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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,349 managers (1,362 13F filers) reported a position in MDY shares at 2025-03-31, 25,172,585 shares in all. 61 filers opened a position and 98 filers sold out during the quarter.

Managers
1,349
13F filers
1,362
New
61
Added
370
Reduced
490
Sold out
98
Shares held by filers
25,172,585

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Caliber Wealth Management, LLC / KS4,608$2.46M0.34%13F-HRTimeline
COURIER CAPITAL LLC4,603$2.46M0.16%+5113F-HRTimeline
Connecticut Wealth Management, LLC4,567$2.44M0.13%-2913F-HRTimeline
WEST PACES ADVISORS INC.4,560$2.43M0.55%013F-HRTimeline
Gilman Hill Asset Management, LLC4,548$2.43M0.42%013F-HRTimeline
LM Advisors LLC4,514$2.41M0.43%+1,68513F-HRTimeline
ELEMENT POINTE ADVISORS, LLC4,500$2.4M0.58%013F-HRTimeline
DAVIDSON TRUST CO4,495$2.4M1.14%013F-HRTimeline
WESBANCO BANK INC4,487$2.39M0.08%+15613F-HRTimeline
Meridian Wealth Management, LLC4,453$2.38M0.12%-713F-HRTimeline
Orange Investment Advisors, Inc.4,439$2.37M0.28%-6313F-HRTimeline
Stone Summit Wealth LLC4,434$2.37M0.8%+5513F-HRTimeline
DIVERSIFIED TRUST CO4,429$2.36M0.06%-45313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,407$2.36M0.22%-27013F-HRTimeline
Sterling Investment Advisors, Ltd.4,395$2.34M0.56%-8713F-HRTimeline
Crescent Sterling, Ltd.4,370$2.33M2.39%+24713F-HRTimeline
Lowe Wealth Advisors, LLC4,362$2.33M0.99%+6213F-HRTimeline
Element Wealth, LLC4,362$2.33M1.25%-5413F-HRTimeline
WealthBridge Capital Management, LLC4,361$2.33M0.66%-8213F-HRTimeline
Veracity Capital LLC4,359$2.33M0.91%013F-HRTimeline
RVW Wealth, LLC4,316$2.3M0.22%-1,50913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,197$2.24M0.08%013F-HRTimeline
PKS Advisory Services, LLC4,205$2.24M0.61%-65813F-HRTimeline
Lavaca Capital LLC4,200$2.24M1.02%013F-HRTimeline
Geneos Wealth Management Inc.4,180$2.23M0.03%+3,87613F-HRTimeline
Whitegate Investment Counselors, Inc.4,150$2.21M0.79%013F-HRTimeline
Baron Financial Group, LLC4,131$2.2M1.39%-2313F-HRTimeline
Revolve Wealth Partners, LLC4,018$2.14M0.31%-513F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC3,995$2.13M0.85%-4513F-HRTimeline
Caprock Group, LLC3,980$2.13M0.06%+16113F-HRTimeline
Capital Investment Advisory Services, L…3,972$2.12M0.19%-3513F-HRTimeline
CENTAURUS FINANCIAL, INC.3,913$2.09M0.13%+18213F-HRTimeline
Cambridge Advisors Inc.3,874$2.07M0.45%013F-HRTimeline
Alpha Wealth Funds, LLC3,863$2.06M2.24%-47513F-HRTimeline
ZWJ INVESTMENT COUNSEL INC3,857$2.06M0.08%-34313F-HRTimeline
Intelligent Financial Strategies3,846$2.06M1.07%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,854$2.06M0.18%-7413F-HRTimeline
American Institute for Advanced Investm…3,836$2.05M1.56%013F-HRTimeline
Venturi Wealth Management, LLC3,749$2M0.1%+7713F-HRTimeline
Clientfirst Wealth Management, LLC3,741$2M2.26%013F-HRTimeline
Topsail Wealth Management, LLC3,736$1.99M0.41%+1,03013F-HRTimeline
All Terrain Financial Advisors, LLC3,709$1.98M0.77%013F-HRTimeline
RWA WEALTH PARTNERS, LLC3,707$1.98M0.02%-80613F-HRTimeline
TRUST POINT INC.3,704$1.98M0.18%-513F-HRTimeline
Park Capital Management, LLC / WI3,701$1.97M2.31%-6513F-HRTimeline
Lindbrook Capital, LLC3,681$1.96M0.18%013F-HRTimeline
Moloney Securities Asset Management, LLC3,666$1.96M0.26%-17113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA3,654$1.95M0.46%-1213F-HRTimeline
NorthRock Partners, LLC3,602$1.92M0.06%+9113F-HRTimeline
Blue Fin Capital, Inc.3,547$1.89M0.37%-1213F-HRTimeline
1834 INVESTMENT ADVISORS CO3,541$1.89M0.24%-1513F-HRTimeline
Cubist Systematic Strategies, LLC3,520$1.88M0.02%new13F-HRTimeline
PRIVATE TRUST CO NA3,516$1.88M0.19%-46513F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA3,496$1.86M0.51%+1913F-HRTimeline
Lionsbridge Wealth Management LLC3,487$1.86M1.65%-33513F-HRTimeline
Investment Advisory Group, LLC3,470$1.85M0.62%+11113F-HRTimeline
BECKER CAPITAL MANAGEMENT INC3,451$1.85M0.06%-19313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,445$1.84M<0.01%-5,41613F-HR/ATimelineGroup
Integrated Advisors Network LLC3,396$1.81M0.09%+2213F-HRTimeline
Meridian Financial Advisors, LLC3,343$1.78M1.25%-10513F-HRTimeline
CWS Financial Advisors, LLC3,319$1.77M0.56%013F-HRTimeline
Summit Wealth Partners, LLC3,308$1.77M0.36%-1813F-HRTimeline
SCOTIA CAPITAL INC.3,302$1.76M0.01%-5113F-HRTimeline
GenTrust, LLC3,291$1.76M0.08%-713F-HRTimeline
Eldridge Investment Advisors, Inc.3,277$1.75M0.4%-5113F-HRTimeline
Farrow Financial, Inc.3,271$1.75M1.17%-1813F-HRTimeline
TSFG, LLC3,260$1.74M0.36%-2013F-HRTimeline
ASPIRIANT, LLC3,221$1.72M0.06%013F-HRTimeline
Gotham Asset Management, LLC3,198$1.71M0.01%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,192$1.7M0.12%013F-HRTimeline
Dynamic Advisor Solutions LLC3,191$1.7M0.06%new13F-HRTimeline
Gridiron Partners, LLC3,164$1.69M1.08%-20913F-HRTimeline
McKinley Carter Wealth Services, Inc.3,151$1.68M0.1%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC3,108$1.66M0.75%-3013F-HRTimeline
Embree Financial Group3,103$1.66M0.28%-19513F-HRTimeline
Kelman-Lazarov, Inc.3,100$1.65M0.3%+24213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,072$1.64M0.06%-14213F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC3,055$1.63M0.17%-1,59413F-HRTimeline
Orion Porfolio Solutions, LLC3,046$1.63M0.02%+37913F-HRTimeline
Orion Portfolio Solutions, LLC3,046$1.63M0.02%+37913F-HR/ATimeline
Essex Financial Services, Inc.group of 2 filers holding3,042$1.62M+53Timeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,024$1.61M0.1%+1,03513F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.3,004$1.61M0.04%-17413F-HRTimelineGroup
DRW Securities, LLC3,000$1.6M0.14%+1,52313F-HRTimeline
Black Maple Capital Management LP3,000$1.6M1.26%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/2,998$1.6M<0.01%-1,03713F-HRTimeline
Paradigm, Strategies in Wealth Manageme…2,986$1.59M1.07%-413F-HRTimeline
SlateStone Wealth, LLC2,985$1.59M0.16%013F-HRTimeline
Compass Wealth Management LLC2,966$1.58M0.4%-1713F-HRTimeline
Northwest Bancshares, Inc.2,966$1.58M0.29%-5713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,958$1.58M0.01%-9613F-HRTimelineGroup
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,958$1.58M0.4%013F-HRTimeline
HRT FINANCIAL LP2,959$1.58M0.01%+2,55113F-HRTimeline
Crestwood Advisors Group, LLC2,927$1.56M0.03%+1,58613F-HRTimeline
Focus Financial Network, Inc.2,872$1.53M0.06%-27013F-HRTimeline
Aspen Investment Management Inc2,831$1.51M0.7%-11413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,803$1.5M<0.01%-3313F-HRTimelineGroup
XML Financial, LLC2,791$1.49M0.14%-3713F-HRTimeline
Millstone Evans Group, LLC2,790$1.49M1.01%-7313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,784$1.49M<0.01%-8713F-HRTimelineGroup
Hardy Reed LLC2,775$1.48M0.13%013F-HRTimeline
Edge Financial Advisors LLC2,760$1.47M0.93%+913F-HRTimeline
Advus Financial Partners, LLC2,739$1.46M0.63%-2813F-HR/ATimeline
HARBOR ADVISORY CORP /MA/2,743$1.46M0.49%013F-HRTimeline
Pacific Point Advisors, LLC2,742$1.46M0.81%013F-HRTimeline
GEM Asset Management, LLC2,724$1.46M0.82%013F-HRTimeline
ARS Investment Partners, LLC2,535$1.44M0.13%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC2,701$1.44M0.08%-6713F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,700$1.44M0.09%+1913F-HRTimeline
Marble Harbor Investment Counsel, LLC2,700$1.44M0.16%013F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC2,688$1.43M0.04%new13F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC2,686$1.43M0.05%013F-HRTimelineGroup
ARK & TLK INVESTMENTS, LLC2,665$1.42M0.5%013F-HRTimeline
Disciplined Investments, LLC2,655$1.42M0.65%+713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,637$1.41M0.04%-1,20013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,625$1.4M0.09%13F-HRTimeline
FIDUCIENT ADVISORS LLC2,612$1.4M0.17%+4113F-HRTimeline
EQUITABLE TRUST CO2,560$1.37M0.08%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding2,558$1.36M-18Timeline
Manchester Capital Management LLC2,528$1.35M0.17%013F-HRTimeline
Coyle Financial Counsel LLC2,506$1.34M0.41%-7213F-HRTimeline
Ullmann Wealth Partners Group, LLC2,504$1.34M0.18%013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP2,500$1.33M<0.01%new13F-HRTimelineGroup
Olde Wealth Management, LLC2,500$1.33M0.47%013F-HRTimeline
Beaumont Financial Advisors, LLC2,497$1.33M0.1%-2013F-HRTimeline
SK Wealth Management, LLC2,713$1.33M0.71%+913F-HRTimeline
Sunflower Bank, N.A.2,482$1.32M0.37%-1913F-HRTimeline
Summit Trail Advisors, LLC2,474$1.32M0.04%+20013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,475$1.32M0.04%+1313F-HRTimelineGroup
Sunbeam Capital Management, LLC2,472$1.32M1.26%-4213F-HRTimeline
STOCK YARDS BANK & TRUST CO2,471$1.32M0.05%-18013F-HRTimeline
TWO SIGMA SECURITIES, LLC2,468$1.32M0.2%new13F-HRTimeline
Rothschild Wealth LLC2,468$1.32M0.37%+3813F-HRTimeline
Valmark Advisers, Inc.2,466$1.32M0.02%-8613F-HRTimeline
ORBA Wealth Advisors, L.L.C.2,458$1.31M0.66%-6013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,672$1.3M0.68%+4813F-HRTimeline
MIDDLETON & CO INC/MA2,436$1.3M0.15%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,435$1.3M0.03%-1513F-HRTimeline
Montecito Bank & Trust2,414$1.29M0.23%013F-HRTimeline
GM Advisory Group, LLC2,410$1.29M0.07%013F-HRTimeline
COZAD ASSET MANAGEMENT INC2,403$1.28M0.13%013F-HRTimeline
ALTFEST L J & CO INC2,402$1.28M0.16%-22,06713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,390$1.27M0.04%-24213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,388$1.27M0.03%+1813F-HRTimeline
Zhang Financial LLC2,379$1.27M0.07%+15513F-HRTimeline
Renaissance Investment Group LLC2,373$1.27M0.31%-4,50613F-HRTimeline
Kingsview Wealth Management, LLC2,321$1.24M0.02%-17213F-HRTimeline
Beacon Bridge Wealth Partners, LLC2,304$1.23M0.52%+313F-HRTimeline
GAMMA Investing LLC2,303$1.23M0.09%+2,07013F-HR/ATimeline
American Capital Advisory, LLC2,301$1.23M0.66%-5313F-HRTimeline
Clear Harbor Asset Management, LLC2,298$1.23M0.1%+26613F-HRTimeline
Castle Rock Wealth Management, LLC2,285$1.22M0.33%-12413F-HRTimeline
Allred Capital Management, LLC2,263$1.21M0.48%013F-HRTimeline
SOA Wealth Advisors, LLC.2,251$1.2M0.25%013F-HRTimeline
Pasadena Private Wealth, LLC2,250$1.2M0.23%new13F-HRTimeline
WARNER FINANCIAL, INC2,247$1.2M0.53%-1313F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD2,244$1.2M<0.01%new13F-HR/ATimelineGroup
HOWE & RUSLING INC2,242$1.2M0.1%013F-HRTimeline
Atria Investments, Inc2,219$1.18M0.02%-3,80313F-HRTimeline
WEDBUSH SECURITIES INC2,216$1.18M0.04%+213F-HRTimeline
Kennebec Savings Bank2,210$1.18M1.25%-2613F-HRTimeline
Gryphon Financial Partners LLC2,201$1.17M0.17%+3613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,191$1.17M0.11%+28713F-HRTimelineGroup
ARTHUR M. COHEN & ASSOCIATES, LLC2,187$1.17M0.22%+36213F-HRTimeline
Choate Investment Advisors2,184$1.17M0.03%-30313F-HRTimeline
Plancorp, LLC2,163$1.15M0.05%+1,16013F-HRTimeline
AlphaStar Capital Management, LLC2,135$1.14M0.11%+5313F-HRTimeline
MGO ONE SEVEN LLC2,133$1.14M0.04%-8013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,125$1.13M0.02%+513F-HRTimelineGroup
BRAUN STACEY ASSOCIATES INC2,123$1.13M0.05%-23913F-HRTimeline
LYELL WEALTH MANAGEMENT, LP2,111$1.13M0.11%-10613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,110$1.13M0.01%+71313F-HRTimeline
Florida Trust Wealth Management Co2,110$1.13M0.04%-213F-HRTimeline
TruWealth Advisors, LLC2,101$1.12M0.07%013F-HRTimeline
Emprise Bank2,096$1.12M0.6%013F-HRTimeline
Frisch Financial Group, Inc.2,090$1.12M0.31%+613F-HRTimeline
BANK OF HAWAII2,087$1.11M0.06%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,086$1.11M0.08%+5213F-HRTimeline
SOL Capital Management CO2,075$1.11M0.12%+213F-HRTimeline
JENNISON ASSOCIATES LLC2,072$1.11M<0.01%-23713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,052$1.1M0.07%+58113F-HRTimelineGroup
PACIFIC FINANCIAL GROUP INC2,063$1.1M0.89%+3113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,050$1.09M0.02%-31813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT2,048$1.09M0.02%013F-HRTimeline
LaSalle St. Investment Advisors, LLC2,043$1.09M0.26%+15413F-HRTimeline
High Falls Advisors, Inc2,038$1.09M0.26%-60013F-HRTimeline
Marion Wealth Management2,035$1.09M0.29%+413F-HRTimeline
Maltin Wealth Management, Inc.2,034$1.08M0.51%+8613F-HRTimeline
Taylor Financial Group, Inc.2,024$1.08M0.75%-7513F-HRTimeline
Runnymede Capital Advisors, Inc.2,022$1.08M1.03%-7013F-HRTimeline
Dorsey & Whitney Trust CO LLC2,004$1.07M0.06%013F-HRTimeline
Capital Planning Advisors, LLC2,000$1.07M0.16%013F-HRTimeline
BRIGHTON JONES LLC1,995$1.06M0.03%-4513F-HRTimeline
FF Advisors,LLC1,993$1.06M0.61%+47813F-HRTimeline
NCM Capital Management, LLC1,988$1.06M0.48%013F-HRTimeline
Bill Few Associates, Inc.1,988$1.06M0.38%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,035$1.06M0.09%-2313F-HRTimeline
Horizon Investments, LLC1,981$1.06M0.03%-4713F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,979$1.06M0.22%013F-HRTimeline
Bear Mountain Capital, Inc.2,019$1.05M0.41%013F-HRTimeline