SPDR SER TR MDYG
S&P 400 MDCP GRW · ETP · CUSIP 78464A821
423
institutional holders
+22 vs Q1 2026
19.0m
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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 260 |
| Q4 2022 | 294 |
| Q1 2023 | 302 |
| Q2 2023 | 298 |
| Q3 2023 | 301 |
| Q4 2023 | 328 |
| Q1 2024 | 370 |
| Q2 2024 | 368 |
| Q3 2024 | 372 |
| Q4 2024 | 390 |
| Q1 2025 | 384 |
| Q2 2025 | 396 |
| Q3 2025 | 390 |
| Q4 2025 | 389 |
| Q1 2026 | 401 |
| Q2 2026 | 423 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 160 | 166 |
| Q4 2024 | 175 | 147 |
| Q1 2025 | 165 | 179 |
| Q2 2025 | 169 | 170 |
| Q3 2025 | 158 | 187 |
| Q4 2025 | 154 | 176 |
| Q1 2026 | 166 | 163 |
| Q2 2026 | 175 | 180 |
Biggest buyers
| LPL Financial LLC | Added | +183.9k |
| Financial Engines Advisors L.L.C. | Added | +163.5k |
| AE Wealth Management LLC | Added | +86.4k |
| NorthRock Partners, LLC | Added | +70.3k |
| EP Wealth Advisors, LLC | Added | +63.8k |
| Cambridge Investment Research Advisors, Inc. | Added | +58.9k |
| Prospera Financial Services Inc | New | +57.6k |
| Cordatus Wealth Management LLC | New | +56.5k |
| FAS Wealth Partners, Inc. | Added | +47.9k |
| TWO SIGMA INVESTMENTS, LP | New | +45.6k |
Biggest sellers
| Convergence Financial, LLC | Reduced | -174.5k |
| McAdam, LLC | Reduced | -119.1k |
| SEGALL BRYANT & HAMILL, LLC | Sold out | -118.2k |
| Private Advisor Group, LLC | Reduced | -116.2k |
| BALANCED WEALTH GROUP LLC | Reduced | -86.0k |
| WELLS FARGO & COMPANY/MN | Reduced | -71.2k |
| WealthShield Partners, LLC | Reduced | -71.0k |
| BENJAMIN EDWARDS INC | Reduced | -61.9k |
| UNIVEST FINANCIAL Corp | Reduced | -60.4k |
| BNP PARIBAS FINANCIAL MARKETS | Sold out | -50.0k |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| LPL Financial LLC 0.04% of their portfolio | 1.8m $196.4m | Added +183.9k |
| Financial Engines Advisors L.L.C. 0.28% of their portfolio | 1.4m $160.0m | Added +163.5k |
| AE Wealth Management LLC 0.68% of their portfolio | 1.3m $146.3m | Added +86.4k |
| NorthRock Partners, LLC 1.88% of their portfolio | 1.2m $129.3m | Added +70.3k |
| MORGAN STANLEY 0.01% of their portfolio | 845.5k $94.8m | Reduced -805 |
| FAS Wealth Partners, Inc. 3.25% of their portfolio | 555.6k $62.3m | Added +47.9k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 511.8k $57.4m | Added +10.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 450.7k $50.5m | Reduced -10.0k |
| Convergence Financial, LLC 3.34% of their portfolio | 374.3k $42.0m | Reduced -174.5k |
| Wellspring Financial Advisors, LLC 0.02% of their portfolio | 367.7k $378.6k | Unchanged |
| First National Trust Co 1.35% of their portfolio | 355.0k $39.8m | Reduced -1.5k |
| Rehmann Capital Advisory Group 1.82% of their portfolio | 353.9k $39.7m | Added +1.3k |
| Avantax Planning Partners, Inc. 0.97% of their portfolio | 347.9k $39.0m | Added +26.0k |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 339.0k $37.3m | Reduced -46.5k |
| GHP Investment Advisors, Inc. 1.39% of their portfolio | 336.4k $37.7m | Added +6.3k |
| Private Advisor Group, LLC 0.16% of their portfolio | 309.4k $34.7m | Reduced -116.2k |
| Klingman & Associates, LLC 1.42% of their portfolio | 297.6k $33.4m | Reduced -26.6k |
| WCG Wealth Advisors LLC 0.74% of their portfolio | 279.5k $31.3m | Reduced -26.0k |
| HighTower Advisors, LLC 0.03% of their portfolio | 270.0k $30.3m | Reduced -3.2k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 235.4k $26.4m | Reduced -9.4k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio | 235.2k $26.4m | Reduced -22.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 223.4k $25.0m | Added +2.8k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio | 214.7k $24.1m | Reduced -11.5k |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.07% of their portfolio | 187.4k $21.0m | Added +6.8k |
| Rodgers & Associates, LTD 1.90% of their portfolio | 187.2k $21.0m | Reduced -7.0k |
| Shakespeare Wealth Management, LLC 5.44% of their portfolio | 183.3k $20.5m | Reduced -32.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 180.6k $20.2m | Reduced -71.2k |
| SFG Wealth Management, LLC. 6.72% of their portfolio | 166.7k $18.7m | Added +2.3k |
| Mariner, LLC 0.02% of their portfolio | 161.6k $18.1m | Reduced -11.1k |
| Cetera Investment Advisers 0.01% of their portfolio | 141.7k $15.9m | Added +604 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 138.6k $15.5m | Reduced -2.5k |
| TRUIST FINANCIAL CORP 0.02% of their portfolio | 117.1k $13.1m | Reduced -798 |
| UBS Group AG 0.00% of their portfolio | 113.4k $12.7m | Added +2.4k |
| Summit Financial, LLC 0.14% of their portfolio | 112.0k $12.6m | Reduced -1.7k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 107.2k $12.0m | Added +58.9k |
| Merit Financial Group, LLC 0.07% of their portfolio | 100.2k $11.2m | Added +3.8k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 98.3k $11.0m | Added +8.8k |
| ERn Financial, LLC 1.70% of their portfolio | 91.4k $10.3m | Added +389 |
| MONECO ADVISORS, LLC 0.60% of their portfolio | 88.3k $9.9m | Added +15.0k |
| Marathon Mission, Inc. 4.65% of their portfolio | 83.1k $9.3m | Added +3.4k |
| Stratos Wealth Partners, LTD. 0.09% of their portfolio | 76.3k $8.5m | Added +13.5k |
| JNBA Financial Advisors 0.64% of their portfolio | 75.1k $8.4m | Reduced -10.6k |
| Chicago Partners Investment Group LLC 0.16% of their portfolio | 74.9k $8.1m | Added +601 |
| EP Wealth Advisors, LLC 0.03% of their portfolio | 73.0k $8.2m | Added +63.8k |
| Pathstone Holdings, LLC 0.02% of their portfolio | 69.6k $7.8m | Unchanged |
| Prestige Wealth Management Group LLC 1.38% of their portfolio | 68.0k $7.6m | Added +395 |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 63.9k $7.2m | Added +23.6k |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 61.0k $6.8m | Added +14.7k |
| UNIVEST FINANCIAL Corp 0.34% of their portfolio | 61.0k $6.8m | Reduced -60.4k |
| Diligent Investors, LLC 1.48% of their portfolio | 59.4k $6.7m | Reduced -550 |
| BALANCED WEALTH GROUP LLC 2.07% of their portfolio | 58.3k $6.5m | Reduced -86.0k |
| McAdam, LLC 0.25% of their portfolio | 58.0k $6.5m | Reduced -119.1k |
| Prospera Financial Services Inc 0.09% of their portfolio | 57.6k $6.5m | New |
| Cordatus Wealth Management LLC 1.39% of their portfolio | 56.5k $6.3m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 53.5k $6.0m | Reduced -8.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 50.9k $5.7m | Added +25.2k |
| Avior Wealth Management, LLC 0.14% of their portfolio | 49.2k $5.5m | Added +31.9k |
| Capital Analysts, LLC 0.12% of their portfolio | 47.0k $5.3m | Added +4.0k |
| Financial Concepts Unlimited, Inc. 4.09% of their portfolio | 46.6k $5.2m | Added +915 |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 45.6k $5.1m | New |
| Goldstone Financial Group, LLC 0.46% of their portfolio | 45.2k $5.1m | Reduced -2.5k |
| Elevation Capital Advisory, LLC 1.93% of their portfolio | 44.7k $5.0m | New |
| Creative Planning 0.00% of their portfolio | 44.7k $5.0m | Added +4.0k |
| Syntegra Private Wealth Group, LLC 0.38% of their portfolio | 43.7k $4.9m | Reduced -668 |
| Farther Finance Advisors, LLC 0.04% of their portfolio | 43.6k $4.9m | Added +6.6k |
| Councilor Wealth, LLC 1.98% of their portfolio | 43.6k $4.9m | Reduced -2.7k |
| Gladstone Institutional Advisory LLC 0.15% of their portfolio | 43.3k $4.9m | Reduced -7 |
| IAG Wealth Partners, LLC 0.47% of their portfolio | 42.7k $4.8m | Reduced -2.0k |
| BlackRock, Inc. 0.00% of their portfolio | 41.3k $4.6m | Reduced -6 |
| Tempo Wealth, LLC 0.68% of their portfolio | 40.9k $4.6m | Added +460 |
| Centennial Wealth Advisory LLC 0.97% of their portfolio | 40.2k $4.5m | Reduced -3.5k |
| Redhawk Wealth Advisors, Inc. 0.44% of their portfolio | 39.6k $4.4m | Reduced -4.2k |
| Equitable Holdings, Inc. 0.03% of their portfolio | 39.4k $4.4m | Reduced -4.3k |
| KINGSWOOD WEALTH ADVISORS, LLC 0.18% of their portfolio | 39.0k $4.4m | Added +2.4k |
| Bill Few Associates, Inc. 0.87% of their portfolio | 36.3k $4.1m | Reduced -504 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 35.8k $4.0m | Added +31.8k |
| Sanctuary Advisors, LLC 0.02% of their portfolio | 35.4k $4.0m | New |
| Occidental Asset Management, LLC 0.37% of their portfolio | 33.2k $3.7m | Added +873 |
| Heritage Wealth Management, Inc. /CA/ 1.78% of their portfolio | 31.9k $3.6m | Added +1.8k |
| SACKS & ASSOCIATES, LLC 2.29% of their portfolio | 31.8k $3.4m | Reduced -118 |
| Corient Private Wealth LP 0.00% of their portfolio | 31.6k $3.5m | Reduced -1.7k |
| Courage Miller Partners, LLC 0.90% of their portfolio | 30.3k $3.4m | Reduced -421 |
| Geneos Wealth Management Inc. 0.07% of their portfolio | 30.3k $3.4m | Reduced -119 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 29.3k $3.2m | Added +5.7k |
| Comprehensive Wealth Management, LLC 1.43% of their portfolio | 28.0k $3.1m | Reduced -2.5k |
| MidFirst Bank 0.22% of their portfolio | 27.1k $3.0m | Reduced -499 |
| AlphaStar Capital Management, LLC 0.19% of their portfolio | 26.5k $3.0m | Reduced -18.5k |
| MOSAIC FAMILY WEALTH PARTNERS, LLC 0.20% of their portfolio | 26.3k $3.0m | Reduced -135 |
| Koshinski Asset Management, Inc. 0.16% of their portfolio | 26.2k $2.9m | Reduced -321 |
| Kingsview Wealth Management, LLC 0.04% of their portfolio | 25.8k $2.9m | Reduced -2.8k |
| Walsh & Associates, LLC 2.34% of their portfolio | 25.6k $2.9m | Added +5.3k |
| Pacific Sun Financial Corp 1.18% of their portfolio | 25.5k $2.9m | Reduced -3.0k |
| World Investment Advisors 0.04% of their portfolio | 25.0k $2.5m | Added +575 |
| GTS SECURITIES LLC 0.06% of their portfolio | 24.9k $2.8m | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 24.7k $2.8m | Reduced -49.5k |
| GEN Financial Management, INC. 1.66% of their portfolio | 24.7k $2.8m | Added +371 |
| Richmond Brothers, Inc. 1.44% of their portfolio | 24.7k $2.8m | New |
| Clarus Wealth Advisors 1.02% of their portfolio | 24.6k $2.7m | Reduced -1.0k |
| CITIGROUP INC 0.00% of their portfolio | 24.4k $2.7m | Reduced -696 |
| &PARTNERS 0.01% of their portfolio | 24.2k $2.7m | Added +6.2k |