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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,352 managers (1,367 13F filers) reported a position in MDY shares at 2025-09-30, 25,719,380 shares in all. 69 filers opened a position and 45 filers sold out during the quarter.

Managers
1,352
13F filers
1,367
New
69
Added
356
Reduced
483
Sold out
45
Shares held by filers
25,719,380

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Linscomb Wealth, Inc.11,280$6.72M0.29%-20113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,164$6.65M0.01%-82013F-HRTimelineGroup
CMG Global Holdings, LLC11,146$6.63M3.24%+73913F-HRTimeline
Alexis Investment Partners, LLC11,138$6.63M2.67%+1,35413F-HRTimeline
SHAPIRO CAPITAL MANAGEMENT LLC11,000$6.56M0.28%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC10,981$6.54M0.68%+11913F-HRTimeline
Goelzer Investment Management, Inc.10,971$6.54M0.35%-11713F-HRTimeline
Latigo Investments, LLC10,962$6.53M3.29%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…10,802$6.44M0.48%-18013F-HRTimeline
Paulson Wealth Management Inc.10,635$6.34M1.5%+2,14813F-HRTimeline
Madison Park Capital Advisors, LLC10,574$6.3M5.17%-9813F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV10,562$6.3M2.92%-1613F-HRTimeline
ADIRONDACK TRUST CO10,468$6.24M2.09%+8813F-HRTimeline
Hopwood Financial Services, Inc.10,466$6.24M4.17%-10813F-HRTimeline
Palisade Asset Management, LLC10,443$6.22M0.58%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,419$6.21M1.06%+3113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.10,348$6.18M0.26%-36413F-HRTimeline
Diversified Portfolios, Inc.10,373$6.18M0.55%-2013F-HRTimeline
G&S Capital LLC10,320$6.15M2.27%+26813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,300$6.14M0.21%+3313F-HRTimeline
Summit Financial, LLC10,299$6.14M0.09%+25213F-HRTimeline
Badgley Phelps Wealth Managers, LLC10,249$6.13M0.13%+20813F-HRTimeline
GRIES FINANCIAL LLC10,243$6.11M0.96%-5113F-HRTimeline
Newport Capital Group, LLC10,070$6.01M3.78%+14813F-HRTimeline
RBF Capital, LLC10,000$5.96M0.27%013F-HRTimeline
Wilmar Advisors LLC10,000$5.96M4.89%013F-HRTimeline
Private Wealth Asset Management, LLC9,925$5.92M0.7%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,881$5.9M<0.01%+1,30413F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC9,795$5.84M<0.01%+60013F-HRTimeline
CENTRAL TRUST Co9,772$5.82M0.12%-3013F-HRTimeline
Sageworth Trust Co9,569$5.7M0.27%-213F-HRTimeline
HARBOUR INVESTMENTS, INC.9,495$5.66M0.13%+19213F-HRTimeline
TI-TRUST, INC9,446$5.63M3.54%+6813F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…9,444$5.63M0.04%013F-HRTimeline
MOTCO9,345$5.57M0.51%-4013F-HRTimeline
BARRETT & COMPANY, INC.9,297$5.54M1.9%+1,08913F-HRTimeline
Modera Wealth Management, LLC9,254$5.52M0.06%-22013F-HRTimeline
Merit Financial Group, LLC9,244$5.51M0.05%-42513F-HR/ATimeline
Firestone Capital Management9,220$5.5M1.19%+313F-HRTimeline
Resonant Capital Advisors, LLC9,183$5.49M0.32%-26913F-HRTimeline
Balboa Wealth Partners9,189$5.48M0.94%+3013F-HRTimeline
Peak Asset Management, LLC9,112$5.43M0.95%-29013F-HRTimeline
Sanctuary Advisors, LLC9,077$5.41M0.03%-1,68613F-HR/ATimeline
Court Place Advisors, LLC8,995$5.36M1.61%-13913F-HRTimeline
BOKF, NAin group BOKF, NA8,993$5.36M0.08%-1013F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding8,935$5.33M-37Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO8,912$5.31M0.08%-39713F-HRTimeline
Bank of New Hampshire8,806$5.25M1.21%-29013F-HRTimeline
Mayflower Financial Advisors, LLC8,720$5.2M0.65%-30613F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.8,671$5.17M1.28%-7913F-HRTimeline
Gotham Asset Management, LLC8,638$5.15M0.02%+5,44013F-HRTimeline
Ashton Thomas Private Wealth, LLC8,595$5.14M0.13%-17613F-HRTimeline
Crestwood Advisors Group, LLC8,615$5.13M0.09%-18013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK9,002$5.13M0.47%013F-HRTimeline
Midwest Financial Group LLC8,582$5.12M2.44%+3713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,564$5.1M0.12%+87613F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp8,542$5.09M0.13%+813F-HRTimelineGroup
Murphy, Middleton, Hinkle & Parker, Inc.8,518$5.08M2.48%+7713F-HRTimeline
Laird Norton Wetherby Wealth Management…8,425$5.02M0.21%+79513F-HRTimeline
Colorado Capital Management, Inc.8,419$5.02M1.94%-40513F-HRTimeline
AMG National Trust Bank8,404$5.01M0.12%+4313F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding8,303$4.94M+452Timeline
Highview Capital Management LLC/DE/8,193$4.88M1.8%-4713F-HRTimeline
North Star Investment Management Corp.8,175$4.87M0.31%+11413F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…8,046$4.87M1.63%+8813F-HRTimeline
Financial Engines Advisors L.L.C.7,983$4.76M0.01%-10313F-HRTimeline
Breakwater Capital Group7,972$4.75M0.7%-19713F-HRTimeline
Bay Rivers Group7,895$4.71M1.98%+3413F-HRTimeline
Haverford Trust Co7,772$4.63M0.04%+37313F-HRTimeline
Beacon Pointe Advisors, LLC7,712$4.6M0.04%-1,12713F-HRTimeline
Williams Jones Wealth Management, LLC.7,701$4.59M0.05%-5513F-HRTimeline
Prospera Financial Services Inc7,662$4.57M0.08%-5613F-HRTimeline
Intrepid Financial Planning Group LLC7,637$4.55M1.74%-4413F-HRTimeline
Perigon Wealth Management, LLC7,624$4.54M0.09%-48113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,624$4.54M<0.01%-31,90113F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC7,557$4.5M0.3%-5913F-HRTimeline
SONATA CAPITAL GROUP INC7,482$4.46M1.65%+613F-HRTimeline
Evensky & Katz LLC7,465$4.45M0.26%+1613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC7,352$4.38M0.34%-2513F-HRTimeline
NorthCrest Asset Manangement, LLC7,265$4.32M0.1%+1313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,249$4.32M0.02%-19913F-HRTimelineGroup
J.W. COLE ADVISORS, INC.7,247$4.32M0.08%-9913F-HRTimeline
Qube Research & Technologies Ltd7,109$4.24M0.01%-22,59813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding7,059$4.21M+68Timeline
JMG Financial Group, Ltd.7,053$4.2M0.12%-16513F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,023$4.19M0.11%+8613F-HRTimeline
PFG Advisors6,975$4.16M0.17%-2913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,971$4.15M0.03%-15613F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC6,935$4.13M0.08%+2113F-HRTimeline
DAVIS R M INC6,927$4.13M0.07%-8913F-HRTimeline
Benchmark Financial Wealth Advisors, LLC6,914$4.12M1.24%+8513F-HRTimeline
Ballentine Partners, LLC6,816$4.06M0.06%013F-HRTimeline
New Century Financial Group, LLC6,724$4.01M7.12%+51213F-HRTimeline
NewEdge Advisors, LLC6,658$3.97M0.02%+17413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO6,635$3.95M0.09%+17413F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …6,600$3.93M0.34%-1,01013F-HRTimelineGroup
Glen Eagle Advisors, LLC6,558$3.91M0.54%+3213F-HRTimeline
Bristlecone Advisors, LLC6,524$3.89M0.32%+3013F-HRTimeline
OneDigital Investment Advisors LLC6,475$3.86M0.04%-12213F-HRTimeline
Segment Wealth Management, LLC6,445$3.84M0.23%-41913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC6,428$3.83M0.53%-1,51813F-HRTimeline
BAILARD, INC.6,374$3.8M0.08%-35713F-HRTimeline
Tandem Investment Partners LLC6,310$3.76M3.09%-6213F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…6,248$3.72M2.58%+7613F-HRTimeline
Penobscot Investment Management Company…6,232$3.71M0.29%+71513F-HRTimeline
WOODSTOCK CORP6,230$3.71M0.32%-12213F-HRTimeline
Advisory Services Network, LLC6,227$3.71M0.05%+13813F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding6,225$3.71M+5,665Timeline
Elyxium Wealth, LLC6,200$3.7M1.29%013F-HRTimeline
Crews Bank & Trust6,192$3.69M0.54%-1313F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA6,191$3.69M0.01%-4,82613F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co6,137$3.66M0.04%013F-HRTimelineGroup
Clear Point Advisors Inc.6,115$3.64M2.83%-3113F-HRTimeline
CIBC WORLD MARKET INC.6,084$3.63M0.01%+2,20713F-HRTimeline
Atria Investments, Inc6,064$3.61M0.04%+3,57613F-HRTimeline
Salomon & Ludwin, LLC5,983$3.59M0.32%-21613F-HRTimeline
MATRIX ASSET ADVISORS INC/NY5,977$3.56M0.33%-22313F-HRTimeline
Audent Global Asset Management, LLC5,952$3.56M2.59%-4213F-HRTimeline
Orion Porfolio Solutions, LLC5,961$3.55M0.03%+40113F-HRTimeline
MEANS INVESTMENT CO., INC.5,955$3.55M0.31%-8,45413F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC5,951$3.55M0.78%013F-HRTimeline
Wilmington Savings Fund Society, FSB5,828$3.47M0.08%-1,35813F-HR/ATimeline
CHOREO, LLC54,078$3.47M0.05%-32313F-HRTimeline
Sepio Capital, LP5,810$3.46M0.2%013F-HRTimeline
Providence Financial Advisors, LLC5,786$3.45M3.29%13F-HRTimeline
GREENLEAF TRUST5,744$3.42M0.03%-50513F-HRTimeline
ROMANO BROTHERS AND COMPANY5,700$3.4M0.39%-5513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,669$3.39M1.04%-2813F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC5,645$3.36M0.68%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC5,637$3.36M0.02%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,572$3.32M0.02%-5813F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,545$3.3M0.07%-2513F-HRTimelineGroup
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)5,507$3.28M0.03%013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC5,501$3.28M0.03%+53713F-HRTimeline
Lionsbridge Wealth Management LLC5,460$3.25M3.21%+1,87213F-HRTimeline
Joel Isaacson & Co., LLC5,450$3.25M0.12%-2613F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…5,446$3.25M0.01%+8613F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding5,417$3.23M-10Timeline
STEPH & CO5,405$3.22M0.98%-14213F-HRTimeline
Argent Trust Co5,381$3.21M0.11%+8713F-HRTimeline
RFG Advisory, LLC5,340$3.18M0.07%+1,32113F-HRTimeline
EASTERN BANK5,335$3.18M0.06%-10213F-HRTimeline
CENTAURUS FINANCIAL, INC.5,325$3.17M0.15%+56913F-HRTimeline
SSA SWISS ADVISORS AG5,282$3.15M1.46%+41513F-HRTimeline
Paladin Advisory Group, LLC5,262$3.14M2.45%-59113F-HRTimeline
Miller Investment Management, LP5,201$3.1M0.31%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC5,200$3.1M<0.01%+1,50013F-HRTimeline
HB Wealth Management, LLC5,135$3.06M0.02%+1,26613F-HRTimeline
Coastline Trust Co5,066$3.02M0.32%-2013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SPINNAKER TRUST5,056$3.01M0.17%013F-HRTimeline
Sigma Planning Corp5,010$2.99M0.08%-2613F-HRTimeline
Pegasus Asset Management, Inc.4,988$2.97M0.95%013F-HR/ATimeline
TD Waterhouse Canada Inc.4,947$2.96M0.02%+26213F-HRTimeline
Shoker Investment Counsel, Inc.4,959$2.96M0.87%+913F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC4,917$2.93M0.53%013F-HRTimeline
Sowell Financial Services LLC4,900$2.92M0.11%-25313F-HRTimeline
Snowden Capital Advisors LLC4,846$2.9M0.08%-59613F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co4,820$2.87M0.62%013F-HRTimeline
SIMPLEX TRADING, LLC4,803$2.86M0.06%+3,21313F-HRTimeline
Independence Bank of Kentucky4,789$2.85M0.37%013F-HRTimeline
WESBANCO BANK INC4,779$2.85M0.08%-6713F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…4,776$2.85M0.89%-28413F-HRTimeline
Meridian Wealth Management, LLC4,772$2.84M0.11%+35313F-HRTimeline
Asset Management Group, Inc.4,752$2.83M0.46%+1413F-HRTimeline
Weil Company, Inc.4,746$2.83M0.68%-8613F-HRTimeline
Crescent Sterling, Ltd.4,745$2.83M2.97%+26213F-HRTimeline
New England Private Wealth Advisors LLC4,722$2.81M0.37%+113F-HRTimeline
IFG Advisory, LLC4,717$2.81M0.13%-5113F-HRTimeline
Garden State Investment Advisory Servic…4,628$2.76M0.7%-57213F-HRTimeline
DIVERSIFIED TRUST CO4,614$2.75M0.05%+21613F-HRTimeline
WEST PACES ADVISORS INC.4,560$2.72M0.54%013F-HRTimeline
Gilman Hill Asset Management, LLC4,548$2.71M0.42%-50413F-HRTimeline
Connecticut Wealth Management, LLC4,539$2.71M0.12%-2913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,516$2.7M0.1%-1613F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…4,485$2.69M0.02%-50113F-HRTimeline
ELEMENT POINTE ADVISORS, LLC4,509$2.69M0.57%+913F-HRTimeline
Winthrop Advisory Group LLC4,486$2.68M0.23%-8513F-HRTimeline
WealthBridge Capital Management, LLC4,464$2.66M0.62%+25813F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management4,444$2.65M0.01%-5,68613F-HRTimelineGroup
DAVIDSON TRUST CO4,423$2.64M1.09%-513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,382$2.62M0.2%013F-HRTimeline
Veracity Capital LLC4,359$2.6M0.84%013F-HRTimeline
Orange Investment Advisors, Inc.4,357$2.6M0.27%+3613F-HRTimeline
Lowe Wealth Advisors, LLC4,351$2.59M0.95%+1613F-HRTimeline
Baltimore-Washington Financial Advisors…4,334$2.58M0.11%-14713F-HRTimeline
Sage Financial Management Group, Inc.4,316$2.57M0.82%-4013F-HRTimeline
Prime Capital Investment Advisors, LLC4,312$2.57M0.03%-7613F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC4,535$2.57M0.31%013F-HRTimeline
Sterling Investment Advisors, Ltd.4,299$2.56M0.5%-513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,197$2.51M0.07%013F-HRTimeline
RVW Wealth, LLC4,199$2.5M0.2%+4513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,163$2.48M0.06%+5513F-HRTimeline
Whitegate Investment Counselors, Inc.4,150$2.47M0.81%013F-HRTimeline
Caliber Wealth Management, LLC / KS4,100$2.44M0.27%-15813F-HRTimeline
St. Johns Investment Management Company…4,076$2.43M1.03%-613F-HRTimeline
BECKER CAPITAL MANAGEMENT INC4,045$2.42M0.07%+70013F-HRTimeline
COURIER CAPITAL LLC4,010$2.39M0.14%-313F-HRTimeline
Berman McAleer LLC3,990$2.38M0.33%13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO8,346$2.38M0.25%new13F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC3,963$2.36M0.77%013F-HRTimeline