48.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +204.4% | 460,690 | $44.2M |
| Private Advisor Group, LLC | 0.19% | Add +40.6% | 425,586 | $40.8M |
| Jones Financial Companies LLLP | 0.02% | Add +14.2% | 385,508 | $36.3M |
| First National Trust Co | 1.17% | Reduce -1.6% | 356,566 | $34.2M |
| Rehmann Capital Advisory Group | 1.76% | Add +6.4% | 352,653 | $33.8M |
| GHP Investment Advisors, Inc. | 1.30% | Add +1.8% | 330,087 | $31.7M |
| Klingman & Associates, LLC | 1.51% | Reduce -0.6% | 324,175 | $31.1M |
| Avantax Planning Partners, Inc. | 0.85% | Add +11.6% | 321,914 | $30.9M |
| WCG Wealth Advisors LLC | 0.82% | Add +10.6% | 305,480 | $29.3M |
| HighTower Advisors, LLC | 0.03% | Reduce -1.6% | 273,166 | $26.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +4.6% | 257,992 | $24.8M |
| Wells Fargo & Company | 0.00% | Reduce -0.8% | 251,879 | $24.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.9% | 244,786 | $23.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +4.4% | 226,283 | $21.7M |
| Bank of America Corp. | 0.00% | Reduce -13.6% | 220,537 | $21.2M |
| Shakespeare Wealth Management, LLC | 4.90% | Add +2.0% | 215,676 | $20.7M |
| Rodgers & Associates, LTD | 1.90% | Add +1.6% | 194,202 | $18.6M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.07% | — | 180,601 | $17.3M |
| McAdam, LLC | 0.77% | Reduce -2.8% | 177,081 | $17.0M |
| Mariner, LLC | 0.02% | Reduce -15.8% | 172,720 | $16.6M |
| SFG Wealth Management, LLC. | 6.49% | Add +2.5% | 164,316 | $15.8M |
| Balanced Wealth Group LLC | 4.95% | Add +2.9% | 144,257 | $13.8M |
| Cetera Investment Advisers | 0.01% | Add +24.5% | 141,139 | $13.5M |
| Royal Bank of Canada | 0.00% | Add +100.6% | 141,086 | $13.5M |
| UNIVEST FINANCIAL Corp | 0.65% | Reduce -62.2% | 121,342 | $11.6M |
| Segall Bryant & Hamill, LLC | 0.16% | Reduce -4.9% | 118,234 | $11.3M |
| Truist Financial Corp. | 0.02% | Reduce -22.0% | 117,938 | $11.3M |
| Signet Financial Management, LLC | 1.23% | Reduce -1.4% | 114,552 | $11.0M |
| Summit Financial, LLC | 0.14% | New | 113,731 | $10.9M |
| UBS Group AG | 0.00% | Add +26.0% | 111,040 | $10.7M |
| Merit Financial Group, LLC | 0.07% | Add +7.6% | 96,376 | $9.2M |
| ERn Financial, LLC | 1.64% | Reduce -2.0% | 91,056 | $8.7M |
| Osaic Holdings, Inc. | 0.01% | Add +2.3% | 89,484 | $8.6M |
| JNBA Financial Advisors | 0.68% | Reduce -13.4% | 85,630 | $8.2M |
| Chicago Partners Investment Group LLC | 0.17% | Add +5.4% | 74,312 | $7.7M |
| Marathon Mission, Inc. | 4.45% | Reduce -0.1% | 79,646 | $7.6M |
| Stifel Financial Corp. | 0.01% | Reduce -82.0% | 74,160 | $7.1M |
| Moneco Advisors, LLC | 0.55% | Add +27.7% | 73,242 | $7.0M |
| Cwm, LLC | 0.02% | Add +1.7% | 72,232 | $6.9M |
| WealthShield Partners, LLC | 0.76% | Add +0.9% | 71,389 | $6.9M |
| Pathstone Holdings, LLC | 0.03% | No change | 69,638 | $6.7M |
| Prestige Wealth Management Group LLC | 1.27% | Reduce -2.6% | 67,613 | $6.5M |
| Benjamin Edwards Inc. | 0.06% | Reduce -81.0% | 64,567 | $6.2M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -16.4% | 62,735 | $6.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.3% | 61,694 | $5.9M |
| Diligent Investors, LLC | 1.43% | Reduce -1.1% | 59,951 | $5.8M |
| BNP Paribas Financial Markets | 0.00% | New | 50,000 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.1% | 48,269 | $4.6M |
| Goldstone Financial Group, LLC | 0.50% | Reduce -40.8% | 47,732 | $4.6M |
| Councilor Wealth, LLC | 2.16% | Reduce -17.4% | 46,299 | $4.4M |
| MML Investors Services, LLC | 0.01% | Reduce -19.9% | 46,271 | $4.4M |
| Financial Concepts Unlimited, Inc. | 3.93% | — | 45,676 | $4.4M |
| AlphaStar Capital Management, LLC | 0.32% | Add +12.9% | 44,993 | $4.3M |
| IAG Wealth Partners, LLC | 0.48% | Reduce -4.8% | 44,693 | $4.3M |
| Syntegra Private Wealth Group, LLC | 0.40% | Reduce -2.4% | 44,416 | $4.3M |
| Redhawk Wealth Advisors, Inc. | 0.46% | Add +4.1% | 43,821 | $4.2M |
| Centennial Wealth Advisory LLC | 1.01% | Add +51.5% | 43,666 | $4.2M |
| Gladstone Institutional Advisory LLC | 0.15% | Add +2.0% | 43,349 | $4.2M |
| Capital Analysts, LLC | 0.11% | Reduce -7.2% | 42,940 | $4.1M |
| Equitable Holdings, Inc. | 0.03% | Reduce -0.3% | 43,758 | $4.0M |
| BlackRock, Inc. | 0.00% | Reduce -0.5% | 41,334 | $4.0M |
| Creative Planning | 0.00% | Reduce -2.6% | 40,652 | $3.9M |
| Tempo Wealth, LLC | 0.68% | Add +8.0% | 40,401 | $3.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -12.7% | 40,399 | $3.9M |
| Farther Finance Advisors, LLC | 0.03% | Add +414.1% | 37,068 | $3.6M |
| Bill Few Associates, Inc. | 0.85% | Add +11.4% | 36,800 | $3.5M |
| Kingswood Wealth Advisors, LLC | 0.17% | Add +9.1% | 36,584 | $3.5M |
| Chartist Inc. | 2.30% | No change | 5,183 | $3.2M |
| Corient Private Wealth LP | 0.00% | Reduce -79.1% | 33,310 | $3.2M |
| Occidental Asset Management, LLC | 0.37% | Add +2.8% | 32,293 | $3.1M |
| Sacks & Associates, LLC | 2.28% | Reduce -0.1% | 31,947 | $3.1M |
| GAMCO Investors | 0.03% | No change | 31,343 | $3.0M |
| Koss-Olinger Consulting, LLC | 0.25% | Reduce -29.1% | 30,925 | $3.0M |
| Courage Miller Partners, LLC | 0.83% | Reduce -0.1% | 30,747 | $3.0M |
| Comprehensive Wealth Management, LLC | 1.48% | New | 30,517 | $2.9M |
| Geneos Wealth Management Inc. | 0.07% | Add +0.2% | 30,438 | $2.9M |
| Heritage Wealth Management, Inc. | 1.62% | Add +7.8% | 30,177 | $2.9M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -2.0% | 28,614 | $2.7M |
| Pacific Sun Financial Corp | 1.33% | Reduce -0.2% | 28,554 | $2.7M |
| MidFirst Bank | 0.22% | Add +45.9% | 27,606 | $2.6M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +23.6% | 27,349 | $2.6M |
| Koshinski Asset Management, Inc. | 0.16% | Reduce -5.8% | 26,519 | $2.5M |
| Mosaic Family Wealth Partners, LLC | 0.26% | Reduce -9.8% | 26,476 | $2.5M |
| Clarus Wealth Advisors | 1.07% | Reduce -2.1% | 25,650 | $2.5M |
| AQR Capital Management | 0.00% | Add +10.7% | 25,719 | $2.5M |
| Citigroup Inc. | 0.00% | Reduce -0.1% | 25,081 | $2.4M |
| World Investment Advisors | 0.04% | Add +2.0% | 24,397 | $2.3M |
| GEN Financial Management, INC. | 1.44% | Add +16.8% | 24,312 | $2.3M |
| Harbour Investments, Inc. | 0.04% | Add +460.5% | 24,136 | $2.3M |
| Investors Research Corp | 0.44% | Reduce -15.2% | 24,129 | $2.3M |
| Barden Capital Management, Inc. | 1.95% | Add +1.0% | 23,799 | $2.3M |
| Brookstone Capital Management | 0.03% | Reduce -5.8% | 23,770 | $2.3M |
"% 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.