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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,392 managers (1,407 13F filers) reported a position in MDY shares at 2024-12-31, 26,530,085 shares in all. 87 filers opened a position and 53 filers sold out during the quarter.

Managers
1,392
13F filers
1,407
New
87
Added
388
Reduced
422
Sold out
53
Shares held by filers
26,530,085

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Busey Bank13,516$7.7M0.25%-3013F-HRTimeline
Linscomb Wealth, Inc.13,477$7.68M0.38%-64713F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…13,377$7.62M0.19%+9,59913F-HRTimelineGroup
Pacific Center for Financial Services13,322$7.59M1.95%-25013F-HRTimeline
TKG Advisors, LLC12,504$7.47M3.44%+85213F-HRTimeline
STALEY CAPITAL ADVISERS INC13,102$7.46M0.33%013F-HRTimeline
Grove Bank & Trust12,879$7.34M1.02%-2113F-HRTimeline
Private Advisor Group, LLC12,810$7.3M0.04%-56113F-HRTimeline
Meridian Wealth Advisors, LLC12,741$7.26M1.2%+7213F-HRTimeline
Sand Hill Global Advisors, LLC12,221$6.96M0.29%-1713F-HRTimeline
Vestmark Advisory Solutions, Inc.12,125$6.91M0.24%new13F-HRTimeline
Rothschild Capital Partners, LLC12,091$6.89M1.67%+413F-HRTimeline
Dakota Wealth Management11,960$6.81M0.16%-16613F-HRTimeline
Community Bank, N.A.11,830$6.74M0.86%-5013F-HRTimeline
HANOVER ADVISORS INC11,634$6.63M2.78%+56313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…11,618$6.62M0.62%+713F-HRTimeline
SYNOVUS FINANCIAL CORP11,536$6.57M0.08%-70913F-HRTimeline
Palisade Asset Management, LLC11,536$6.57M0.67%-3613F-HRTimeline
Goelzer Investment Management, Inc.11,491$6.55M0.38%-16213F-HRTimeline
First Horizon Advisors, Inc.11,135$6.34M0.18%+11713F-HRTimeline
Madison Park Capital Advisors, LLC11,079$6.31M5.03%-3,42213F-HRTimeline
Latigo Investments, LLC10,962$6.24M3.18%013F-HRTimeline
Tandem Investment Partners LLC10,893$6.2M5.94%13F-HRTimeline
Diversified Portfolios, Inc.10,826$6.17M0.67%-4513F-HRTimeline
Sanctuary Advisors, LLC10,336$6.16M0.04%+6813F-HRTimeline
ADIRONDACK TRUST CO10,817$6.16M2.35%+4713F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,751$6.12M1.24%-913F-HRTimeline
Alexis Investment Partners, LLC10,719$6.09M2.98%13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.10,632$6.08M0.3%-5813F-HRTimeline
Hopwood Financial Services, Inc.10,500$5.98M4.53%13F-HRTimeline
INSPIRE TRUST CO, N.A.10,500$5.98M1.53%-1,32213F-HRTimeline
IEQ CAPITAL, LLC10,476$5.97M0.06%+12013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC10,460$5.96M0.74%+33913F-HRTimeline
Wilmington Savings Fund Society, FSB10,365$5.9M0.11%-1713F-HRTimeline
GRIES FINANCIAL LLC10,273$5.85M1.04%-7713F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA10,268$5.85M0.01%+7,28713F-HR/ATimelineGroup
DAYMARK WEALTH PARTNERS, LLC10,168$5.79M0.24%+29013F-HR/ATimeline
RBF Capital, LLC10,000$5.7M0.3%013F-HRTimeline
Wilmar Advisors LLC10,000$5.7M5.27%13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding9,900$5.64M+2,492Timeline
Resonant Capital Advisors, LLC9,719$5.56M0.41%013F-HRTimeline
Peak Asset Management, LLC9,749$5.55M1.03%-213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO9,716$5.53M0.1%-35713F-HRTimeline
Firestone Capital Management9,676$5.51M1.37%-17213F-HRTimeline
Colorado Capital Management, Inc.9,671$5.51M2.67%-3,12813F-HRTimeline
Mayflower Financial Advisors, LLC9,650$5.5M0.82%-4313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,522$5.42M0.11%-14,19713F-HRTimelineGroup
G&S Capital LLC9,507$5.41M2.24%+43413F-HRTimeline
Badgley Phelps Wealth Managers, LLC9,451$5.4M0.13%+33113F-HRTimeline
Court Place Advisors, LLC9,474$5.4M1.75%-29913F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…9,444$5.38M0.05%013F-HRTimeline
Bank of New Hampshire9,435$5.37M1.38%-32413F-HRTimeline
Beacon Pointe Advisors, LLC9,426$5.37M0.06%+52213F-HRTimeline
MOTCO9,358$5.33M0.55%-8413F-HRTimeline
CENTRAL TRUST Co9,347$5.32M0.13%-4113F-HRTimeline
Newport Capital Group, LLC9,321$5.32M3.92%+26513F-HRTimeline
BOKF, NAin group BOKF, NA9,371$5.3M0.09%-23513F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC9,263$5.28M<0.01%+7413F-HRTimelineGroup
CMG Global Holdings, LLC8,804$5.27M2.91%+45413F-HRTimeline
Balboa Wealth Partners9,112$5.19M1.18%013F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV9,030$5.14M2.96%+1,25413F-HRTimeline
Summit Financial, LLC8,981$5.13M0.18%+96713F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK9,002$5.13M0.46%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,861$5.05M0.01%new13F-HRTimelineGroup
Allworth Financial LP8,412$5.04M0.03%-313F-HRTimeline
TI-TRUST, INC8,740$4.98M3.33%+3213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp8,712$4.96M0.15%-33413F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC8,711$4.96M0.13%13F-HRTimeline
Financial Engines Advisors L.L.C.8,705$4.96M0.01%-33113F-HRTimeline
NBW CAPITAL LLC8,620$4.91M0.91%-7813F-HRTimeline
Williams Jones Wealth Management, LLC.8,612$4.91M0.06%-2,83813F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.8,439$4.81M2.72%+21613F-HRTimeline
Benchmark Financial Wealth Advisors, LLC8,437$4.81M1.54%+38413F-HRTimeline
AMG National Trust Bank8,411$4.78M0.13%+513F-HRTimeline
Finley Financial, LLC8,150$4.76M2.48%13F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.8,345$4.75M1.42%+3,45513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,195$4.67M0.04%+1,50413F-HRTimelineGroup
Highview Capital Management LLC/DE/8,188$4.66M1.79%+5513F-HR/ATimeline
BARRETT & COMPANY, INC.8,110$4.62M1.95%+7213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC8,085$4.6M0.38%-18113F-HRTimeline
Modera Wealth Management, LLC8,076$4.6M0.06%-7613F-HRTimeline
CHOREO, LLC8,043$4.58M0.07%-3213F-HRTimeline
Bay Rivers Group8,033$4.58M2.22%+6413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd7,943$4.52M0.09%new13F-HRTimelineGroup
Carlton Hofferkamp & Jenks Wealth Manag…7,617$4.52M1.67%+7913F-HRTimeline
SONATA CAPITAL GROUP INC7,929$4.52M1.87%+34613F-HRTimeline
Intrepid Financial Planning Group LLC7,884$4.49M1.9%-9613F-HRTimeline
Keystone Financial Group7,852$4.49M0.44%+1,86813F-HRTimeline
Laird Norton Wetherby Wealth Management…7,793$4.44M0.21%-1813F-HRTimeline
HARBOUR INVESTMENTS, INC.7,731$4.4M0.13%+6213F-HRTimeline
Weil Company, Inc.7,703$4.39M1.52%+113F-HRTimeline
Evensky & Katz LLC7,683$4.38M0.29%-7113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,672$4.37M0.02%-2513F-HRTimelineGroup
Perigon Wealth Management, LLC7,417$4.37M0.11%-2413F-HRTimeline
Prospera Financial Services Inc7,556$4.3M0.1%+96413F-HRTimeline
Ashton Thomas Private Wealth, LLC7,525$4.3M0.17%-6813F-HRTimeline
Houlihan Financial Resource Group, Ltd.7,427$4.23M1.8%-16813F-HRTimeline
NewEdge Advisors, LLC7,412$4.22M0.03%+11513F-HRTimeline
Segment Wealth Management, LLC7,380$4.2M0.29%-11013F-HRTimeline
North Star Investment Management Corp.7,376$4.2M0.29%-2013F-HRTimeline
Audent Global Asset Management, LLC7,347$4.2M2.73%+1,63513F-HRTimeline
Midwest Financial Group LLC7,260$4.13M2.37%+2713F-HRTimeline
Breakwater Capital Group7,177$4.09M0.81%-713F-HRTimeline
JMG Financial Group, Ltd.7,170$4.08M0.14%+15813F-HRTimeline
FLOW TRADERS U.S. LLC7,112$4.05M0.16%+2,96913F-HRTimeline
OneDigital Investment Advisors LLC7,112$4.05M0.05%013F-HRTimeline
Haverford Trust Co7,099$4.04M0.04%-10013F-HRTimeline
DAVIS R M INC7,075$4.03M0.08%+20113F-HRTimeline
Snowden Capital Advisors LLC6,964$3.98M0.12%+1,56813F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.62,980$3.92M2.43%new13F-HRTimeline
Renaissance Investment Group LLC6,879$3.92M0.83%-22013F-HRTimeline
Paulson Wealth Management Inc.6,871$3.91M1.07%+21313F-HRTimeline
UNION SAVINGS BANK6,811$3.88M1.91%-1413F-HRTimeline
Bristlecone Advisors, LLC6,729$3.83M0.3%-2513F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,689$3.81M0.12%+43213F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …6,687$3.81M0.22%013F-HRTimelineGroup
Ballentine Partners, LLC6,631$3.78M0.06%+34013F-HRTimeline
SENTINEL TRUST CO LBA6,593$3.75M0.43%-9613F-HRTimeline
Proficio Capital Partners LLC6,575$3.74M0.3%-38513F-HR/ATimeline
Glen Eagle Advisors, LLC6,571$3.74M0.62%-2513F-HRTimeline
MATRIX ASSET ADVISORS INC/NY6,566$3.74M0.41%+5213F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/6,481$3.69M0.78%+16513F-HRTimeline
BAILARD, INC.6,478$3.69M0.09%-23513F-HRTimeline
HB Wealth Management, LLC6,457$3.68M0.04%-3,23013F-HRTimeline
Crews Bank & Trust6,450$3.67M0.62%13F-HRTimeline
New Century Financial Group, LLC6,384$3.67M1.56%new13F-HRTimeline
GREENLEAF TRUST6,420$3.66M0.03%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding6,400$3.65M-1Timeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …6,398$3.64M<0.01%+49913F-HRTimelineGroup
Peterson Wealth Services6,347$3.62M1.09%new13F-HRTimeline
Capital Advantage, Inc.6,327$3.6M0.66%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,322$3.6M0.03%-22213F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO6,314$3.6M0.07%+13713F-HRTimeline
NorthCrest Asset Manangement, LLC6,312$3.6M0.11%+5813F-HR/ATimeline
STEPH & CO6,310$3.59M1.21%-8213F-HRTimeline
Clear Point Advisors Inc.6,252$3.56M3.04%+2413F-HRTimeline
&PARTNERS6,166$3.54M0.04%+3,28313F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…6,212$3.54M2.69%-13413F-HRTimeline
Elyxium Wealth, LLC6,200$3.53M2.15%013F-HRTimeline
Keeley-Teton Advisors, LLC6,136$3.49M0.41%+42613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,054$3.45M0.05%-3713F-HRTimelineGroup
Atria Investments, Inc6,022$3.43M0.04%+4,36813F-HRTimeline
ROMANO BROTHERS AND COMPANY5,982$3.41M0.43%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management5,900$3.36M0.01%new13F-HRTimelineGroup
Paladin Advisory Group, LLC5,899$3.36M2.57%-713F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC5,885$3.35M0.47%-2,33513F-HRTimeline
PFG Advisors5,875$3.35M0.2%+38413F-HRTimeline
B. Riley Wealth Advisors, Inc.5,837$3.34M0.11%-30913F-HRTimeline
EASTERN BANK5,830$3.32M0.06%-3613F-HRTimeline
RVW Wealth, LLC5,825$3.32M0.31%-47813F-HRTimeline
Sepio Capital, LP5,810$3.31M0.26%-49013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC5,803$3.31M0.02%+113F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…5,767$3.28M0.01%+38513F-HRTimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding5,767$3.27M+445Timeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,710$3.26M0.81%+1013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,681$3.24M0.09%-2913F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC5,645$3.22M0.75%013F-HRTimeline
Advisory Services Network, LLC5,617$3.2M0.06%+19713F-HRTimeline
Global Retirement Partners, LLC5,547$3.16M0.09%+8913F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding5,537$3.15M+6Timeline
J.W. COLE ADVISORS, INC.5,531$3.15M0.13%+50913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC5,522$3.15M1.03%+83113F-HRTimeline
Tower View Wealth Management LLC5,518$3.14M1.66%+86113F-HRTimeline
Salomon & Ludwin, LLC5,413$3.08M0.33%-19313F-HRTimeline
Joel Isaacson & Co., LLC5,412$3.08M0.14%-4413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,353$3.05M<0.01%+2,94013F-HRTimelineGroup
Financial Life Planners5,337$3.04M2.55%13F-HRTimeline
GTS SECURITIES LLC5,288$3.01M0.15%-13,27413F-HRTimeline
WOODSTOCK CORP5,262$3M0.29%+1413F-HRTimeline
Garden State Investment Advisory Servic…5,240$2.99M0.92%+2,16913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC5,109$2.98M0.3%+2,78113F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…5,031$2.97M0.03%-14313F-HRTimeline
Penobscot Investment Management Company…5,207$2.97M0.27%013F-HRTimeline
Miller Investment Management, LP5,201$2.96M0.32%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.5,013$2.96M0.14%+36513F-HRTimelineGroup
Pegasus Asset Management, Inc.5,195$2.96M1.12%-3513F-HRTimeline
Waverly Advisors, LLC5,164$2.94M0.05%+2,06913F-HRTimeline
Argent Trust Co5,113$2.91M0.12%+1513F-HRTimeline
InTrack Investment Management Inc5,034$2.9M2.03%+50013F-HRTimeline
SPINNAKER TRUST5,067$2.89M0.18%+6813F-HRTimeline
Shoker Investment Counsel, Inc.5,047$2.87M0.97%+713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,016$2.86M<0.01%+4,46613F-HRTimelineGroup
Baltimore-Washington Financial Advisors…4,987$2.84M0.15%-4813F-HRTimeline
Sigma Planning Corp4,947$2.82M0.09%-1,68913F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…4,945$2.82M1.01%+20613F-HRTimeline
Sage Financial Management Group, Inc.4,927$2.81M1.04%-2313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC4,917$2.8M0.65%013F-HRTimeline
Merit Financial Group, LLC4,916$2.8M0.05%+19813F-HRTimeline
IFG Advisory, LLC4,884$2.78M0.16%-9213F-HRTimeline
DIVERSIFIED TRUST CO4,882$2.78M0.07%-39313F-HRTimeline
St. Johns Investment Management Company…4,870$2.77M1.29%013F-HRTimeline
PKS Advisory Services, LLC4,863$2.77M0.69%13F-HRTimeline
Delta Financial Group, Inc.4,844$2.76M0.65%-45513F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co4,840$2.76M0.63%-5513F-HRTimeline
Cyndeo Wealth Partners, LLC4,827$2.75M0.19%+1,60513F-HRTimeline
Independence Bank of Kentucky4,789$2.73M0.42%+4,55313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,778$2.72M0.04%-1613F-HRTimeline
New England Private Wealth Advisors LLC4,721$2.69M0.43%013F-HRTimeline
Winthrop Advisory Group LLC4,711$2.68M0.32%+413F-HRTimeline
Asset Management Group, Inc.4,711$2.68M0.48%+1213F-HRTimeline