Skip to content
Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

Follow

SHS (fund), issuer CIK 936958

1,339 managers (1,352 13F filers) reported a position in MDY shares at 2025-06-30, 25,123,586 shares in all. 68 filers opened a position and 67 filers sold out during the quarter.

Managers
1,339
13F filers
1,352
New
68
Added
330
Reduced
520
Sold out
67
Shares held by filers
25,123,586

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Private Advisor Group, LLC11,843$6.71M0.04%-33513F-HRTimeline
First Horizon Advisors, Inc.11,741$6.65M0.17%+53713F-HRTimeline
Community Bank, N.A.11,739$6.65M0.87%-1713F-HRTimeline
Waverly Advisors, LLC11,690$6.62M0.07%+26413F-HRTimeline
Atria Wealth Solutions, Inc.11,640$6.61M0.15%-5,44413F-HRTimeline
TUDOR INVESTMENT CORP ET AL11,626$6.59M0.05%+1,14013F-HRTimeline
SYNOVUS FINANCIAL CORP11,554$6.55M0.08%-113F-HRTimeline
Linscomb Wealth, Inc.11,481$6.5M0.3%-1,26213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC11,443$6.48M<0.01%-1,03813F-HR/ATimelineGroup
HANOVER ADVISORS INC11,336$6.42M2.62%-42313F-HRTimeline
Goelzer Investment Management, Inc.11,088$6.28M0.34%-27613F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA11,017$6.24M0.01%-2,78713F-HRTimelineGroup
INSPIRE TRUST CO, N.A.11,000$6.23M1.29%+50013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…10,982$6.22M0.52%-40013F-HRTimeline
Latigo Investments, LLC10,962$6.21M3.2%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC10,862$6.15M0.71%+42513F-HRTimeline
CMG Global Holdings, LLC10,407$6.1M3.21%+1,15013F-HRTimeline
Sanctuary Advisors, LLC10,763$6.1M0.04%+31013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.10,712$6.09M0.27%+2813F-HRTimeline
Madison Park Capital Advisors, LLC10,672$6.05M5.09%-81713F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV10,578$5.99M2.89%-14413F-HRTimeline
Hopwood Financial Services, Inc.10,574$5.99M4.68%-813F-HRTimeline
Palisade Asset Management, LLC10,443$5.92M0.59%-6713F-HRTimeline
Diversified Portfolios, Inc.10,393$5.89M0.56%-37113F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,388$5.88M1.08%-29513F-HRTimeline
ADIRONDACK TRUST CO10,380$5.88M2.13%-36413F-HRTimeline
GRIES FINANCIAL LLC10,294$5.83M1.06%-113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,267$5.82M0.22%+25713F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management10,130$5.74M0.01%+1,13013F-HRTimelineGroup
Summit Financial, LLC10,047$5.71M0.13%+60313F-HRTimeline
Badgley Phelps Wealth Managers, LLC10,041$5.71M0.13%+46513F-HRTimeline
Allworth Financial LP10,057$5.7M0.03%+1,70513F-HRTimeline
G&S Capital LLC10,052$5.69M2.26%-513F-HRTimeline
RBF Capital, LLC10,000$5.66M0.28%013F-HRTimeline
Wilmar Advisors LLC10,000$5.66M5.44%013F-HRTimeline
Newport Capital Group, LLC9,922$5.63M3.81%+41113F-HRTimeline
Private Wealth Asset Management, LLC9,925$5.62M0.75%-57513F-HRTimeline
CENTRAL TRUST Co9,802$5.55M0.13%+8513F-HRTimeline
Alexis Investment Partners, LLC9,784$5.54M2.39%-1,44513F-HRTimeline
Merit Financial Group, LLC9,669$5.48M0.06%-6113F-HRTimeline
Sageworth Trust Co9,571$5.42M0.3%-1113F-HRTimeline
MOTCO9,385$5.4M0.52%+29413F-HRTimeline
Resonant Capital Advisors, LLC9,452$5.37M0.34%-26713F-HRTimeline
Modera Wealth Management, LLC9,474$5.37M0.07%-8713F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…9,444$5.35M0.04%013F-HRTimeline
Peak Asset Management, LLC9,402$5.33M0.98%-16613F-HRTimeline
TI-TRUST, INC9,378$5.31M3.56%+25313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO9,309$5.27M0.09%-76813F-HRTimeline
HARBOUR INVESTMENTS, INC.9,303$5.27M0.13%+60413F-HRTimeline
Firestone Capital Management9,217$5.22M1.23%-1213F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC9,195$5.21M<0.01%-5,30013F-HRTimeline
Balboa Wealth Partners9,159$5.19M1.04%+4713F-HRTimeline
Court Place Advisors, LLC9,134$5.17M1.63%-37513F-HRTimeline
Bank of New Hampshire9,096$5.15M1.28%-1013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK9,002$5.13M0.47%013F-HRTimeline
Mayflower Financial Advisors, LLC9,026$5.11M0.71%-49113F-HRTimeline
BOKF, NAin group BOKF, NA9,003$5.1M0.08%-34813F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding8,972$5.08M-259Timeline
Beacon Pointe Advisors, LLC8,839$5.01M0.05%-32613F-HRTimeline
Colorado Capital Management, Inc.8,824$5M2.14%-60513F-HRTimeline
Ashton Thomas Private Wealth, LLC8,771$4.98M0.18%+1,24613F-HRTimeline
Crestwood Advisors Group, LLC8,795$4.98M0.09%+5,86813F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.8,750$4.96M1.35%+2713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,577$4.86M<0.01%+1,70913F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC8,551$4.84M<0.01%-93,56013F-HRTimelineGroup
Midwest Financial Group LLC8,545$4.84M2.54%-34113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp8,534$4.83M0.14%-73513F-HRTimelineGroup
Paulson Wealth Management Inc.8,487$4.81M1.24%+64613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC8,400$4.76M<0.01%-8413F-HRTimelineGroup
AMG National Trust Bank8,361$4.74M0.12%013F-HRTimeline
Highview Capital Management LLC/DE/8,240$4.67M1.8%+5213F-HRTimeline
BARRETT & COMPANY, INC.8,208$4.65M1.74%+8613F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…7,958$4.63M1.68%+30613F-HRTimeline
Breakwater Capital Group8,169$4.63M0.75%+12213F-HRTimeline
Perigon Wealth Management, LLC8,105$4.59M0.11%-22113F-HRTimeline
Financial Engines Advisors L.L.C.8,086$4.58M0.01%-40813F-HRTimeline
North Star Investment Management Corp.8,061$4.57M0.32%+36613F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.8,441$4.5M2.52%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC7,946$4.5M0.71%-1,59413F-HRTimeline
Bay Rivers Group7,861$4.45M2.04%+5313F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding7,851$4.45M+814Timeline
Finley Financial, LLC7,810$4.42M2.22%-11013F-HRTimeline
Williams Jones Wealth Management, LLC.7,756$4.39M0.05%-59813F-HRTimeline
Prospera Financial Services Inc7,718$4.37M0.08%+7313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,688$4.36M0.11%+1,32513F-HRTimelineGroup
Intrepid Financial Planning Group LLC7,681$4.35M1.83%-413F-HRTimeline
Laird Norton Wetherby Wealth Management…7,630$4.32M0.19%13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC7,616$4.31M0.32%-30313F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …7,610$4.31M0.24%+94013F-HRTimelineGroup
SONATA CAPITAL GROUP INC7,476$4.24M1.69%-12013F-HRTimeline
NorthCrest Asset Manangement, LLC7,252$4.22M0.11%-1713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC7,377$4.22M0.38%-15013F-HRTimeline
Evensky & Katz LLC7,449$4.22M0.26%-13013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,448$4.22M0.02%-6113F-HRTimelineGroup
Haverford Trust Co7,399$4.19M0.04%+30013F-HRTimeline
J.W. COLE ADVISORS, INC.7,346$4.16M0.09%+1,86413F-HRTimeline
ExodusPoint Capital Management, LP7,281$4.12M0.05%-1,21913F-HRTimeline
JMG Financial Group, Ltd.7,218$4.09M0.12%-1213F-HRTimeline
Wilmington Savings Fund Society, FSB7,186$4.07M0.07%-3,15813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,127$4.04M0.03%-75513F-HRTimelineGroup
NBW CAPITAL LLC7,083$4.01M0.87%+12213F-HRTimeline
Houlihan Financial Resource Group, Ltd.6,965$3.98M1.65%-27913F-HRTimeline
DAVIS R M INC7,016$3.97M0.07%-4913F-HRTimeline
PFG Advisors7,004$3.97M0.18%+1,22213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding6,991$3.96M+319Timeline
U.S. Capital Wealth Advisors, LLC6,937$3.93M0.11%+17113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,914$3.92M0.08%-68213F-HRTimeline
Segment Wealth Management, LLC6,864$3.89M0.25%-6613F-HRTimeline
Benchmark Financial Wealth Advisors, LLC6,829$3.87M1.28%-68513F-HRTimeline
Ballentine Partners, LLC6,816$3.86M0.06%-2313F-HRTimeline
BAILARD, INC.6,731$3.81M0.09%+35013F-HRTimeline
Graypoint LLC6,697$3.79M0.21%+1,01713F-HRTimeline
UNION SAVINGS BANK6,582$3.79M1.74%-21713F-HRTimeline
OneDigital Investment Advisors LLC6,597$3.74M0.04%-29513F-HRTimeline
Glen Eagle Advisors, LLC6,526$3.7M0.57%-3813F-HRTimeline
Bristlecone Advisors, LLC6,494$3.68M0.31%-2013F-HRTimeline
NewEdge Advisors, LLC6,484$3.67M0.02%+50813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO6,461$3.66M0.07%+39113F-HRTimeline
Keystone Financial Group6,412$3.64M0.33%-2913F-HRTimeline
Tandem Investment Partners LLC6,372$3.61M3.15%-44113F-HRTimeline
WOODSTOCK CORP6,352$3.6M0.33%+16213F-HRTimeline
Salomon & Ludwin, LLC6,199$3.59M0.35%-2213F-HRTimeline
GREENLEAF TRUST6,249$3.54M0.03%-11313F-HRTimeline
New Century Financial Group, LLC6,212$3.52M4.13%-15313F-HRTimeline
Crews Bank & Trust6,205$3.52M0.55%-2513F-HRTimeline
MATRIX ASSET ADVISORS INC/NY6,200$3.51M0.36%-26913F-HR/ATimeline
Elyxium Wealth, LLC6,200$3.51M1.32%013F-HRTimeline
Advisory Services Network, LLC6,089$3.51M0.06%+54513F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…6,172$3.5M2.61%-10613F-HRTimeline
CHOREO, LLC54,401$3.49M0.05%+6313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,137$3.48M0.04%-9313F-HRTimelineGroup
Clear Point Advisors Inc.6,146$3.46M2.92%-11313F-HRTimeline
Audent Global Asset Management, LLC5,994$3.4M2.43%-34513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC5,951$3.37M0.83%013F-HRTimeline
Paladin Advisory Group, LLC5,853$3.32M2.53%-3413F-HRTimeline
Sepio Capital, LP5,810$3.29M0.23%013F-HRTimeline
SENTINEL TRUST CO LBA5,785$3.28M0.36%-66913F-HRTimeline
ROMANO BROTHERS AND COMPANY5,755$3.26M0.4%-13713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,697$3.24M0.9%-9013F-HRTimelineGroup
WASHBURN CAPITAL MANAGEMENT, INC.51,690$3.21M1.88%-9,27013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC5,645$3.2M0.69%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC5,637$3.19M0.02%-4013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,630$3.19M0.03%-66013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,570$3.16M0.07%+113F-HRTimelineGroup
Orion Porfolio Solutions, LLC5,560$3.15M0.03%+2,51413F-HR/ATimeline
STEPH & CO5,547$3.14M1.02%-1413F-HRTimeline
Penobscot Investment Management Company…5,517$3.13M0.27%013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)5,507$3.12M0.03%new13F-HRTimelineGroup
Joel Isaacson & Co., LLC5,476$3.1M0.13%+1213F-HRTimeline
Snowden Capital Advisors LLC5,442$3.09M0.09%-1,34313F-HRTimeline
EASTERN BANK5,437$3.08M0.06%-5513F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding5,427$3.07M-155Timeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…5,360$3.04M0.01%-9313F-HRTimelineGroup
Argent Trust Co5,294$3M0.11%+17513F-HRTimeline
Garden State Investment Advisory Servic…5,200$2.95M0.8%-65013F-HRTimeline
Miller Investment Management, LP5,201$2.95M0.31%013F-HRTimeline
Sowell Financial Services LLC5,153$2.92M0.12%+10713F-HRTimeline
Coastline Trust Co5,086$2.88M0.33%+39513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CAPITAL ADVISORY GROUP ADVISORY SERVICE…5,060$2.87M1.03%+18613F-HRTimeline
SPINNAKER TRUST5,056$2.86M0.17%-113F-HRTimeline
Gilman Hill Asset Management, LLC5,052$2.86M0.47%+50413F-HRTimeline
Sigma Planning Corp5,036$2.85M0.09%-5613F-HRTimeline
SSA SWISS ADVISORS AG4,867$2.85M1.37%-4,16113F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/4,991$2.83M<0.01%+1,99313F-HRTimeline
Pegasus Asset Management, Inc.4,988$2.83M0.97%-8413F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…4,986$2.82M0.02%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,964$2.81M0.03%+18913F-HRTimeline
Shoker Investment Counsel, Inc.4,950$2.8M0.88%-8613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC4,917$2.79M0.56%013F-HRTimeline
New England Private Wealth Advisors LLC4,721$2.75M0.4%013F-HRTimeline
WESBANCO BANK INC4,846$2.75M0.08%+35913F-HRTimeline
Weil Company, Inc.4,832$2.74M0.72%-1,23013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co4,820$2.73M0.63%013F-HRTimeline
Independence Bank of Kentucky4,789$2.71M0.38%013F-HRTimeline
IFG Advisory, LLC4,768$2.7M0.14%-4913F-HRTimeline
CENTAURUS FINANCIAL, INC.4,756$2.69M0.16%+84313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,755$2.69M0.07%+4,73813F-HRTimelineGroup
TD Waterhouse Canada Inc.4,685$2.69M0.02%-6413F-HRTimeline
Asset Management Group, Inc.4,738$2.68M0.47%+1213F-HRTimeline
Winthrop Advisory Group LLC4,571$2.6M0.25%-14013F-HRTimeline
Connecticut Wealth Management, LLC4,568$2.59M0.12%+113F-HRTimeline
WEST PACES ADVISORS INC.4,560$2.58M0.55%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,532$2.58M0.12%-7613F-HRTimelineGroup
STEEL GROVE CAPITAL ADVISORS, LLC4,535$2.57M0.3%-44213F-HRTimeline
ELEMENT POINTE ADVISORS, LLC4,500$2.55M0.62%013F-HRTimeline
Crescent Sterling, Ltd.4,483$2.54M2.84%+11313F-HRTimeline
Baltimore-Washington Financial Advisors…4,481$2.54M0.12%-24713F-HRTimeline
Aster Capital Management (DIFC) Ltd4,448$2.52M0.57%new13F-HRTimeline
DAVIDSON TRUST CO4,428$2.51M1.16%-6713F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/4,426$2.51M0.49%-2,12513F-HRTimeline
Meridian Wealth Management, LLC4,419$2.5M0.11%-3413F-HRTimeline
Geneos Wealth Management Inc.4,409$2.5M0.06%+22913F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC4,404$2.49M0.03%new13F-HR/ATimelineGroup
DIVERSIFIED TRUST CO4,398$2.49M0.06%-3113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,382$2.49M0.21%-2513F-HRTimeline
Prime Capital Investment Advisors, LLC4,388$2.49M0.03%-29513F-HRTimeline
Veracity Capital LLC4,359$2.47M0.86%013F-HRTimeline
Sage Financial Management Group, Inc.4,356$2.47M0.85%-32413F-HRTimeline
Lowe Wealth Advisors, LLC4,335$2.46M0.96%-2713F-HRTimeline
Orange Investment Advisors, Inc.4,321$2.45M0.27%-11813F-HRTimeline