SPDR SERIES TRUST (MDYG)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
30
Reporting holders
$46.1M
Reported value
0.0%
Calls
0.0%
Puts
-394
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | $10.8M | 103,167 | 0.08% | 10q | +136.4%+$6.2M |
| Marathon Mission, Inc. | $8.9M | 84,748 | 4.47% | 10q | +2.0%+$174.7K |
| Councilor Wealth, LLC | $3.9M | 37,619 | 1.62% | 12q | -13.7%-$623.6K |
| Bill Few Associates, Inc. | $3.8M | 36,466 | 0.79% | 14q | HELD |
| SACKS & ASSOCIATES, LLC | $3.2M | 30,388 | 2.22% | 4q | -4.5%-$150.6K |
| Barden Capital Management, Inc. | $2.5M | 24,232 | 2.30% | 20q | +0.6%+$14.4K |
| YHB Investment Advisors, Inc. | $2.2M | 20,924 | 0.14% | 25q | +12.2%+$238.0K |
| WALLER FINANCIAL PLANNING GROUP, INC | $1.9M | 18,574 | 0.39% | 32q | -3.3%-$66.8K |
| Investors Research Corp | $1.8M | 17,381 | 0.32% | 32q | -0.7%-$13.4K |
| Friday Financial | $1.1M | 10,394 | 0.22% | 2q | +203.2%+$736.7K |
| INSPIRION WEALTH ADVISORS, LLC | $749.3K | 7,168 | 0.09% | 18q | HELD |
| Avidian Wealth Enterprises, LLC | $733.8K | 7,020 | 0.02% | 3q | HELD |
| Montz Harcus Wealth Management LLC | $663.9K | 6,351 | 0.23% | 8q | +81.8%+$298.7K |
| Stonebridge Financial Group, LLC | $586.9K | 5,615 | 0.04% | 8q | -1.6%-$9.4K |
| Balefire, LLC | $522.9K | 5,002 | 0.08% | 5q | +5.0%+$24.7K |
| JUNCTURE WEALTH STRATEGIES, LLC | $502.9K | 4,811 | 0.13% | 5q | +5.0%+$24.0K |
| Everhart Financial Group, Inc. | $356.2K | 3,408 | 0.02% | 5q | HELD |
| RTD Financial Advisors, Inc. | $285.4K | 2,730 | 0.03% | 20q | -6.1%-$18.6K |
| DIVERSIFIED MANAGEMENT INC | $282.7K | 2,704 | 0.05% | 4q | HELD |
| First Heartland Consultants, Inc. | $257.7K | 2,465 | 0.02% | 16q | HELD |
| Valeo Financial Advisors, LLC | $245.0K | 2,344 | 0.01% | 6q | HELD |
| EASTERN BANK | $220.2K | 2,107 | 0.00% | new | NEW |
| Lee, Kelleher & Klein Wealth Management | $218.7K | 2,092 | 0.11% | 3q | HELD |
| Wealth Enhancement Trust Services, Inc. | $124.9K | 1,195 | 0.01% | 4q | -43.8%-$97.4K |
| CoreCap Advisors, LLC | $85.7K | 820 | 0.00% | 11q | HELD |
| Horizons Wealth Management | $67.7K | 648 | 0.04% | 17q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $25.4K | 243 | 0.02% | 7q | HELD |
| GK Wealth Management LLC | $23.3K | 222 | 0.01% | new | NEW |
| Versant Capital Management, Inc | $18.1K | 173 | 0.00% | 7q | HELD |
| Rosenberg Matthew Hamilton | $1.3K | 12 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 30 | $46.1M | 441,023 | 2 | 8 | 7 | 0.0% |
| Q2 2026 | 424 | $2.2B | 19,345,638 | 49 | 110 | 144 | 0.0% |
| Q1 2026 | 396 | $1.8B | 18,869,289 | 34 | 119 | 114 | 0.0% |
| Q4 2025 | 388 | $1.8B | 18,955,204 | 20 | 114 | 129 | 0.0% |
| Q3 2025 | 388 | $1.7B | 18,724,166 | 39 | 96 | 143 | 0.0% |
| Q2 2025 | 392 | $1.6B | 18,718,648 | 32 | 113 | 138 | 0.0% |
| Q1 2025 | 380 | $1.9B | 23,546,467 | 28 | 121 | 128 | 0.0% |
| Q4 2024 | 386 | $2.1B | 23,693,373 | 26 | 120 | 110 | 0.0% |
| Q3 2024 | 369 | $2.1B | 23,319,629 | 33 | 105 | 122 | 0.0% |
| Q2 2024 | 365 | $1.8B | 21,566,007 | 38 | 93 | 132 | 0.0% |
| Q1 2024 | 368 | $2.5B | 28,679,403 | 64 | 107 | 113 | 0.0% |
| Q4 2023 | 326 | $1.8B | 23,238,721 | 22 | 107 | 105 | 0.0% |
| Q3 2023 | 298 | $1.4B | 19,430,445 | 18 | 88 | 111 | 0.0% |
| Q2 2023 | 295 | $1.4B | 19,338,114 | 16 | 80 | 116 | 0.0% |
| Q1 2023 | 299 | $1.2B | 17,779,208 | 26 | 86 | 111 | 0.0% |
| Q4 2022 | 292 | $1.1B | 17,151,155 | 48 | 88 | 80 | 0.0% |
| Q3 2022 | 254 | $850.4M | 14,047,548 | 20 | 91 | 80 | 0.0% |
| Q2 2022 | 259 | $914.2M | 14,802,731 | 26 | 92 | 80 | 0.0% |
| Q1 2022 | 266 | $1.2B | 15,544,213 | 20 | 93 | 85 | 0.0% |
| Q4 2021 | 279 | $1.2B | 15,069,921 | 26 | 86 | 71 | 0.0% |
| Q3 2021 | 248 | $1.1B | 14,670,180 | 14 | 84 | 70 | 0.0% |
| Q2 2021 | 251 | $1.1B | 14,556,447 | 20 | 73 | 82 | 0.0% |
| Q1 2021 | 250 | $1.1B | 14,947,173 | 25 | 61 | 105 | 0.0% |
| Q4 2020 | 244 | $1.7B | 24,411,456 | 29 | 66 | 80 | 0.0% |
| Q3 2020 | 214 | $968.1M | 16,701,605 | 16 | 51 | 104 | 0.0% |
| Q2 2020 | 218 | $1.7B | 31,858,463 | 23 | 69 | 82 | 0.0% |
| Q1 2020 | 223 | $507.4M | 11,718,279 | 23 | 75 | 80 | 0.0% |
| Q4 2019 | 232 | $607.1M | 10,296,817 | 30 | 71 | 56 | 0.0% |
| Q3 2019 | 189 | $1.1B | 20,531,414 | 13 | 69 | 51 | 0.0% |
| Q2 2019 | 187 | $638.5M | 11,441,419 | 20 | 80 | 45 | 0.0% |
| Q1 2019 | 188 | $600.8M | 11,052,046 | 24 | 63 | 55 | 0.0% |
| Q4 2018 | 177 | $492.7M | 10,646,007 | 1 | 6 | 5 | 0.0% |