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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,515 managers (1,532 13F filers) reported a position in MDY shares at 2026-06-30, 24,735,684 shares in all. 138 filers opened a position and 46 filers sold out during the quarter.

Managers
1,515
13F filers
1,532
New
138
Added
344
Reduced
537
Sold out
46
Shares held by filers
24,735,684

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,946,508$1.37B0.09%-101,47613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,235,352$869M0.05%-308,24513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,178,967$829M0.14%-14,36913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,049,595$738M0.09%-11,59713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\963,812$678M0.74%-6,14613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC906,280$637M0.07%+24,33813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…903,341$635M0.34%+38,57313F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC849,491$597M1.74%+9,29513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…693,381$488M0.24%-5,92613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding651,823$458M+10,331Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC488,839$344M0.09%-8,35213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/477,136$336M0.12%-11,80213F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD412,840$290M1.95%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA291,654$205M0.03%-8,06913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO285,765$199M0.01%-18,39713F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…283,087$199M0.62%-15,67913F-HRTimeline
MAI Capital Management271,019$191M0.73%+6,94613F-HRTimeline
Creative Planningin group Creative Planning236,181$166M0.1%-12,50013F-HRTimelineGroup
HighTower Advisors, LLC234,897$165M0.16%-11113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP226,432$159M0.22%-3,42313F-HR/ATimelineGroup
Arvest Bank Trust Division224,334$158M7.69%-3,28213F-HRTimeline
ALLIANCEBERNSTEIN L.P.244,920$151M0.05%-6,21013F-HRTimeline
Conservest Capital Advisors, Inc.208,394$147M11.66%-3,31213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC178,846$126M0.06%+127,40113F-HRTimelineGroup
LPL Financial LLC166,179$117M0.03%+2,77513F-HRTimeline
Generali Asset Management SPA SGR164,778$116M2.1%+5,79513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp161,143$113M0.02%-1,47613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…157,630$111M0.1%-77,05613F-HRTimelineGroup
WADDELL & ASSOCIATES, LLC154,726$109M5.38%+1,12313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS143,902$101M0.05%-173,12713F-HRTimelineGroup
SG Americas Securities, LLC143,035$101M0.06%-10,36313F-HRTimeline
Welch & Forbes LLC142,173$100M1.22%-19,38113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC139,760$98.3M0.12%+1,02213F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK139,449$98.1M0.43%-1,70513F-HRTimelineGroup
WHITTIER TRUST CO131,409$91.5M0.9%-1,66413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP120,108$84.5M0.1%+1,76013F-HRTimelineGroup
EP Wealth Advisors, LLC119,454$84M0.32%+7,70713F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co111,587$78.5M3.34%-3,82313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding110,917$78M-9,339Timeline
BROWN ADVISORY INCin group BROWN ADVISORY INC110,435$77.7M0.12%-96313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC104,807$73.7M0.08%-1,94513F-HRTimelineGroup
MONTAG A & ASSOCIATES INC101,656$71.7M3.03%-2,47013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.96,420$67.9M0.08%+20,51913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding94,875$66.7M+10,433Timeline
Cetera Investment Advisers88,675$62.4M0.06%-69213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC85,773$60.4M0.01%-1,64513F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp83,440$58.7M0.98%-92313F-HRTimelineGroup
CIBC WORLD MARKET INC.83,263$58.6M0.1%+77,24513F-HRTimeline
WASHINGTON TRUST Co81,402$57.3M1.78%-4,10213F-HRTimeline
BLAIR WILLIAM & CO/IL76,091$53.5M0.14%+41413F-HRTimeline
Henshaw Capital LLC73,000$51.3M1.67%-2,05013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP72,534$51M0.04%-34,31213F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management69,882$49.2M0.09%-54,43513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS67,963$47.8M0.07%+9913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC66,690$46.9M0.06%-5,41313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding64,180$45.1M+2,080Timeline
Portland Global Advisors LLC63,792$44.9M4.26%-1,64913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC63,175$44.5M0.56%+8313F-HRTimeline
Midwest Trust Co62,409$43.9M0.5%-1,33013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC62,245$42.8M0.8%-1,26913F-HRTimeline
SMITH, MOORE & CO.60,828$42.8M2.78%-69913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…59,492$41.8M0.5%+45613F-HRTimelineGroup
PITTENGER & ANDERSON INC58,735$41.3M1.48%-4713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…57,763$40.6M0.06%+1,24313F-HRTimelineGroup
OFS Enterprise LLC56,835$40M10.21%+72513F-HRTimeline
PINNACLE ASSOCIATES LTD56,215$39.5M0.43%-1,16513F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…54,500$38.3M0.17%-1,20013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB54,236$38.1M0.99%-2,81813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.52,970$37.3M0.05%-91813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC50,859$35.8M0.13%-3,48313F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC50,915$35.8M0.01%+18,09013F-HRTimelineGroup
Crewe Advisors LLC50,124$35.3M2.55%-113F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.50,072$35.2M1.57%-33,24613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP49,860$35.1M0.4%-2713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…49,110$33.9M0.06%+3,42513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …46,580$32.8M0.22%-96713F-HRTimelineGroup
HERITAGE INVESTORS MANAGEMENT CORP45,654$32.1M0.89%-3,49813F-HRTimeline
Janney Montgomery Scott LLC44,841$31.5M0.06%+40413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV44,808$31.5M0.04%+17,89313F-HR/ATimeline
Chicago Partners Investment Group LLC45,473$31.3M0.63%-17313F-HRTimeline
Clearstead Advisors, LLC44,423$31.2M0.3%+73513F-HRTimeline
LCM Capital Management Inc44,192$31.1M13.61%+47913F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …44,041$31M3.65%-26013F-HRTimeline
SCS Capital Management LLC43,991$30.9M0.29%-6,35013F-HRTimeline
IFG Advisors, LLC43,944$30.9M4.26%-33013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC43,225$30.4M0.04%+8,58213F-HRTimelineGroup
Ascent Wealth Partners, LLC43,120$30.3M3.03%+1,58813F-HRTimeline
CUMBERLAND ADVISORS INC42,307$29.8M10.48%-2,50013F-HRTimeline
Savant Capital, LLC44,623$29.5M0.09%+22,71613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP41,640$29.3M0.02%new13F-HRTimelineGroup
Klingman & Associates, LLC41,488$29.2M1.24%-18013F-HRTimeline
Tandem Wealth Advisors LLC41,156$28.9M11.52%+49513F-HRTimeline
FMR LLCin group FMR LLC41,042$28.9M<0.01%+1,78913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding40,924$28.8M-2,254Timeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP39,554$27.8M0.02%-85813F-HRTimelineGroup
BASSWOOD CAPITAL MANAGEMENT, L.L.C.38,082$26.8M1.15%new13F-HRTimeline
CONNING INC.in group CONNING INC.38,022$26.7M0.8%013F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…38,000$26.7M0.04%+21,70013F-HRTimeline
Cambridge Investment Research Advisors,…37,833$26.6M0.06%+78513F-HR/ATimeline
Curi Capital, LLC37,574$26.5M0.41%-46513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC36,927$26M0.19%-14913F-HRTimeline
1ST SOURCE BANK36,184$25.4M1.15%+20413F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC35,518$25M0.3%-23,72913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,729$24.4M0.01%new13F-HRTimelineGroup
SummitTX Capital, L.P.34,353$24.2M0.64%-19,13113F-HRTimeline
Tiller Private Wealth, Inc.33,454$23.5M7.37%+88613F-HRTimeline
MML INVESTORS SERVICES, LLC33,271$23.4M0.05%+12,83713F-HRTimeline
Steele Capital Management, Inc.32,975$23.2M0.86%-8213F-HRTimeline
Composition Wealth, LLC32,657$23M0.27%-45613F-HRTimeline
HANCOCK WHITNEY CORP32,187$22.6M0.38%-6613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.31,797$22.4M<0.01%+8,70513F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT31,534$22.2M1.32%-20613F-HRTimeline
DC Investments Management, LLC30,673$21.6M7.36%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management30,628$21.5M0.22%+21113F-HRTimelineGroup
Curbstone Financial Management Corp29,434$20.7M3.53%-1,75413F-HRTimeline
Waldron Private Wealth LLC29,380$20.7M0.72%-2,26613F-HRTimeline
Passaic Partners LLC27,485$19.3M1.85%new13F-HRTimeline
Mesirow Financial Investment Management…27,116$19.1M0.3%+20613F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC25,046$18.8M4.51%new13F-HRTimeline
Serenus Wealth Advisors, LLC25,895$18.2M3.18%-11713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp25,041$17.6M0.05%-1,11613F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding23,953$16.8M+930Timeline
Simmons Bankin group Simmons Bank23,674$16.7M0.95%-78713F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA22,747$16M0.07%-13113F-HRTimelineGroup
Atlantic Edge Private Wealth Management…22,594$15.9M3.26%+23813F-HRTimeline
HighPoint Advisor Group LLC21,962$15.4M0.54%-14513F-HRTimeline
Steward Partners Investment Advisory, L…21,808$15.3M0.08%-21413F-HRTimeline
Caldwell Trust Co21,600$15.2M1.23%+913F-HRTimeline
Nitorum Capital, L.P.21,216$14.9M10.16%013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC20,975$14.8M2.94%+50413F-HRTimeline
Arax Advisory Partners20,883$14.7M0.1%+11,39013F-HRTimeline
MCF Advisors LLC20,669$14.6M0.52%-34913F-HRTimeline
&PARTNERS20,657$14.5M0.06%+3,00213F-HRTimeline
jvl associates llc19,689$13.8M3.93%013F-HRTimeline
Quantinno Capital Management LP19,513$13.7M0.02%+4,48613F-HRTimeline
Carnegie Investment Counsel19,126$13.5M0.27%+11613F-HRTimeline
OLD NATIONAL BANCORP /IN/18,752$13.2M0.26%-41513F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC18,564$13.1M0.26%+5513F-HRTimelineGroup
Sanctuary Advisors, LLC18,508$13M0.06%+6,31513F-HRTimeline
Lutz Financial Services LLC18,176$12.8M0.78%-1413F-HRTimeline
Trifecta Capital Advisors, LLC18,137$12.8M1.64%-17413F-HRTimeline
Csenge Advisory Group18,101$12.7M0.52%-8413F-HRTimeline
Corsicana & Co.18,003$12.7M6.14%-1,15113F-HRTimeline
Thrive Wealth Management, LLC18,001$12.7M1.63%+24113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources18,000$12.7M<0.01%-5,95113F-HRTimelineGroup
Shulman DeMeo Asset Management LLC17,873$12.6M2.35%-9413F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA17,947$12.5M0.35%-25813F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC17,602$12.4M0.11%-16,23013F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC17,394$12.2M2.75%-19113F-HRTimeline
Wellspring Financial Advisors, LLC17,337$12.2M0.81%-26413F-HRTimeline
Hummer Financial Advisory Services Inc17,189$12.1M7.97%013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION17,093$12M0.86%+80713F-HRTimeline
CENTRAL BANK & TRUST CO17,010$12M1.7%+1,45013F-HRTimeline
TIAAgroup of 4 filers holding16,216$11.4M+3,047Timeline
BARCLAYS PLCin group BARCLAYS PLC15,989$11.2M<0.01%+6,42813F-HRTimelineGroup
Torrey-Payne Wealth Management, LLC15,961$11.2M9.23%+12513F-HRTimeline
Legacy Advisors, LLC15,938$11.2M1.05%+613F-HRTimeline
Montz Harcus Wealth Management LLC15,925$11.2M3.99%-14613F-HRTimeline
Redhawk Wealth Advisors, Inc.15,755$11.1M1.09%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO15,676$11M0.05%-1,27213F-HRTimelineGroup
Harbour Trust & Investment Management Co15,597$11M1.06%-30513F-HRTimeline
ARVEST INVESTMENTS, INC.15,536$10.9M1.32%+3113F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD15,289$10.8M0.04%-28013F-HRTimelineGroup
Evercore Wealth Management, LLC15,125$10.6M0.15%-26513F-HRTimeline
Capstone Financial Advisors, Inc.14,956$10.5M0.51%-22213F-HRTimeline
Canopy Partners, LLC14,921$10.5M3.16%-62713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15,050$10.5M<0.01%+2,64013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.14,809$10.4M0.69%-40013F-HRTimelineGroup
Howard Capital Management, LLC14,723$10.4M0.12%-24113F-HRTimeline
Granite FO LLC14,702$10.3M5.47%-2,33513F-HRTimeline
IEQ CAPITAL, LLC14,582$10.3M0.05%-3,12713F-HRTimeline
Wealthspire Advisors, LLC14,361$10.1M0.06%+2,50813F-HRTimeline
Chesley Taft & Associates LLC14,342$10.1M0.39%-2013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc14,200$9.99M<0.01%013F-HRTimelineGroup
FIRST MERCHANTS CORP14,160$9.96M0.35%-1,35413F-HRTimeline
World Investment Advisors16,124$9.95M0.16%-10113F-HRTimeline
Waverly Advisors, LLC14,018$9.86M0.06%+1,89313F-HRTimeline
KCM INVESTMENT ADVISORS LLC13,972$9.83M0.29%-4013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH13,936$9.8M2.64%013F-HRTimeline
Paulson Wealth Management Inc.13,887$9.77M2.07%+1,42213F-HRTimeline
Cyndeo Wealth Partners, LLC13,739$9.66M0.46%-2,33413F-HRTimeline
TKG Advisors, LLC13,629$9.59M3.33%+39413F-HRTimeline
BEARING POINT CAPITAL, LLC13,581$9.55M1.29%-15513F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.13,580$9.55M0.01%new13F-HRTimelineGroup
RMR Wealth Builders13,395$9.42M0.59%-57113F-HRTimeline
Busey Bank12,968$9.12M0.22%-10213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,960$9.12M0.05%-17313F-HRTimelineGroup
Grove Bank & Trust12,709$8.94M0.89%+51913F-HRTimeline
STALEY CAPITAL ADVISERS INC12,594$8.86M0.35%-25013F-HRTimeline
Cresset Asset Management, LLC12,497$8.81M0.03%-2,27113F-HRTimeline
Pacific Center for Financial Services12,312$8.66M1.93%-4113F-HRTimeline
Badgley Phelps Wealth Managers, LLC12,168$8.58M0.15%+24913F-HRTimeline
Newport Capital Group, LLC12,055$8.49M4.76%+1,49913F-HRTimeline
HARBOUR INVESTMENTS, INC.11,785$8.29M0.11%+5313F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…11,748$8.26M0.12%+213F-HRTimelineGroup
Meridian Wealth Advisors, LLC11,736$8.25M0.94%-17013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC11,608$8.16M0.71%+24713F-HRTimeline
CMG Global Holdings, LLC11,394$8.01M3.4%+23013F-HRTimeline
MGO ONE SEVEN LLC11,355$7.99M0.13%+8,74813F-HRTimeline
Sand Hill Global Advisors, LLC11,309$7.95M0.24%-57713F-HRTimeline