DaveManuel.com · Institutional Ownership · Who Owns It
SPDR SERIES TRUST (MDYG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
428
Reporting holders
$2.1B
Reported value
0.0%
Calls
0.0%
Puts
+27
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 |
|---|---|---|---|---|---|
| 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% | 31q | +9.4%+$5.4M |
| 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 | -3.8%-$1.1M |
| 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 |
| 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 | -28.3%-$8.0M |
| 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 |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $12.0M | 107,176 | 0.01% | 31q | +122.0%+$6.6M |
| Merit Financial Group, LLC | $11.2M | 100,156 | 0.07% | 16q | +3.9%+$423.7K |
| 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 |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $7.2M | 63,949 | 0.01% | 22q | +58.3%+$2.6M |
| 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 |
| Capital Analysts, LLC | $5.3M | 46,988 | 0.12% | 16q | +9.4%+$453.8K |
| 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 |
| Corient Private Wealth LP | $3.5M | 31,618 | 0.00% | 15q | -5.1%-$189.7K |
| 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 |
Showing the largest 100 of 429 reported holders. The count of 428 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
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 | 170 | $372.7M | 3,578,821 | 13 | 50 | 37 | 0.0% |
| Q2 2026 | 428 | $2.1B | 18,693,146 | 49 | 108 | 148 | 0.0% |
| Q1 2026 | 401 | $1.8B | 18,901,104 | 34 | 118 | 119 | 0.0% |
| Q4 2025 | 389 | $1.8B | 18,959,813 | 20 | 114 | 129 | 0.0% |
| Q3 2025 | 390 | $1.7B | 18,725,219 | 39 | 96 | 143 | 0.0% |
| Q2 2025 | 395 | $1.6B | 18,720,250 | 32 | 113 | 140 | 0.0% |
| Q1 2025 | 383 | $1.9B | 23,553,625 | 28 | 122 | 128 | 0.0% |
| Q4 2024 | 389 | $2.1B | 23,699,139 | 26 | 120 | 110 | 0.0% |
| Q3 2024 | 371 | $2.1B | 23,320,951 | 33 | 105 | 122 | 0.0% |
| Q2 2024 | 367 | $1.8B | 21,567,329 | 38 | 93 | 132 | 0.0% |
| Q1 2024 | 371 | $2.5B | 28,789,912 | 64 | 109 | 113 | 0.0% |
| Q4 2023 | 327 | $1.8B | 23,239,681 | 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 | 112 | 0.0% |
| Q4 2022 | 292 | $1.1B | 17,151,155 | 48 | 84 | 87 | 0.0% |
| Q3 2022 | 252 | $32.0B | 529,774,721 | 20 | 89 | 81 | 0.0% |
| Q2 2022 | 257 | $40.2B | 514,752,037 | 26 | 91 | 79 | 0.0% |
| Q1 2022 | 265 | $50.7B | 538,073,192 | 20 | 93 | 84 | 0.0% |
| Q4 2021 | 278 | $44.2B | 401,281,899 | 26 | 84 | 72 | 0.0% |
| Q3 2021 | 248 | $19.5B | 122,892,849 | 14 | 84 | 70 | 0.0% |
| Q2 2021 | 251 | $16.8B | 80,565,372 | 20 | 73 | 82 | 0.0% |
| Q1 2021 | 248 | $16.3B | 81,739,125 | 25 | 60 | 104 | 0.0% |
| Q4 2020 | 244 | $19.8B | 153,463,275 | 29 | 66 | 80 | 0.0% |
| Q3 2020 | 214 | $12.2B | 76,653,593 | 16 | 51 | 104 | 0.0% |
| Q2 2020 | 217 | $9.0B | 167,160,538 | 22 | 69 | 82 | 0.0% |
| Q1 2020 | 222 | $2.0B | 46,860,474 | 23 | 75 | 79 | 0.0% |
| Q4 2019 | 232 | $28.5B | 117,589,417 | 30 | 70 | 57 | 0.0% |
| Q3 2019 | 188 | $27.6B | 126,141,340 | 13 | 68 | 51 | 0.0% |
| Q2 2019 | 187 | $28.2B | 120,405,346 | 20 | 81 | 45 | 0.0% |
| Q1 2019 | 188 | $28.6B | 122,210,776 | 24 | 63 | 55 | 0.0% |
| Q4 2018 | 177 | $2.8B | 43,574,046 | 1 | 6 | 5 | 0.0% |