MDYG — Spdr Series Trust Institutional Holders · Q3 2026

Name: Who Owns MDYG? 31 Institutions Hold $46.1M (Q3 2026)
Creator: ko.io

Who owns Spdr Series Trust (MDYG)? 31 institutions reported holding $46.11M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($10.8M), Marathon Mission, Inc. ($8.9M), May Barnhard Investments LLC ($3.9M).

Rank	Institution	Value	Shares	Change
1	Farther Finance Advisors, LLC	$10.8M	103,167	Added
2	Marathon Mission, Inc.	$8.9M	84,748	Added
3	May Barnhard Investments LLC	$3.9M	37,619	Trimmed
4	Bill Few Associates, Inc.	$3.8M	36,466	Added
5	SACKS & ASSOCIATES, LLC	$3.2M	30,388	Trimmed
6	Barden Capital Management, Inc.	$2.5M	24,232	Added
7	YHB Investment Advisors, Inc.	$2.2M	20,924	Added
8	WALLER FINANCIAL PLANNING GROUP, INC	$1.9M	18,574	Trimmed
9	Investors Research Corp	$1.8M	17,381	Trimmed
10	Friday Financial	$1.1M	10,394	Added
11	INSPIRION WEALTH ADVISORS, LLC	$749,271	7,168	Hold
12	Avidian Wealth Enterprises, LLC	$733,824	7,020	Trimmed
13	Montz Harcus Wealth Management LLC	$663,912	6,351	Added
14	Stonebridge Financial Group, LLC	$586,936	5,615	Trimmed
15	Balefire, LLC	$522,859	5,002	Added
16	JUNCTURE WEALTH STRATEGIES, LLC	$502,894	4,811	Added
17	Everhart Financial Group, Inc.	$356,199	3,408	Added
18	RTD Financial Advisors, Inc.	$285,367	2,730	Trimmed
19	DIVERSIFIED MANAGEMENT INC	$282,698	2,704	Hold
20	First Heartland Consultants, Inc.	$257,661	2,465	Trimmed
21	Valeo Financial Advisors, LLC	$245,023	2,344	Added
22	EASTERN BANK	$220,245	2,107	New
23	Lee-Kelleher Wealth Management	$218,677	2,092	Hold
24	Wealth Enhancement Trust Services, Inc.	$124,913	1,195	Added
25	CoreCap Advisors, LLC	$85,715	820	Hold

Source: SEC Form 13F filings · as of 2026-09-30