# SPDR SERIES TRUST (MDYG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MDYG/

- Reporting holders: 30
- Reported value: $46.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $10.8M | 103,167 | 0.1% | 10 |
| [Marathon Mission, Inc.](https://holderbook.com/funds/1987261-marathon-mission-inc/) | $8.9M | 84,748 | 4.5% | 10 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $3.9M | 37,619 | 1.6% | 12 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $3.8M | 36,466 | 0.8% | 14 |
| [SACKS & ASSOCIATES, LLC](https://holderbook.com/funds/2145868-sacks-associates-llc/) | $3.2M | 30,388 | 2.2% | 4 |
| [Barden Capital Management, Inc.](https://holderbook.com/funds/1906798-barden-capital-management-inc/) | $2.5M | 24,232 | 2.3% | 20 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $2.2M | 20,924 | 0.1% | 25 |
| [WALLER FINANCIAL PLANNING GROUP, INC](https://holderbook.com/funds/1736079-waller-financial-planning-group-inc/) | $1.9M | 18,574 | 0.4% | 32 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $1.8M | 17,381 | 0.3% | 32 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $1.1M | 10,394 | 0.2% | 2 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $749.3K | 7,168 | 0.1% | 18 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $733.8K | 7,020 | 0.0% | 3 |
| [Montz Harcus Wealth Management LLC](https://holderbook.com/funds/1918613-montz-harcus-wealth-management-llc/) | $663.9K | 6,351 | 0.2% | 8 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $586.9K | 5,615 | 0.0% | 8 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $522.9K | 5,002 | 0.1% | 5 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $502.9K | 4,811 | 0.1% | 5 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $356.2K | 3,408 | 0.0% | 5 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $285.4K | 2,730 | 0.0% | 20 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $282.7K | 2,704 | 0.0% | 4 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $257.7K | 2,465 | 0.0% | 16 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $245.0K | 2,344 | 0.0% | 6 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $220.2K | 2,107 | 0.0% | 1 |
| [Lee, Kelleher & Klein Wealth Management](https://holderbook.com/funds/2063827-lee-kelleher-klein-wealth-management/) | $218.7K | 2,092 | 0.1% | 3 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $124.9K | 1,195 | 0.0% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $85.7K | 820 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 30 | $46.1M |
| Q2 2026 | 424 | $2.2B |
| Q1 2026 | 396 | $1.8B |
| Q4 2025 | 388 | $1.8B |
| Q3 2025 | 388 | $1.7B |
| Q2 2025 | 392 | $1.6B |
| Q1 2025 | 380 | $1.9B |
| Q4 2024 | 386 | $2.1B |
| Q3 2024 | 369 | $2.1B |
| Q2 2024 | 365 | $1.8B |
| Q1 2024 | 368 | $2.5B |
| Q4 2023 | 326 | $1.8B |