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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,420 managers (1,436 13F filers) reported a position in MDY shares at 2025-12-31, 25,509,486 shares in all. 71 filers opened a position and 57 filers sold out during the quarter.

Managers
1,420
13F filers
1,436
New
71
Added
357
Reduced
490
Sold out
57
Shares held by filers
25,509,486

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LODESTAR PRIVATE ASSET MANAGEMENT LLC11,325$6.83M0.69%+34413F-HRTimeline
Linscomb Wealth, Inc.11,289$6.81M0.29%+913F-HRTimeline
Vestmark Advisory Solutions, Inc.11,235$6.78M0.09%+10,85813F-HRTimeline
Community Bank, N.A.11,199$6.76M0.8%-34213F-HRTimeline
FIRST HORIZON CORP11,176$6.74M0.3%-10613F-HRTimeline
HANOVER ADVISORS INC11,127$6.71M2.61%-24513F-HRTimeline
Sanctuary Advisors, LLC11,015$6.65M0.04%+1,93813F-HRTimeline
Latigo Investments, LLC10,962$6.61M3.25%013F-HRTimeline
Goelzer Investment Management, Inc.10,874$6.56M0.3%-9713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…10,832$6.53M0.45%+3013F-HRTimeline
DIVERSIFIED MANAGEMENT INC10,762$6.49M1.52%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,721$6.47M0.01%-44313F-HRTimelineGroup
Winter & Associates, Inc.10,708$6.46M5.97%13F-HRTimeline
Madison Park Capital Advisors, LLC10,679$6.44M5.23%+10513F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV10,603$6.4M2.93%+4113F-HRTimeline
Palisade Asset Management, LLC10,451$6.3M0.61%+813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,437$6.3M<0.01%+55613F-HRTimelineGroup
Hopwood Financial Services, Inc.10,401$6.28M4.42%-6513F-HRTimeline
G&S Capital LLC10,387$6.27M2.21%+6713F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,323$6.23M1.06%-9613F-HRTimeline
ADIRONDACK TRUST CO10,308$6.22M2.05%-16013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.10,266$6.22M0.26%-8213F-HRTimeline
Newport Capital Group, LLC10,284$6.21M3.8%+21413F-HR/ATimeline
ARBOR TRUST WEALTH ADVISORS, LLC10,234$6.2M2.71%-3,01313F-HRTimeline
Summit Financial, LLC10,229$6.19M0.09%-7013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,216$6.16M0.2%-8413F-HRTimeline
Diversified Portfolios, Inc.10,065$6.07M0.51%-30813F-HRTimeline
RBF Capital, LLC10,000$6.03M0.28%013F-HR/ATimeline
Wilmar Advisors LLC10,000$6.03M4.71%013F-HRTimeline
Private Wealth Asset Management, LLC9,947$6M0.65%+2213F-HRTimeline
Allworth Financial LP9,857$5.95M0.02%-1,45713F-HRTimeline
CENTRAL TRUST Co9,710$5.86M0.11%-6213F-HRTimeline
HARBOUR INVESTMENTS, INC.9,709$5.86M0.12%+21413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,703$5.85M0.04%+2,73213F-HRTimelineGroup
Atria Investments, Inc9,645$5.82M0.07%+3,58113F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding9,258$5.82M+955Timeline
Merit Financial Group, LLC9,627$5.81M0.05%+38313F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…9,602$5.79M0.04%+15813F-HRTimeline
Sageworth Trust Co9,569$5.77M0.25%013F-HRTimeline
TI-TRUST, INC9,456$5.7M3.52%+1013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…9,371$5.67M0.12%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,367$5.65M0.14%+80313F-HRTimelineGroup
BARRETT & COMPANY, INC.9,277$5.6M1.87%-2013F-HRTimeline
MOTCO9,266$5.59M0.51%-7913F-HRTimeline
Resonant Capital Advisors, LLC9,198$5.57M0.31%+1513F-HRTimeline
Paller Financial Services Inc9,183$5.54M4.44%13F-HRTimeline
Balboa Wealth Partners9,177$5.54M0.92%-1213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding9,139$5.51M+204Timeline
Modera Wealth Management, LLC9,118$5.5M0.06%-13613F-HRTimeline
Firestone Capital Management9,031$5.45M1.16%-18913F-HRTimeline
Peak Asset Management, LLC8,832$5.33M0.91%-28013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC8,685$5.25M<0.01%+6,09713F-HR/ATimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO8,654$5.22M0.08%-25813F-HRTimeline
Gotham Asset Management, LLC8,638$5.21M0.02%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC8,575$5.17M<0.01%-26,85213F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.8,565$5.17M1.24%-10613F-HRTimeline
Ashton Thomas Private Wealth, LLC8,508$5.15M0.13%-8713F-HRTimeline
Bank of New Hampshire8,526$5.14M1.16%-28013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK9,002$5.13M0.47%013F-HRTimeline
AMG National Trust Bank8,454$5.1M0.12%+5013F-HRTimeline
Nicollet Investment Management, Inc.8,448$5.1M1.61%+7,21413F-HRTimeline
Financial Engines Advisors L.L.C.8,313$5.02M0.01%+33013F-HRTimeline
North Star Investment Management Corp.8,296$5M0.31%+12113F-HRTimeline
Colorado Capital Management, Inc.8,200$4.95M1.86%-21913F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…8,104$4.89M1.63%+5813F-HRTimeline
Highview Capital Management LLC/DE/8,094$4.88M1.72%-9913F-HRTimeline
RFG Advisory, LLC8,034$4.85M0.09%+2,69413F-HRTimeline
Crestwood Advisors Group, LLC8,005$4.83M0.08%-61013F-HRTimeline
BOKF, NAin group BOKF, NA7,980$4.81M0.07%-1,01313F-HRTimelineGroup
Bay Rivers Group7,972$4.81M1.94%+7713F-HRTimeline
Haverford Trust Co7,888$4.76M0.04%+11613F-HRTimeline
Prospera Financial Services Inc7,877$4.75M0.08%+21513F-HRTimeline
Intrepid Financial Planning Group LLC7,712$4.65M1.77%+7513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp7,682$4.63M0.12%-86013F-HRTimelineGroup
NorthCrest Asset Manangement, LLC7,476$4.63M0.1%+21113F-HRTimeline
Perigon Wealth Management, LLC7,644$4.61M0.08%+2013F-HRTimeline
Williams Jones Wealth Management, LLC.7,608$4.59M0.05%-9313F-HRTimeline
NewEdge Advisors, LLC7,573$4.57M0.02%+91513F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …7,568$4.57M0.24%+96813F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC7,555$4.56M0.32%-213F-HRTimeline
Beacon Pointe Advisors, LLC7,515$4.53M0.03%-19713F-HRTimeline
Evensky & Katz LLC7,508$4.53M0.26%+4313F-HRTimeline
Breakwater Capital Group7,504$4.53M0.63%-46813F-HRTimeline
SONATA CAPITAL GROUP INC7,438$4.49M1.62%-4413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC7,340$4.43M0.32%-1213F-HRTimeline
Midwest Financial Group LLC7,330$4.42M1.95%-1,25213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,327$4.42M0.02%+7813F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC6,969$4.4M0.05%-4,79513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding7,198$4.34M+139Timeline
JMG Financial Group, Ltd.7,053$4.25M0.12%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,989$4.22M0.11%-3413F-HRTimeline
Mayflower Financial Advisors, LLC6,923$4.18M0.51%-1,79713F-HRTimeline
Ballentine Partners, LLC6,816$4.11M0.06%013F-HRTimeline
DAVIS R M INC6,807$4.11M0.07%-12013F-HRTimeline
Houlihan Financial Resource Group, Ltd.6,647$4.08M1.55%+3,44013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,716$4.05M0.03%+1,21513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC6,703$4.04M1.16%-21113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,589$3.98M0.07%-34613F-HRTimeline
UNION SAVINGS BANK6,575$3.97M1.72%13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA6,521$3.93M0.01%+33013F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO6,478$3.91M0.08%-15713F-HRTimeline
Keystone Financial Group6,455$3.89M0.29%+2,51113F-HRTimeline
Advisory Services Network, LLC6,394$3.86M0.05%+16713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC6,383$3.85M0.08%+2,68413F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…6,334$3.82M2.55%+8613F-HRTimeline
Glen Eagle Advisors, LLC6,319$3.81M0.52%-23913F-HRTimeline
Segment Wealth Management, LLC6,308$3.81M0.22%-13713F-HRTimeline
OneDigital Investment Advisors LLC6,301$3.8M0.04%-17413F-HRTimeline
Penobscot Investment Management Company…6,221$3.75M0.28%-1113F-HRTimeline
Elyxium Wealth, LLC6,200$3.74M1.09%013F-HRTimeline
Tandem Investment Partners LLC6,170$3.72M3.14%-14013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,120$3.69M0.02%+54813F-HRTimelineGroup
MATRIX ASSET ADVISORS INC/NY6,116$3.69M0.33%+13913F-HRTimeline
Orion Porfolio Solutions, LLC6,056$3.65M0.03%+9513F-HRTimeline
WOODSTOCK CORP6,054$3.65M0.31%-17613F-HRTimeline
CIBC WORLD MARKET INC.6,045$3.65M0.01%-3913F-HRTimeline
Salomon & Ludwin, LLC5,870$3.64M0.32%-11313F-HRTimeline
BAILARD, INC.6,019$3.63M0.08%-35513F-HRTimeline
Crews Bank & Trust5,932$3.58M0.51%-26013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,911$3.57M0.04%-22613F-HRTimelineGroup
Clear Point Advisors Inc.5,904$3.56M2.76%-21113F-HRTimeline
Wilmington Savings Fund Society, FSB5,893$3.56M0.08%+6513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC5,886$3.55M0.74%-6513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,876$3.54M0.04%+5,15913F-HRTimelineGroup
CHOREO, LLC54,079$3.54M0.05%+113F-HRTimeline
Audent Global Asset Management, LLC5,795$3.51M2.22%-15713F-HRTimeline
Sepio Capital, LP5,810$3.51M0.19%013F-HRTimeline
Joel Isaacson & Co., LLC5,796$3.5M0.12%+34613F-HRTimeline
GREENLEAF TRUST5,744$3.47M0.03%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,671$3.43M1.15%+213F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding5,670$3.42M+253Timeline
WHALEROCK POINT PARTNERS, LLC5,645$3.41M0.65%013F-HRTimeline
Arkadios Wealth Advisors5,637$3.4M0.07%+4,17913F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC5,637$3.4M0.02%013F-HRTimeline
ROMANO BROTHERS AND COMPANY5,630$3.4M0.39%-7013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC5,586$3.37M0.42%-84213F-HRTimeline
MEANS INVESTMENT CO., INC.5,568$3.36M0.28%-38713F-HRTimeline
CENTAURUS FINANCIAL, INC.5,523$3.33M0.15%+19813F-HRTimeline
Apella Capital, LLC5,498$3.32M0.07%+4,44613F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…5,496$3.32M0.01%+5013F-HRTimelineGroup
Argent Trust Co5,381$3.25M0.11%013F-HRTimeline
STEPH & CO5,375$3.24M0.93%-3013F-HRTimeline
EASTERN BANK5,336$3.22M0.06%+113F-HRTimeline
Sowell Financial Services LLC5,331$3.22M0.12%+43113F-HRTimeline
Paladin Advisory Group, LLC5,250$3.17M2.31%-1213F-HRTimeline
Providence Financial Advisors, LLC5,193$3.13M3.12%-59313F-HRTimeline
J.W. COLE ADVISORS, INC.7,293$3.13M0.08%+4613F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)5,165$3.12M0.03%-34213F-HRTimelineGroup
SPINNAKER TRUST5,056$3.05M0.16%013F-HRTimeline
Coastline Trust Co5,027$3.03M0.29%-3913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pegasus Asset Management, Inc.4,978$3M0.92%-1013F-HR/ATimeline
HB Wealth Management, LLC4,974$3M0.02%-16113F-HRTimeline
Crescent Sterling, Ltd.4,964$2.99M3.07%+21913F-HRTimeline
TD Waterhouse Canada Inc.4,965$2.99M0.02%+1813F-HRTimeline
Sigma Planning Corp4,963$2.99M0.08%-4713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,916$2.98M0.11%+40013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC4,917$2.97M0.46%013F-HRTimeline
WESBANCO BANK INC4,897$2.95M0.08%+11813F-HRTimeline
Providence First Trust Co4,887$2.95M1.02%+3,27013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co4,815$2.9M0.62%-513F-HRTimeline
Independence Bank of Kentucky4,809$2.9M0.36%+2013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…4,803$2.9M0.85%+2713F-HRTimeline
Meridian Wealth Management, LLC4,773$2.88M0.1%+113F-HRTimeline
Asset Management Group, Inc.4,764$2.87M0.46%+1213F-HRTimeline
Snowden Capital Advisors LLC4,710$2.85M0.07%-13613F-HRTimeline
New England Private Wealth Advisors LLC4,677$2.82M0.35%-4513F-HR/ATimeline
SSA SWISS ADVISORS AG4,667$2.82M1.31%-61513F-HRTimeline
EVOKE WEALTH, LLC4,613$2.79M0.05%+97813F-HRTimeline
DIVERSIFIED TRUST CO4,594$2.77M0.05%-2013F-HRTimeline
IFG Advisory, LLC4,563$2.75M0.12%-15413F-HRTimeline
WEST PACES ADVISORS INC.4,562$2.75M0.53%+213F-HRTimeline
Shoker Investment Counsel, Inc.4,550$2.75M0.8%-40913F-HRTimeline
Connecticut Wealth Management, LLC4,544$2.74M0.12%+513F-HRTimeline
Lionsbridge Wealth Management LLC4,532$2.73M2.77%-92813F-HRTimeline
Weil Company, Inc.4,514$2.72M0.63%-23213F-HRTimeline
ELEMENT POINTE ADVISORS, LLC4,500$2.71M0.52%-913F-HRTimeline
Winthrop Advisory Group LLC4,463$2.7M0.23%-2313F-HR/ATimeline
Gilman Hill Asset Management, LLC4,448$2.68M0.42%-10013F-HRTimeline
WealthBridge Capital Management, LLC4,413$2.66M0.61%-5113F-HRTimeline
Prime Capital Investment Advisors, LLC4,411$2.66M0.03%+9913F-HRTimeline
Veracity Capital LLC4,359$2.63M0.78%013F-HRTimeline
Orange Investment Advisors, Inc.4,338$2.62M0.29%-1913F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…4,093$2.6M0.02%-39213F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC4,294$2.59M0.27%-24113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,277$2.59M0.19%-10513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,219$2.55M0.17%+23513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,197$2.54M0.07%013F-HRTimeline
Sage Financial Management Group, Inc.4,196$2.53M0.77%-12013F-HRTimeline
Whitegate Investment Counselors, Inc.4,150$2.5M0.78%013F-HRTimeline
RVW Wealth, LLC4,129$2.49M0.19%-7013F-HRTimeline
Sterling Investment Advisors, Ltd.4,098$2.47M0.46%-20113F-HRTimeline
Baltimore-Washington Financial Advisors…4,090$2.47M0.1%-24413F-HRTimeline
NorthRock Partners, LLC4,063$2.45M0.04%+46413F-HRTimeline
BECKER CAPITAL MANAGEMENT INC4,045$2.45M0.07%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,007$2.42M0.05%-15613F-HRTimeline
COURIER CAPITAL LLC3,981$2.4M0.13%-2913F-HRTimeline
St. Johns Investment Management Company…3,973$2.4M1%-10313F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC3,963$2.39M0.75%013F-HRTimeline
Baron Financial Group, LLC3,949$2.38M1.28%-913F-HRTimeline
Lavaca Capital LLC3,942$2.38M0.4%013F-HRTimeline