Vault-13

SPDR SER TR MDYG

S&P 400 MDCP GRW · ETP · CUSIP 78464A821

384 institutional holders -6 vs Q4 2024
23,861,75123.9m shares reported held*
$1.9bnreported value*
28 new 137 added 148 reduced 31 sold out net sold ≈ $7.1m (-106.5k shares)

* 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 ($4.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $78.33.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 260Q4 22: 294Q1 23: 302Q2 23: 298Q3 23: 301Q4 23: 328Q1 24: 370Q2 24: 368Q3 24: 372Q4 24: 390Q1 25: 384384Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022260
Q4 2022294
Q1 2023302
Q2 2023298
Q3 2023301
Q4 2023328
Q1 2024370
Q2 2024368
Q3 2024372
Q4 2024390
Q1 2025384

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 23: 117 bought or addedQ2 23: 145 cut or sold outQ3 23: 123 bought or addedQ3 23: 136 cut or sold outQ3 23Q4 23: 141 bought or addedQ4 23: 126 cut or sold outQ1 24: 190 bought or addedQ1 24: 141 cut or sold outQ1 24Q2 24: 152 bought or addedQ2 24: 190 cut or sold outQ3 24: 160 bought or addedQ3 24: 166 cut or sold outQ3 24Q4 24: 175 bought or addedQ4 24: 147 cut or sold outQ1 25: 165 bought or addedQ1 25: 179 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023117145
Q3 2023123136
Q4 2023141126
Q1 2024190141
Q2 2024152190
Q3 2024160166
Q4 2024175147
Q1 2025165179

Biggest buyers

CITIGROUP INC Added +408,202+408.2k
ENVESTNET ASSET MANAGEMENT INC Added +146,818+146.8k
Clark Capital Management Group, Inc. Added +127,861+127.9k
MORGAN STANLEY Added +101,252+101.3k
AE Wealth Management LLC Added +85,471+85.5k
LPL Financial LLC Added +69,733+69.7k
BANK OF AMERICA CORP /DE/ Added +67,892+67.9k
Financial Advocates Investment Management Added +59,871+59.9k
RAYMOND JAMES FINANCIAL INC Added +57,470+57.5k
Cetera Investment Advisers Added +52,797+52.8k

Biggest sellers

Parcion Private Wealth LLC Reduced -627,162-627.2k
STIFEL FINANCIAL CORP Reduced -219,173-219.2k
BENJAMIN EDWARDS INC Reduced -159,130-159.1k
CONFLUENCE INVESTMENT MANAGEMENT LLC Reduced -106,654-106.7k
TIAA TRUST, NATIONAL ASSOCIATION Reduced -94,119-94.1k
Avantax Planning Partners, Inc. Reduced -76,635-76.6k
AMERIPRISE FINANCIAL INC Reduced -40,249-40.2k
Financial Engines Advisors L.L.C. Reduced -38,410-38.4k
Wealth Watch Advisors, INC Sold out -29,291-29.3k
First National Trust Co Reduced -27,462-27.5k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CITIGROUP INC 0.17% of their portfolio NEW YORK, NY 2,770,5352.8m $220.1m $220.1m 0.17% Added +408.2k +408,202
2 LPL Financial LLC 0.06% of their portfolio FORT MILL, SC 1,825,6281.8m $145.1m $145.1m 0.06% Added +69.7k +69,733
3 Financial Engines Advisors L.L.C. 0.23% of their portfolio SANTA CLARA, CA 1,349,9171.3m $107.3m $107.3m 0.23% Reduced -38.4k -38,410
4 STIFEL FINANCIAL CORP 0.10% of their portfolio ST. LOUIS, MO 1,187,7441.2m $94.4m $94.4m 0.10% Reduced -219.2k -219,173
5 BENJAMIN EDWARDS INC 1.14% of their portfolio Clayton, MO 1,025,1481.0m $81.5m $81.5m 1.14% Reduced -159.1k -159,130
6 NorthRock Partners, LLC 2.73% of their portfolio MINNEAPOLIS, MN 1,021,7761.0m $81.2m $81.2m 2.73% Added +24.2k +24,168
7 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 769,747769.7k $61.2m $61.2m 0.02% Added +146.8k +146,818
8 AE Wealth Management LLC 0.49% of their portfolio TOPEKA, KS 731,438731.4k $58.1m $58.1m 0.49% Added +85.5k +85,471
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 574,798574.8k $45.7m $45.7m 0.00% Added +101.3k +101,252
10 FAS Wealth Partners, Inc. 2.99% of their portfolio LEAWOOD, KS 460,881460.9k $36.6m $36.6m 2.99% Added +5.5k +5,540
11 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.51% of their portfolio ST. LOUIS, MO 442,067442.1k $35.1m $35.1m 0.51% Reduced -106.7k -106,654
12 Wellspring Financial Advisors, LLC 0.04% of their portfolio CLEVELAND, OH 367,706367.7k $375.4k $375.4k 0.04% Reduced -72 -72
13 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 366,513366.5k $29.1m $29.1m 0.01% Reduced -3.0k -2,989
14 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 344,974345.0k $27.4m $27.4m 0.01% Added +57.5k +57,470
15 First National Trust Co 1.06% of their portfolio Johnstown, PA 331,511331.5k $26.3m $26.3m 1.06% Reduced -27.5k -27,462
16 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 318,608318.6k $25.3m $25.3m 0.00% Added +67.9k +67,892
17 Klingman & Associates, LLC 1.47% of their portfolio New York, NY 302,748302.7k $24.1m $24.1m 1.47% Added +2.8k +2,752
18 GHP Investment Advisors, Inc. 1.14% of their portfolio Denver, CO 298,859298.9k $23.7m $23.7m 1.14% Added +7.9k +7,902
19 Clark Capital Management Group, Inc. 0.17% of their portfolio PHILADELPHIA, PA 297,524297.5k $23.6m $23.6m 0.17% Added +127.9k +127,861
20 Rehmann Capital Advisory Group 1.45% of their portfolio LANSING, MI 289,282289.3k $23.0m $23.0m 1.45% Added +28.1k +28,127
21 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 272,600272.6k $21.7m $21.7m 0.03% Added +9.1k +9,075
22 Private Advisor Group, LLC 0.12% of their portfolio MORRISTOWN, NJ 255,431255.4k $20.3m $20.3m 0.12% Added +21.3k +21,298
23 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 234,426234.4k $18.6m $18.6m 0.03% Reduced -496 -496
24 Convergence Financial, LLC 3.60% of their portfolio COLUMBIA, MO 230,823230.8k $18.3m $18.3m 3.60% Added +4.3k +4,280
25 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 227,082227.1k $18.1m $18.1m 0.00% Reduced -40.2k -40,249
26 Avantax Planning Partners, Inc. 0.61% of their portfolio DUBUQUE, IA 215,528215.5k $17.1m $17.1m 0.61% Reduced -76.6k -76,635
27 Parcion Private Wealth LLC 1.33% of their portfolio BELLEVUE, WA 205,398205.4k $16.3m $16.3m 1.33% Reduced -627.2k -627,162
28 Shakespeare Wealth Management, LLC 4.23% of their portfolio Pewaukee, WI 198,593198.6k $15.8m $15.8m 4.23% Added +11.5k +11,472
29 Rodgers & Associates, LTD 1.89% of their portfolio Lancaster, PA 194,782194.8k $15.5m $15.5m 1.89% Added +6.5k +6,458
30 McAdam, LLC 0.95% of their portfolio Philadelphia, PA 193,055193.1k $15.3m $15.3m 0.95% Reduced -17.9k -17,915
31 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 192,523192.5k $15.3m $15.3m 0.01% Added +52.2k +52,198
32 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 168,839168.8k $13.4m $13.4m 0.01% Added +50.6k +50,619
33 Mariner, LLC 0.02% of their portfolio Overland Park, KS 164,969165.0k $13.1m $13.1m 0.02% Reduced -2.3k -2,255
34 CARY STREET PARTNERS FINANCIAL LLC 0.40% of their portfolio RICHMOND, VA 159,420159.4k $12.7m $12.7m 0.40% Reduced -2.6k -2,587
35 KWB Wealth 1.66% of their portfolio REDLANDS, CA 158,571158.6k $13.8m $13.8m 1.66% Reduced -8.2k -8,187
36 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 148,324148.3k $11.8m $11.8m 0.02% Added +782 +782
37 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 145,047145.0k $11.5m $11.5m 0.02% Reduced -14.6k -14,573
38 SEGALL BRYANT & HAMILL, LLC 0.17% of their portfolio CHICAGO, IL 142,835142.8k $11.3m $11.3m 0.17% Reduced -15.6k -15,573
39 TIAA TRUST, NATIONAL ASSOCIATION 0.04% of their portfolio CHARLOTTE, NC 141,977142.0k $11.3m $11.3m 0.04% Reduced -94.1k -94,119
40 Foundations Investment Advisors, LLC 0.21% of their portfolio PHOENIX, AZ 140,873140.9k $11.2m $11.2m 0.21% Added +7.3k +7,343
41 SIGNET FINANCIAL MANAGEMENT, LLC 1.40% of their portfolio PARSIPPANY, NJ 131,036131.0k $10.4m $10.4m 1.40% Reduced -18.0k -18,000
42 SFG Wealth Management, LLC. 5.08% of their portfolio TOWSON, MD 130,923130.9k $10.4m $10.4m 5.08% Added +6.2k +6,200
43 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 130,075130.1k $10.3m $10.3m 0.02% Added +52.8k +52,797
44 BALANCED WEALTH GROUP LLC 4.60% of their portfolio WESTLAKE, OH 119,679119.7k $9.5m $9.5m 4.60% Reduced -3.6k -3,600
45 JNBA Financial Advisors 0.92% of their portfolio BLOOMINGTON, MN 111,675111.7k $8.9m $8.9m 0.92% Reduced -5.3k -5,350
46 ERn Financial, LLC 1.33% of their portfolio MIDDLETON, WI 105,891105.9k $8.4m $8.4m 1.33% Reduced -1.7k -1,704
47 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 99,09899.1k $7.9m $7.9m 0.02% Reduced -7.6k -7,641
48 Integrated Capital Management, LLC 4.29% of their portfolio BLOOMFIELD, MI 98,12098.1k $7.8m $7.8m 4.29% Added +2.6k +2,642
49 TOWNSQUARE CAPITAL LLC 0.08% of their portfolio Lehi, UT 94,12094.1k $7.5m $7.5m 0.08% Added +4.9k +4,902
50 UBS Group AG 0.00% of their portfolio ZURICH, V8 92,28892.3k $7.3m $7.3m 0.00% Reduced -325 -325
51 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 81,88881.9k $6.5m $6.5m 0.00% Added +1.1k +1,090
52 WCG Wealth Advisors LLC 0.49% of their portfolio LAS VEGAS, NV 81,56581.6k $6.5m $6.5m 0.49% Reduced -10.0k -9,981
53 Goldstone Financial Group, LLC 0.89% of their portfolio OAKBROOK TERRACE, IL 73,63373.6k $5.9m $5.9m 0.89% Added +2.7k +2,723
54 Pathstone Holdings, LLC 0.02% of their portfolio ENGLEWOOD, NJ 72,07272.1k $5.7m $5.7m 0.02% Reduced -951 -951
55 Obsidian Personal Planning Solutions LLC 2.51% of their portfolio ROCKVILLE, MD 71,10071.1k $5.6m $5.6m 2.51% Added +14.9k +14,933
56 WealthShield Partners, LLC 0.73% of their portfolio CARY, NC 70,96571.0k $5.6m $5.6m 0.73% Added +920 +920
57 Prestige Wealth Management Group LLC 1.20% of their portfolio FLEMINGTON, NJ 70,90470.9k $5.6m $5.6m 1.20% Reduced -8.1k -8,138
58 Diligent Investors, LLC 1.37% of their portfolio REDLANDS, CA 70,88670.9k $5.6m $5.6m 1.37% Reduced -8.4k -8,413
59 Financial Advocates Investment Management 0.37% of their portfolio OLYMPIA, WA 66,78766.8k $5.3m $5.3m 0.37% Added +59.9k +59,871
60 Councilor Wealth, LLC 2.49% of their portfolio BETHESDA, MD 62,75262.8k $5.0m $5.0m 2.49% Reduced -1.5k -1,498
61 Stratos Wealth Partners, LTD. 0.08% of their portfolio BEACHWOOD, OH 62,73662.7k $5.0m $5.0m 0.08% Added +14.3k +14,335
62 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 59,73659.7k $4.7m $4.7m 0.02% Reduced -4.2k -4,196
63 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 58,06258.1k $4.6m $4.6m 0.01% Reduced -6.2k -6,176
64 Chicago Partners Investment Group LLC 0.15% of their portfolio CHICAGO, IL 56,30156.3k $4.6m $4.6m 0.15% Added +5.6k +5,604
65 Geneos Wealth Management Inc. 0.06% of their portfolio ENGLEWOOD, CO 56,17456.2k $4.5m $4.5m 0.06% Added +28.8k +28,777
66 Koss-Olinger Consulting, LLC 0.37% of their portfolio GAINESVILLE, FL 55,01155.0k $4.4m $4.4m 0.37% Reduced -267 -267
67 Total Wealth Planning, LLC 0.66% of their portfolio CINCINNATI, OH 54,18754.2k $4.3m $4.3m 0.66% Reduced -1.1k -1,058
68 Syntegra Private Wealth Group, LLC 0.47% of their portfolio Chesterfield, MO 50,58350.6k $4.0m $4.0m 0.47% Reduced -1.1k -1,093
69 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 50,50050.5k $4.0m $4.0m 0.00% First filing
70 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 48,97249.0k $3.9m $3.9m 0.01% Added +6.3k +6,343
71 Marathon Mission, Inc. 2.69% of their portfolio ALBANY, NY 48,46948.5k $3.9m $3.9m 2.69% Added +10.8k +10,821
72 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 46,30246.3k $3.7m $3.7m 0.00% Added +2.9k +2,922
73 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 45,32345.3k $3.6m $3.6m 0.01% Added +25.2k +25,216
74 Kingsview Wealth Management, LLC 0.07% of their portfolio GRANTS PASS, OR 44,23944.2k $3.5m $3.5m 0.07% Reduced -357 -357
75 PRINCIPAL SECURITIES, INC. 0.09% of their portfolio DES MOINES, IA 43,81143.8k $3.8m $3.8m 0.09% Unchanged
76 WALLER FINANCIAL PLANNING GROUP, INC 0.93% of their portfolio COLUMBUS, OH 41,75741.8k $3.3m $3.3m 0.93% Reduced -16.0k -16,046
77 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 41,58841.6k $3.3m $3.3m 0.02% Added +5.3k +5,253
78 Gladstone Institutional Advisory LLC 0.15% of their portfolio Bedminster, NJ 41,36341.4k $3.3m $3.3m 0.15% Reduced -112 -112
79 Keeley-Teton Advisors, LLC 0.36% of their portfolio Chicago, IL 37,12337.1k $2.9m $2.9m 0.36% Reduced -319 -319
80 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 36,49236.5k $2.9m $2.9m 0.03% Reduced -2.2k -2,205
81 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.07% of their portfolio LOS ANGELES, CA 34,43234.4k $2.7m $2.7m 0.07% Reduced -9.6k -9,635
82 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 33,56333.6k $2.7m $2.7m 0.00% Added +29.2k +29,230
83 Koshinski Asset Management, Inc. 0.23% of their portfolio DECATUR, IL 33,47333.5k $2.7m $2.7m 0.23% Reduced -1.7k -1,718
84 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 33,26933.3k $2.6m $2.6m 0.00% Added +1.5k +1,519
85 Visionary Wealth Advisors 0.16% of their portfolio O'FALLON, IL 32,79332.8k $2.6m $2.6m 0.16% Reduced -7.6k -7,634
86 KINGSWOOD WEALTH ADVISORS, LLC 0.23% of their portfolio SAN DIEGO, CA 32,21432.2k $2.6m $2.6m 0.23% Added +613 +613
87 CWM, LLC 0.01% of their portfolio OMAHA, NE 32,12632.1k $2.6m $2.6m 0.01% Added +3.2k +3,200
88 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 31,83031.8k $2.7m $2.7m 0.01% Added +14.4k +14,410
89 Courage Miller Partners, LLC 0.80% of their portfolio NORFOLK, VA 29,81329.8k $2.4m $2.4m 0.80% Added +1.0k +1,007
90 Investors Research Corp 0.51% of their portfolio ATLANTA, GA 29,46829.5k $2.3m $2.3m 0.51% Reduced -132 -132
91 Occidental Asset Management, LLC 0.35% of their portfolio Burlingame, CA 29,35529.4k $2.3m $2.3m 0.35% Added +991 +991
92 Bristlecone Advisors, LLC 0.19% of their portfolio BELLEVUE, WA 28,98629.0k $2.3m $2.3m 0.19% Added +6.9k +6,851
93 Pacific Sun Financial Corp 1.31% of their portfolio LOS ANGELES, CA 28,90928.9k $2.3m $2.3m 1.31% Reduced -110 -110
94 Perennial Investment Advisors, LLC 0.26% of their portfolio Los Angeles, CA 28,73628.7k $2.3m $2.3m 0.26% Reduced -9.4k -9,402
95 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 27,33927.3k $2.2m $2.2m 0.03% Added +15.2k +15,172
96 Oak Root LLC 0.29% of their portfolio Santa Barbara, CA 27,03027.0k $2.1m $2.1m 0.29% Added +873 +873
97 Brookstone Capital Management 0.03% of their portfolio WHEATON, IL 25,12125.1k $2.0m $2.0m 0.03% Added +10.9k +10,876
98 U.S. Capital Wealth Advisors, LLC 0.06% of their portfolio AUSTIN, TX 24,39024.4k $1.9m $1.9m 0.06% Added +8.7k +8,686
99 Linscomb Wealth, Inc. 0.10% of their portfolio Houston, TX 24,35324.4k $1.9m $1.9m 0.10% Added +285 +285
100 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 24,05324.1k $1.9m $1.9m 0.00% Added +311 +311