SPDR SERIES TRUST (MDYG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
412
Reporting holders
$2.1B
Reported value
0.0%
Held as options
+27
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $196.4M | 1,751,987 | 0.04% | 31q | +11.7%+$20.6M |
| Financial Engines Advisors L.L.C. | $160.0M | 1,427,344 | 0.28% | 31q | +12.9%+$18.3M |
| AE Wealth Management LLC | $146.3M | 1,305,443 | 0.68% | 30q | +7.1%+$9.7M |
| NorthRock Partners, LLC | $129.3M | 1,153,617 | 1.88% | 29q | +6.5%+$7.9M |
| MORGAN STANLEY | $94.8M | 845,458 | 0.01% | 35q | HELD |
| FAS Wealth Partners, Inc. | $62.3M | 555,604 | 3.24% | 30q | +11.7%+$6.5M |
| RAYMOND JAMES FINANCIAL INC | $57.4M | 511,830 | 0.02% | 7q | +2.1%+$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $50.5M | 450,660 | 0.01% | 31q | -2.2%-$1.1M |
| Convergence Financial, LLC | $42.0M | 374,287 | 3.34% | 19q | -31.8%-$19.6M |
| First National Trust Co | $39.8M | 355,048 | 1.35% | 31q | HELD |
| Rehmann Capital Advisory Group | $39.7M | 353,924 | 1.82% | 23q | HELD |
| Avantax Planning Partners, Inc. | $39.0M | 347,928 | 0.97% | 31q | +8.1%+$2.9M |
| GHP Investment Advisors, Inc. | $37.7M | 336,389 | 1.39% | 31q | +1.9%+$706.4K |
| JONES FINANCIAL COMPANIES LLLP | $37.3M | 339,005 | 0.01% | 17q | -12.1%-$5.1M |
| Private Advisor Group, LLC | $34.7M | 309,416 | 0.16% | 31q | -27.3%-$13.0M |
| Klingman & Associates, LLC | $33.4M | 297,555 | 1.42% | 30q | -8.2%-$3.0M |
| WCG Wealth Advisors LLC | $31.3M | 279,491 | 0.74% | 17q | -8.5%-$2.9M |
| HighTower Advisors, LLC | $30.3M | 269,961 | 0.03% | 31q | -1.2%-$359.2K |
| AMERIPRISE FINANCIAL INC | $26.4M | 235,378 | 0.01% | 31q | -51.9%-$28.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $26.4M | 235,194 | 0.01% | 31q | -8.8%-$2.6M |
| BANK OF AMERICA CORP /DE/ | $25.0M | 223,354 | 0.00% | 31q | +1.3%+$315.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $24.1M | 214,737 | 0.03% | 31q | -5.1%-$1.3M |
| Merit Financial Group, LLC | $22.5M | 200,312 | 0.07% | 16q | +107.8%+$11.7M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $21.0M | 187,373 | 0.07% | 2q | +3.7%+$759.1K |
| Rodgers & Associates, LTD | $21.0M | 187,167 | 1.90% | 23q | -3.6%-$788.6K |
| Shakespeare Wealth Management, LLC | $20.5M | 183,300 | 5.44% | 31q | -15.0%-$3.6M |
| WELLS FARGO & COMPANY/MN | $20.2M | 180,637 | 0.00% | 31q | -64.1%-$36.2M |
| SFG Wealth Management, LLC. | $18.7M | 166,652 | 6.72% | 14q | +1.4%+$261.8K |
| Mariner, LLC | $18.1M | 161,597 | 0.02% | 31q | -6.4%-$1.2M |
| Cetera Investment Advisers | $15.9M | 141,743 | 0.01% | 23q | HELD |
| ROYAL BANK OF CANADA | $15.5M | 138,635 | 0.00% | 31q | -1.7%-$274.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $14.3M | 127,898 | 0.01% | 22q | +216.6%+$9.8M |
| TRUIST FINANCIAL CORP | $13.1M | 117,140 | 0.02% | 27q | -0.7%-$89.4K |
| UBS Group AG | $12.7M | 113,414 | 0.00% | 31q | +2.1%+$266.1K |
| Summit Financial, LLC | $12.6M | 112,006 | 0.14% | 2q | -1.5%-$193.4K |
| OSAIC HOLDINGS, INC. | $11.0M | 98,307 | 0.01% | 26q | +9.9%+$989.2K |
| ERn Financial, LLC | $10.3M | 91,445 | 1.70% | 31q | HELD |
| MONECO ADVISORS, LLC | $9.9M | 88,262 | 0.60% | 18q | +20.5%+$1.7M |
| Marathon Mission, Inc. | $9.3M | 83,077 | 4.65% | 9q | +4.3%+$384.6K |
| Stratos Wealth Partners, LTD. | $8.5M | 76,272 | 0.09% | 31q | +21.6%+$1.5M |
| JNBA Financial Advisors | $8.4M | 75,077 | 0.64% | 31q | -12.3%-$1.2M |
| EP Wealth Advisors, LLC | $8.2M | 73,049 | 0.03% | 14q | +685.9%+$7.1M |
| Chicago Partners Investment Group LLC | $8.1M | 74,913 | 0.16% | 22q | +0.8%+$64.9K |
| Corient Private Wealth LP | $8.0M | 71,450 | 0.01% | 15q | +114.5%+$4.3M |
| Pathstone Holdings, LLC | $7.8M | 69,638 | 0.02% | 11q | HELD |
| Prestige Wealth Management Group LLC | $7.6M | 68,008 | 1.38% | 31q | +0.6%+$44.3K |
| MML INVESTORS SERVICES, LLC | $6.8M | 60,995 | 0.01% | 31q | +31.8%+$1.7M |
| UNIVEST FINANCIAL Corp | $6.8M | 60,974 | 0.34% | 8q | -49.8%-$6.8M |
| Diligent Investors, LLC | $6.7M | 59,401 | 1.48% | 31q | -0.9%-$61.6K |
| BALANCED WEALTH GROUP LLC | $6.5M | 58,278 | 2.07% | 11q | -59.6%-$9.6M |
| McAdam, LLC | $6.5M | 57,960 | 0.25% | 31q | -67.3%-$13.4M |
| Prospera Financial Services Inc | $6.5M | 57,588 | 0.09% | new | NEW |
| Cordatus Wealth Management LLC | $6.3M | 56,450 | 1.39% | new | NEW |
| GOLDMAN SACHS GROUP INC | $6.0M | 53,465 | 0.00% | 27q | -13.3%-$922.4K |
| AQR CAPITAL MANAGEMENT LLC | $5.7M | 50,916 | 0.00% | 4q | +98.0%+$2.8M |
| Avior Wealth Management, LLC | $5.5M | 49,181 | 0.14% | 31q | +185.2%+$3.6M |
| Financial Concepts Unlimited, Inc. | $5.2M | 46,591 | 4.09% | 2q | +2.0%+$102.6K |
| TWO SIGMA INVESTMENTS, LP | $5.1M | 45,600 | 0.00% | new | NEW |
| Goldstone Financial Group, LLC | $5.1M | 45,184 | 0.46% | 14q | -5.3%-$285.6K |
| Elevation Capital Advisory, LLC | $5.0M | 44,680 | 1.93% | new | NEW |
| Creative Planning | $5.0M | 44,653 | 0.00% | 31q | +9.8%+$448.5K |
| Syntegra Private Wealth Group, LLC | $4.9M | 43,748 | 0.38% | 15q | -1.5%-$74.9K |
| Farther Finance Advisors, LLC | $4.9M | 43,647 | 0.04% | 9q | +17.7%+$737.4K |
| Councilor Wealth, LLC | $4.9M | 43,585 | 1.98% | 11q | -5.9%-$304.2K |
| Gladstone Institutional Advisory LLC | $4.9M | 43,342 | 0.15% | 30q | HELD |
| IAG Wealth Partners, LLC | $4.8M | 42,722 | 0.47% | 26q | -4.4%-$220.9K |
| BlackRock, Inc. | $4.6M | 41,328 | 0.00% | 3q | HELD |
| Tempo Wealth, LLC | $4.6M | 40,861 | 0.68% | 3q | +1.1%+$51.6K |
| Centennial Wealth Advisory LLC | $4.5M | 40,215 | 0.97% | 22q | -7.9%-$386.8K |
| Redhawk Wealth Advisors, Inc. | $4.4M | 39,636 | 0.44% | 5q | -9.6%-$469.1K |
| Equitable Holdings, Inc. | $4.4M | 39,435 | 0.03% | 27q | -9.9%-$484.6K |
| KINGSWOOD WEALTH ADVISORS, LLC | $4.4M | 38,983 | 0.18% | 12q | +6.6%+$268.9K |
| Bill Few Associates, Inc. | $4.1M | 36,296 | 0.87% | 13q | -1.4%-$56.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.0M | 35,761 | 0.00% | 19q | +795.6%+$3.6M |
| Sanctuary Advisors, LLC | $4.0M | 35,391 | 0.02% | new | NEW |
| Occidental Asset Management, LLC | $3.7M | 33,166 | 0.37% | 32q | +2.7%+$97.9K |
| CHARTIST INC /CA/ | $3.6M | 5,183 | 2.28% | 25q | HELD |
| Heritage Wealth Management, Inc. /CA/ | $3.6M | 31,931 | 1.36% | 11q | +5.8%+$196.6K |
| SACKS & ASSOCIATES, LLC | $3.4M | 31,829 | 2.29% | 3q | HELD |
| Courage Miller Partners, LLC | $3.4M | 30,326 | 0.90% | 31q | -1.4%-$47.2K |
| Geneos Wealth Management Inc. | $3.4M | 30,319 | 0.07% | 42q | HELD |
| JPMORGAN CHASE & CO | $3.2M | 29,306 | 0.00% | 31q | +24.2%+$632.2K |
| Comprehensive Wealth Management, LLC | $3.1M | 27,971 | 1.43% | 2q | -8.3%-$285.4K |
| MidFirst Bank | $3.0M | 27,107 | 0.22% | 3q | -1.8%-$55.9K |
| AlphaStar Capital Management, LLC | $3.0M | 26,514 | 0.19% | 12q | -41.1%-$2.1M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $3.0M | 26,341 | 0.20% | 15q | -0.5%-$15.1K |
| Koshinski Asset Management, Inc. | $2.9M | 26,198 | 0.16% | 27q | -1.2%-$36.0K |
| Kingsview Wealth Management, LLC | $2.9M | 25,773 | 0.04% | 34q | -9.9%-$318.5K |
| Walsh & Associates, LLC | $2.9M | 25,608 | 2.34% | 3q | +26.0%+$591.8K |
| Pacific Sun Financial Corp | $2.9M | 25,524 | 1.18% | 25q | -10.6%-$339.6K |
| GTS SECURITIES LLC | $2.8M | 24,900 | 0.06% | new | NEW |
| STIFEL FINANCIAL CORP | $2.8M | 24,697 | 0.00% | 31q | -66.7%-$5.5M |
| GEN Financial Management, INC. | $2.8M | 24,683 | 1.66% | 6q | +1.5%+$41.6K |
| Richmond Brothers, Inc. | $2.8M | 24,659 | 1.44% | new | NEW |
| CITIGROUP INC | $2.7M | 24,385 | 0.00% | 13q | -2.8%-$78.0K |
| &PARTNERS | $2.7M | 24,245 | 0.01% | 8q | +34.7%+$700.1K |
| HARBOUR INVESTMENTS, INC. | $2.7M | 24,102 | 0.04% | 21q | HELD |
| Barden Capital Management, Inc. | $2.7M | 24,094 | 2.49% | 19q | +1.2%+$33.1K |
| Clarus Wealth Advisors | $2.7M | 24,629 | 1.02% | 3q | -4.0%-$109.9K |
| Arax Advisory Partners | $2.6M | 23,559 | 0.02% | 3q | +6216.1%+$2.6M |
Showing the largest 100 of 422 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 412 | $2.1B | 18,699,462 | 49 | 105 | 143 | 0.0% |
| Q1 2026 | 385 | $1.8B | 18,758,618 | 34 | 116 | 112 | 0.0% |
| Q4 2025 | 374 | $1.7B | 18,752,741 | 18 | 111 | 124 | 0.0% |
| Q3 2025 | 375 | $1.7B | 18,314,185 | 38 | 93 | 137 | 0.0% |
| Q2 2025 | 373 | $1.6B | 18,105,253 | 29 | 109 | 131 | 0.0% |
| Q1 2025 | 361 | $1.8B | 22,999,512 | 24 | 113 | 126 | 0.0% |
| Q4 2024 | 370 | $2.0B | 23,138,052 | 23 | 112 | 108 | 0.0% |
| Q3 2024 | 349 | $2.0B | 22,652,346 | 32 | 100 | 116 | 0.0% |
| Q2 2024 | 342 | $1.8B | 20,759,726 | 32 | 88 | 124 | 0.0% |
| Q1 2024 | 348 | $2.4B | 27,301,598 | 60 | 100 | 108 | 0.0% |
| Q4 2023 | 306 | $1.7B | 21,803,946 | 20 | 102 | 97 | 0.0% |
| Q3 2023 | 276 | $1.3B | 17,824,091 | 16 | 80 | 102 | 0.0% |
| Q2 2023 | 273 | $1.3B | 17,707,507 | 13 | 73 | 107 | 0.0% |
| Q1 2023 | 273 | $1.1B | 16,349,422 | 21 | 77 | 101 | 0.0% |
| Q4 2022 | 246 | $983.8M | 15,121,959 | 44 | 73 | 64 | 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% |