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 |
| JPMorgan Chase & Co. | 0.00% | Add +5.5% | 23,593 | $2.2M |
| Linscomb Wealth, Inc. | 0.10% | Reduce -26.8% | 22,438 | $2.2M |
| US Bancorp \de | 0.00% | Add +0.2% | 22,121 | $2.1M |
| Cary Street Partners Financial LLC | 0.05% | Reduce -7.7% | 21,588 | $2.1M |
| Waller Financial Planning Group, Inc. | 0.44% | Reduce -19.3% | 20,645 | $2.0M |
| Sage Financial Group Inc. | 0.13% | Add +7.5% | 20,486 | $2.0M |
| Walsh & Associates, LLC | 1.93% | Add +4.3% | 20,328 | $2.0M |
| Argent Trust Co | 0.07% | Reduce -0.1% | 20,106 | $1.9M |
| Capital Squared Financial LLC | 1.46% | Add +2.2% | 19,913 | $1.9M |
| Asset Management Group, Inc. | 0.31% | Reduce -5.2% | 19,845 | $1.9M |
| MAI Capital Management | 0.01% | Reduce -0.1% | 19,244 | $1.8M |
| Salomon & Ludwin, LLC | 0.16% | Add +2.1% | 18,574 | $1.8M |
| Spire Wealth Management | 0.06% | Add +8.6% | 18,361 | $1.8M |
| New England Capital Financial Advisors LLC | 0.47% | Add +35.3% | 18,079 | $1.7M |
| &partners | 0.01% | Add +11.5% | 17,999 | $1.7M |
| Destiny Capital Corp | 0.92% | Reduce -0.1% | 17,996 | $1.7M |
| Elevated Capital Advisors, LLC | 0.42% | Reduce -27.6% | 17,489 | $1.7M |
| American Financial & Tax Strategies Inc. | 0.81% | Reduce -0.8% | 17,469 | $1.7M |
| CWA Asset Management Group, LLC | 0.06% | Add +30.6% | 17,322 | $1.7M |
| Captrust Financial Advisors | 0.00% | Reduce -2.8% | 17,299 | $1.7M |
| Avior Wealth Management, LLC | 0.05% | Add +1.6% | 17,245 | $1.7M |
| Cary Street Partners Investment Advisory LLC | 0.40% | Add +2.8% | 16,521 | $1.6M |
| Broadview Financial Management, LLC | 1.07% | Add +2.6% | 16,312 | $1.6M |
| YHB Investment Advisors, Inc. | 0.11% | Add +54.2% | 16,293 | $1.6M |
| Key Financial Inc | 0.27% | Reduce -9.3% | 15,837 | $1.5M |
| Independent Advisor Alliance | 0.01% | Add +115.3% | 14,204 | $1.4M |
| Mgo One Seven LLC | 0.03% | Add +0.6% | 13,666 | $1.3M |
| Twelve Points Wealth Management LLC | 0.29% | Reduce -2.2% | 13,578 | $1.3M |
| Confluence Investment Management LLC | 0.02% | Reduce -89.7% | 13,458 | $1.3M |
| LTG Capital LLC | 0.96% | Reduce -0.0% | 13,036 | $1.3M |
| Payne Capital Management, LLC | 0.37% | Add +1.1% | 12,896 | $1.2M |
| Fifth Third Bancorp | 0.00% | Add +39225.0% | 12,584 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Reduce -31.0% | 12,394 | $1.2M |
| Trilogy Capital Inc. | 0.05% | Reduce -6.5% | 12,262 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +15.1% | 12,102 | $1.2M |
| Advisor OS, LLC | 0.08% | Reduce -40.0% | 12,036 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +13.9% | 11,988 | $1.1M |
| Parcion Private Wealth LLC | 0.07% | Reduce -0.1% | 11,943 | $1.1M |
| CENTRAL TRUST Co | 0.02% | Reduce -0.2% | 11,768 | $1.1M |
| PFG Advisors | 0.05% | Reduce -5.8% | 11,666 | $1.1M |
| Beam Wealth Advisors, Inc. | 0.28% | Add +1.9% | 11,651 | $1.1M |
| FMR LLC | 0.00% | Add +13.4% | 11,526 | $1.1M |
| Larson Financial Group LLC | 0.04% | Reduce -2.7% | 11,446 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -3.7% | 11,358 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -38.1% | 11,072 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -12.1% | 11,099 | $1.1M |
| Lewis Asset Management, LLC | 0.42% | Reduce -2.1% | 10,779 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Add +3.8% | 10,616 | $1.0M |
| Focus Partners Wealth | 0.00% | Add +4.2% | 10,438 | $1.0M |
| Pure Financial Advisors, LLC | 0.01% | Add +0.1% | 10,358 | $994K |
| Milestone Asset Management Group, LLC | 0.58% | Add +1.3% | 10,301 | $988K |
| Navigation Group, LLC | 0.23% | — | 10,159 | $975K |
| IFP Advisors, Inc | 0.02% | Reduce -6.7% | 10,159 | $975K |
| Western Wealth Management, LLC | 0.04% | Reduce -38.0% | 10,130 | $972K |
| IMC-Chicago, LLC | 0.01% | New | 9,652 | $926K |
| Portside Wealth Group, LLC | 0.12% | Reduce -9.8% | 9,559 | $917K |
| Connecticut Wealth Management, LLC | 0.04% | No change | 9,556 | $917K |
| Fairscale Capital, LLC | 0.63% | No change | 9,533 | $915K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -23.6% | 9,497 | $911K |
| LexAurum Advisors, LLC | 0.12% | — | 9,419 | $904K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -25.2% | 9,295 | $892K |
| Florida Financial Advisors, LLC | 0.21% | Add +44.0% | 9,252 | $888K |
| Calton & Associates, Inc. | 0.13% | No change | 9,231 | $886K |
| XY Planning Network, Inc. | 0.14% | No change | 8,983 | $872K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Reduce -3.3% | 8,358 | $858K |
| KPP Advisory Services LLC | 0.12% | Add +5.4% | 8,910 | $855K |
| CVFG LLC | 0.10% | New | 8,745 | $839K |
| Composition Wealth, LLC | 0.01% | Reduce -25.3% | 8,696 | $834K |
| IHT Wealth Management, LLC | 0.02% | Add +0.8% | 8,620 | $827K |
| Cyndeo Wealth Partners, LLC | 0.04% | Add +1.3% | 8,390 | $805K |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 8,371 | $803K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -11.3% | 8,117 | $779K |
| Schneider Downs Wealth Management Advisors, LP | 0.08% | No change | 7,939 | $762K |
| Global Assets Advisory, LLC | 0.22% | New | 9,872 | $756K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -14.9% | 7,794 | $748K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.4% | 7,758 | $744K |
| Essex Financial Services, Inc. | 0.04% | Add +0.0% | 7,597 | $729K |
| Gibbs Wealth Management | 0.10% | Add +160.3% | 7,527 | $722K |
| Focus Financial Network, Inc. | 0.03% | Add +4.1% | 7,460 | $716K |
| Nwam LLC | 0.04% | Reduce -7.4% | 7,417 | $712K |
| Denver Wealth Management, Inc. | 0.24% | Add +6.0% | 7,283 | $699K |
| First Pacific Financial | 0.09% | Add +40.1% | 7,195 | $690K |
| Inspirion Wealth Advisors, LLC | 0.09% | No change | 7,168 | $688K |
| Net Worth Advisory Group | 0.14% | Add +0.1% | 7,064 | $678K |
| Avidian Wealth Enterprises, LLC | 0.02% | New | 7,029 | $675K |
| Texas Yale Capital Corp. | 0.02% | New | 7,000 | $672K |
| Willner & Heller, LLC | 0.50% | Reduce -5.8% | 6,982 | $670K |
| Mystic Asset Management, Inc. | 0.15% | No change | 6,900 | $662K |
| Flagship Private Wealth, LLC | 0.27% | Add +0.2% | 6,810 | $654K |
| Pine Haven Investment Counsel, Inc | 0.48% | Add +41.5% | 6,742 | $647K |
| Krilogy Financial LLC | 0.02% | Add +0.0% | 6,229 | $639K |
| RFG Advisory, LLC | 0.01% | New | 6,627 | $636K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +16.6% | 6,578 | $631K |
| Avestar Capital, LLC | 0.04% | Add +2.0% | 6,485 | $622K |
| Flagstar Securities, Inc. | 0.22% | Reduce -2.9% | 6,307 | $605K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +198.8% | 6,231 | $598K |
| Valmark Advisers, Inc. | 0.01% | Add +0.3% | 6,215 | $596K |
| Condor Capital Management | 0.05% | Reduce -10.4% | 6,162 | $591K |
| Resonant Capital Advisors, LLC | 0.03% | Reduce -3.0% | 6,142 | $589K |
| Brady Martz Wealth Solutions, LLC | 0.10% | Reduce -20.6% | 6,109 | $586K |
| Blair William & Co. | 0.00% | Add +6.9% | 6,001 | $576K |
| Salem Investment Counselors Inc. | 0.02% | No change | 6,000 | $576K |
| SCS Capital Management LLC | 0.01% | Reduce -48.4% | 5,834 | $560K |
| Altfest L J & Co. Inc. | 0.06% | Reduce -3.5% | 5,823 | $559K |
| Freedom Investment Management, Inc. | 0.16% | Reduce -0.9% | 5,734 | $550K |
| Carnegie Investment Counsel | 0.01% | Add +1.8% | 5,729 | $550K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 5,706 | $548K |
| Stonebridge Financial Group, LLC | 0.04% | No change | 5,705 | $547K |
| Westside Investment Management, Inc. | 0.08% | Add +256.0% | 5,650 | $542K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.0% | 5,551 | $533K |
| Quantinno Capital Management LP | 0.00% | Reduce -1.4% | 5,504 | $528K |
| Visionary Wealth Advisors | 0.02% | Reduce -54.4% | 5,498 | $528K |
| Norden Group LLC | 0.05% | Add +1.1% | 5,484 | $526K |
| Bank of Montreal | 0.00% | Reduce -31.6% | 5,417 | $520K |
| Advisors Capital Management, LLC | 0.01% | Reduce -23.3% | 5,401 | $518K |
| Tritonpoint Wealth, LLC | 0.06% | No change | 5,355 | $514K |
| KDK Private Wealth Management, LLC | 0.47% | Reduce -1.1% | 5,351 | $513K |
| Foundations Investment Advisors, LLC | 0.01% | Add +6.4% | 5,347 | $513K |
| Grey Ledge Advisors, LLC | 0.11% | Reduce -3.7% | 5,173 | $496K |
| Arkadios Wealth Advisors | 0.01% | Add +1.3% | 5,143 | $494K |
| Allworth Financial LP | 0.00% | Reduce -0.1% | 4,955 | $476K |
| Financial Network Wealth Advisors LLC | 0.48% | Reduce -0.8% | 4,915 | $472K |
| Creekside Partners | 0.19% | Add +0.1% | 4,865 | $467K |
| Csenge Advisory Group | 0.02% | Add +1.2% | 4,862 | $467K |
| Selby Wealth Management, LLC | 0.18% | Reduce -4.1% | 4,824 | $463K |
| WealthPlan Investment Management, LLC | 0.03% | New | 4,767 | $457K |
| Flow Traders U.S. LLC | 0.01% | Reduce -55.9% | 4,744 | $455K |
| Third View Private Wealth, LLC | 0.06% | Reduce -12.1% | 4,661 | $447K |
| Fortress Private Ledger, LLC | 0.14% | New | 4,659 | $447K |
| Tounjian Advisory Partners, LLC | 0.16% | Add +0.7% | 4,614 | $443K |
| Bragg Financial Advisors, Inc | 0.01% | New | 4,575 | $439K |
| Juncture Wealth Strategies, LLC | 0.14% | Add +88.2% | 4,507 | $432K |
| Maltin Wealth Management, Inc. | 0.16% | Add +7.4% | 4,455 | $427K |
| Balefire, LLC | 0.08% | Add +9.3% | 4,454 | $427K |
| Compound Planning, Inc. | 0.01% | Reduce -0.1% | 4,353 | $418K |
| Choreo, LLC | 0.01% | No change | 4,290 | $412K |
| Intrepid Financial Planning Group LLC | 0.16% | Add +2.1% | 4,230 | $406K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +3.8% | 4,161 | $399K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -2.1% | 4,042 | $388K |
| Susquehanna International Group, LLP | 0.00% | Reduce -80.6% | 3,993 | $383K |
| Astoria Portfolio Advisors LLC. | 0.08% | Add +0.5% | 3,675 | $383K |
| CreativeOne Wealth, LLC | 0.01% | Add +2.8% | 3,936 | $378K |
| Wellspring Financial Advisors, LLC | 0.03% | No change | 367,706 | $377K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.7% | 3,920 | $376K |
| Clear Creek Financial Management, LLC | 0.03% | Add +9.5% | 3,873 | $372K |
| True Vision MN LLC | 0.19% | Reduce -0.4% | 3,854 | $370K |
| Root Financial Partners, LLC | 0.02% | No change | 3,845 | $369K |
| Sigma Planning Corp | 0.01% | Add +12.9% | 3,845 | $369K |
| OneAscent Financial Services LLC | 0.02% | New | 3,715 | $357K |
| Vise Technologies, Inc. | 0.01% | No change | 3,845 | $355K |
| Cadia Private Client LLC | 0.29% | No change | 3,672 | $352K |
| Intrua Financial, LLC | 0.04% | No change | 3,652 | $350K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,359 | $349K |
| HB Wealth Management, LLC | 0.00% | No change | 3,546 | $340K |
| CAP Partners, LLC | 0.19% | Reduce -2.3% | 3,528 | $339K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +262.8% | 3,497 | $336K |
| Montz Harcus Wealth Management LLC | 0.14% | Add +0.1% | 3,489 | $335K |
| Triton Financial Group Inc | 0.58% | New | 3,516 | $331K |
| Trail Ridge Investment Advisors, LLC | 0.14% | Reduce -2.1% | 3,410 | $327K |
| Everhart Financial Group, Inc. | 0.03% | Add +11.8% | 3,410 | $327K |
| Moment Partners, LLC | 0.06% | No change | 3,300 | $317K |
| KWB Wealth | 0.03% | No change | 3,406 | $315K |
| Retirement Planning Group, LLC | 0.01% | Reduce -5.8% | 3,279 | $315K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -5.2% | 3,193 | $306K |
| Keudell/Morrison Wealth Management | 0.06% | No change | 3,171 | $304K |
| Denver PWM, LLC | 0.10% | Reduce -4.1% | 2,821 | $303K |
| SHP Wealth Management | 0.02% | Reduce -24.0% | 3,154 | $303K |
| RTD Financial Advisors, Inc. | 0.04% | Add +7.8% | 3,134 | $301K |
| Goldstein Advisors, LLC | 0.03% | No change | 3,060 | $294K |
| Principal Securities, Inc. | 0.00% | Reduce -53.7% | 3,058 | $293K |
| Centerpoint Advisors, LLC | 0.09% | Reduce -4.0% | 3,013 | $289K |
| Pinnacle Family Advisors, LLC | 0.14% | Reduce -18.3% | 3,008 | $289K |
| Delta Capital Management LLC | 0.16% | No change | 3,000 | $288K |
| Old National Bancorp | 0.00% | New | 3,000 | $288K |
| Integrated Advisors Network LLC | 0.02% | Reduce -60.4% | 2,993 | $287K |
| Glenmede Trust Co. NA | 0.00% | Add +54.7% | 2,899 | $278K |
| Breachway Investments LLC | 0.27% | Reduce -3.2% | 2,857 | $277K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.1% | 2,877 | $276K |
| Diversified Management Inc. | 0.05% | Add +0.0% | 2,845 | $273K |
| Measured Wealth Private Client Group, LLC | 0.07% | Reduce -3.3% | 2,758 | $265K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.3% | 2,738 | $263K |
| Wallace Advisory Group, LLC | 0.28% | Reduce -4.0% | 2,733 | $262K |
| Sterling Financial Planning, Inc. | 0.07% | Reduce -0.4% | 2,635 | $253K |
| Daviman Financial, LLC | 0.15% | No change | 2,609 | $250K |
| First Heartland Consultants, Inc. | 0.02% | Add +1.8% | 2,548 | $244K |
| Hudson Portfolio Management LLC | 0.21% | Reduce -0.3% | 2,539 | $244K |
| Valley Forge Investment Consultants Inc. Adv | 0.07% | Reduce -42.7% | 2,524 | $242K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 2,469 | $237K |
| Retirement Planning Co of New England, Inc. | 0.10% | No change | 2,444 | $235K |
| Diversify Wealth Management, LLC | 0.00% | New | 2,281 | $233K |
| IFG Advisors, LLC | 0.04% | Reduce -4.2% | 2,415 | $232K |
| International Assets Investment Management, LLC | 0.02% | No change | 2,368 | $230K |
| Evoke Wealth, LLC | 0.00% | No change | 2,392 | $230K |
| Thrive Capital Management, LLC | 0.05% | Reduce -17.1% | 2,364 | $227K |
| Breakthru Advisory Services, LLC | 0.36% | No change | 2,355 | $226K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 2,349 | $225K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -2.5% | 2,339 | $224K |
| Wrapmanager Inc. | 0.08% | Reduce -18.5% | 2,320 | $223K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -4.4% | 2,305 | $221K |
| Cache Advisors, LLC | 0.03% | No change | 2,300 | $221K |
| Topsail Wealth Management, LLC | 0.03% | No change | 2,270 | $218K |
| Somerset Trust Co | 0.07% | Reduce -1.2% | 2,239 | $215K |
| Burney Co./ | 0.01% | Reduce -27.8% | 2,223 | $213K |
| XTX Topco Ltd | 0.00% | New | 2,166 | $208K |
| Tiaa Trust, National Association | 0.01% | Reduce -98.1% | 2,148 | $206K |
| Advance Capital Management, Inc. | 0.01% | New | 2,137 | $205K |
| Capstone Wealth Management Group, LLC | 0.09% | New | 2,125 | $204K |
| M3 Advisory Group, LLC | 0.13% | New | 2,121 | $204K |
| Lee, Kelleher & Klein Wealth Management | 0.12% | New | 2,092 | $201K |
| Urban Financial Advisory Corp | 0.06% | Add +66.8% | 1,872 | $180K |
| Tucker Asset Management LLC | 0.05% | Reduce -7.5% | 1,850 | $178K |
| Private Trust Co. NA | 0.02% | Add +1.6% | 1,823 | $175K |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.1% | 1,818 | $174K |
| Smartleaf Asset Management LLC | 0.01% | Add +0.2% | 1,701 | $158K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +24.8% | 1,373 | $132K |
| Parallel Advisors, LLC | 0.00% | Reduce -43.9% | 1,369 | $131K |
| Creative Financial Designs Inc. | 0.01% | Reduce -13.5% | 1,313 | $126K |
| Quent Capital, LLC | 0.01% | No change | 1,308 | $126K |
| Hollencrest Capital Management | 0.00% | No change | 1,299 | $125K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 1,294 | $124K |
| Basepoint Wealth LLC | 0.06% | Reduce -12.5% | 1,118 | $107K |
| Ballast Advisors LLC | 0.03% | No change | 1,059 | $102K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 1,008 | $97K |
| CoreCap Advisors, LLC | 0.00% | No change | 820 | $79K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +13.4% | 779 | $75K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | New | 762 | $73K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -14.8% | 759 | $73K |
| Missouri Trust & Investment Co | 0.02% | New | 671 | $64K |
| Arcadia Investment Management Corp. | 0.01% | No change | 650 | $62K |
| Horizons Wealth Management | 0.04% | No change | 648 | $62K |
| Financial Life Planners | 0.05% | New | 642 | $62K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -0.5% | 600 | $58K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 568 | $55K |
| CX Institutional | 0.00% | Add +0.2% | 536 | $51K |
| Anchor Investment Management, LLC | 0.00% | No change | 426 | $41K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 418 | $40K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 404 | $39K |
| Tsfg, LLC | 0.01% | No change | 399 | $38K |
| Advisory Services Network, LLC | 0.00% | New | 376 | $36K |
| Arax Advisory Partners | 0.00% | Reduce -32.1% | 373 | $36K |
| Register Financial Advisors LLC | 0.01% | New | 365 | $35K |
| AdvisorNet Financial, Inc | 0.00% | Add +18.3% | 356 | $34K |
| KERR FINANCIAL PLANNING Corp | 0.02% | Add +50.0% | 342 | $34K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 345 | $33K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 327 | $31K |
| SIMA Wealth Partners, LLC | 0.02% | No change | 321 | $31K |
| Caitlin John, LLC | 0.02% | No change | 311 | $30K |
| Hantz Financial Services, Inc. | 0.00% | Add +5.9% | 304 | $29K |
| Founders Capital Management | 0.01% | No change | 288 | $28K |
| MCF Advisors LLC | 0.00% | No change | 274 | $26K |
| Orion Capital Management LLC | 0.01% | No change | 270 | $26K |
| JDM Financial Group LLC | 0.01% | No change | 269 | $26K |
| Copia Wealth Management | 0.02% | No change | 268 | $26K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.4% | 256 | $25K |
| Rossby Financial, LCC | 0.01% | Add +14.3% | 247 | $24K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | No change | 243 | $23K |
| CDKV Holdings LLC | 0.02% | No change | 228 | $22K |
| TD Capital Management LLC | 0.00% | No change | 213 | $20K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 209 | $20K |
| Comprehensive Financial Planning, Inc. | 0.01% | New | 194 | $19K |
| Qube Research & Technologies Ltd | 0.00% | New | 190 | $18K |
| Assetmark, Inc. | 0.00% | New | 188 | $18K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 185 | $18K |
| Front Row Advisors LLC | 0.01% | No change | 180 | $17K |
| Versant Capital Management, Inc | 0.00% | Reduce -57.8% | 173 | $17K |
| Kozak & Associates, Inc. | 0.00% | No change | 146 | $15K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -2.2% | 131 | $13K |
| UMB Bank, n.a. | 0.00% | No change | 128 | $12K |
| Vanguard Advisers Inc. | 0.00% | — | 120 | $12K |
| 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% | No change | 115 | $11K |
| DecisionPoint Financial, LLC | 0.00% | New | 115 | $11K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Add +1111.1% | 109 | $10K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 100 | $10K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 100 | $10K |
| Anfield Capital Management, LLC | 0.00% | No change | 98 | $9K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 82 | $8K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 84 | $8K |
| WPG Advisers, LLC | 0.01% | No change | 77 | $7K |
| Abound Financial, LLC | 0.00% | No change | 74 | $7K |
| First Community Trust NA | 0.00% | No change | 67 | $6K |
| Mather Group, Llc. | 0.00% | New | 65 | $6K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 60 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 53 | $5K |
| Valley National Advisers Inc. | 0.00% | No change | 56 | $5K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 41 | $4K |
| Sound Income Strategies, LLC | 0.00% | Add +62.5% | 39 | $4K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 39 | $4K |
| Lanark Financial, Inc. | 0.00% | No change | 33 | $3K |
| Team Financial Group, LLC | 0.00% | No change | 32 | $3K |
| RMG Wealth Management LLC | 0.00% | New | 27 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 30 | $3K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 27 | $3K |
| Key Capital Management, INC | 0.00% | Reduce -46.3% | 22 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 21 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | New | 12 | $1K |
| Spurstone Advisory Services, LLC | 0.01% | No change | 9 | $864 |
"% 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.