Vault-13

SPDR SER TR MDYG

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

423 institutional holders +22 vs Q1 2026
18,992,40219.0m shares reported held*
$2.1bnreported value*
47 new 128 added 160 reduced 20 sold out net sold ≈ $746.9k (-8.1k 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 ($4.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $110.02.

Trends to Q2 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: 401Q2 26: 423423Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026423

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 160 bought or addedQ3 24: 166 cut or sold outQ4 24: 175 bought or addedQ4 24: 147 cut or sold outQ4 24Q1 25: 165 bought or addedQ1 25: 179 cut or sold outQ2 25: 169 bought or addedQ2 25: 170 cut or sold outQ2 25Q3 25: 158 bought or addedQ3 25: 187 cut or sold outQ4 25: 154 bought or addedQ4 25: 176 cut or sold outQ4 25Q1 26: 166 bought or addedQ1 26: 163 cut or sold outQ2 26: 175 bought or addedQ2 26: 180 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024160166
Q4 2024175147
Q1 2025165179
Q2 2025169170
Q3 2025158187
Q4 2025154176
Q1 2026166163
Q2 2026175180

Biggest buyers

LPL Financial LLC Added +183,863+183.9k
Financial Engines Advisors L.L.C. Added +163,506+163.5k
AE Wealth Management LLC Added +86,388+86.4k
NorthRock Partners, LLC Added +70,276+70.3k
EP Wealth Advisors, LLC Added +63,754+63.8k
Cambridge Investment Research Advisors, Inc. Added +58,907+58.9k
Prospera Financial Services Inc New +57,588+57.6k
Cordatus Wealth Management LLC New +56,450+56.5k
FAS Wealth Partners, Inc. Added +47,926+47.9k
TWO SIGMA INVESTMENTS, LP New +45,600+45.6k

Biggest sellers

Convergence Financial, LLC Reduced -174,539-174.5k
McAdam, LLC Reduced -119,121-119.1k
SEGALL BRYANT & HAMILL, LLC Sold out -118,234-118.2k
Private Advisor Group, LLC Reduced -116,170-116.2k
BALANCED WEALTH GROUP LLC Reduced -85,979-86.0k
WELLS FARGO & COMPANY/MN Reduced -71,242-71.2k
WealthShield Partners, LLC Reduced -70,992-71.0k
BENJAMIN EDWARDS INC Reduced -61,874-61.9k
UNIVEST FINANCIAL Corp Reduced -60,368-60.4k
BNP PARIBAS FINANCIAL MARKETS Sold out -50,000-50.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 1,751,9871.8m $196.4m $196.4m 0.04% Added +183.9k +183,863
2 Financial Engines Advisors L.L.C. 0.28% of their portfolio SANTA CLARA, CA 1,427,3441.4m $160.0m $160.0m 0.28% Added +163.5k +163,506
3 AE Wealth Management LLC 0.68% of their portfolio TOPEKA, KS 1,305,4431.3m $146.3m $146.3m 0.68% Added +86.4k +86,388
4 NorthRock Partners, LLC 1.88% of their portfolio MINNEAPOLIS, MN 1,153,6171.2m $129.3m $129.3m 1.88% Added +70.3k +70,276
5 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 845,458845.5k $94.8m $94.8m 0.01% Reduced -805 -805
6 FAS Wealth Partners, Inc. 3.25% of their portfolio LEAWOOD, KS 555,604555.6k $62.3m $62.3m 3.25% Added +47.9k +47,926
7 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 511,830511.8k $57.4m $57.4m 0.02% Added +10.6k +10,607
8 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 450,660450.7k $50.5m $50.5m 0.01% Reduced -10.0k -10,030
9 Convergence Financial, LLC 3.34% of their portfolio COLUMBIA, MO 374,287374.3k $42.0m $42.0m 3.34% Reduced -174.5k -174,539
10 Wellspring Financial Advisors, LLC 0.02% of their portfolio CLEVELAND, OH 367,706367.7k $378.6k $378.6k 0.02% Unchanged
11 First National Trust Co 1.35% of their portfolio Johnstown, PA 355,048355.0k $39.8m $39.8m 1.35% Reduced -1.5k -1,518
12 Rehmann Capital Advisory Group 1.82% of their portfolio LANSING, MI 353,924353.9k $39.7m $39.7m 1.82% Added +1.3k +1,271
13 Avantax Planning Partners, Inc. 0.97% of their portfolio DUBUQUE, IA 347,928347.9k $39.0m $39.0m 0.97% Added +26.0k +26,014
14 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 339,005339.0k $37.3m $37.3m 0.01% Reduced -46.5k -46,503
15 GHP Investment Advisors, Inc. 1.39% of their portfolio Denver, CO 336,389336.4k $37.7m $37.7m 1.39% Added +6.3k +6,302
16 Private Advisor Group, LLC 0.16% of their portfolio MORRISTOWN, NJ 309,416309.4k $34.7m $34.7m 0.16% Reduced -116.2k -116,170
17 Klingman & Associates, LLC 1.42% of their portfolio New York, NY 297,555297.6k $33.4m $33.4m 1.42% Reduced -26.6k -26,620
18 WCG Wealth Advisors LLC 0.74% of their portfolio LAS VEGAS, NV 279,491279.5k $31.3m $31.3m 0.74% Reduced -26.0k -25,989
19 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 269,961270.0k $30.3m $30.3m 0.03% Reduced -3.2k -3,205
20 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 235,378235.4k $26.4m $26.4m 0.01% Reduced -9.4k -9,408
21 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 235,194235.2k $26.4m $26.4m 0.01% Reduced -22.8k -22,798
22 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 223,354223.4k $25.0m $25.0m 0.00% Added +2.8k +2,817
23 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 214,737214.7k $24.1m $24.1m 0.03% Reduced -11.5k -11,546
24 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.07% of their portfolio CHARLOTTE, NC 187,373187.4k $21.0m $21.0m 0.07% Added +6.8k +6,772
25 Rodgers & Associates, LTD 1.90% of their portfolio Lancaster, PA 187,167187.2k $21.0m $21.0m 1.90% Reduced -7.0k -7,035
26 Shakespeare Wealth Management, LLC 5.44% of their portfolio Pewaukee, WI 183,300183.3k $20.5m $20.5m 5.44% Reduced -32.4k -32,376
27 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 180,637180.6k $20.2m $20.2m 0.00% Reduced -71.2k -71,242
28 SFG Wealth Management, LLC. 6.72% of their portfolio TOWSON, MD 166,652166.7k $18.7m $18.7m 6.72% Added +2.3k +2,336
29 Mariner, LLC 0.02% of their portfolio Overland Park, KS 161,597161.6k $18.1m $18.1m 0.02% Reduced -11.1k -11,123
30 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 141,743141.7k $15.9m $15.9m 0.01% Added +604 +604
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 138,635138.6k $15.5m $15.5m 0.00% Reduced -2.5k -2,451
32 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 117,140117.1k $13.1m $13.1m 0.02% Reduced -798 -798
33 UBS Group AG 0.00% of their portfolio ZURICH, V8 113,414113.4k $12.7m $12.7m 0.00% Added +2.4k +2,374
34 Summit Financial, LLC 0.14% of their portfolio PARSIPPANY, NJ 112,006112.0k $12.6m $12.6m 0.14% Reduced -1.7k -1,725
35 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 107,176107.2k $12.0m $12.0m 0.01% Added +58.9k +58,907
36 Merit Financial Group, LLC 0.07% of their portfolio ALPHARETTA, GA 100,156100.2k $11.2m $11.2m 0.07% Added +3.8k +3,780
37 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 98,30798.3k $11.0m $11.0m 0.01% Added +8.8k +8,823
38 ERn Financial, LLC 1.70% of their portfolio MIDDLETON, WI 91,44591.4k $10.3m $10.3m 1.70% Added +389 +389
39 MONECO ADVISORS, LLC 0.60% of their portfolio FAIRFIELD, CT 88,26288.3k $9.9m $9.9m 0.60% Added +15.0k +15,020
40 Marathon Mission, Inc. 4.65% of their portfolio ALBANY, NY 83,07783.1k $9.3m $9.3m 4.65% Added +3.4k +3,431
41 Stratos Wealth Partners, LTD. 0.09% of their portfolio BEACHWOOD, OH 76,27276.3k $8.5m $8.5m 0.09% Added +13.5k +13,537
42 JNBA Financial Advisors 0.64% of their portfolio BLOOMINGTON, MN 75,07775.1k $8.4m $8.4m 0.64% Reduced -10.6k -10,553
43 Chicago Partners Investment Group LLC 0.16% of their portfolio CHICAGO, IL 74,91374.9k $8.1m $8.1m 0.16% Added +601 +601
44 EP Wealth Advisors, LLC 0.03% of their portfolio TORRANCE, CA 73,04973.0k $8.2m $8.2m 0.03% Added +63.8k +63,754
45 Pathstone Holdings, LLC 0.02% of their portfolio ENGLEWOOD, NJ 69,63869.6k $7.8m $7.8m 0.02% Unchanged
46 Prestige Wealth Management Group LLC 1.38% of their portfolio FLEMINGTON, NJ 68,00868.0k $7.6m $7.6m 1.38% Added +395 +395
47 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 63,94963.9k $7.2m $7.2m 0.01% Added +23.6k +23,550
48 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 60,99561.0k $6.8m $6.8m 0.01% Added +14.7k +14,724
49 UNIVEST FINANCIAL Corp 0.34% of their portfolio SOUDERTON, PA 60,97461.0k $6.8m $6.8m 0.34% Reduced -60.4k -60,368
50 Diligent Investors, LLC 1.48% of their portfolio REDLANDS, CA 59,40159.4k $6.7m $6.7m 1.48% Reduced -550 -550
51 BALANCED WEALTH GROUP LLC 2.07% of their portfolio WESTLAKE, OH 58,27858.3k $6.5m $6.5m 2.07% Reduced -86.0k -85,979
52 McAdam, LLC 0.25% of their portfolio Philadelphia, PA 57,96058.0k $6.5m $6.5m 0.25% Reduced -119.1k -119,121
53 Prospera Financial Services Inc 0.09% of their portfolio Dallas, TX 57,58857.6k $6.5m $6.5m 0.09% New
54 Cordatus Wealth Management LLC 1.39% of their portfolio NEWTOWN, PA 56,45056.5k $6.3m $6.3m 1.39% New
55 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 53,46553.5k $6.0m $6.0m 0.00% Reduced -8.2k -8,229
56 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 50,91650.9k $5.7m $5.7m 0.00% Added +25.2k +25,197
57 Avior Wealth Management, LLC 0.14% of their portfolio OMAHA, NE 49,18149.2k $5.5m $5.5m 0.14% Added +31.9k +31,936
58 Capital Analysts, LLC 0.12% of their portfolio FORT WASHINGTON, PA 46,98847.0k $5.3m $5.3m 0.12% Added +4.0k +4,048
59 Financial Concepts Unlimited, Inc. 4.09% of their portfolio CENTREVILLE, ME 46,59146.6k $5.2m $5.2m 4.09% Added +915 +915
60 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 45,60045.6k $5.1m $5.1m 0.00% New
61 Goldstone Financial Group, LLC 0.46% of their portfolio OAKBROOK TERRACE, IL 45,18445.2k $5.1m $5.1m 0.46% Reduced -2.5k -2,548
62 Elevation Capital Advisory, LLC 1.93% of their portfolio BEND, OR 44,68044.7k $5.0m $5.0m 1.93% New
63 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 44,65344.7k $5.0m $5.0m 0.00% Added +4.0k +4,001
64 Syntegra Private Wealth Group, LLC 0.38% of their portfolio Chesterfield, MO 43,74843.7k $4.9m $4.9m 0.38% Reduced -668 -668
65 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 43,64743.6k $4.9m $4.9m 0.04% Added +6.6k +6,579
66 Councilor Wealth, LLC 1.98% of their portfolio BETHESDA, MD 43,58543.6k $4.9m $4.9m 1.98% Reduced -2.7k -2,714
67 Gladstone Institutional Advisory LLC 0.15% of their portfolio Bedminster, NJ 43,34243.3k $4.9m $4.9m 0.15% Reduced -7 -7
68 IAG Wealth Partners, LLC 0.47% of their portfolio WAUKESHA, WI 42,72242.7k $4.8m $4.8m 0.47% Reduced -2.0k -1,971
69 BlackRock, Inc. 0.00% of their portfolio New York, NY 41,32841.3k $4.6m $4.6m 0.00% Reduced -6 -6
70 Tempo Wealth, LLC 0.68% of their portfolio INDEPENDENCE, OH 40,86140.9k $4.6m $4.6m 0.68% Added +460 +460
71 Centennial Wealth Advisory LLC 0.97% of their portfolio Traverse City, MI 40,21540.2k $4.5m $4.5m 0.97% Reduced -3.5k -3,451
72 Redhawk Wealth Advisors, Inc. 0.44% of their portfolio MINNEAPOLIS, MN 39,63639.6k $4.4m $4.4m 0.44% Reduced -4.2k -4,185
73 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 39,43539.4k $4.4m $4.4m 0.03% Reduced -4.3k -4,323
74 KINGSWOOD WEALTH ADVISORS, LLC 0.18% of their portfolio SAN DIEGO, CA 38,98339.0k $4.4m $4.4m 0.18% Added +2.4k +2,399
75 Bill Few Associates, Inc. 0.87% of their portfolio SEWICKLEY, PA 36,29636.3k $4.1m $4.1m 0.87% Reduced -504 -504
76 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 35,76135.8k $4.0m $4.0m 0.00% Added +31.8k +31,768
77 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 35,39135.4k $4.0m $4.0m 0.02% New
78 Occidental Asset Management, LLC 0.37% of their portfolio Burlingame, CA 33,16633.2k $3.7m $3.7m 0.37% Added +873 +873
79 Heritage Wealth Management, Inc. /CA/ 1.78% of their portfolio SAN DIEGO, CA 31,93131.9k $3.6m $3.6m 1.78% Added +1.8k +1,754
80 SACKS & ASSOCIATES, LLC 2.29% of their portfolio WARREN, NJ 31,82931.8k $3.4m $3.4m 2.29% Reduced -118 -118
81 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 31,61831.6k $3.5m $3.5m 0.00% Reduced -1.7k -1,692
82 Courage Miller Partners, LLC 0.90% of their portfolio NORFOLK, VA 30,32630.3k $3.4m $3.4m 0.90% Reduced -421 -421
83 Geneos Wealth Management Inc. 0.07% of their portfolio ENGLEWOOD, CO 30,31930.3k $3.4m $3.4m 0.07% Reduced -119 -119
84 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 29,30629.3k $3.2m $3.2m 0.00% Added +5.7k +5,713
85 Comprehensive Wealth Management, LLC 1.43% of their portfolio LYNNWOOD, WA 27,97128.0k $3.1m $3.1m 1.43% Reduced -2.5k -2,546
86 MidFirst Bank 0.22% of their portfolio DENVER, CO 27,10727.1k $3.0m $3.0m 0.22% Reduced -499 -499
87 AlphaStar Capital Management, LLC 0.19% of their portfolio CORNELIUS, NC 26,51426.5k $3.0m $3.0m 0.19% Reduced -18.5k -18,479
88 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.20% of their portfolio ST. LOUIS, MO 26,34126.3k $3.0m $3.0m 0.20% Reduced -135 -135
89 Koshinski Asset Management, Inc. 0.16% of their portfolio DECATUR, IL 26,19826.2k $2.9m $2.9m 0.16% Reduced -321 -321
90 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 25,77325.8k $2.9m $2.9m 0.04% Reduced -2.8k -2,841
91 Walsh & Associates, LLC 2.34% of their portfolio SARASOTA, FL 25,60825.6k $2.9m $2.9m 2.34% Added +5.3k +5,280
92 Pacific Sun Financial Corp 1.18% of their portfolio LOS ANGELES, CA 25,52425.5k $2.9m $2.9m 1.18% Reduced -3.0k -3,030
93 World Investment Advisors 0.04% of their portfolio LINCROFT, NJ 24,97225.0k $2.5m $2.5m 0.04% Added +575 +575
94 GTS SECURITIES LLC 0.06% of their portfolio NEW YORK, NY 24,90024.9k $2.8m $2.8m 0.06% New
95 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 24,69724.7k $2.8m $2.8m 0.00% Reduced -49.5k -49,463
96 GEN Financial Management, INC. 1.66% of their portfolio PLYMOUTH, MN 24,68324.7k $2.8m $2.8m 1.66% Added +371 +371
97 Richmond Brothers, Inc. 1.44% of their portfolio JACKSON, MI 24,65924.7k $2.8m $2.8m 1.44% New
98 Clarus Wealth Advisors 1.02% of their portfolio PEORIA, AZ 24,62924.6k $2.7m $2.7m 1.02% Reduced -1.0k -1,021
99 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 24,38524.4k $2.7m $2.7m 0.00% Reduced -696 -696
100 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 24,24524.2k $2.7m $2.7m 0.01% Added +6.2k +6,246