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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,525 managers (1,542 13F filers) reported a position in MDY shares at 2026-06-30, 24,747,701 shares in all. 139 filers opened a position and 47 filers sold out during the quarter.

Managers
1,525
13F filers
1,542
New
139
Added
346
Reduced
537
Sold out
47
Shares held by filers
24,747,701

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Sage Financial Management Group, Inc.3,981$2.8M0.77%-12213F-HRTimeline
EQUITABLE TRUST CO3,977$2.8M0.12%+1,50713F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA3,963$2.79M0.06%013F-HRTimelineGroup
All Terrain Financial Advisors, LLC3,918$2.76M0.58%-7413F-HRTimeline
Cambridge Advisors Inc.3,894$2.74M0.47%013F-HRTimeline
Park Capital Management, LLC / WI3,892$2.74M1.61%-313F-HRTimeline
Baron Financial Group, LLC3,880$2.73M1.3%-713F-HRTimeline
LM Advisors LLC3,872$2.73M0.31%+1,46513F-HRTimeline
ARS Investment Partners, LLC3,875$2.73M0.12%+14113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,908$2.72M0.16%+1613F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,872$2.72M0.09%+3,30113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC3,864$2.72M0.29%-37213F-HRTimeline
Integrated Wealth Concepts LLC3,832$2.7M0.02%+2,09113F-HR/ATimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,820$2.69M0.05%+59113F-HRTimeline
St. Johns Investment Management Company…3,819$2.69M1.02%-4713F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC3,777$2.66M0.04%new13F-HRTimelineGroup
RVW Wealth, LLC3,770$2.65M0.17%+14113F-HRTimeline
Financial Life Planners3,755$2.64M1.7%-5313F-HRTimeline
Clientfirst Wealth Management, LLC3,741$2.63M2.16%013F-HRTimeline
DAVIDSON TRUST CO3,738$2.63M1.03%-3013F-HRTimeline
American Institute for Advanced Investm…3,696$2.6M1.5%-2213F-HRTimeline
PINCUS CAPITAL MANAGEMENT, LP3,695$2.6M1.55%013F-HRTimeline
Expressive Wealth LLC3,693$2.6M2.45%-13813F-HRTimeline
PKS Advisory Services, LLC3,687$2.59M0.41%-10813F-HRTimeline
Intelligent Financial Strategies3,678$2.59M1.25%-6513F-HRTimeline
Weil Company, Inc.3,685$2.59M0.46%-22713F-HRTimeline
Lewis Asset Management, LLC3,674$2.58M0.91%013F-HRTimeline
Churchill Financial Advisors, LLC3,667$2.58M0.5%-1013F-HRTimeline
Revolve Wealth Partners, LLC3,649$2.57M0.27%013F-HRTimeline
Lionsbridge Wealth Management LLC3,643$2.56M2.51%-18413F-HRTimeline
Investment Advisory Group, LLC3,637$2.56M0.55%013F-HRTimeline
Cercano Management LLC3,636$2.56M0.34%new13F-HR/ATimeline
Farther Finance Advisors, LLC3,621$2.55M0.02%-43113F-HRTimeline
McLaughlin Asset Management, Inc.3,610$2.54M1.95%+9213F-HR/ATimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,589$2.52M0.03%-1,58913F-HRTimeline
TRUST POINT INC.3,583$2.52M0.21%-113F-HRTimeline
BECKER CAPITAL MANAGEMENT INC3,568$2.52M0.07%-31713F-HRTimeline
Acorn Wealth Advisors, LLC3,555$2.5M0.61%+38413F-HRTimeline
SCOTIA CAPITAL INC.3,552$2.5M0.01%-16313F-HRTimeline
Pacific Point Advisors, LLC3,553$2.5M1.14%+81113F-HRTimeline
Topsail Wealth Management, LLC3,551$2.5M0.32%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC3,548$2.5M<0.01%new13F-HRTimelineGroup
Connecticut Wealth Management, LLC3,542$2.49M0.09%-44313F-HRTimeline
Marin Bay Wealth Advisors, LLC3,524$2.48M1.33%-2213F-HR/ATimeline
Red Door Wealth Management, LLC3,522$2.48M0.23%+413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,514$2.47M0.06%-10713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,513$2.47M0.05%-22713F-HRTimelineGroup
Global Retirement Partners, LLC3,483$2.45M0.04%13F-HRTimeline
Rothschild Wealth LLC3,478$2.45M0.2%+5013F-HRTimeline
Finley Financial, LLC3,475$2.44M0.98%-15013F-HRTimeline
Gryphon Financial Partners LLC3,470$2.44M0.22%+1,46513F-HRTimeline
Vestmark Advisory Solutions, Inc.3,455$2.43M0.02%+60813F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS3,437$2.42M0.25%new13F-HRTimeline
Baltimore-Washington Financial Advisors…3,427$2.41M0.09%-35613F-HRTimeline
Baker Avenue Asset Management, LP3,427$2.41M0.05%+1,80013F-HRTimeline
1834 INVESTMENT ADVISORS CO3,397$2.39M0.27%-513F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…3,355$2.36M0.01%013F-HRTimelineGroup
Glaxis Capital Management, LLC3,340$2.35M4.72%+3,00013F-HRTimeline
CWS Financial Advisors, LLC3,332$2.34M0.52%+713F-HRTimeline
Embree Financial Group3,293$2.32M0.23%+2913F-HRTimeline
Kingsview Wealth Management, LLC3,283$2.31M0.03%-79613F-HRTimeline
PRIVATE TRUST CO NA3,262$2.29M0.18%+81013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,247$2.29M0.05%013F-HRTimelineGroup
ROSENBLUM SILVERMAN SUTTON S F INC /CA3,232$2.27M0.55%-13713F-HRTimeline
ZWJ INVESTMENT COUNSEL INC3,231$2.27M0.07%-13713F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA3,185$2.24M0.42%-313F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding3,151$2.22M-2Timeline
Venturi Wealth Management, LLC3,150$2.22M0.09%013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD3,142$2.21M0.93%+2,02313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,130$2.2M0.04%+10213F-HRTimeline
Gridiron Partners, LLC3,123$2.2M1.15%013F-HRTimeline
McKinley Carter Wealth Services, Inc.3,107$2.19M0.11%-413F-HRTimeline
Finivi Inc.3,080$2.17M1.11%+1113F-HRTimeline
Junk Investment Group, LLC3,077$2.16M0.96%+613F-HRTimeline
ASPIRIANT, LLC3,063$2.15M0.05%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,042$2.14M0.12%-12813F-HRTimeline
Valmark Advisers, Inc.3,038$2.14M0.02%-5413F-HRTimeline
Kelman-Lazarov, Inc.3,014$2.12M0.28%-2513F-HRTimeline
Caliber Wealth Management, LLC / KS3,006$2.11M0.2%-15113F-HRTimeline
Quantbot Technologies LP3,000$2.11M0.08%+8613F-HRTimeline
IMC-Chicago, LLC2,972$2.09M0.02%-21,36213F-HRTimeline
Jones Kertz & Associates, Inc.2,953$2.08M0.96%-11713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,939$2.07M0.01%-2113F-HRTimelineGroup
BITTERROOT CAPITAL ADVISORS LLC2,929$2.06M1.24%013F-HRTimeline
GenTrust, LLC2,914$2.05M0.08%013F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding2,914$2.05M+1,457Timeline
TIEMANN INVESTMENT ADVISORS, LLC2,902$2.04M0.74%-413F-HRTimeline
Summit Trail Advisors, LLC2,901$2.04M0.03%+113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,901$2.04M0.03%new13F-HRTimeline
Carolina Wealth Management Inc2,888$2.03M0.93%13F-HRTimeline
Integrated Advisors Network LLC2,810$1.98M0.09%-2613F-HRTimeline
CSS LLC/IL2,810$1.98M0.09%013F-HRTimeline
Obermeyer Wealth Partners2,808$1.98M0.08%-3413F-HRTimeline
Paradigm, Strategies in Wealth Manageme…2,786$1.96M1.19%-5913F-HRTimeline
Hardy Reed LLC2,775$1.95M0.13%013F-HRTimeline
Coyle Financial Counsel LLC2,773$1.95M0.36%+2613F-HRTimeline
FIDUCIENT ADVISORS LLC2,767$1.95M0.28%-2413F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/2,766$1.95M0.31%-1513F-HRTimeline
TSFG, LLC2,760$1.94M0.24%-1313F-HRTimeline
HARBOR ADVISORY CORP /MA/2,743$1.93M0.52%013F-HRTimeline
Advus Financial Partners, LLC2,730$1.92M0.55%013F-HR/ATimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,705$1.9M0.1%013F-HRTimeline
Marble Harbor Investment Counsel, LLC2,700$1.9M0.19%013F-HRTimeline
TruNorth Capital Management, LLC2,698$1.9M0.3%+1,43313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,664$1.87M<0.01%+15113F-HRTimelineGroup
GW&K Investment Management, LLC2,658$1.87M0.01%-113F-HRTimeline
Northwest Bancshares, Inc.2,635$1.85M0.33%-23513F-HRTimeline
Aprio Wealth Management, LLC2,635$1.85M0.09%+90813F-HRTimeline
Meridian Financial Advisors, LLC2,622$1.84M0.89%-2513F-HRTimeline
SK Wealth Management, LLC2,608$1.84M0.42%-10213F-HRTimeline
ARK & TLK INVESTMENTS, LLC2,617$1.84M0.45%013F-HRTimeline
Summit Wealth Partners, LLC2,613$1.84M0.26%-8113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,606$1.83M0.11%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT2,595$1.83M0.03%013F-HRTimeline
SlateStone Wealth, LLC2,575$1.81M0.14%-30013F-HRTimeline
Zhang Financial LLC2,571$1.81M0.05%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,565$1.8M<0.01%013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC2,525$1.78M0.07%-1513F-HRTimeline
TOWER BRIDGE ADVISORS2,516$1.77M0.16%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,516$1.77M0.38%-36113F-HRTimeline
Vise Technologies, Inc.2,507$1.76M0.02%+1,41413F-HRTimeline
Olde Wealth Management, LLC2,500$1.76M0.5%013F-HRTimeline
XML Financial, LLC2,504$1.76M0.13%-5213F-HRTimeline
PETERSON WEALTH MANAGEMENT2,499$1.76M0.82%-1913F-HRTimeline
Accredited Investors Inc.2,497$1.76M0.08%+2913F-HRTimeline
MidFirst Bank2,494$1.75M0.12%013F-HRTimeline
Ullmann Wealth Partners Group, LLC2,489$1.75M0.16%013F-HRTimeline
SEMITAM BONAM LLC2,484$1.75M1.28%-3913F-HRTimeline
Disciplined Investments, LLC2,468$1.74M0.56%+413F-HR/ATimeline
TRUST CO OF VERMONT2,466$1.73M0.06%13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,460$1.73M0.03%-1513F-HRTimeline
Harvest Investment Services, LLC2,453$1.73M0.27%+89413F-HRTimeline
FIRST FINANCIAL CORP /IN/2,453$1.73M0.6%013F-HRTimeline
Focus Financial Network, Inc.2,445$1.72M0.05%-11513F-HRTimeline
WEDBUSH SECURITIES INC2,445$1.72M0.04%+613F-HRTimeline
Berman McAleer LLC2,435$1.71M0.2%-45013F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO2,433$1.71M0.19%013F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,420$1.7M0.1%-5413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,375$1.67M0.01%-54613F-HRTimeline
Capital Investment Counsel, LLC2,359$1.66M0.21%-2013F-HRTimeline
Relyea Zuckerberg Hanson LLC2,356$1.66M0.14%new13F-HR/ATimeline
VIRTUE ASSET MANAGEMENT LLC2,347$1.65M1.16%-413F-HRTimeline
Cornerstone Wealth Management, LLC2,345$1.65M0.07%+79313F-HRTimeline
Alpha Wealth Funds, LLC2,334$1.64M1.02%-53613F-HRTimeline
SAXON INTERESTS, INC.2,329$1.64M0.45%+46913F-HRTimeline
Journey Advisory Group, LLC2,328$1.64M0.13%+12613F-HRTimeline
WJ Financial Advisors LLC2,306$1.62M1.19%013F-HRTimeline
Montecito Bank & Trust2,304$1.62M0.24%+14713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,293$1.61M0.06%-18713F-HRTimeline
CX Institutional2,285$1.61M0.05%+1,14313F-HRTimeline
American Capital Advisory, LLC2,275$1.6M0.58%-813F-HRTimeline
Allred Capital Management, LLC2,263$1.59M0.52%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,251$1.58M<0.01%-41,98913F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,239$1.57M0.11%-213F-HRTimelineGroup
Bedminster, LLC2,238$1.57M1.34%-21913F-HRTimeline
Evanson Financial, LLC2,237$1.57M0.08%13F-HRTimeline
Millstone Evans Group, LLC2,218$1.56M0.84%-49413F-HRTimeline
Moors & Cabot, Inc.2,205$1.55M0.06%+2413F-HRTimeline
Savvy Advisors, Inc.2,197$1.55M0.03%-2913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding2,189$1.54M-20Timeline
BANK OF HAWAII2,187$1.54M0.08%+10013F-HRTimeline
Beaumont Financial Advisors, LLC2,181$1.53M0.1%-13713F-HRTimeline
Compass Wealth Management LLC2,163$1.52M0.29%new13F-HRTimeline
Element Wealth, LLC2,157$1.52M0.57%-23813F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC2,155$1.52M1%-213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,152$1.51M0.02%+10413F-HRTimelineGroup
GAMMA Investing LLC2,151$1.51M0.06%-1613F-HRTimeline
COZAD ASSET MANAGEMENT INC2,148$1.51M0.1%-25513F-HRTimeline
Sunflower Bank, N.A.2,148$1.51M0.36%013F-HR/ATimeline
AlphaStar Capital Management, LLC2,128$1.5M0.1%+7013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,127$1.5M0.04%013F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC2,125$1.49M0.07%+12113F-HRTimeline
Kennebec Savings Bank2,113$1.49M1.19%-9713F-HRTimeline
ROCKLAND TRUST CO2,109$1.48M0.06%013F-HRTimeline
SENTINEL TRUST CO LBA2,104$1.48M0.13%013F-HRTimeline
Golden State Wealth Management, LLC2,100$1.48M0.13%-29813F-HRTimeline
Emprise Bank2,096$1.47M0.54%013F-HRTimeline
Peterson Wealth Services2,081$1.46M0.32%+31213F-HRTimeline
Frisch Financial Group, Inc.2,066$1.46M0.25%-113F-HRTimeline
Global Wealth Strategies & Associates2,065$1.45M0.28%+2,05113F-HRTimeline
Sunbeam Capital Management, LLC2,063$1.45M0.66%013F-HRTimeline
WEALTH ALLIANCE, LLC2,060$1.45M0.12%+1,39513F-HRTimeline
Castle Rock Wealth Management, LLC2,076$1.45M0.28%+15713F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,055$1.45M0.07%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,051$1.44M<0.01%-28013F-HRTimelineGroup
Orgel Wealth Management, LLC2,050$1.44M0.03%+15813F-HRTimeline
Granite Bay Wealth Management, LLC2,049$1.44M0.13%-5913F-HRTimeline
JFS WEALTH ADVISORS, LLC2,043$1.44M0.07%-1013F-HRTimeline
Plancorp, LLC2,092$1.44M0.04%-3713F-HRTimeline
Fiduciary Alliance LLC2,036$1.43M0.1%+47513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,033$1.43M0.01%new13F-HRTimelineGroup
Bill Few Associates, Inc.2,025$1.42M0.3%-813F-HRTimeline
3EDGE Asset Management, LP2,018$1.42M0.06%+53113F-HRTimeline
Rise Advisors, LLC2,011$1.41M0.4%+71813F-HRTimeline
Eldridge Investment Advisors, Inc.2,005$1.41M0.28%-6413F-HRTimeline
Douglass Winthrop Advisors, LLC2,000$1.41M0.02%+60013F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC1,994$1.4M0.22%+113F-HRTimeline
NCM Capital Management, LLC1,988$1.4M0.43%013F-HRTimeline
Choate Investment Advisors1,984$1.4M0.02%-2913F-HRTimeline
FF Advisors,LLC1,984$1.4M0.52%013F-HRTimeline