MDYG institutional holders

SPDR SERIES TRUST · 13F, 2026Q2

Managers holding420
Shares held19,035,636
Reported value$2.1bn
Quarter flows52 new, 128 added, 160 trimmed, 30 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC1,751,987$196.4m0.0%
Financial Engines Advisors L.L.C.1,427,344$160.0m0.3%
AE Wealth Management LLC1,305,443$146.3m0.7%
NorthRock Partners, LLC1,153,617$129.3m1.9%
MORGAN STANLEY845,458$94.8m0.0%
FAS Wealth Partners, Inc.555,604$62.3m3.2%
RAYMOND JAMES FINANCIAL INC511,830$57.4m0.0%
ENVESTNET ASSET MANAGEMENT INC450,660$50.5m0.0%
Convergence Financial, LLC374,287$42.0m3.3%
First National Trust Co355,048$39.8m1.4%
Rehmann Capital Advisory Group353,924$39.7m1.8%
Avantax Planning Partners, Inc.347,928$39.0m1.0%
Wellspring Financial Advisors, LLC367,706$37.9m0.6%
GHP Investment Advisors, Inc.336,389$37.7m1.4%
JONES FINANCIAL COMPANIES LLLP339,005$37.3m0.0%
Private Advisor Group, LLC309,416$34.7m0.2%
Klingman & Associates, LLC297,555$33.4m1.4%
WCG Wealth Advisors LLC279,491$31.3m0.7%
HighTower Advisors, LLC269,961$30.3m0.0%
AMERIPRISE FINANCIAL INC235,378$26.4m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO235,194$26.4m0.0%
BANK OF AMERICA CORP /DE/223,354$25.0m0.0%
COMMONWEALTH EQUITY SERVICES, LLC214,737$24.1m0.0%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC187,373$21.0m0.1%
Rodgers & Associates, LTD187,167$21.0m1.9%

Every holder, line by line, and the full history since 2013: yf.Client().holders("MDYG"). MDYG price history · All 13F data

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