SPDR SER TR MDYG
S&P 400 MDCP GRW · ETP · CUSIP 78464A821
260
institutional holders
14.4m
shares reported held*
$850.4mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($928.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $59.10.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Financial Engines Advisors L.L.C. 0.34% of their portfolio | 1.7m $103.7m | — |
| LPL Financial LLC 0.05% of their portfolio | 802.1k $48.4m | — |
| First National Trust Co 2.56% of their portfolio | 726.3k $43.8m | — |
| FAS Wealth Partners, Inc. 3.96% of their portfolio | 590.8k $35.7m | — |
| TOWNSQUARE CAPITAL LLC 0.99% of their portfolio | 571.6k $34.5m | — |
| NorthRock Partners, LLC 3.61% of their portfolio | 515.1k $31.1m | — |
| AE Wealth Management LLC 0.23% of their portfolio | 484.1k $29.2m | — |
| Wellspring Financial Advisors, LLC 0.15% of their portfolio | 368.3k $410.0k | — |
| OSAIC HOLDINGS, INC. 0.05% of their portfolio | 338.4k $20.4m | — |
| McAdam, LLC 2.07% of their portfolio | 317.1k $19.1m | — |
| Klingman & Associates, LLC 1.83% of their portfolio | 309.5k $18.7m | — |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 286.8k $17.3m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 253.0k $15.3m | — |
| STIFEL FINANCIAL CORP 0.02% of their portfolio | 239.1k $14.4m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 222.3k $13.4m | — |
| GHP Investment Advisors, Inc. 1.02% of their portfolio | 219.7k $13.3m | — |
| HighTower Advisors, LLC 0.03% of their portfolio | 214.1k $12.9m | — |
| Convergence Financial, LLC 13.01% of their portfolio | 196.5k $11.9m | — |
| Parcion Private Wealth LLC 1.27% of their portfolio | 184.9k $11.2m | — |
| SIGNET FINANCIAL MANAGEMENT, LLC 2.05% of their portfolio | 173.3k $10.5m | — |
| Rodgers & Associates, LTD 1.85% of their portfolio | 172.7k $10.4m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 166.2k $10.0m | — |
| JNBA Financial Advisors 1.48% of their portfolio | 158.4k $9.6m | — |
| Rehmann Capital Advisory Group 1.03% of their portfolio | 154.1k $9.3m | — |
| Shakespeare Wealth Management, LLC 3.54% of their portfolio | 139.1k $8.4m | — |
| TIAA, FSB 0.04% of their portfolio | 137.1k $8.3m | — |
| MORGAN STANLEY 0.00% of their portfolio | 133.9k $8.1m | — |
| WCG Wealth Advisors LLC 1.04% of their portfolio | 130.6k $7.9m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio | 130.0k $7.8m | — |
| KWB Wealth 1.55% of their portfolio | 128.4k $7.7m | — |
| ETFIDEA, LLC 3.82% of their portfolio | 122.9k $7.4m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio | 116.9k $7.1m | — |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.34% of their portfolio | 111.4k $6.7m | — |
| Diligent Investors, LLC 2.24% of their portfolio | 104.0k $6.3m | — |
| Mariner, LLC 0.02% of their portfolio | 101.5k $6.1m | — |
| Prestige Wealth Management Group LLC 1.71% of their portfolio | 100.8k $6.1m | — |
| Kingsview Wealth Management, LLC 0.26% of their portfolio | 90.4k $5.5m | — |
| Composition Wealth, LLC 0.24% of their portfolio | 84.0k $5.1m | — |
| Avantax Planning Partners, Inc. 0.23% of their portfolio | 83.0k $5.0m | — |
| Clarus Wealth Advisors 3.64% of their portfolio | 82.1k $5.1m | — |
| Ford Financial Group, LLC 2.03% of their portfolio | 80.9k $4.9m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 75.0k $4.5m | — |
| WALLER FINANCIAL PLANNING GROUP, INC 1.36% of their portfolio | 73.6k $4.4m | — |
| Veritable, L.P. 0.08% of their portfolio | 72.3k $4.4m | — |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.07% of their portfolio | 70.6k $4.3m | — |
| ERn Financial, LLC 1.06% of their portfolio | 68.8k $4.2m | — |
| Total Wealth Planning, LLC 1.15% of their portfolio | 67.2k $4.1m | — |
| Larson Financial Group LLC 0.57% of their portfolio | 65.8k $4.0m | — |
| Koss-Olinger Consulting, LLC 0.66% of their portfolio | 64.4k $3.9m | — |
| WealthShield Partners, LLC 0.75% of their portfolio | 62.7k $3.8m | — |
| Private Advisor Group, LLC 0.04% of their portfolio | 60.2k $3.6m | — |
| Gladstone Institutional Advisory LLC 0.27% of their portfolio | 58.1k $3.5m | — |
| UBS Group AG 0.00% of their portfolio | 55.6k $3.4m | — |
| Foresight Wealth Management, LLC 1.43% of their portfolio | 55.5k $3.3m | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 54.8k $3.3m | — |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.16% of their portfolio | 54.7k $3.3m | — |
| Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio | 53.5k $3.2m | — |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.25% of their portfolio | 50.9k $3.1m | — |
| Steward Partners Investment Advisory, LLC 0.06% of their portfolio | 49.2k $3.0m | — |
| Koshinski Asset Management, Inc. 0.35% of their portfolio | 48.9k $2.9m | — |
| Laidlaw Wealth Management LLC 0.67% of their portfolio | 47.8k $2.9m | — |
| DENVER WEALTH MANAGEMENT, INC. 2.65% of their portfolio | 46.4k $2.8m | — |
| CLARK FINANCIAL SERVICES GROUP INC /BD 2.91% of their portfolio | 45.8k $2.8m | — |
| Cetera Advisors LLC 0.06% of their portfolio | 41.6k $2.5m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 41.2k $2.5m | — |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 39.4k $2.4m | — |
| IFP Advisors, Inc 0.12% of their portfolio | 39.2k $4.5m | — |
| SCS Capital Management LLC 0.07% of their portfolio | 38.4k $2.3m | — |
| MML INVESTORS SERVICES, LLC 0.02% of their portfolio | 37.3k $2.3m | — |
| IAG Wealth Partners, LLC 0.74% of their portfolio | 36.8k $2.2m | — |
| Creative Planning 0.00% of their portfolio | 35.7k $2.2m | — |
| Keeley-Teton Advisors, LLC 0.29% of their portfolio | 34.8k $2.1m | — |
| Csenge Advisory Group 0.17% of their portfolio | 34.8k $2.1m | — |
| Investors Research Corp 0.62% of their portfolio | 33.6k $2.0m | — |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 32.1k $1.9m | — |
| Pacific Sun Financial Corp 1.35% of their portfolio | 32.0k $1.9m | — |
| Key Financial Inc 0.90% of their portfolio | 31.6k $1.9m | — |
| Denver PWM, LLC 1.06% of their portfolio | 30.6k $1.9m | — |
| UNIVEST FINANCIAL Corp 0.59% of their portfolio | 29.7k $1.8m | — |
| Thrive Capital Management, LLC 1.17% of their portfolio | 28.6k $1.7m | — |
| Barden Capital Management, Inc. 1.99% of their portfolio | 28.3k $1.7m | — |
| Merit Financial Group, LLC 0.07% of their portfolio | 28.3k $1.7m | — |
| Courage Miller Partners, LLC 0.82% of their portfolio | 27.0k $1.6m | — |
| Stratos Wealth Partners, LTD. 0.04% of their portfolio | 25.9k $1.6m | — |
| Freedom Investment Management, Inc. 0.18% of their portfolio | 25.7k $1.6m | — |
| Windsor Wealth Management, Inc. 0.38% of their portfolio | 24.2k $1.5m | — |
| Wambolt & Associates, LLC 0.59% of their portfolio | 23.0k $1.4m | — |
| Cooper Financial Group 0.50% of their portfolio | 22.8k $1.4m | — |
| Asset Management Group, Inc. 0.33% of their portfolio | 22.2k $1.3m | — |
| Centennial Wealth Advisory LLC 0.79% of their portfolio | 22.1k $1.3m | — |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 20.8k $1.3m | — |
| Atria Wealth Solutions, Inc. 0.02% of their portfolio | 20.6k $1.2m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio | 20.3k $1.2m | — |
| Equitable Holdings, Inc. 0.02% of their portfolio | 20.2k $1.2m | — |
| IHT Wealth Management, LLC 0.09% of their portfolio | 19.9k $1.2m | — |
| World Investment Advisors 0.28% of their portfolio | 19.8k $1.2m | — |
| Occidental Asset Management, LLC 0.34% of their portfolio | 18.9k $1.1m | — |
| IMC-Chicago, LLC 0.10% of their portfolio | 18.0k $1.1m | — |
| Broadview Financial Management, LLC 1.08% of their portfolio | 17.9k $1.1m | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 17.4k $1.0m | — |