Vault-13

SPDR SER TR MDYG

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

401 institutional holders +12 vs Q4 2025
19,208,82319.2m shares reported held*
$1.8bnreported value*
34 new 132 added 140 reduced 23 sold out net sold ≈ $26.8m (-277.0k 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 ($4.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $94.29.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 260Q4 22: 294Q1 23: 302Q2 23: 298Q3 23: 301Q4 23: 328Q1 24: 370Q2 24: 368Q3 24: 372Q4 24: 390Q1 25: 384Q2 25: 396Q3 25: 390Q4 25: 389Q1 26: 401401Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022260
Q4 2022294
Q1 2023302
Q2 2023298
Q3 2023301
Q4 2023328
Q1 2024370
Q2 2024368
Q3 2024372
Q4 2024390
Q1 2025384
Q2 2025396
Q3 2025390
Q4 2025389
Q1 2026401

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q2 25: 169 bought or addedQ2 25: 170 cut or sold outQ3 25: 158 bought or addedQ3 25: 187 cut or sold outQ3 25Q4 25: 154 bought or addedQ4 25: 176 cut or sold outQ1 26: 166 bought or addedQ1 26: 163 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024152190
Q3 2024160166
Q4 2024175147
Q1 2025165179
Q2 2025169170
Q3 2025158187
Q4 2025154176
Q1 2026166163

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +309,344+309.3k
Convergence Financial, LLC Added +279,726+279.7k
AE Wealth Management LLC Added +134,745+134.7k
Private Advisor Group, LLC Added +122,989+123.0k
Summit Financial, LLC New +113,731+113.7k
MORGAN STANLEY Added +78,351+78.4k
ROYAL BANK OF CANADA Added +70,755+70.8k
BNP PARIBAS FINANCIAL MARKETS New +50,000+50.0k
JONES FINANCIAL COMPANIES LLLP Added +48,068+48.1k
RAYMOND JAMES FINANCIAL INC Added +37,016+37.0k

Biggest sellers

STIFEL FINANCIAL CORP Reduced -336,809-336.8k
Corient Private Wealth LP Reduced -285,808-285.8k
BENJAMIN EDWARDS INC Reduced -276,200-276.2k
UNIVEST FINANCIAL Corp Reduced -199,598-199.6k
LPL Financial LLC Reduced -181,894-181.9k
CONFLUENCE INVESTMENT MANAGEMENT LLC Reduced -117,560-117.6k
TIAA TRUST, NATIONAL ASSOCIATION Reduced -112,273-112.3k
Financial Engines Advisors L.L.C. Reduced -56,981-57.0k
BANK OF AMERICA CORP /DE/ Reduced -34,620-34.6k
TRUIST FINANCIAL CORP Reduced -33,181-33.2k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 1,568,1241.6m $150.5m $150.5m 0.04% Reduced -181.9k -181,894
2 Financial Engines Advisors L.L.C. 0.25% of their portfolio SANTA CLARA, CA 1,263,8381.3m $121.3m $121.3m 0.25% Reduced -57.0k -56,981
3 AE Wealth Management LLC 0.63% of their portfolio TOPEKA, KS 1,219,0551.2m $117.0m $117.0m 0.63% Added +134.7k +134,745
4 NorthRock Partners, LLC 1.68% of their portfolio MINNEAPOLIS, MN 1,083,3411.1m $104.0m $104.0m 1.68% Added +28.5k +28,549
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 846,263846.3k $81.2m $81.2m 0.00% Added +78.4k +78,351
6 Convergence Financial, LLC 5.61% of their portfolio COLUMBIA, MO 548,826548.8k $52.9m $52.9m 5.61% Added +279.7k +279,726
7 FAS Wealth Partners, Inc. 3.03% of their portfolio LEAWOOD, KS 507,678507.7k $48.7m $48.7m 3.03% Added +10.4k +10,447
8 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 501,223501.2k $48.1m $48.1m 0.01% Added +37.0k +37,016
9 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 460,690460.7k $44.2m $44.2m 0.01% Added +309.3k +309,344
10 Private Advisor Group, LLC 0.19% of their portfolio MORRISTOWN, NJ 425,586425.6k $40.8m $40.8m 0.19% Added +123.0k +122,989
11 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 385,508385.5k $36.3m $36.3m 0.02% Added +48.1k +48,068
12 Wellspring Financial Advisors, LLC 0.03% of their portfolio CLEVELAND, OH 367,706367.7k $377.0k $377.0k 0.03% Unchanged
13 First National Trust Co 1.17% of their portfolio Johnstown, PA 356,566356.6k $34.2m $34.2m 1.17% Reduced -5.6k -5,647
14 Rehmann Capital Advisory Group 1.76% of their portfolio LANSING, MI 352,653352.7k $33.8m $33.8m 1.76% Added +21.3k +21,338
15 GHP Investment Advisors, Inc. 1.30% of their portfolio Denver, CO 330,087330.1k $31.7m $31.7m 1.30% Added +6.0k +5,975
16 Klingman & Associates, LLC 1.49% of their portfolio New York, NY 324,175324.2k $31.1m $31.1m 1.49% Reduced -1.9k -1,917
17 Avantax Planning Partners, Inc. 0.85% of their portfolio DUBUQUE, IA 321,914321.9k $30.9m $30.9m 0.85% Added +33.4k +33,447
18 WCG Wealth Advisors LLC 0.82% of their portfolio LAS VEGAS, NV 305,480305.5k $29.3m $29.3m 0.82% Added +29.3k +29,295
19 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 273,166273.2k $26.2m $26.2m 0.03% Reduced -4.4k -4,421
20 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 257,992258.0k $24.8m $24.8m 0.02% Added +11.4k +11,370
21 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 251,879251.9k $24.2m $24.2m 0.00% Reduced -2.2k -2,169
22 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 244,786244.8k $23.4m $23.4m 0.01% Reduced -15.3k -15,332
23 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 226,283226.3k $21.7m $21.7m 0.03% Added +9.6k +9,619
24 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 220,537220.5k $21.2m $21.2m 0.00% Reduced -34.6k -34,620
25 Shakespeare Wealth Management, LLC 4.90% of their portfolio Pewaukee, WI 215,676215.7k $20.7m $20.7m 4.90% Added +4.2k +4,235
26 Rodgers & Associates, LTD 1.90% of their portfolio Lancaster, PA 194,202194.2k $18.6m $18.6m 1.90% Added +3.1k +3,110
27 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.07% of their portfolio CHARLOTTE, NC 180,601180.6k $17.3m $17.3m 0.07% First filing
28 McAdam, LLC 0.77% of their portfolio Philadelphia, PA 177,081177.1k $17.0m $17.0m 0.77% Reduced -5.1k -5,112
29 Mariner, LLC 0.02% of their portfolio Overland Park, KS 172,720172.7k $16.6m $16.6m 0.02% Reduced -32.5k -32,525
30 SFG Wealth Management, LLC. 6.49% of their portfolio TOWSON, MD 164,316164.3k $15.8m $15.8m 6.49% Added +3.9k +3,937
31 BALANCED WEALTH GROUP LLC 4.95% of their portfolio WESTLAKE, OH 144,257144.3k $13.8m $13.8m 4.95% Added +4.1k +4,123
32 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 141,139141.1k $13.5m $13.5m 0.01% Added +27.8k +27,760
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 141,086141.1k $13.5m $13.5m 0.00% Added +70.8k +70,755
34 UNIVEST FINANCIAL Corp 0.65% of their portfolio SOUDERTON, PA 121,342121.3k $11.6m $11.6m 0.65% Reduced -199.6k -199,598
35 SEGALL BRYANT & HAMILL, LLC 0.16% of their portfolio CHICAGO, IL 118,234118.2k $11.3m $11.3m 0.16% Reduced -6.1k -6,104
36 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 117,938117.9k $11.3m $11.3m 0.02% Reduced -33.2k -33,181
37 SIGNET FINANCIAL MANAGEMENT, LLC 1.23% of their portfolio PARSIPPANY, NJ 114,552114.6k $11.0m $11.0m 1.23% Reduced -1.7k -1,674
38 Summit Financial, LLC 0.14% of their portfolio PARSIPPANY, NJ 113,731113.7k $10.9m $10.9m 0.14% New
39 UBS Group AG 0.00% of their portfolio ZURICH, V8 111,040111.0k $10.7m $10.7m 0.00% Added +22.9k +22,887
40 Merit Financial Group, LLC 0.07% of their portfolio ALPHARETTA, GA 96,37696.4k $9.2m $9.2m 0.07% Added +6.8k +6,831
41 ERn Financial, LLC 1.64% of their portfolio MIDDLETON, WI 91,05691.1k $8.7m $8.7m 1.64% Reduced -1.9k -1,909
42 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 89,48489.5k $8.6m $8.6m 0.01% Added +2.0k +2,007
43 JNBA Financial Advisors 0.68% of their portfolio BLOOMINGTON, MN 85,63085.6k $8.2m $8.2m 0.68% Reduced -13.2k -13,236
44 Marathon Mission, Inc. 4.45% of their portfolio ALBANY, NY 79,64679.6k $7.6m $7.6m 4.45% Reduced -90 -90
45 Chicago Partners Investment Group LLC 0.17% of their portfolio CHICAGO, IL 74,31274.3k $7.7m $7.7m 0.17% Added +3.8k +3,788
46 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 74,16074.2k $7.1m $7.1m 0.01% Reduced -336.8k -336,809
47 MONECO ADVISORS, LLC 0.55% of their portfolio FAIRFIELD, CT 73,24273.2k $7.0m $7.0m 0.55% Added +15.9k +15,873
48 CWM, LLC 0.02% of their portfolio OMAHA, NE 72,23272.2k $6.9m $6.9m 0.02% Added +1.2k +1,176
49 WealthShield Partners, LLC 0.76% of their portfolio CARY, NC 71,38971.4k $6.9m $6.9m 0.76% Added +617 +617
50 Pathstone Holdings, LLC 0.03% of their portfolio ENGLEWOOD, NJ 69,63869.6k $6.7m $6.7m 0.03% Unchanged
51 Prestige Wealth Management Group LLC 1.27% of their portfolio FLEMINGTON, NJ 67,61367.6k $6.5m $6.5m 1.27% Reduced -1.8k -1,829
52 BENJAMIN EDWARDS INC 0.06% of their portfolio Clayton, MO 64,56764.6k $6.2m $6.2m 0.06% Reduced -276.2k -276,200
53 Stratos Wealth Partners, LTD. 0.07% of their portfolio BEACHWOOD, OH 62,73562.7k $6.0m $6.0m 0.07% Reduced -12.3k -12,314
54 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 61,69461.7k $5.9m $5.9m 0.00% Added +8.6k +8,639
55 Diligent Investors, LLC 1.43% of their portfolio REDLANDS, CA 59,95160.0k $5.8m $5.8m 1.43% Reduced -658 -658
56 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 50,00050.0k $4.8m $4.8m 0.00% New
57 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 48,26948.3k $4.6m $4.6m 0.01% Reduced -45 -45
58 Goldstone Financial Group, LLC 0.50% of their portfolio OAKBROOK TERRACE, IL 47,73247.7k $4.6m $4.6m 0.50% Reduced -32.9k -32,911
59 Councilor Wealth, LLC 2.16% of their portfolio BETHESDA, MD 46,29946.3k $4.4m $4.4m 2.16% Reduced -9.8k -9,768
60 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 46,27146.3k $4.4m $4.4m 0.01% Reduced -11.5k -11,521
61 Financial Concepts Unlimited, Inc. 3.93% of their portfolio CENTREVILLE, ME 45,67645.7k $4.4m $4.4m 3.93% First filing
62 AlphaStar Capital Management, LLC 0.32% of their portfolio CORNELIUS, NC 44,99345.0k $4.3m $4.3m 0.32% Added +5.1k +5,143
63 IAG Wealth Partners, LLC 0.48% of their portfolio WAUKESHA, WI 44,69344.7k $4.3m $4.3m 0.48% Reduced -2.3k -2,260
64 Syntegra Private Wealth Group, LLC 0.40% of their portfolio Chesterfield, MO 44,41644.4k $4.3m $4.3m 0.40% Reduced -1.1k -1,107
65 Redhawk Wealth Advisors, Inc. 0.46% of their portfolio MINNEAPOLIS, MN 43,82143.8k $4.2m $4.2m 0.46% Added +1.7k +1,739
66 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 43,75843.8k $4.0m $4.0m 0.03% Reduced -122 -122
67 Centennial Wealth Advisory LLC 1.01% of their portfolio Traverse City, MI 43,66643.7k $4.2m $4.2m 1.01% Added +14.8k +14,839
68 Gladstone Institutional Advisory LLC 0.15% of their portfolio Bedminster, NJ 43,34943.3k $4.2m $4.2m 0.15% Added +843 +843
69 Capital Analysts, LLC 0.11% of their portfolio FORT WASHINGTON, PA 42,94042.9k $4.1m $4.1m 0.11% Reduced -3.4k -3,354
70 BlackRock, Inc. 0.00% of their portfolio New York, NY 41,33441.3k $4.0m $4.0m 0.00% Reduced -201 -201
71 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 40,65240.7k $3.9m $3.9m 0.00% Reduced -1.1k -1,104
72 Tempo Wealth, LLC 0.68% of their portfolio INDEPENDENCE, OH 40,40140.4k $3.9m $3.9m 0.68% Added +3.0k +3,005
73 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 40,39940.4k $3.9m $3.9m 0.01% Reduced -5.9k -5,856
74 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 37,06837.1k $3.6m $3.6m 0.03% Added +29.9k +29,857
75 Bill Few Associates, Inc. 0.85% of their portfolio SEWICKLEY, PA 36,80036.8k $3.5m $3.5m 0.85% Added +3.8k +3,758
76 KINGSWOOD WEALTH ADVISORS, LLC 0.17% of their portfolio SAN DIEGO, CA 36,58436.6k $3.5m $3.5m 0.17% Added +3.0k +3,046
77 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 33,31033.3k $3.2m $3.2m 0.00% Reduced -285.8k -285,808
78 Occidental Asset Management, LLC 0.37% of their portfolio Burlingame, CA 32,29332.3k $3.1m $3.1m 0.37% Added +877 +877
79 SACKS & ASSOCIATES, LLC 2.28% of their portfolio WARREN, NJ 31,94731.9k $3.1m $3.1m 2.28% Reduced -21 -21
80 GAMCO INVESTORS, INC. ET AL 0.03% of their portfolio GREENWICH, CT 31,34331.3k $3.0m $3.0m 0.03% Unchanged
81 Koss-Olinger Consulting, LLC 0.25% of their portfolio GAINESVILLE, FL 30,92530.9k $3.0m $3.0m 0.25% Reduced -12.7k -12,715
82 Courage Miller Partners, LLC 0.83% of their portfolio NORFOLK, VA 30,74730.7k $3.0m $3.0m 0.83% Reduced -38 -38
83 Comprehensive Wealth Management, LLC 1.48% of their portfolio LYNNWOOD, WA 30,51730.5k $2.9m $2.9m 1.48% New
84 Geneos Wealth Management Inc. 0.07% of their portfolio ENGLEWOOD, CO 30,43830.4k $2.9m $2.9m 0.07% Added +63 +63
85 Heritage Wealth Management, Inc. /CA/ 1.62% of their portfolio SAN DIEGO, CA 30,17730.2k $2.9m $2.9m 1.62% Added +2.2k +2,179
86 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 28,61428.6k $2.7m $2.7m 0.04% Reduced -592 -592
87 Pacific Sun Financial Corp 1.33% of their portfolio LOS ANGELES, CA 28,55428.6k $2.7m $2.7m 1.33% Reduced -45 -45
88 MidFirst Bank 0.22% of their portfolio DENVER, CO 27,60627.6k $2.6m $2.6m 0.22% Added +8.7k +8,689
89 U.S. Capital Wealth Advisors, LLC 0.07% of their portfolio AUSTIN, TX 27,34927.3k $2.6m $2.6m 0.07% Added +5.2k +5,224
90 Koshinski Asset Management, Inc. 0.16% of their portfolio DECATUR, IL 26,51926.5k $2.5m $2.5m 0.16% Reduced -1.6k -1,641
91 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.26% of their portfolio ST. LOUIS, MO 26,47626.5k $2.5m $2.5m 0.26% Reduced -2.9k -2,890
92 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 25,71925.7k $2.5m $2.5m 0.00% Added +2.5k +2,484
93 Clarus Wealth Advisors 1.07% of their portfolio PEORIA, AZ 25,65025.6k $2.5m $2.5m 1.07% Reduced -555 -555
94 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 25,08125.1k $2.4m $2.4m 0.00% Reduced -33 -33
95 World Investment Advisors 0.04% of their portfolio LINCROFT, NJ 24,39724.4k $2.3m $2.3m 0.04% Added +486 +486
96 GEN Financial Management, INC. 1.44% of their portfolio PLYMOUTH, MN 24,31224.3k $2.3m $2.3m 1.44% Added +3.5k +3,500
97 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 24,13624.1k $2.3m $2.3m 0.04% Added +19.8k +19,830
98 Investors Research Corp 0.44% of their portfolio ATLANTA, GA 24,12924.1k $2.3m $2.3m 0.44% Reduced -4.3k -4,323
99 Barden Capital Management, Inc. 1.95% of their portfolio AUSTIN, TX 23,79923.8k $2.3m $2.3m 1.95% Added +230 +230
100 Brookstone Capital Management 0.03% of their portfolio WHEATON, IL 23,77023.8k $2.3m $2.3m 0.03% Reduced -1.5k -1,456