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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,525 managers (1,542 13F filers) reported a position in MDY shares at 2026-06-30, 24,747,701 shares in all. 139 filers opened a position and 47 filers sold out during the quarter.

Managers
1,525
13F filers
1,542
New
139
Added
346
Reduced
537
Sold out
47
Shares held by filers
24,747,701

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
Elyxium Wealth, LLC11,270$7.93M0.83%+5,07013F-HRTimeline
BOSTON FAMILY OFFICE LLC11,191$7.87M0.48%+11013F-HRTimeline
FIRST HORIZON CORP11,177$7.86M0.3%+9813F-HRTimeline
Summit Financial, LLC11,121$7.84M0.09%+57913F-HRTimeline
HANOVER ADVISORS INC11,128$7.83M2.82%013F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV11,094$7.8M3.15%+61213F-HRTimeline
SEEDS INVESTOR LLC11,075$7.79M0.8%-83113F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/11,073$7.79M<0.01%+8,28413F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC11,007$7.74M0.09%-513F-HRTimeline
Latigo Investments, LLC10,962$7.71M3.44%013F-HRTimeline
Alexis Investment Partners, LLC11,006$7.68M4.49%-3,15813F-HRTimeline
DIVERSIFIED MANAGEMENT INC10,913$7.68M1.64%-613F-HRTimeline
Community Bank, N.A.10,812$7.6M0.82%-1013F-HRTimeline
Mechanics Bank Trust Department10,786$7.59M0.94%-54213F-HRTimeline
Linscomb Wealth, Inc.10,708$7.53M0.33%-713F-HRTimeline
G&S Capital LLC10,704$7.53M2.19%+11613F-HRTimeline
Madison Park Capital Advisors, LLC10,644$7.49M5.33%+9313F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.10,633$7.48M0.01%-18813F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…10,485$7.37M0.44%-8713F-HRTimeline
Palisade Asset Management, LLC10,406$7.32M0.68%-4513F-HRTimeline
Prescott Group Capital Management, L.L.…10,342$7.27M0.63%013F-HRTimeline
Goelzer Investment Management, Inc.10,292$7.24M0.32%-58213F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC10,279$7.17M0.23%+10113F-HRTimelineGroup
Hopwood Financial Services, Inc.10,032$7.06M4.09%-10613F-HRTimeline
RBF Capital, LLC10,000$7.03M0.29%013F-HRTimeline
Wilmar Advisors LLC10,000$7.03M5.09%013F-HRTimeline
Beacon Pointe Advisors, LLC9,893$6.96M0.03%+18513F-HRTimeline
CENTRAL TRUST Co9,790$6.89M0.12%+8313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC9,776$6.88M0.4%+2,11913F-HRTimeline
Allworth Financial LP9,668$6.8M0.03%-18213F-HRTimeline
Sageworth Trust Co9,569$6.73M0.27%013F-HRTimeline
BARRETT & COMPANY, INC.9,494$6.68M1.87%+28013F-HRTimeline
Diversified Portfolios, Inc.9,483$6.67M0.48%-19613F-HRTimeline
ADIRONDACK TRUST CO9,471$6.66M1.98%-11613F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…9,452$6.65M0.05%-15013F-HRTimeline
Dakota Wealth Management9,354$6.58M0.13%-1,65013F-HRTimeline
Resonant Capital Advisors, LLC9,319$6.57M0.31%-2013F-HRTimeline
Atria Investments, Inc9,301$6.54M0.07%+5,10213F-HRTimeline
Merit Financial Group, LLC9,277$6.53M0.04%-94413F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,231$6.49M0.14%+43113F-HRTimelineGroup
Balboa Wealth Partners9,148$6.43M0.88%-1813F-HRTimeline
Advisory Services Network, LLC9,113$6.41M0.07%+2,98213F-HRTimeline
Private Wealth Asset Management, LLC9,113$6.41M0.62%-62613F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…8,972$6.33M0.12%-35413F-HRTimelineGroup
MOTCO8,972$6.31M0.54%-17613F-HRTimeline
North Star Investment Management Corp.8,898$6.26M0.34%+16913F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,145$6.26M1.08%-8313F-HRTimeline
Firestone Capital Management8,893$6.25M1.16%-10613F-HRTimeline
Gotham Asset Management, LLC8,864$6.23M0.01%+22613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding8,828$6.21M+115Timeline
TI-TRUST, INC8,799$6.19M3.33%-79613F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC8,797$6.19M2.49%-1,13613F-HRTimeline
Highview Capital Management LLC/DE/8,748$6.15M1.77%-1513F-HRTimeline
Estate Counselors, LLC8,681$6.11M0.52%+8,25613F-HRTimeline
Private Advisor Group, LLC8,655$6.09M0.03%-2,49313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,610$6.06M0.15%+7013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO8,453$5.95M0.07%-6313F-HRTimeline
AMG National Trust Bank8,449$5.94M0.12%-5,36513F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.8,433$5.93M2.41%-813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.8,403$5.92M0.22%-1313F-HRTimeline
Ashton Thomas Private Wealth, LLC8,411$5.92M0.12%+11313F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC8,398$5.91M0.56%new13F-HRTimelineGroup
Bay Rivers Group8,290$5.83M1.99%+12413F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.8,192$5.76M1.24%-35813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC8,113$5.71M0.29%+6,32513F-HRTimeline
Nicollet Investment Management, Inc.8,059$5.67M1.75%+23013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,039$5.65M0.06%-23413F-HRTimelineGroup
Carlton Hofferkamp & Jenks Wealth Manag…8,189$5.65M1.82%-1113F-HRTimeline
Haverford Trust Co7,912$5.56M0.05%+8013F-HRTimeline
SONATA CAPITAL GROUP INC7,834$5.51M1.78%+21413F-HRTimeline
Prospera Financial Services Inc7,710$5.42M0.08%-18213F-HRTimeline
NewEdge Advisors, LLC7,708$5.42M0.02%+30613F-HRTimeline
Peak Asset Management, LLC7,699$5.42M0.8%-3813F-HRTimeline
Evensky & Katz LLC7,654$5.38M0.28%+41513F-HRTimeline
Williams Jones Wealth Management, LLC.7,629$5.37M0.06%-12413F-HRTimeline
Perigon Wealth Management, LLC7,597$5.34M0.08%-19713F-HRTimeline
NIXON PEABODY TRUST CO7,556$5.31M0.38%013F-HRTimeline
GTS SECURITIES LLC7,546$5.31M0.11%-40,42313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC7,544$5.31M0.49%-813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp7,528$5.29M0.13%-11513F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …7,510$5.28M0.27%013F-HRTimelineGroup
Intrepid Financial Planning Group LLC7,464$5.25M1.78%-7713F-HRTimeline
Bank of New Hampshire7,460$5.25M1.09%-1,01913F-HRTimeline
Midwest Financial Group LLC7,459$5.25M1.84%+18313F-HRTimeline
Crestwood Advisors Group, LLC7,419$5.22M0.08%-30213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding7,384$5.19M-266Timeline
MONETA GROUP INVESTMENT ADVISORS LLC7,373$5.19M0.04%-54413F-HRTimeline
MEANS INVESTMENT CO., INC.7,308$5.14M0.39%+1,94013F-HRTimeline
Breakwater Capital Group7,297$5.13M0.62%-13513F-HRTimeline
BOKF, NAin group BOKF, NA7,272$5.11M0.07%-38113F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,222$5.08M0.41%+3,45513F-HRTimelineGroup
Financial Engines Advisors L.L.C.7,173$5.05M0.01%-20513F-HRTimeline
Colorado Capital Management, Inc.7,098$4.99M1.7%-80813F-HRTimeline
J.W. COLE ADVISORS, INC.7,093$4.99M0.09%+20313F-HRTimeline
Modera Wealth Management, LLC7,047$4.96M0.05%-36513F-HRTimeline
FLOW TRADERS U.S. LLC6,967$4.9M0.2%-1,95413F-HRTimeline
DAVIS R M INC6,779$4.78M0.08%-2113F-HRTimeline
JMG Financial Group, Ltd.6,786$4.77M0.12%013F-HRTimeline
Mayflower Financial Advisors, LLC6,746$4.74M0.41%-7713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,722$4.73M0.04%+62913F-HRTimelineGroup
Ballentine Partners, LLC6,518$4.58M0.06%013F-HRTimeline
Houlihan Financial Resource Group, Ltd.6,475$4.55M1.62%-5813F-HRTimeline
Keystone Financial Group6,364$4.48M0.27%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,347$4.46M0.01%-66013F-HRTimelineGroup
UNION SAVINGS BANK6,347$4.46M1.79%-10613F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…6,253$4.4M2.67%-9713F-HRTimeline
Penobscot Investment Management Company…6,221$4.38M0.3%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC6,209$4.37M0.08%+46413F-HRTimeline
Glen Eagle Advisors, LLC6,196$4.36M0.55%-5413F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK6,173$4.34M0.35%13F-HRTimeline
Benchmark Financial Wealth Advisors, LLC6,106$4.29M1.06%-45613F-HRTimeline
OneDigital Investment Advisors LLC6,083$4.28M0.04%+1813F-HRTimeline
Segment Wealth Management, LLC6,078$4.27M0.22%-1513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO6,052$4.26M0.06%-17013F-HRTimeline
Joel Isaacson & Co., LLC6,042$4.25M0.12%+19713F-HRTimeline
Clear Point Advisors Inc.6,023$4.24M3.75%new13F-HRTimeline
Argent Trust Co6,009$4.23M0.12%+62813F-HRTimeline
BAILARD, INC.5,978$4.2M0.09%-3413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC5,968$4.2M<0.01%-1,86313F-HRTimelineGroup
Paller Financial Services Inc5,952$4.19M3.13%-2,71913F-HRTimeline
MATRIX ASSET ADVISORS INC/NY5,926$4.17M0.34%-5313F-HRTimeline
Tandem Investment Partners LLC5,923$4.17M3.21%-8813F-HRTimeline
WOODSTOCK CORP5,919$4.16M0.35%-14013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,891$4.15M1.25%+4913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,903$4.15M0.02%-15113F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC5,880$4.14M0.69%013F-HRTimeline
Wilmington Savings Fund Society, FSB5,835$4.1M0.09%-5013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,829$4.1M0.06%-2713F-HRTimeline
Sepio Capital, LP5,810$4.09M0.21%013F-HRTimeline
Crews Bank & Trust5,751$4.04M0.53%-9713F-HRTimeline
Sowell Financial Services LLC5,626$3.96M0.13%-4813F-HRTimeline
GREENLEAF TRUST5,597$3.94M0.04%-6813F-HRTimeline
Salomon & Ludwin, LLC5,616$3.91M0.32%-12213F-HRTimeline
Roan Capital Partners5,554$3.91M3.24%+33813F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC5,542$3.9M0.03%-9513F-HRTimeline
Audent Global Asset Management, LLC5,472$3.86M4.31%+89013F-HRTimeline
ROMANO BROTHERS AND COMPANY5,452$3.83M0.39%-14713F-HRTimeline
EASTERN BANK5,448$3.83M0.06%+25413F-HRTimeline
Sigma Planning Corp5,384$3.79M0.1%+28313F-HRTimeline
HB Wealth Management, LLC5,326$3.75M0.02%+7813F-HRTimeline
TD Waterhouse Canada Inc.5,366$3.74M0.01%+8113F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding5,312$3.74M-333Timeline
Fiduciary Trust Coin group Fiduciary Trust Co5,274$3.71M0.04%-20613F-HRTimelineGroup
Coastline Trust Co5,243$3.69M0.33%+20413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CENTAURUS FINANCIAL, INC.5,242$3.69M0.14%+11613F-HRTimeline
CHOREO, LLC53,516$3.68M0.04%-53813F-HRTimeline
Winter & Associates, Inc.5,228$3.68M2.76%-3,82213F-HRTimeline
SSA SWISS ADVISORS AG5,198$3.66M1.37%+11613F-HRTimeline
Apella Capital, LLC5,280$3.63M0.05%-6413F-HRTimeline
Crescent Sterling, Ltd.5,163$3.63M3.25%+4513F-HRTimeline
GLR Partners, LLC5,060$3.56M1.66%+6213F-HRTimeline
SPINNAKER TRUST5,055$3.56M0.17%013F-HRTimeline
Pegasus Asset Management, Inc.4,966$3.49M1%-513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,960$3.49M0.06%-1,37313F-HRTimelineGroup
NORTHSTAR ASSET MANAGEMENT Co5,030$3.47M0.65%+27513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,914$3.46M0.11%-213F-HRTimelineGroup
WESBANCO BANK INC4,843$3.41M0.08%-2113F-HRTimeline
Independence Bank of Kentucky4,809$3.38M0.38%013F-HRTimeline
Snowden Capital Advisors LLC4,761$3.36M0.08%+4113F-HRTimeline
WHALEROCK POINT PARTNERS, LLC4,763$3.35M0.57%-88213F-HRTimeline
GSA CAPITAL PARTNERS LLP4,759$3.35M0.21%+1,59013F-HRTimeline
Asset Management Group, Inc.4,751$3.34M0.49%-4913F-HRTimeline
STEPH & CO4,733$3.33M0.84%-6713F-HRTimeline
Paladin Advisory Group, LLC4,733$3.33M2.21%-113F-HRTimeline
Meridian Wealth Management, LLC4,687$3.3M0.1%-19213F-HRTimeline
WEST PACES ADVISORS INC.4,671$3.29M0.55%+10913F-HRTimeline
BLUELINE ADVISORS LLC4,617$3.25M2.25%+37513F-HRTimeline
Winthrop Advisory Group LLC4,590$3.24M0.22%+13313F-HRTimeline
New England Private Wealth Advisors LLC4,677$3.23M0.31%013F-HRTimeline
Shoker Investment Counsel, Inc.4,552$3.2M0.8%+513F-HRTimeline
Orange Investment Advisors, Inc.4,519$3.18M0.39%-1313F-HRTimeline
Blue Fin Capital, Inc.4,509$3.17M0.46%+29013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC4,500$3.17M0.51%013F-HRTimeline
WealthBridge Capital Management, LLC4,438$3.12M0.62%+1713F-HRTimeline
Capital Investment Advisory Services, L…4,421$3.11M0.19%+81313F-HRTimeline
Gilman Hill Asset Management, LLC4,408$3.1M0.42%013F-HRTimeline
Arkadios Wealth Advisors4,371$3.07M0.05%-77113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,370$3.07M<0.01%new13F-HRTimelineGroup
GHE, LLC30,067$3.07M1.16%+29,11813F-HRTimeline
Prime Capital Investment Advisors, LLC4,364$3.07M0.03%-1013F-HRTimeline
Veracity Capital LLC4,359$3.07M0.83%013F-HRTimeline
DIVERSIFIED TRUST CO4,358$3.07M0.05%-4513F-HRTimeline
DV Trading LLC4,353$3.06M0.25%+2,23013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,312$3.04M0.19%-1513F-HRTimeline
IFG Advisory, LLC4,265$3M0.11%+4,26213F-HRTimeline
RWA WEALTH PARTNERS, LLC4,256$2.99M0.03%+40113F-HRTimeline
Providence Financial Advisors, LLC4,218$2.97M1.69%-53313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,195$2.96M0.07%-213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP4,183$2.94M0.29%+3,31713F-HRTimeline
Whitegate Investment Counselors, Inc.4,150$2.92M0.83%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…4,143$2.91M0.03%+5013F-HRTimeline
Providence First Trust Co4,114$2.89M0.81%-12213F-HRTimeline
Cambria Investment Management, L.P.4,095$2.88M0.14%new13F-HRTimeline
Empowered Funds, LLC4,095$2.88M0.02%+3,41313F-HRTimeline
NorthRock Partners, LLC4,090$2.88M0.04%+3113F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.4,100$2.87M0.02%new13F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC4,038$2.84M0.27%+4313F-HRTimeline
Sterling Investment Advisors, Ltd.4,026$2.83M0.47%-5013F-HRTimeline
COURIER CAPITAL LLC4,013$2.82M0.14%+1413F-HRTimeline
Orion Porfolio Solutions, LLC3,996$2.81M0.02%-72813F-HRTimeline