SPDR SERIES TRUST - MDYG

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$1.734B

QoQ value delta ($000)

+$46M (+2.73%)

Implied price effect (QoQ)

+1.06%

Total shares

19,087,127

QoQ shares delta

+309,373 (+1.65%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 6 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
LPL Financial LLC	161,754	1,750,018	0.04%
Financial Engines Advisors L.L.C.	122,083	1,320,819	0.23%
AE Wealth Management LLC	100,222	1,084,310	0.58%
NorthRock Partners, LLC	97,494	1,054,792	1.64%
MORGAN STANLEY	70,978	767,912	0.0%
FAS Wealth Partners, Inc.	45,959	497,231	2.97%
RAYMOND JAMES FINANCIAL INC	42,906	464,207	0.01%
STIFEL FINANCIAL CORP	37,985	410,969	0.03%
FIRST NATIONAL TRUST CO	33,479	362,213	1.12%
BENJAMIN EDWARDS INC	31,497	340,767	0.35%
JONES FINANCIAL COMPANIES LLLP	31,189	337,440	0.02%
Rehmann Capital Advisory Group	30,647	331,315	1.6%
Klingman & Associates, LLC	30,140	326,092	1.45%
GHP Investment Advisors, Inc.	29,957	324,112	1.23%
UNIVEST FINANCIAL Corp	29,664	320,940	1.57%
Private Advisor Group, LLC	27,969	302,597	0.13%
Avantax Planning Partners, Inc.	26,663	288,467	0.75%
HighTower Advisors, LLC	25,657	277,587	0.03%
WCG Wealth Advisors LLC	25,528	276,185	0.72%
Convergence Financial, LLC	24,872	269,100	3.63%
AMERIPRISE FINANCIAL INC	24,042	260,118	0.01%
BANK OF AMERICA CORP /DE/	23,584	255,157	0.0%
WELLS FARGO & COMPANY/MN	23,481	254,048	0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	22,795	246,622	0.01%
COMMONWEALTH EQUITY SERVICES, LLC	20,026	216,664	0.03%