SS SPDR S&P 400 MC GR ETFMDYGETF
13F holders, Q2 2026 (June 30)423holders +25
47new positions
19sold out
1famous investor
$110.01avg. 13F price*
At the end of Q2 2026, 423 institutions reported holding SS SPDR S&P 400 MC GR ETF (MDYG) in their 13F filings, up 25 from Q1 2026. 47 opened new positions and 19 sold out. The largest holders were LPL Financial LLC ($196.4M), Financial Engines Advisors L.L.C. ($160.0M) and AE Wealth Management LLC ($146.3M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR S&P 400 MC GR ETF
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78464A821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $48.3M |
| Exits | 19 | $23.5M |
All 13F filers, Q1 2026 → Q2 2026: 1,391,188 shares bought and 1,451,118 shares sold, net −59,930 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 423 holders
| LPL Financial LLC | 0.04% | Add +11.7% | 1,751,987 | $196.4M |
| Financial Engines Advisors L.L.C. | 0.28% | Add +12.9% | 1,427,344 | $160.0M |
| AE Wealth Management LLC | 0.68% | Add +7.1% | 1,305,443 | $146.3M |
| NorthRock Partners, LLC | 1.88% | Add +6.5% | 1,153,617 | $129.3M |
| Morgan Stanley | 0.01% | Reduce -0.1% | 845,458 | $94.8M |
| FAS Wealth Partners, Inc. | 3.25% | Add +9.4% | 555,604 | $62.3M |
| Raymond James Financial Inc. | 0.02% | Add +2.1% | 511,830 | $57.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.2% | 450,660 | $50.5M |
| Convergence Financial, LLC | 3.34% | Reduce -31.8% | 374,287 | $42.0M |
| First National Trust Co | 1.35% | Reduce -0.4% | 355,048 | $39.8M |
| Rehmann Capital Advisory Group | 1.82% | Add +0.4% | 353,924 | $39.7M |
| Avantax Planning Partners, Inc. | 0.97% | Add +8.1% | 347,928 | $39.0M |
| GHP Investment Advisors, Inc. | 1.39% | Add +1.9% | 336,389 | $37.7M |
| Jones Financial Companies LLLP | 0.01% | Reduce -12.1% | 339,005 | $37.3M |
| Private Advisor Group, LLC | 0.16% | Reduce -27.3% | 309,416 | $34.7M |
| Klingman & Associates, LLC | 1.42% | Reduce -8.2% | 297,555 | $33.4M |
| WCG Wealth Advisors LLC | 0.74% | Reduce -8.5% | 279,491 | $31.3M |
| HighTower Advisors, LLC | 0.03% | Reduce -1.2% | 269,961 | $30.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.8% | 235,378 | $26.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -8.8% | 235,194 | $26.4M |
| Bank of America Corp. | 0.00% | Add +1.3% | 223,354 | $25.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -5.1% | 214,737 | $24.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.07% | Add +3.8% | 187,373 | $21.0M |
| Rodgers & Associates, LTD | 1.90% | Reduce -3.6% | 187,167 | $21.0M |
| Shakespeare Wealth Management, LLC | 5.44% | Reduce -15.0% | 183,300 | $20.5M |
| Wells Fargo & Company | 0.00% | Reduce -28.3% | 180,637 | $20.2M |
| SFG Wealth Management, LLC. | 6.72% | Add +1.4% | 166,652 | $18.7M |
| Mariner, LLC | 0.02% | Reduce -6.4% | 161,597 | $18.1M |
| Cetera Investment Advisers | 0.01% | Add +0.4% | 141,743 | $15.9M |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 138,635 | $15.5M |
| Truist Financial Corp. | 0.02% | Reduce -0.7% | 117,140 | $13.1M |
| UBS Group AG | 0.00% | Add +2.1% | 113,414 | $12.7M |
| Summit Financial, LLC | 0.14% | Reduce -1.5% | 112,006 | $12.6M |
| Merit Financial Group, LLC | 0.07% | Add +3.9% | 100,156 | $11.2M |
| Osaic Holdings, Inc. | 0.01% | Add +9.9% | 98,307 | $11.0M |
| ERn Financial, LLC | 1.70% | Add +0.4% | 91,445 | $10.3M |
| Moneco Advisors, LLC | 0.61% | Add +20.5% | 88,262 | $9.9M |
| Marathon Mission, Inc. | 4.65% | Add +4.3% | 83,077 | $9.3M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +21.6% | 76,272 | $8.5M |
| JNBA Financial Advisors | 0.64% | Reduce -12.3% | 75,077 | $8.4M |
| EP Wealth Advisors, LLC | 0.03% | Add +685.9% | 73,049 | $8.2M |
| Chicago Partners Investment Group LLC | 0.16% | Add +0.8% | 74,913 | $8.1M |
| Pathstone Holdings, LLC | 0.02% | No change | 69,638 | $7.8M |
| Prestige Wealth Management Group LLC | 1.38% | Add +0.6% | 68,008 | $7.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +58.3% | 63,949 | $7.2M |
| MML Investors Services, LLC | 0.01% | Add +31.8% | 60,995 | $6.8M |
| UNIVEST FINANCIAL Corp | 0.34% | Reduce -49.8% | 60,974 | $6.8M |
| Diligent Investors, LLC | 1.48% | Reduce -0.9% | 59,401 | $6.7M |
| Balanced Wealth Group LLC | 2.07% | Reduce -59.6% | 58,278 | $6.5M |
| McAdam, LLC | 0.25% | Reduce -67.3% | 57,960 | $6.5M |
| Prospera Financial Services Inc | 0.09% | New | 57,588 | $6.5M |
| Cordatus Wealth Management LLC | 1.39% | New | 56,450 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +11.0% | 53,588 | $6.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.3% | 53,465 | $6.0M |
| AQR Capital Management | 0.00% | Add +98.0% | 50,916 | $5.7M |
| Avior Wealth Management, LLC | 0.14% | Add +185.2% | 49,181 | $5.5M |
| Capital Analysts, LLC | 0.12% | Add +9.4% | 46,988 | $5.3M |
| Financial Concepts Unlimited, Inc. | 4.09% | Add +2.0% | 46,591 | $5.2M |
| Two Sigma Investments, LP | 0.00% | New | 45,600 | $5.1M |
| Goldstone Financial Group, LLC | 0.46% | Reduce -5.3% | 45,184 | $5.1M |
| Elevation Capital Advisory, LLC | 1.93% | New | 44,680 | $5.0M |
| Creative Planning | 0.00% | Add +9.8% | 44,653 | $5.0M |
| Syntegra Private Wealth Group, LLC | 0.38% | Reduce -1.5% | 43,748 | $4.9M |
| Farther Finance Advisors, LLC | 0.04% | Add +17.8% | 43,647 | $4.9M |
| Councilor Wealth, LLC | 1.98% | Reduce -5.9% | 43,585 | $4.9M |
| Gladstone Institutional Advisory LLC | 0.15% | Reduce -0.0% | 43,342 | $4.9M |
| IAG Wealth Partners, LLC | 0.47% | Reduce -4.4% | 42,722 | $4.8M |
| BlackRock, Inc. | 0.00% | Reduce -0.0% | 41,328 | $4.6M |
| Tempo Wealth, LLC | 0.68% | Add +1.1% | 40,861 | $4.6M |
| Centennial Wealth Advisory LLC | 0.97% | Reduce -7.9% | 40,215 | $4.5M |
| Redhawk Wealth Advisors, Inc. | 0.44% | Reduce -9.6% | 39,636 | $4.4M |
| Equitable Holdings, Inc. | 0.03% | Reduce -9.9% | 39,435 | $4.4M |
| Kingswood Wealth Advisors, LLC | 0.18% | Add +6.6% | 38,983 | $4.4M |
| Bill Few Associates, Inc. | 0.87% | Reduce -1.4% | 36,296 | $4.1M |
| Susquehanna International Group, LLP | 0.00% | Add +795.6% | 35,761 | $4.0M |
| Sanctuary Advisors, LLC | 0.02% | New | 35,391 | $4.0M |
| Occidental Asset Management, LLC | 0.37% | Add +2.7% | 33,166 | $3.7M |
| Chartist Inc. | 2.28% | No change | 5,183 | $3.6M |
| Heritage Wealth Management, Inc. | 1.78% | Add +5.8% | 31,931 | $3.6M |
| Corient Private Wealth LP | 0.00% | Reduce -5.1% | 31,618 | $3.5M |
| Sacks & Associates, LLC | 2.29% | Reduce -0.4% | 31,829 | $3.4M |
| Courage Miller Partners, LLC | 0.90% | Reduce -1.4% | 30,326 | $3.4M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -0.4% | 30,319 | $3.4M |
| JPMorgan Chase & Co. | 0.00% | Add +24.2% | 29,306 | $3.2M |
| Comprehensive Wealth Management, LLC | 1.43% | Reduce -8.3% | 27,971 | $3.1M |
| MidFirst Bank | 0.22% | Reduce -1.8% | 27,107 | $3.0M |
| AlphaStar Capital Management, LLC | 0.19% | Reduce -41.1% | 26,514 | $3.0M |
| Mosaic Family Wealth Partners, LLC | 0.20% | Reduce -0.5% | 26,341 | $3.0M |
| Koshinski Asset Management, Inc. | 0.16% | Reduce -1.2% | 26,198 | $2.9M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -9.9% | 25,773 | $2.9M |
| Walsh & Associates, LLC | 2.34% | Add +26.0% | 25,608 | $2.9M |
| Pacific Sun Financial Corp | 1.18% | Reduce -10.6% | 25,524 | $2.9M |
| GTS Securities LLC | 0.06% | New | 24,900 | $2.8M |
| Stifel Financial Corp. | 0.00% | Reduce -66.7% | 24,697 | $2.8M |
| GEN Financial Management, INC. | 1.67% | Add +1.5% | 24,683 | $2.8M |
| Richmond Brothers, Inc. | 1.44% | New | 24,659 | $2.8M |
| Citigroup Inc. | 0.00% | Reduce -2.8% | 24,385 | $2.7M |
| &partners | 0.01% | Add +34.7% | 24,245 | $2.7M |
| Harbour Investments, Inc. | 0.04% | Reduce -0.1% | 24,102 | $2.7M |
| Barden Capital Management, Inc. | 2.49% | Add +1.2% | 24,094 | $2.7M |
| Clarus Wealth Advisors | 1.02% | Reduce -4.0% | 24,629 | $2.7M |
| Arax Advisory Partners | 0.02% | Add +6216.1% | 23,559 | $2.6M |
| Brookstone Capital Management | 0.03% | Reduce -1.4% | 23,439 | $2.6M |
| US Bancorp \de | 0.00% | Add +4.5% | 23,108 | $2.6M |
| World Investment Advisors | 0.04% | Add +2.4% | 24,972 | $2.5M |
| Linscomb Wealth, Inc. | 0.11% | Reduce -2.0% | 21,977 | $2.5M |
| MAI Capital Management | 0.01% | Add +11.7% | 21,488 | $2.4M |
| Cary Street Partners Financial LLC | 0.05% | Reduce -3.1% | 20,916 | $2.3M |
| Sage Financial Group Inc. | 0.13% | Add +1.1% | 20,716 | $2.3M |
| Level Four Advisory Services, LLC | 0.07% | New | 20,542 | $2.3M |
| Wealth Watch Advisors, INC | 0.72% | New | 19,883 | $2.2M |
| Capital Squared Financial LLC | 1.45% | Reduce -0.6% | 19,788 | $2.2M |
| Spire Wealth Management | 0.07% | Add +5.9% | 19,439 | $2.2M |
| Asset Management Group, Inc. | 0.32% | Reduce -2.6% | 19,323 | $2.2M |
| Waller Financial Planning Group, Inc. | 0.44% | Reduce -6.9% | 19,213 | $2.2M |
| YHB Investment Advisors, Inc. | 0.13% | Add +14.4% | 18,647 | $2.1M |
| New England Capital Financial Advisors LLC | 0.49% | Add +1.6% | 18,376 | $2.1M |
| Investors Research Corp | 0.35% | Reduce -27.4% | 17,509 | $2.0M |
| Salomon & Ludwin, LLC | 0.16% | Reduce -4.6% | 17,717 | $2.0M |
| Destiny Capital Corp | 0.91% | Reduce -3.0% | 17,459 | $2.0M |
| CWA Asset Management Group, LLC | 0.06% | Reduce -0.3% | 17,274 | $1.9M |
| American Financial & Tax Strategies Inc. | 0.87% | Reduce -1.4% | 17,223 | $1.9M |
| Captrust Financial Advisors | 0.00% | Reduce -3.5% | 16,685 | $1.9M |
| Broadview Financial Management, LLC | 1.09% | Reduce -2.1% | 15,967 | $1.8M |
| Cary Street Partners Investment Advisory LLC | 0.36% | Reduce -4.8% | 15,734 | $1.8M |
| Mgo One Seven LLC | 0.03% | Add +11.0% | 15,169 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +19.2% | 14,295 | $1.6M |
| Koss-Olinger Consulting, LLC | 0.12% | Reduce -54.0% | 14,211 | $1.6M |
| Twelve Points Wealth Management LLC | 0.30% | Reduce -0.9% | 13,454 | $1.5M |
| FMR LLC | 0.00% | Add +13.9% | 13,124 | $1.5M |
| Key Financial Inc | 0.24% | Reduce -17.3% | 13,098 | $1.5M |
| LTG Capital LLC | 0.98% | Add +0.3% | 13,073 | $1.5M |
| Florida Financial Advisors, LLC | 0.24% | Add +38.7% | 12,833 | $1.4M |
| Payne Capital Management, LLC | 0.38% | Reduce -1.0% | 12,762 | $1.4M |
| PFG Advisors | 0.07% | Add +7.7% | 12,565 | $1.4M |
| Advisor OS, LLC | 0.09% | Add +4.1% | 12,534 | $1.4M |
| Trilogy Capital Inc. | 0.05% | Reduce -0.3% | 12,229 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.8% | 12,195 | $1.4M |
| Parcion Private Wealth LLC | 0.07% | No change | 11,943 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.7% | 11,933 | $1.3M |
| Beam Wealth Advisors, Inc. | 0.29% | Add +0.0% | 11,656 | $1.3M |
| Fifth Third Bancorp | 0.00% | Reduce -8.0% | 11,582 | $1.3M |
| CENTRAL TRUST Co | 0.02% | Reduce -2.6% | 11,460 | $1.3M |
| Larson Financial Group LLC | 0.03% | Reduce -0.8% | 11,357 | $1.3M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -1.4% | 11,194 | $1.3M |
| Portside Wealth Group, LLC | 0.14% | Add +15.2% | 11,014 | $1.2M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -1.6% | 10,922 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Add +2.7% | 10,906 | $1.2M |
| Elevated Capital Advisors, LLC | 0.33% | Reduce -38.0% | 10,841 | $1.2M |
| Lewis Asset Management, LLC | 0.42% | Reduce -0.0% | 10,775 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.7% | 10,881 | $1.2M |
| Pure Financial Advisors, LLC | 0.01% | Add +0.2% | 10,378 | $1.2M |
| Milestone Asset Management Group, LLC | 0.58% | Add +0.4% | 10,338 | $1.2M |
| Focus Partners Wealth | 0.00% | Reduce -1.6% | 10,266 | $1.2M |
| IFP Advisors, Inc | 0.02% | Reduce -1.1% | 10,042 | $1.1M |
| Navigation Group, LLC | 0.21% | Reduce -3.3% | 9,826 | $1.1M |
| XY Planning Network, Inc. | 0.14% | Add +8.5% | 9,743 | $1.1M |
| Savvy Advisors, Inc. | 0.02% | New | 9,604 | $1.1M |
| Connecticut Wealth Management, LLC | 0.04% | No change | 9,556 | $1.1M |
| COFG Advisors, LLC | 0.18% | New | 9,510 | $1.1M |
| Western Wealth Management, LLC | 0.03% | Reduce -6.3% | 9,496 | $1.1M |
| LexAurum Advisors, LLC | 0.12% | No change | 9,419 | $1.1M |
| CVFG LLC | 0.11% | Add +6.9% | 9,345 | $1.0M |
| Fairscale Capital, LLC | 0.62% | Reduce -2.9% | 9,255 | $1.0M |
| Calton & Associates, Inc. | 0.15% | Reduce -0.5% | 9,184 | $1.0M |
| Mosley Wealth Management | 0.31% | New | 8,804 | $987K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +12.3% | 8,753 | $981K |
| KPP Advisory Services LLC | 0.12% | Reduce -1.8% | 8,752 | $981K |
| Composition Wealth, LLC | 0.01% | Reduce -0.9% | 8,617 | $966K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -10.0% | 8,551 | $958K |
| Kinetic Wealth Investment Advisors LLC | 0.45% | — | 8,544 | $958K |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 8,382 | $940K |
| IHT Wealth Management, LLC | 0.02% | Reduce -4.2% | 8,260 | $926K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -2.3% | 8,198 | $919K |
| United Capital Financial Advisors, LLC | 0.01% | No change | 8,117 | $909K |
| Schneider Downs Wealth Management Advisors, LP | 0.08% | No change | 7,939 | $890K |
| Ameritas Advisory Services, LLC | 0.02% | New | 7,921 | $888K |
| Pine Haven Investment Counsel, Inc | 0.59% | Add +17.0% | 7,888 | $884K |
| Global Retirement Partners, LLC | 0.01% | — | 7,818 | $876K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 7,758 | $870K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Reduce -4.8% | 7,956 | $863K |
| Resonant Capital Advisors, LLC | 0.04% | Add +24.7% | 7,660 | $859K |
| Essex Financial Services, Inc. | 0.04% | Add +0.0% | 7,598 | $852K |
| IMC-Chicago, LLC | 0.01% | Reduce -24.9% | 7,251 | $813K |
| Flagship Private Wealth, LLC | 0.29% | Add +6.4% | 7,244 | $812K |
| Westside Investment Management, Inc. | 0.11% | Add +26.3% | 7,136 | $800K |
| Inspirion Wealth Advisors, LLC | 0.09% | No change | 7,168 | $794K |
| First Pacific Financial | 0.09% | Reduce -1.9% | 7,059 | $791K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 7,029 | $788K |
| Texas Yale Capital Corp. | 0.02% | No change | 7,000 | $785K |
| Willner & Heller, LLC | 0.49% | Add +0.1% | 6,992 | $784K |
| Mystic Asset Management, Inc. | 0.17% | Add +0.4% | 6,925 | $776K |
| Focus Financial Network, Inc. | 0.02% | Reduce -8.4% | 6,833 | $766K |
| Independent Advisor Alliance | 0.02% | Reduce -53.0% | 6,683 | $749K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +16.8% | 6,662 | $747K |
| Nwam LLC | 0.04% | Reduce -12.5% | 6,491 | $728K |
| Denver Wealth Management, Inc. | 0.21% | Reduce -12.0% | 6,412 | $719K |
| Avestar Capital, LLC | 0.04% | Reduce -1.3% | 6,400 | $717K |
| Carnegie Investment Counsel | 0.01% | Add +11.3% | 6,375 | $715K |
| Norden Group LLC | 0.06% | Add +16.1% | 6,365 | $713K |
| Valmark Advisers, Inc. | 0.01% | Add +2.4% | 6,363 | $713K |
| Flagstar Securities, Inc. | 0.21% | Add +0.6% | 6,347 | $712K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -5.7% | 6,204 | $696K |
| Krilogy Financial LLC | 0.02% | Reduce -0.6% | 6,194 | $694K |
| Blair William & Co. | 0.00% | Add +3.2% | 6,191 | $694K |
| Salem Investment Counselors Inc. | 0.02% | No change | 6,000 | $673K |
| Condor Capital Management | 0.05% | Reduce -3.4% | 5,953 | $667K |
| Brady Martz Wealth Solutions, LLC | 0.10% | Reduce -4.2% | 5,854 | $656K |
| Clear Point Advisors Inc. | 0.58% | New | 5,814 | $652K |
| SCS Capital Management LLC | 0.01% | Reduce -1.8% | 5,732 | $643K |
| Altfest L J & Co. Inc. | 0.06% | Reduce -2.0% | 5,708 | $640K |
| Stonebridge Financial Group, LLC | 0.05% | No change | 5,705 | $639K |
| Quantinno Capital Management LP | 0.00% | Add +1.7% | 5,600 | $628K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.1% | 5,559 | $623K |
| Tritonpoint Wealth, LLC | 0.06% | No change | 5,355 | $600K |
| TritonPoint Partners, LLC | 0.05% | New | 5,355 | $600K |
| KDK Private Wealth Management, LLC | 0.49% | Reduce -1.0% | 5,296 | $594K |
| Advisors Capital Management, LLC | 0.01% | Reduce -2.0% | 5,294 | $593K |
| Bank of Montreal | 0.00% | Reduce -3.7% | 5,218 | $585K |
| Crusonia Wealth Advisors LLC | 0.09% | New | 5,148 | $577K |
| Grey Ledge Advisors, LLC | 0.11% | Reduce -2.5% | 5,043 | $565K |
| Principal Securities, Inc. | 0.01% | Add +62.6% | 4,973 | $557K |
| Financial Network Wealth Advisors LLC | 0.56% | Add +0.6% | 4,943 | $554K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +24.9% | 4,897 | $549K |
| Creekside Partners | 0.20% | Add +0.1% | 4,870 | $546K |
| Csenge Advisory Group | 0.02% | Reduce -0.9% | 4,819 | $540K |
| Argent Trust Co | 0.02% | Reduce -76.3% | 4,770 | $535K |
| Balefire, LLC | 0.09% | Add +7.0% | 4,766 | $534K |
| Modern Wealth Management, LLC | 0.01% | New | 4,736 | $531K |
| Selby Wealth Management, LLC | 0.19% | Reduce -2.0% | 4,729 | $530K |
| Fortress Private Ledger, LLC | 0.14% | Add +0.8% | 4,695 | $526K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -12.3% | 4,691 | $526K |
| Juncture Wealth Strategies, LLC | 0.13% | Add +1.6% | 4,581 | $513K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 4,575 | $513K |
| Retirement Planning Group, LLC | 0.01% | Add +38.7% | 4,547 | $510K |
| XTX Topco Ltd | 0.01% | Add +107.6% | 4,496 | $504K |
| Intrepid Financial Planning Group LLC | 0.17% | Add +6.3% | 4,495 | $504K |
| Third View Private Wealth, LLC | 0.06% | Reduce -4.1% | 4,470 | $501K |
| Maltin Wealth Management, Inc. | 0.17% | Add +0.1% | 4,461 | $500K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -6.5% | 4,455 | $499K |
| Arkadios Wealth Advisors | 0.01% | Reduce -14.7% | 4,388 | $492K |
| Astoria Portfolio Advisors LLC. | 0.08% | Add +18.9% | 4,370 | $490K |
| Vise Technologies, Inc. | 0.01% | Add +13.0% | 4,345 | $487K |
| Compound Planning, Inc. | 0.01% | Reduce -0.9% | 4,315 | $484K |
| Choreo, LLC | 0.01% | No change | 4,290 | $481K |
| HB Wealth Management, LLC | 0.00% | Add +20.0% | 4,256 | $477K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +0.1% | 4,164 | $467K |
| Fifth Third Securities, Inc. | 0.03% | Add +2.8% | 4,154 | $466K |
| Clear Creek Financial Management, LLC | 0.03% | Add +6.1% | 4,110 | $461K |
| OneAscent Financial Services LLC | 0.02% | Add +8.2% | 4,018 | $450K |
| Sigma Planning Corp | 0.01% | Add +4.2% | 4,008 | $449K |
| Visionary Wealth Advisors | 0.02% | Reduce -28.9% | 3,911 | $438K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -1.1% | 3,891 | $436K |
| Root Financial Partners, LLC | 0.02% | Add +0.1% | 3,847 | $431K |
| Intrua Financial, LLC | 0.04% | Add +2.4% | 3,740 | $419K |
| Cadia Private Client LLC | 0.30% | No change | 3,672 | $412K |
| Pinnacle Family Advisors, LLC | 0.17% | Add +19.2% | 3,586 | $402K |
| CAP Partners, LLC | 0.19% | Reduce -0.3% | 3,519 | $394K |
| Freedom Investment Management, Inc. | 0.11% | Reduce -38.7% | 3,514 | $394K |
| Montz Harcus Wealth Management LLC | 0.14% | Add +0.1% | 3,494 | $392K |
| Tucker Asset Management LLC | 0.10% | Add +88.8% | 3,492 | $391K |
| RFG Advisory, LLC | 0.01% | Reduce -48.2% | 3,433 | $385K |
| Everhart Financial Group, Inc. | 0.02% | Reduce -0.1% | 3,407 | $382K |
| Wellspring Financial Advisors, LLC | 0.02% | No change | 367,706 | $379K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,359 | $377K |
| Friday Financial | 0.10% | New | 3,428 | $372K |
| Moment Partners, LLC | 0.07% | No change | 3,300 | $370K |
| KWB Wealth | 0.03% | Reduce -4.1% | 3,267 | $366K |
| Trail Ridge Investment Advisors, LLC | 0.15% | Reduce -4.9% | 3,242 | $363K |
| Flow Traders U.S. LLC | 0.01% | Reduce -31.8% | 3,238 | $363K |
| Keudell/Morrison Wealth Management | 0.07% | No change | 3,171 | $355K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -3.7% | 3,074 | $345K |
| Goldstein Advisors, LLC | 0.03% | No change | 3,060 | $343K |
| Old National Bancorp | 0.01% | No change | 3,000 | $336K |
| Delta Capital Management LLC | 0.16% | No change | 3,000 | $336K |
| RTD Financial Advisors, Inc. | 0.04% | Reduce -7.2% | 2,908 | $326K |
| Integrated Wealth Concepts LLC | 0.00% | New | 2,857 | $320K |
| Breachway Investments LLC | 0.48% | No change | 2,857 | $320K |
| Denver PWM, LLC | 0.10% | Reduce -0.3% | 2,813 | $320K |
| Glenmede Trust Co. NA | 0.00% | Reduce -2.4% | 2,829 | $317K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.0% | 2,763 | $310K |
| Diversified Management Inc. | 0.06% | Reduce -5.0% | 2,704 | $303K |
| Benjamin Edwards Inc. | 0.00% | Reduce -95.8% | 2,693 | $302K |
| Measured Wealth Private Client Group, LLC | 0.07% | Reduce -2.8% | 2,682 | $301K |
| Wallace Advisory Group, LLC | 0.28% | Reduce -2.4% | 2,668 | $299K |
| Sterling Financial Planning, Inc. | 0.08% | Add +0.0% | 2,636 | $295K |
| Daviman Financial, LLC | 0.16% | No change | 2,609 | $292K |
| SHP Wealth Management | 0.02% | Reduce -18.5% | 2,570 | $288K |
| Centerpoint Advisors, LLC | 0.08% | Reduce -15.2% | 2,556 | $287K |
| Hudson Portfolio Management LLC | 0.21% | Reduce -1.9% | 2,490 | $279K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -3.0% | 2,471 | $277K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 2,469 | $277K |
| Retirement Planning Co of New England, Inc. | 0.10% | Reduce -1.2% | 2,414 | $271K |
| Topsail Wealth Management, LLC | 0.03% | Add +4.0% | 2,360 | $265K |
| International Assets Investment Management, LLC | 0.02% | No change | 2,368 | $262K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 2,339 | $262K |
| Wrapmanager Inc. | 0.08% | Add +0.0% | 2,321 | $260K |
| Cache Advisors, LLC | 0.02% | No change | 2,300 | $258K |
| Signal Advisors Wealth, LLC | 0.01% | New | 2,244 | $252K |
| Thrive Capital Management, LLC | 0.05% | Reduce -6.0% | 2,222 | $249K |
| Integrated Advisors Network LLC | 0.01% | Reduce -27.0% | 2,186 | $245K |
| Burney Co./ | 0.01% | Reduce -1.9% | 2,181 | $244K |
| Somerset Trust Co | 0.07% | Reduce -3.0% | 2,172 | $243K |
| M3 Advisory Group, LLC | 0.13% | Add +1.9% | 2,162 | $242K |
| Advance Capital Management, Inc. | 0.01% | Add +0.1% | 2,140 | $240K |
| Capstone Wealth Management Group, LLC | 0.08% | No change | 2,125 | $238K |
| Lee, Kelleher & Klein Wealth Management | 0.12% | No change | 2,092 | $234K |
| Forum Private Client Group LLC | 0.07% | New | 2,052 | $230K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 2,349 | $225K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.00% | New | 2,000 | $224K |
| Diversify Advisory Services, LLC | 0.00% | New | 2,058 | $223K |
| Diversify Wealth Management, LLC | 0.00% | Reduce -9.8% | 2,058 | $223K |
| Fca Corp. | 0.05% | New | 1,989 | $223K |
| Baird Financial Group, Inc. | 0.00% | Reduce -27.7% | 1,980 | $222K |
| 4WEALTH Advisors, Inc. | 0.17% | New | 2,002 | $222K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 1,959 | $220K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | New | 1,912 | $214K |
| Kroeger Financial Partners | 0.21% | — | 1,905 | $214K |
| HORAN Wealth, LLC | 0.03% | New | 1,898 | $213K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -17.8% | 1,895 | $212K |
| Cahill Financial Advisors Inc. | 0.02% | New | 1,885 | $211K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 1,872 | $210K |
| Fingerlakes Wealth Management, Inc. | 0.11% | New | 1,869 | $209K |
| Allworth Financial LP | 0.00% | Reduce -62.3% | 1,866 | $209K |
| MidAtlantic Capital Management, Inc. | 0.13% | New | 1,859 | $208K |
| Perennial Investment Advisors, LLC | 0.01% | New | 1,846 | $207K |
| Drive Wealth Management, LLC | 0.04% | New | 1,839 | $206K |
| NWF Advisory Services Inc. | 0.02% | New | 1,838 | $206K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,818 | $204K |
| Choate Investment Advisors | 0.00% | New | 1,818 | $204K |
| Private Trust Co. NA | 0.02% | Reduce -1.2% | 1,801 | $202K |
| Aviso Wealth Management | 0.07% | New | 1,796 | $201K |
| Tiaa Trust, National Association | 0.01% | Reduce -16.5% | 1,794 | $201K |
| Urban Financial Advisory Corp | 0.05% | Reduce -8.2% | 1,718 | $193K |
| Smartleaf Asset Management LLC | 0.01% | No change | 1,701 | $188K |
| MCF Advisors LLC | 0.01% | Add +471.5% | 1,566 | $176K |
| IFG Advisory, LLC | 0.01% | New | 1,450 | $163K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Add +2.0% | 1,320 | $148K |
| Quent Capital, LLC | 0.01% | No change | 1,308 | $147K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Add +11.0% | 1,119 | $125K |
| Basepoint Wealth LLC | 0.07% | No change | 1,118 | $125K |
| Ballast Advisors LLC | 0.03% | No change | 1,059 | $119K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -23.7% | 1,048 | $117K |
| CoreCap Advisors, LLC | 0.00% | No change | 820 | $92K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.7% | 800 | $90K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +38.4% | 786 | $88K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | No change | 762 | $85K |
| Markowski Investments | 0.02% | — | 760 | $85K |
| Community Financial Services Group, LLC | 0.01% | New | 756 | $84K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +16.7% | 700 | $78K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +735.4% | 685 | $75K |
| Financial Life Planners | 0.05% | Add +0.2% | 643 | $72K |
| TOP Private Wealth LLC. | 0.07% | — | 633 | $71K |
| Concord Wealth Partners | 0.01% | New | 548 | $61K |
| JFS Wealth Advisors, LLC | 0.00% | Add +28.2% | 518 | $58K |
| Anchor Investment Management, LLC | 0.00% | No change | 426 | $48K |
| Tsfg, LLC | 0.01% | No change | 399 | $45K |
| WealthShield Partners, LLC | 0.01% | Reduce -99.4% | 397 | $45K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -49.3% | 385 | $43K |
| Creative Financial Designs Inc. | 0.00% | Reduce -71.5% | 374 | $42K |
| Hantz Financial Services, Inc. | 0.00% | Add +18.8% | 361 | $40K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -1.4% | 351 | $39K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 345 | $39K |
| Parallel Advisors, LLC | 0.00% | Reduce -75.0% | 342 | $38K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 327 | $37K |
| SIMA Wealth Partners, LLC | 0.03% | No change | 321 | $36K |
| Caitlin John, LLC | 0.02% | No change | 311 | $35K |
| Rossby Financial, LCC | 0.01% | Add +20.6% | 298 | $33K |
| Founders Capital Management | 0.01% | Add +0.3% | 289 | $32K |
| Orion Capital Management LLC | 0.01% | No change | 270 | $30K |
| JDM Financial Group LLC | 0.01% | No change | 269 | $30K |
| Copia Wealth Management | 0.02% | No change | 268 | $30K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 256 | $29K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | No change | 243 | $27K |
| KERR FINANCIAL PLANNING Corp | 0.03% | Reduce -33.0% | 229 | $26K |
| CDKV Holdings LLC | 0.02% | No change | 228 | $26K |
| Assetmark, Inc. | 0.00% | Add +17.0% | 220 | $25K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -47.6% | 219 | $25K |
| TD Capital Management LLC | 0.00% | No change | 213 | $24K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 209 | $23K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 194 | $22K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -97.0% | 189 | $21K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 185 | $21K |
| Register Financial Advisors LLC | 0.01% | Reduce -50.4% | 181 | $20K |
| Front Row Advisors LLC | 0.01% | No change | 180 | $20K |
| Versant Capital Management, Inc | 0.00% | No change | 173 | $19K |
| Vanguard Advisers Inc. | 0.00% | Add +34.2% | 161 | $18K |
| Vima LLC | 0.02% | — | 149 | $17K |
| Kozak & Associates, Inc. | 0.00% | No change | 146 | $16K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 131 | $15K |
| UMB Bank, n.a. | 0.00% | No change | 128 | $14K |
| Tounjian Advisory Partners, LLC | 0.01% | Reduce -97.3% | 123 | $14K |
| Signaturefd, LLC | 0.00% | New | 122 | $14K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Add +10.1% | 120 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 117 | $13K |
| Hughes Financial Services, LLC | 0.00% | No change | 116 | $13K |
| REAP Financial Group, LLC | 0.00% | Add +0.9% | 116 | $13K |
| DecisionPoint Financial, LLC | 0.00% | No change | 115 | $13K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 100 | $11K |
| Realta Investment Advisors | 0.00% | New | 100 | $11K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 100 | $11K |
| TIAA Wealth Investment Management LLC | 0.00% | No change | 84 | $9K |
| WPG Advisers, LLC | 0.01% | No change | 77 | $9K |
| Abound Financial, LLC | 0.00% | No change | 74 | $8K |
| First Community Trust NA | 0.00% | No change | 67 | $8K |
| Mather Group, Llc. | 0.00% | No change | 65 | $7K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 60 | $7K |
| Valley National Advisers Inc. | 0.00% | No change | 56 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 53 | $6K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 41 | $5K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 39 | $4K |
| POM Investment Strategies, LLC | 0.00% | New | 35 | $4K |
| Evolution Wealth Management Inc. | 0.00% | New | 34 | $4K |
| Barrett & Company, Inc. | 0.00% | New | 33 | $4K |
| Lanark Financial, Inc. | 0.00% | No change | 33 | $4K |
| 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% | Add +18.2% | 26 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 21 | $2K |
| Kingdom Financial Group LLC. | 0.00% | New | 17 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 12 | $1K |
| Buck Wealth Strategies, LLC | 0.00% | New | 10 | $1K |
| Spurstone Advisory Services, LLC | 0.01% | No change | 9 | $997 |
"% 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.