Effectdossier · gearchiveerd kwartaal
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF · Financial Services · Asset Management - Global
48Gevolgde houders
+1Δ houders
8.33MGehouden aandelen
$770.09MGerapporteerde waarde
+1Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.1% ·
aandelenstroom +2.0% ·
netto nieuwe posities +2.1%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 12.19K | $1.29M | n/a | −1 |
| Q2 2026 | 47 | -2 | 7.82M | $876.18M | +1 | −4 |
| Q1 2026 | 51 | +3 | 7.98M | $764.76M | +5 | −2 |
| Q4 2025 | 48 | +1 | 8.33M | $770.09M | +1 | n/a |
| Q3 2025 | 7 | 0 | 815.20K | $74.64M | +1 | −1 |
| Q2 2025 | 4 | 0 | 49.70K | $4.32M | +1 | −1 |
| Q1 2025 | 3 | 0 | 39.18K | $3.11M | n/a | n/a |
| Q4 2024 | 3 | 0 | 20.83K | $1.81M | n/a | n/a |
| Q3 2024 | 3 | +1 | 16.36K | $1.44M | +1 | n/a |
| Q2 2024 | 2 | n/a | 62.68K | $5.27M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.75M | n/a | $161.75M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Financial Engines Advisors L.L.C. | 1.32M | n/a | $122.08M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 767.91K | +13.8% | $70.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Raymond James Financial Inc | 464.21K | n/a | $42.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Stifel Financial Corp | 410.97K | n/a | $37.99M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Jones Financial Companies Lllp | 337.44K | n/a | $31.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Corient Private Wealth LP | 319.12K | n/a | $29.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | HighTower Advisors, LLC | 277.59K | n/a | $25.66M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 260.12K | n/a | $24.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Bank Of America Corp /De/ | 255.16K | n/a | $23.58M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | Wells Fargo & Company/Mn | 254.05K | n/a | $23.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Northwestern Mutual Wealth… | 246.62K | n/a | $22.80M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 216.66K | n/a | $20.03M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mariner, LLC | 205.25K | n/a | $18.97M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 151.35K | n/a | $13.99M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 151.12K | n/a | $13.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Cetera Investment Advisers | 113.38K | n/a | $10.48M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 88.15K | n/a | $8.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Osaic Holdings, Inc. | 87.48K | n/a | $8.09M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 20 | Cwm, Llc | 71.06K | n/a | $6.57M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 70.33K | n/a | $6.50M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Mml Investors Services, Llc | 57.79K | n/a | $5.34M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 53.05K | +22.3% | $4.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Mercer Global Advisors Inc /Adv | 46.26K | n/a | $4.28M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Creative Planning | 41.76K | n/a | $3.86M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passief) | 41.53K | Nieuw | $3.84M | 0.0% | New | 1 | SEC ↗ ×2 |
| 27 | GAMCO Investors ✦ | 31.34K | -5.5% | $2.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 26.61K | +302.7% | $2.46M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 29 | Citigroup Inc | 25.11K | n/a | $2.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | AQR Capital Management ✦ | 23.23K | +363.3% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 22.37K | -47.5% | $2.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 32 | Us Bancorp \De\ | 22.08K | n/a | $2.04M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Susquehanna International Group, Llp | 20.61K | n/a | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 17.90K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Captrust Financial Advisors | 17.80K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 10.17K | +7.9% | $939,604 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | Focus Partners Wealth | 10.01K | n/a | $925,594 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Brown Advisory Inc | 8.36K | n/a | $772,679 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 7.91K | n/a | $731,491 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Blair William & Co/Il | 5.61K | n/a | $518,892 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 5.58K | n/a | $516,204 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Cerity Partners LLC | 3.76K | n/a | $347,394 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Rockefeller Capital Management L.P. | 2.88K | n/a | $266,107 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Baird Financial Group, Inc. | 2.80K | n/a | $259,081 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | UBS AM, a distinct business unit of… | 2.08K | n/a | $192,717 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 1.67K | n/a | $154,115 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 47 | Russell Investments Group, Ltd. | 891 | n/a | $82,371 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Fifth Third Bancorp | 32 | n/a | $2,958 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| BlackRock | $3.84M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 395 houders, 18.69M aandelen, $1.75B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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