Skip to content
Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

Follow

SHS (fund), issuer CIK 936958

1,438 managers (1,455 13F filers) reported a position in MDY shares at 2026-03-31, 24,850,491 shares in all. 95 filers opened a position and 69 filers sold out during the quarter.

Managers
1,438
13F filers
1,455
New
95
Added
324
Reduced
543
Sold out
69
Shares held by filers
24,850,491

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Private Advisor Group, LLC11,148$6.88M0.03%-18913F-HRTimeline
HANOVER ADVISORS INC11,128$6.86M2.79%+113F-HRTimeline
BOSTON FAMILY OFFICE LLC11,081$6.83M0.45%-47413F-HRTimeline
FIRST HORIZON CORP11,079$6.83M0.29%-9713F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC11,012$6.79M0.08%+4,04313F-HRTimeline
Dakota Wealth Management11,004$6.79M0.15%-70513F-HR/ATimeline
Latigo Investments, LLC10,962$6.76M3.37%013F-HRTimeline
DIVERSIFIED MANAGEMENT INC10,919$6.73M1.15%+15713F-HRTimeline
Goelzer Investment Management, Inc.10,874$6.71M0.32%013F-HRTimeline
Community Bank, N.A.10,822$6.67M0.79%-37713F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.10,821$6.67M0.01%13F-HRTimelineGroup
Linscomb Wealth, Inc.10,715$6.61M0.29%-57413F-HRTimeline
G&S Capital LLC10,588$6.53M2.29%+20113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…10,572$6.52M0.45%-26013F-HRTimeline
Summit Financial, LLC10,542$6.52M0.08%+31313F-HRTimeline
Newport Capital Group, LLC10,556$6.52M3.97%+27213F-HRTimeline
Madison Park Capital Advisors, LLC10,551$6.51M5.11%-12813F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV10,482$6.47M3.01%-12113F-HRTimeline
Palisade Asset Management, LLC10,451$6.45M0.65%013F-HRTimeline
Prescott Group Capital Management, L.L.…10,342$6.38M0.64%-7,91713F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC10,178$6.32M0.23%+8,94313F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC10,228$6.31M1.08%-9513F-HRTimeline
Merit Financial Group, LLC10,221$6.3M0.05%+59413F-HRTimeline
Hopwood Financial Services, Inc.10,138$6.25M4.21%-26313F-HRTimeline
RBF Capital, LLC10,000$6.17M0.3%013F-HR/ATimeline
Wilmar Advisors LLC10,000$6.17M5.33%013F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC9,933$6.14M2.7%-30113F-HRTimeline
Allworth Financial LP9,850$6.07M0.02%-713F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …335$6.06M0.39%013F-HRTimelineGroup
Private Wealth Asset Management, LLC9,739$6.01M0.64%-20813F-HRTimeline
Beacon Pointe Advisors, LLC9,708$5.99M0.03%+2,19313F-HRTimeline
CENTRAL TRUST Co9,707$5.99M0.12%-313F-HRTimeline
Diversified Portfolios, Inc.9,679$5.97M0.49%-38613F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…9,602$5.92M0.05%013F-HRTimeline
TI-TRUST, INC9,595$5.92M3.52%+13913F-HRTimeline
ADIRONDACK TRUST CO9,587$5.91M1.99%-72113F-HRTimeline
Sageworth Trust Co9,569$5.9M0.25%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC9,561$5.9M<0.01%-15,41513F-HRTimelineGroup
Arax Advisory Partners9,493$5.86M0.17%+8,71313F-HRTimeline
Resonant Capital Advisors, LLC9,339$5.77M0.3%+14113F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…9,326$5.77M0.13%-4513F-HRTimelineGroup
BARRETT & COMPANY, INC.9,214$5.68M1.96%-6313F-HRTimeline
Winter & Associates, Inc.9,050$5.66M4.95%-1,65813F-HRTimeline
Balboa Wealth Partners9,166$5.65M0.95%-1113F-HRTimeline
MOTCO9,148$5.64M0.52%-11813F-HRTimeline
Firestone Capital Management8,999$5.55M1.16%-3213F-HRTimeline
FLOW TRADERS U.S. LLC8,921$5.5M0.17%new13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…8,200$5.45M1.82%+9613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,800$5.43M0.13%-56713F-HRTimelineGroup
Highview Capital Management LLC/DE/8,763$5.4M1.96%+66913F-HRTimeline
North Star Investment Management Corp.8,729$5.38M0.33%+43313F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding8,713$5.37M-426Timeline
Paller Financial Services Inc8,671$5.35M4.42%-51213F-HRTimeline
Gotham Asset Management, LLC8,638$5.33M0.02%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.8,550$5.27M1.26%-1513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,540$5.27M0.17%-1,67613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO8,516$5.25M0.08%-13813F-HRTimeline
Bank of New Hampshire8,479$5.23M1.2%-4713F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.8,441$5.21M2.41%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.8,416$5.2M0.21%-1,85013F-HRTimeline
Ashton Thomas Private Wealth, LLC8,298$5.12M0.12%-21013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding8,273$5.1M-15,607Timeline
Bay Rivers Group8,166$5.04M2.1%+19413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,917$4.88M0.04%+1,20113F-HRTimeline
RFG Advisory, LLC7,916$4.88M0.09%-11813F-HRTimeline
Colorado Capital Management, Inc.7,906$4.88M1.82%-29413F-HRTimeline
Prospera Financial Services Inc7,892$4.87M0.08%+1513F-HRTimeline
Haverford Trust Co7,832$4.83M0.04%-5613F-HRTimeline
Nicollet Investment Management, Inc.7,829$4.83M1.65%-61913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC7,831$4.82M<0.01%-85413F-HRTimelineGroup
Perigon Wealth Management, LLC7,794$4.81M0.09%+15013F-HRTimeline
Williams Jones Wealth Management, LLC.7,753$4.78M0.06%+14513F-HRTimeline
Peak Asset Management, LLC7,737$4.77M0.84%-1,09513F-HRTimeline
Crestwood Advisors Group, LLC7,721$4.76M0.08%-28413F-HRTimeline
Financial & Tax Architects, LLC7,690$4.74M1.06%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC7,657$4.72M0.34%+31713F-HRTimeline
BOKF, NAin group BOKF, NA7,653$4.72M0.07%-32713F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding7,650$4.72M+452Timeline
Associated Banc-Corpin group Associated Banc-Corp7,643$4.71M0.12%-3913F-HRTimelineGroup
SONATA CAPITAL GROUP INC7,620$4.7M1.73%+18213F-HRTimeline
NIXON PEABODY TRUST CO7,556$4.66M0.37%-7,38913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC7,552$4.66M0.34%-313F-HRTimeline
Intrepid Financial Planning Group LLC7,541$4.65M1.88%-17113F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …7,510$4.63M0.25%-5813F-HRTimelineGroup
Breakwater Capital Group7,432$4.58M0.61%-7213F-HRTimeline
Modera Wealth Management, LLC7,412$4.57M0.05%-1,70613F-HRTimeline
NewEdge Advisors, LLC7,402$4.57M0.02%-17113F-HR/ATimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…7,391$4.56M0.05%new13F-HRTimelineGroup
Financial Engines Advisors L.L.C.7,378$4.55M0.01%-93513F-HRTimeline
Midwest Financial Group LLC7,276$4.49M1.91%-5413F-HRTimeline
Evensky & Katz LLC7,239$4.46M0.25%-26913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,007$4.32M0.02%-32013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.6,890$4.25M0.14%-40313F-HRTimeline
Mayflower Financial Advisors, LLC6,823$4.21M0.51%-10013F-HRTimeline
DAVIS R M INC6,800$4.2M0.07%-713F-HRTimeline
JMG Financial Group, Ltd.6,786$4.19M0.12%-26713F-HRTimeline
Benchmark Financial Wealth Advisors, LLC6,562$4.05M1.12%-14113F-HRTimeline
Keystone Financial Group6,364$4.04M0.28%-9113F-HRTimeline
Houlihan Financial Resource Group, Ltd.6,533$4.03M1.57%-11413F-HRTimeline
Ballentine Partners, LLC6,518$4.02M0.06%-29813F-HRTimeline
UNION SAVINGS BANK6,453$3.98M1.74%-12213F-HRTimeline
SANDERS MORRIS HARRIS LLC9,450$3.98M0.63%+8,45013F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…6,350$3.92M2.61%+1613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,333$3.91M0.07%+4,40313F-HRTimelineGroup
Glen Eagle Advisors, LLC6,250$3.85M0.54%-6913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO6,222$3.84M0.08%-25613F-HRTimeline
Penobscot Investment Management Company…6,221$3.84M0.3%013F-HRTimeline
Elyxium Wealth, LLC6,200$3.82M1.23%013F-HRTimeline
Advisory Services Network, LLC6,131$3.78M0.05%-26313F-HRTimeline
Segment Wealth Management, LLC6,093$3.76M0.22%-21513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,093$3.76M0.04%+21713F-HRTimelineGroup
OneDigital Investment Advisors LLC6,065$3.74M0.04%-23613F-HRTimeline
WOODSTOCK CORP6,059$3.74M0.33%+513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,054$3.73M0.02%-6613F-HRTimelineGroup
CIBC WORLD MARKET INC.6,018$3.71M0.01%-2713F-HRTimeline
BAILARD, INC.6,012$3.71M0.09%-713F-HRTimeline
Tandem Investment Partners LLC6,011$3.71M3.14%-15913F-HRTimeline
MATRIX ASSET ADVISORS INC/NY5,979$3.69M0.34%-13713F-HRTimeline
Wilmington Savings Fund Society, FSB5,885$3.63M0.09%-813F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC5,880$3.63M0.73%-613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,842$3.61M1.31%+17113F-HR/ATimelineGroup
SAGESPRING WEALTH PARTNERS, LLC5,856$3.61M0.07%-73313F-HRTimeline
Crews Bank & Trust5,848$3.61M0.52%-8413F-HRTimeline
Joel Isaacson & Co., LLC5,845$3.61M0.12%+4913F-HRTimeline
Sepio Capital, LP5,810$3.58M0.19%013F-HRTimeline
Salomon & Ludwin, LLC5,738$3.57M0.32%-13213F-HRTimeline
CHOREO, LLC54,054$3.56M0.04%-2513F-HRTimeline
Apella Capital, LLC5,344$3.56M0.05%-15413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,745$3.54M0.07%-63813F-HRTimeline
Sowell Financial Services LLC5,674$3.5M0.13%+34313F-HRTimeline
GREENLEAF TRUST5,665$3.49M0.03%-7913F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,650$3.48M0.09%-1,33913F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding5,645$3.48M+5,295Timeline
WHALEROCK POINT PARTNERS, LLC5,645$3.48M0.67%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC5,637$3.48M0.03%013F-HRTimeline
ROMANO BROTHERS AND COMPANY5,599$3.45M0.39%-3113F-HRTimeline
Audent Global Asset Management, LLC4,582$3.39M3.38%-1,21313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,480$3.38M0.04%-43113F-HRTimelineGroup
Argent Trust Co5,381$3.32M0.11%013F-HRTimeline
MEANS INVESTMENT CO., INC.5,368$3.31M0.29%-20013F-HRTimeline
TD Waterhouse Canada Inc.5,285$3.28M0.01%+32013F-HRTimeline
HB Wealth Management, LLC5,248$3.24M0.02%+27413F-HRTimeline
Roan Capital Partners5,216$3.22M2.97%13F-HRTimeline
EASTERN BANK5,194$3.2M0.05%-14213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,178$3.19M0.04%+2,91113F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)5,159$3.18M0.03%-613F-HRTimelineGroup
Arkadios Wealth Advisors5,142$3.17M0.05%-49513F-HRTimeline
CENTAURUS FINANCIAL, INC.5,126$3.16M0.15%-39713F-HRTimeline
Crescent Sterling, Ltd.5,118$3.16M3.05%+15413F-HRTimeline
Sigma Planning Corp5,101$3.15M0.09%+13813F-HRTimeline
SSA SWISS ADVISORS AG5,082$3.13M1.45%+41513F-HRTimeline
SPINNAKER TRUST5,055$3.12M0.17%-113F-HRTimeline
Coastline Trust Co5,039$3.11M0.31%+1213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GLR Partners, LLC4,998$3.08M1.68%13F-HRTimeline
Pegasus Asset Management, Inc.4,971$3.07M0.98%-713F-HR/ATimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,916$3.04M0.11%013F-HRTimelineGroup
Meridian Wealth Management, LLC4,879$3.01M0.11%+10613F-HRTimeline
WESBANCO BANK INC4,864$3M0.08%-3313F-HRTimeline
Independence Bank of Kentucky4,809$2.97M0.38%013F-HRTimeline
STEPH & CO4,800$2.96M0.84%-57513F-HRTimeline
Asset Management Group, Inc.4,800$2.96M0.48%+3613F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co4,755$2.93M0.66%-6013F-HRTimeline
Providence Financial Advisors, LLC4,751$2.93M1.67%-44213F-HRTimeline
Paladin Advisory Group, LLC4,734$2.92M2.22%-51613F-HRTimeline
Snowden Capital Advisors LLC4,720$2.92M0.08%+1013F-HRTimeline
Orion Porfolio Solutions, LLC4,724$2.91M0.02%-1,33213F-HRTimeline
New England Private Wealth Advisors LLC4,677$2.88M0.33%013F-HRTimeline
TWO SIGMA SECURITIES, LLC4,651$2.87M0.33%new13F-HRTimeline
EVOKE WEALTH, LLC4,612$2.85M0.05%-113F-HRTimeline
WEST PACES ADVISORS INC.4,562$2.81M0.55%013F-HRTimeline
Shoker Investment Counsel, Inc.4,547$2.8M0.83%-313F-HRTimeline
Orange Investment Advisors, Inc.4,532$2.8M0.36%+19413F-HR/ATimeline
ELEMENT POINTE ADVISORS, LLC4,500$2.78M0.52%013F-HRTimeline
Winthrop Advisory Group LLC4,457$2.76M0.23%-613F-HRTimeline
WealthBridge Capital Management, LLC4,421$2.73M0.63%+813F-HRTimeline
Gilman Hill Asset Management, LLC4,408$2.72M0.41%-4013F-HRTimeline
DIVERSIFIED TRUST CO4,403$2.72M0.05%-19113F-HRTimeline
Prime Capital Investment Advisors, LLC4,374$2.7M0.03%-3713F-HRTimeline
Veracity Capital LLC4,359$2.69M0.96%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,327$2.68M0.2%+5013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…4,093$2.63M0.03%013F-HRTimeline
BLUELINE ADVISORS LLC4,242$2.62M2.03%+91813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,236$2.61M0.32%-1,35013F-HRTimeline
Providence First Trust Co4,236$2.61M0.92%-65113F-HRTimeline
Expressive Wealth LLC3,831$2.61M2.49%+7013F-HRTimeline
Blue Fin Capital, Inc.4,219$2.6M0.43%+50213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,197$2.59M0.08%013F-HR/ATimeline
Atria Investments, Inc4,199$2.59M0.03%-5,44613F-HRTimeline
Whitegate Investment Counselors, Inc.4,150$2.56M0.81%013F-HRTimeline
Sage Financial Management Group, Inc.4,103$2.53M0.78%-9313F-HRTimeline
Farther Finance Advisors, LLC4,052$2.52M0.02%+45913F-HRTimeline
Kingsview Wealth Management, LLC4,079$2.52M0.03%+1,60713F-HRTimeline
Sterling Investment Advisors, Ltd.4,076$2.51M0.46%-2213F-HRTimeline
NorthRock Partners, LLC4,059$2.5M0.04%-413F-HRTimeline
COURIER CAPITAL LLC3,999$2.47M0.14%+1813F-HR/ATimeline
STEEL GROVE CAPITAL ADVISORS, LLC3,995$2.46M0.26%-29913F-HRTimeline
All Terrain Financial Advisors, LLC3,992$2.46M0.77%+42913F-HRTimeline
Connecticut Wealth Management, LLC3,985$2.46M0.1%-55913F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA3,963$2.44M0.06%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,892$2.42M0.17%-32713F-HRTimeline