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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,392 managers (1,407 13F filers) reported a position in MDY shares at 2024-12-31, 26,530,085 shares in all. 87 filers opened a position and 53 filers sold out during the quarter.

Managers
1,392
13F filers
1,407
New
87
Added
388
Reduced
422
Sold out
53
Shares held by filers
26,530,085

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
SVB WEALTH LLC4,700$2.68M0.05%new13F-HRTimeline
WOLVERINE TRADING, LLC4,708$2.68M0.06%+2,80213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,677$2.67M0.25%+3213F-HRTimeline
Coastline Trust Co4,691$2.67M0.31%+21913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
INSIGNEO ADVISORY SERVICES, LLC4,649$2.65M0.27%+9513F-HRTimeline
Connecticut Wealth Management, LLC4,596$2.62M0.13%-9313F-HRTimeline
Sabal Trust CO4,593$2.62M0.15%-50913F-HRTimeline
WEST PACES ADVISORS INC.4,560$2.6M0.63%013F-HRTimeline
COURIER CAPITAL LLC4,552$2.59M0.18%-6513F-HRTimeline
Gilman Hill Asset Management, LLC4,548$2.59M0.45%-813F-HRTimeline
RWA WEALTH PARTNERS, LLC4,513$2.57M0.03%013F-HRTimeline
Orange Investment Advisors, Inc.4,502$2.56M0.29%-7713F-HRTimeline
ELEMENT POINTE ADVISORS, LLC4,500$2.56M0.6%013F-HRTimeline
Graypoint LLC4,500$2.56M0.16%+313F-HRTimeline
DAVIDSON TRUST CO4,495$2.56M1.32%013F-HRTimeline
Sterling Investment Advisors, Ltd.4,482$2.55M0.62%-27313F-HRTimeline
Meridian Wealth Management, LLC4,460$2.54M0.12%-11613F-HRTimeline
WealthBridge Capital Management, LLC4,443$2.53M0.7%+18813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,435$2.53M0.19%+2,84813F-HRTimeline
Prime Capital Investment Advisors, LLC4,417$2.52M0.04%-1313F-HRTimeline
Element Wealth, LLC4,416$2.52M1.32%+8013F-HRTimeline
Stone Summit Wealth LLC4,379$2.49M0.84%+48813F-HRTimeline
TD Waterhouse Canada Inc.4,367$2.49M0.02%-6113F-HRTimeline
Veracity Capital LLC4,359$2.48M0.9%013F-HRTimeline
Alpha Wealth Funds, LLC4,338$2.47M2.59%13F-HRTimeline
WESBANCO BANK INC4,331$2.47M0.08%+55713F-HRTimeline
Lowe Wealth Advisors, LLC4,300$2.45M1.04%+11913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,197$2.4M0.08%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LAKE STREET ADVISORS GROUP, LLC4,196$2.4M0.11%013F-HRTimeline
Lavaca Capital LLC4,200$2.39M1.05%013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC4,200$2.39M0.1%+13913F-HRTimeline
RFG Advisory, LLC4,156$2.37M0.07%+1,12913F-HRTimeline
Baron Financial Group, LLC4,154$2.37M1.47%-5213F-HRTimeline
Whitegate Investment Counselors, Inc.4,150$2.36M0.81%013F-HRTimeline
Crescent Sterling, Ltd.4,123$2.35M2.41%+15213F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC4,040$2.3M0.87%-1513F-HR/ATimeline
PRICE T ROWE ASSOCIATES INC /MD/4,035$2.3M<0.01%+3,23513F-HRTimeline
Revolve Wealth Partners, LLC4,023$2.29M0.34%-1013F-HR/ATimeline
Capital Investment Advisory Services, L…4,007$2.28M0.22%-3613F-HRTimeline
Soltis Investment Advisors LLC3,987$2.27M0.21%+2913F-HRTimeline
PRIVATE TRUST CO NA3,981$2.27M0.23%+13313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,928$2.23M0.19%-2,168,89813F-HRTimeline
Mutual Advisors, LLC3,757$2.21M0.06%+2113F-HRTimeline
Cambridge Advisors Inc.3,874$2.21M0.49%013F-HRTimeline
Intelligent Financial Strategies3,846$2.2M1.22%-1113F-HRTimeline
Moloney Securities Asset Management, LLC3,837$2.19M0.29%+5013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,837$2.19M0.06%+6613F-HRTimeline
American Institute for Advanced Investm…3,836$2.18M1.63%-1713F-HRTimeline
Caprock Group, LLC3,819$2.18M0.07%013F-HRTimeline
Lionsbridge Wealth Management LLC3,822$2.18M1.83%-25813F-HRTimeline
Glaxis Capital Management, LLC3,800$2.16M5.99%new13F-HRTimeline
Park Capital Management, LLC / WI3,766$2.15M2.57%13F-HRTimeline
Clientfirst Wealth Management, LLC3,741$2.13M2.16%13F-HRTimeline
CENTAURUS FINANCIAL, INC.3,731$2.12M0.13%+1,17113F-HRTimeline
TRUST POINT INC.3,709$2.11M0.15%+3,13613F-HRTimeline
All Terrain Financial Advisors, LLC3,709$2.11M0.82%-5613F-HRTimeline
Lindbrook Capital, LLC3,681$2.1M0.19%013F-HRTimeline
Venturi Wealth Management, LLC3,672$2.09M0.1%-80013F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP3,672$2.09M0.13%new13F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA3,666$2.09M0.47%-6213F-HRTimeline
BECKER CAPITAL MANAGEMENT INC3,644$2.08M0.07%-10913F-HRTimeline
Quantum Private Wealth, LLC3,655$2.08M0.67%013F-HRTimeline
Blue Fin Capital, Inc.3,559$2.03M0.37%+5013F-HRTimeline
1834 INVESTMENT ADVISORS CO3,556$2.03M0.26%-2513F-HRTimeline
NorthRock Partners, LLC3,511$2.01M0.07%-22313F-HR/ATimeline
ExodusPoint Capital Management, LP3,489$1.99M0.02%new13F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA3,477$1.98M0.5%-4013F-HRTimeline
Meridian Financial Advisors, LLC3,448$1.96M1.36%-16413F-HRTimeline
Integrated Advisors Network LLC3,374$1.92M0.09%-16513F-HRTimeline
Gridiron Partners, LLC3,373$1.92M1.22%013F-HRTimeline
Investment Advisory Group, LLC3,359$1.91M0.64%-8513F-HRTimeline
SCOTIA CAPITAL INC.3,353$1.91M0.01%-21513F-HRTimeline
Eldridge Investment Advisors, Inc.3,328$1.9M0.44%-22813F-HRTimeline
Summit Wealth Partners, LLC3,326$1.89M0.39%-3,15213F-HRTimeline
CWS Financial Advisors, LLC3,319$1.89M0.61%new13F-HRTimeline
GenTrust, LLC3,298$1.89M0.08%-7413F-HRTimeline
Embree Financial Group3,298$1.88M0.32%-14613F-HRTimeline
Farrow Financial, Inc.3,289$1.87M1.21%-613F-HRTimeline
TSFG, LLC3,280$1.87M0.38%-1813F-HRTimeline
EWG Elevate Inc.3,270$1.86M0.57%new13F-HRTimeline
ASPIRIANT, LLC3,221$1.83M0.07%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,214$1.83M0.06%-7013F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.3,178$1.82M0.04%+17413F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC3,192$1.82M0.12%013F-HRTimeline
McKinley Carter Wealth Services, Inc.3,151$1.79M0.11%-13413F-HRTimeline
Focus Financial Network, Inc.3,142$1.79M0.07%-26013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC3,138$1.79M0.79%-19413F-HRTimeline
Qube Research & Technologies Ltd3,133$1.78M<0.01%-38,84413F-HRTimeline
HUB Investment Partners, LLC3,079$1.75M0.07%+2,50013F-HRTimeline
Harvest Investment Services, LLC3,070$1.75M0.43%-4413F-HRTimeline
Darrow Company, Inc.3,057$1.74M1.01%-6713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP3,054$1.74M0.01%-15013F-HRTimelineGroup
Northwest Bancshares, Inc.3,023$1.72M0.32%-10013F-HRTimeline
Black Maple Capital Management LP3,000$1.71M1.3%new13F-HRTimeline
Paradigm, Strategies in Wealth Manageme…2,990$1.7M1.12%-7813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding2,989$1.7M+48Timeline
SlateStone Wealth, LLC2,985$1.7M0.17%-19,65013F-HRTimeline
Compass Wealth Management LLC2,983$1.7M0.41%-20713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,959$1.69M0.05%+62713F-HRTimelineGroup
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,958$1.68M0.42%013F-HRTimeline
Aspen Investment Management Inc2,945$1.68M0.78%+65913F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,902$1.65M0.11%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,871$1.64M<0.01%-33813F-HRTimelineGroup
Millstone Evans Group, LLC2,863$1.63M1.11%13F-HRTimeline
Kelman-Lazarov, Inc.2,858$1.63M0.29%-50813F-HRTimeline
Jordan Park Group LLC2,850$1.62M0.12%-3,81013F-HRTimeline
LM Advisors LLC2,829$1.62M0.29%+57713F-HR/ATimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,836$1.62M<0.01%+713F-HR/ATimelineGroup
Pacific Point Advisors, LLC2,742$1.61M0.98%13F-HRTimeline
XML Financial, LLC2,828$1.61M0.15%-32913F-HRTimeline
Advus Financial Partners, LLC2,767$1.58M0.68%-213F-HR/ATimeline
Hardy Reed LLC2,775$1.58M0.14%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC2,768$1.58M0.09%+13013F-HRTimeline
Edge Financial Advisors LLC2,751$1.57M1.4%+513F-HRTimeline
HARBOR ADVISORY CORP /MA/2,743$1.56M0.51%013F-HRTimeline
GEM Asset Management, LLC2,724$1.55M0.86%013F-HRTimeline
Parallax Volatility Advisers, L.P.2,707$1.54M0.03%new13F-HRTimeline
Topsail Wealth Management, LLC2,706$1.54M0.33%13F-HRTimeline
SK Wealth Management, LLC2,704$1.54M0.78%013F-HRTimeline
Marble Harbor Investment Counsel, LLC2,700$1.54M0.17%+10013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,686$1.53M0.05%013F-HRTimelineGroup
MOODY LYNN LIEBERSON & WALKER, LLC2,681$1.53M0.09%+16013F-HRTimeline
Orion Porfolio Solutions, LLC2,667$1.52M0.02%+1,43313F-HRTimeline
Orion Portfolio Solutions, LLC2,667$1.52M0.02%+1,43313F-HRTimeline
ARK & TLK INVESTMENTS, LLC2,665$1.52M0.53%+16513F-HRTimeline
STOCK YARDS BANK & TRUST CO2,651$1.51M0.05%-4,45513F-HRTimeline
Disciplined Investments, LLC2,648$1.51M0.74%+2313F-HRTimeline
High Falls Advisors, Inc2,638$1.5M0.35%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,632$1.5M0.05%-11013F-HRTimeline
Zions Bancorporation, N.A.2,625$1.5M0.09%+3613F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,624$1.49M0.58%13F-HRTimeline
Coyle Financial Counsel LLC2,578$1.47M0.46%-17913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding2,576$1.47M+26Timeline
FIDUCIENT ADVISORS LLC2,571$1.46M0.18%-1813F-HRTimeline
EQUITABLE TRUST CO2,560$1.46M0.08%new13F-HRTimeline
CW Advisors, LLC2,551$1.45M0.02%+1,36013F-HRTimeline
Valmark Advisers, Inc.2,552$1.45M0.02%-53013F-HRTimeline
ARS Investment Partners, LLC2,535$1.44M0.13%+3113F-HRTimeline
Manchester Capital Management LLC2,528$1.44M0.17%013F-HRTimeline
Sunbeam Capital Management, LLC2,514$1.44M1.33%13F-HR/ATimeline
ORBA Wealth Advisors, L.L.C.2,518$1.43M0.75%-6013F-HRTimeline
Beaumont Financial Advisors, LLC2,517$1.43M0.11%-2713F-HRTimeline
Ullmann Wealth Partners Group, LLC2,504$1.43M0.18%-2213F-HRTimeline
Sunflower Bank, N.A.2,501$1.42M0.4%-43913F-HRTimeline
Olde Wealth Management, LLC2,500$1.42M0.51%013F-HRTimeline
Tudor Financial Inc.2,496$1.42M0.83%+2513F-HRTimeline
Kingsview Wealth Management, LLC2,493$1.42M0.03%-1,62413F-HRTimeline
Choate Investment Advisors2,487$1.42M0.03%+72313F-HRTimeline
Castle Rock Wealth Management, LLC2,409$1.41M0.34%+17413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,462$1.4M0.04%-2013F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC2,450$1.4M0.03%+16513F-HRTimeline
MIDDLETON & CO INC/MA2,436$1.39M0.15%-1013F-HRTimeline
Rothschild Wealth LLC2,430$1.38M0.4%-98,41813F-HRTimeline
Larson Financial Group LLC2,423$1.38M0.07%+4713F-HRTimeline
Montecito Bank & Trust2,414$1.37M0.24%013F-HRTimeline
GM Advisory Group, LLC2,410$1.37M0.08%013F-HRTimeline
COZAD ASSET MANAGEMENT INC2,403$1.37M0.13%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,370$1.35M0.03%-113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,368$1.35M0.03%-8313F-HRTimeline
BRAUN STACEY ASSOCIATES INC2,362$1.35M0.05%-9413F-HRTimeline
American Capital Advisory, LLC2,354$1.34M0.74%+24113F-HRTimeline
Baker Avenue Asset Management, LP2,350$1.34M0.04%-17813F-HRTimeline
JENNISON ASSOCIATES LLC2,309$1.32M<0.01%+59613F-HRTimeline
Beacon Bridge Wealth Partners, LLC2,301$1.31M0.56%-3413F-HRTimeline
Summit Trail Advisors, LLC2,274$1.3M0.05%+17113F-HRTimeline
Allred Capital Management, LLC2,263$1.29M0.5%013F-HRTimeline
WARNER FINANCIAL, INC2,260$1.29M0.55%+3913F-HRTimeline
SOA Wealth Advisors, LLC.2,251$1.28M0.24%-19013F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,248$1.28M0.07%-10813F-HRTimelineGroup
HOWE & RUSLING INC2,242$1.28M0.11%013F-HRTimeline
Kennebec Savings Bank2,236$1.27M1.28%-13713F-HRTimeline
Zhang Financial LLC2,224$1.27M0.07%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP2,217$1.26M0.11%+8913F-HRTimeline
WEDBUSH SECURITIES INC2,214$1.26M0.04%-10513F-HRTimeline
MGO ONE SEVEN LLC2,213$1.26M0.05%-2313F-HRTimeline
GSA CAPITAL PARTNERS LLP2,197$1.25M0.09%+14013F-HRTimeline
Gryphon Financial Partners LLC2,165$1.23M0.18%+6613F-HRTimeline
ROBERTS GLORE & CO INC /IL/2,156$1.23M0.36%+1613F-HRTimeline
Bear Mountain Capital, Inc.2,019$1.21M0.47%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,120$1.21M0.03%+413F-HRTimelineGroup
Florida Trust Wealth Management Co2,112$1.2M0.04%+66513F-HRTimeline
TruWealth Advisors, LLC2,101$1.2M0.07%-16513F-HRTimeline
Taylor Financial Group, Inc.2,099$1.2M0.83%013F-HRTimeline
Emprise Bank2,096$1.19M0.67%-33213F-HRTimeline
Frank, Rimerman Advisors LLC2,095$1.19M0.09%-413F-HRTimeline
Runnymede Capital Advisors, Inc.2,092$1.19M1.04%13F-HRTimeline
Frisch Financial Group, Inc.2,084$1.19M0.36%-4513F-HRTimeline
Sage Mountain Advisors LLC2,088$1.19M0.09%+89813F-HRTimeline
Financial Partners Group, LLC2,088$1.19M0.49%-12013F-HRTimeline
BANK OF HAWAII2,087$1.19M0.07%013F-HRTimeline
AlphaStar Capital Management, LLC2,082$1.19M0.12%+15213F-HRTimeline
Astoria Portfolio Advisors LLC.2,051$1.18M0.42%013F-HRTimeline
SOL Capital Management CO2,073$1.18M0.13%+513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,058$1.17M0.11%+313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT2,048$1.17M0.02%013F-HRTimeline
Avantax Planning Partners, Inc.2,043$1.16M0.04%-913F-HRTimeline
BRIGHTON JONES LLC2,040$1.16M0.03%+22813F-HR/ATimeline
JFS WEALTH ADVISORS, LLC2,034$1.16M0.08%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,032$1.16M0.86%-1913F-HRTimeline
Clear Harbor Asset Management, LLC2,032$1.16M0.09%013F-HRTimeline