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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,349 managers (1,362 13F filers) reported a position in MDY shares at 2025-03-31, 25,172,585 shares in all. 61 filers opened a position and 98 filers sold out during the quarter.

Managers
1,349
13F filers
1,362
New
61
Added
370
Reduced
490
Sold out
98
Shares held by filers
25,172,585

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…12,308$6.57M0.18%-1,06913F-HRTimelineGroup
SHAPIRO CAPITAL MANAGEMENT LLC12,300$6.56M0.27%new13F-HRTimeline
Sand Hill Global Advisors, LLC12,219$6.52M0.27%-213F-HRTimeline
Private Advisor Group, LLC12,178$6.5M0.04%-63213F-HRTimeline
Dakota Wealth Management11,997$6.4M0.15%+3713F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…11,858$6.33M0.06%+11,00313F-HRTimelineGroup
HANOVER ADVISORS INC11,759$6.27M2.72%+12513F-HRTimeline
Community Bank, N.A.11,756$6.27M0.84%-7413F-HRTimeline
Cyndeo Wealth Partners, LLC11,702$6.24M0.41%+6,87513F-HRTimeline
CW Advisors, LLC11,478$6.21M0.07%+8,92713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.13,210$6.19M0.01%-30913F-HRTimelineGroup
SYNOVUS FINANCIAL CORP11,555$6.16M0.08%+1913F-HRTimeline
Madison Park Capital Advisors, LLC11,489$6.13M5.38%+41013F-HRTimeline
Waverly Advisors, LLC11,426$6.1M0.07%+6,26213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…11,382$6.07M0.57%-23613F-HRTimeline
Goelzer Investment Management, Inc.11,364$6.06M0.35%-12713F-HR/ATimeline
First Horizon Advisors, Inc.11,204$5.98M0.17%+6913F-HRTimeline
Alexis Investment Partners, LLC11,229$5.98M2.86%+51013F-HRTimeline
Latigo Investments, LLC10,962$5.85M3.12%013F-HRTimeline
Diversified Portfolios, Inc.10,764$5.74M0.6%-6213F-HRTimeline
ADIRONDACK TRUST CO10,744$5.73M2.24%-7313F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV10,722$5.72M2.94%+1,69213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.10,684$5.71M0.28%+5213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,683$5.7M1.19%-6813F-HRTimeline
Hopwood Financial Services, Inc.10,582$5.65M4.36%+8213F-HRTimeline
Palisade Asset Management, LLC10,510$5.61M0.58%-1,02613F-HRTimeline
Private Wealth Asset Management, LLC10,500$5.6M0.81%13F-HRTimeline
INSPIRE TRUST CO, N.A.10,500$5.6M1.33%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL10,486$5.59M0.05%new13F-HRTimeline
Sanctuary Advisors, LLC10,453$5.58M0.04%+11713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC10,437$5.57M0.7%-2313F-HRTimeline
Wilmington Savings Fund Society, FSB10,344$5.52M0.1%-2113F-HRTimeline
GRIES FINANCIAL LLC10,295$5.49M1.06%+2213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO10,077$5.38M0.1%+36113F-HRTimeline
G&S Capital LLC10,057$5.37M2.28%+55013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,010$5.34M0.23%-15813F-HR/ATimeline
RBF Capital, LLC10,000$5.33M0.34%013F-HRTimeline
Wilmar Advisors LLC10,000$5.33M5.52%013F-HRTimeline
Resonant Capital Advisors, LLC9,719$5.2M0.36%013F-HRTimeline
Merit Financial Group, LLC9,730$5.19M0.08%+4,81413F-HRTimeline
CENTRAL TRUST Co9,717$5.18M0.13%+37013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK9,002$5.13M0.47%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC9,576$5.12M0.12%+12513F-HRTimeline
Sageworth Trust Co9,582$5.11M0.32%-10,76513F-HRTimeline
Peak Asset Management, LLC9,568$5.1M0.97%-18113F-HRTimeline
Modera Wealth Management, LLC9,561$5.1M0.07%+1,48513F-HRTimeline
Newport Capital Group, LLC9,511$5.08M3.66%+19013F-HRTimeline
Mayflower Financial Advisors, LLC9,517$5.08M0.77%-13313F-HRTimeline
Court Place Advisors, LLC9,509$5.07M1.68%+3513F-HRTimeline
Summit Financial, LLC9,444$5.04M0.14%+46313F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…9,444$5.04M0.05%013F-HRTimeline
Colorado Capital Management, Inc.9,429$5.03M2.34%-24213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC9,540$5.01M0.96%-10,55013F-HRTimeline
BOKF, NAin group BOKF, NA9,351$4.99M0.09%-2013F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp9,269$4.94M0.15%+55713F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding9,231$4.92M-669Timeline
Firestone Capital Management9,229$4.92M1.29%-44713F-HRTimeline
Beacon Pointe Advisors, LLC9,165$4.89M0.05%-26113F-HRTimeline
TI-TRUST, INC9,125$4.87M3.22%+38513F-HRTimeline
Balboa Wealth Partners9,112$4.86M1.17%013F-HRTimeline
Bank of New Hampshire9,106$4.86M1.27%-32913F-HRTimeline
MOTCO9,091$4.85M0.51%-26713F-HRTimeline
SSA SWISS ADVISORS AG9,028$4.82M2.47%13F-HRTimeline
CMG Global Holdings, LLC9,257$4.81M3.14%+45313F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management9,000$4.8M0.01%+3,10013F-HRTimelineGroup
Midwest Financial Group LLC8,886$4.74M2.75%+1,62613F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.8,723$4.65M1.37%+37813F-HRTimeline
HARBOUR INVESTMENTS, INC.8,699$4.64M0.13%+96813F-HRTimeline
ExodusPoint Capital Management, LP8,500$4.54M0.06%+5,01113F-HRTimeline
Financial Engines Advisors L.L.C.8,494$4.53M0.01%-21113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC8,484$4.52M<0.01%-77913F-HRTimelineGroup
Murphy, Middleton, Hinkle & Parker, Inc.8,441$4.5M2.52%+213F-HRTimeline
AMG National Trust Bank8,361$4.46M0.13%-5013F-HRTimeline
Williams Jones Wealth Management, LLC.8,354$4.46M0.06%-25813F-HRTimeline
Perigon Wealth Management, LLC8,326$4.44M0.11%+90913F-HRTimeline
Highview Capital Management LLC/DE/8,188$4.37M1.83%013F-HRTimeline
Allworth Financial LP8,352$4.34M0.02%-6013F-HRTimeline
BARRETT & COMPANY, INC.8,122$4.33M1.87%+1213F-HRTimeline
Breakwater Capital Group8,047$4.29M0.76%+87013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC7,919$4.22M0.35%-16613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,882$4.2M0.04%-31313F-HRTimelineGroup
Paulson Wealth Management Inc.7,841$4.18M1.18%+97013F-HRTimeline
Bay Rivers Group7,808$4.17M2.18%-22513F-HRTimeline
Finley Financial, LLC7,920$4.13M2.3%-23013F-HRTimeline
North Star Investment Management Corp.7,695$4.11M0.3%+31913F-HRTimeline
Intrepid Financial Planning Group LLC7,685$4.1M1.9%-19913F-HRTimeline
Prospera Financial Services Inc7,645$4.08M0.09%+8913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC7,596$4.05M0.1%-1,11513F-HRTimeline
SONATA CAPITAL GROUP INC7,596$4.05M1.76%-33313F-HRTimeline
Evensky & Katz LLC7,579$4.04M0.27%-10413F-HRTimeline
Ashton Thomas Private Wealth, LLC7,525$4.02M0.15%013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC7,514$4.01M1.51%-92313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,509$4.01M0.02%-16313F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC7,527$3.9M0.41%+2,41813F-HRTimeline
NorthCrest Asset Manangement, LLC7,269$3.88M0.12%+95713F-HRTimeline
Houlihan Financial Resource Group, Ltd.7,244$3.86M1.74%-18313F-HRTimeline
JMG Financial Group, Ltd.7,230$3.86M0.13%+6013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…7,652$3.81M1.57%+3513F-HRTimeline
Haverford Trust Co7,099$3.79M0.04%013F-HRTimeline
DAVIS R M INC7,065$3.77M0.08%-1013F-HRTimeline
Tower View Wealth Management LLC7,019$3.74M2.18%+1,50113F-HRTimeline
NBW CAPITAL LLC6,961$3.71M0.82%-1,65913F-HRTimeline
&PARTNERS6,951$3.7M0.04%+78513F-HRTimeline
Segment Wealth Management, LLC6,930$3.7M0.25%-45013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd6,911$3.69M0.08%-1,03213F-HRTimelineGroup
OneDigital Investment Advisors LLC6,892$3.68M0.04%-22013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,868$3.66M<0.01%+1,51513F-HR/ATimelineGroup
Ballentine Partners, LLC6,839$3.65M0.06%+20813F-HRTimeline
Tandem Investment Partners LLC6,813$3.63M3.59%-4,08013F-HRTimeline
Snowden Capital Advisors LLC6,785$3.63M0.12%-17913F-HRTimeline
UNION SAVINGS BANK6,799$3.63M1.77%-1213F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,766$3.61M0.11%+7713F-HRTimeline
Capital Advantage, Inc.6,327$3.6M0.66%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding6,672$3.56M+272Timeline
Proficio Capital Partners LLC6,640$3.56M0.28%+6513F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …6,670$3.56M0.21%-1713F-HRTimelineGroup
WASHBURN CAPITAL MANAGEMENT, INC.60,960$3.56M2.34%-2,02013F-HR/ATimeline
Keeley-Teton Advisors, LLC6,655$3.55M0.43%+51913F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding7,037$3.51M+1,270Timeline
Glen Eagle Advisors, LLC6,564$3.5M0.58%-713F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/6,551$3.49M0.72%+7013F-HRTimeline
Keystone Financial Group6,441$3.49M0.35%-1,41113F-HRTimeline
Bristlecone Advisors, LLC6,514$3.47M0.28%-21513F-HRTimeline
MATRIX ASSET ADVISORS INC/NY6,469$3.45M0.38%-9713F-HRTimeline
SENTINEL TRUST CO LBA6,454$3.44M0.41%-13913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,417$3.42M<0.01%+1,40113F-HRTimelineGroup
BAILARD, INC.6,381$3.4M0.09%-9713F-HRTimeline
New Century Financial Group, LLC6,365$3.4M3.93%-1913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,363$3.39M0.1%+3,40413F-HRTimelineGroup
GREENLEAF TRUST6,362$3.39M0.03%-5813F-HRTimeline
Audent Global Asset Management, LLC6,339$3.38M2.79%-1,00813F-HRTimeline
Golden State Wealth Management, LLC6,320$3.37M0.5%new13F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,290$3.36M0.03%-3213F-HRTimelineGroup
CHARTER RESEARCH & INVESTMENT GROUP, IN…6,278$3.35M2.56%+6613F-HRTimeline
Clear Point Advisors Inc.6,259$3.34M3%+713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,230$3.32M0.04%+17613F-HRTimelineGroup
Crews Bank & Trust6,230$3.32M0.57%-22013F-HRTimeline
Salomon & Ludwin, LLC6,221$3.32M0.35%+80813F-HRTimeline
Elyxium Wealth, LLC6,200$3.31M1.47%013F-HRTimeline
WOODSTOCK CORP6,190$3.3M0.33%+92813F-HRTimeline
HB Wealth Management, LLC6,158$3.29M0.03%-29913F-HRTimeline
SEEDS INVESTOR LLC6,095$3.25M0.91%+4,39713F-HRTimeline
CHOREO, LLC54,338$3.24M0.05%+46,29513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO6,070$3.24M0.08%-24413F-HRTimeline
Weil Company, Inc.6,062$3.23M0.97%-1,64113F-HRTimeline
NewEdge Advisors, LLC5,976$3.19M0.02%-1,43613F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC5,951$3.17M0.88%+42913F-HRTimeline
ROMANO BROTHERS AND COMPANY5,892$3.14M0.41%-9013F-HRTimeline
Paladin Advisory Group, LLC5,887$3.14M2.51%-1213F-HRTimeline
Garden State Investment Advisory Servic…5,850$3.13M1%+61013F-HRTimeline
Sepio Capital, LP5,810$3.1M0.25%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,787$3.09M0.79%+7713F-HRTimelineGroup
PFG Advisors5,782$3.08M0.17%-9313F-HRTimeline
Graypoint LLC5,680$3.03M0.19%+1,18013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC5,677$3.03M0.02%-12613F-HRTimeline
WHALEROCK POINT PARTNERS, LLC5,645$3.01M0.72%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding5,582$2.98M+45Timeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,569$2.97M0.08%-11213F-HRTimelineGroup
GTS SECURITIES LLC5,568$2.97M0.13%+28013F-HRTimeline
STEPH & CO5,561$2.97M1.07%-74913F-HRTimeline
Advisory Services Network, LLC5,544$2.96M0.06%-7313F-HRTimeline
Penobscot Investment Management Company…5,517$2.94M0.28%+31013F-HRTimeline
EASTERN BANK5,492$2.93M0.06%-33813F-HRTimeline
J.W. COLE ADVISORS, INC.5,482$2.92M0.09%-4913F-HRTimeline
Joel Isaacson & Co., LLC5,464$2.91M0.13%+5213F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…5,453$2.91M0.01%-31413F-HRTimelineGroup
SVB WEALTH LLC5,411$2.89M0.12%+71113F-HRTimeline
Miller Investment Management, LP5,201$2.77M0.31%013F-HRTimeline
Delta Financial Group, Inc.5,011$2.76M0.63%+16713F-HRTimeline
Argent Trust Co5,119$2.73M0.11%+613F-HRTimeline
Sigma Planning Corp5,092$2.72M0.09%+14513F-HRTimeline
Pegasus Asset Management, Inc.5,072$2.71M1.08%-12313F-HRTimeline
SPINNAKER TRUST5,057$2.7M0.18%-1013F-HRTimeline
Sowell Financial Services LLC5,046$2.69M0.12%new13F-HRTimeline
Shoker Investment Counsel, Inc.5,036$2.69M0.91%-1113F-HRTimeline
Financial Life Planners5,000$2.67M2.6%-33713F-HRTimeline
CenterStar Asset Management, LLC4,984$2.66M3.82%+4,51413F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC4,977$2.66M0.4%-90813F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC4,917$2.62M0.6%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…4,874$2.6M0.99%-7113F-HRTimeline
RFG Advisory, LLC4,848$2.59M0.07%+69213F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co4,820$2.57M0.62%-2013F-HRTimeline
CIBC WORLD MARKET INC.4,820$2.57M0.01%+3,59213F-HRTimeline
IFG Advisory, LLC4,817$2.57M0.14%-6713F-HRTimeline
Independence Bank of Kentucky4,789$2.55M0.4%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,775$2.55M0.04%-313F-HRTimeline
TD Waterhouse Canada Inc.4,749$2.55M0.02%+38213F-HRTimeline
InTrack Investment Management Inc4,772$2.55M2.31%-26213F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…4,986$2.54M0.02%-4513F-HRTimeline
Baltimore-Washington Financial Advisors…4,728$2.52M0.13%-25913F-HRTimeline
Asset Management Group, Inc.4,726$2.52M0.47%+1513F-HRTimeline
Winthrop Advisory Group LLC4,711$2.52M0.3%013F-HRTimeline
New England Private Wealth Advisors LLC4,721$2.52M0.39%013F-HRTimeline
Sabal Trust CO4,708$2.51M0.14%+11513F-HRTimeline
St. Johns Investment Management Company…4,707$2.51M1.24%-16313F-HRTimeline
Coastline Trust Co4,691$2.5M0.31%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prime Capital Investment Advisors, LLC4,683$2.5M0.03%+26613F-HRTimeline
Sage Financial Management Group, Inc.4,680$2.5M0.91%-24713F-HRTimeline
B. Riley Wealth Advisors, Inc.4,634$2.47M0.08%-1,20313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,608$2.46M0.12%-40513F-HRTimelineGroup