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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,339 managers (1,352 13F filers) reported a position in MDY shares at 2025-06-30, 25,123,586 shares in all. 68 filers opened a position and 67 filers sold out during the quarter.

Managers
1,339
13F filers
1,352
New
68
Added
330
Reduced
520
Sold out
67
Shares held by filers
25,123,586

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Sterling Investment Advisors, Ltd.4,304$2.44M0.53%-9113F-HRTimeline
Caliber Wealth Management, LLC / KS4,258$2.41M0.26%-35013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4,212$2.39M0.06%+1,57513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,197$2.39M0.08%013F-HR/ATimeline
WealthBridge Capital Management, LLC4,206$2.38M0.6%-15513F-HRTimeline
Lavaca Capital LLC4,200$2.38M0.97%013F-HR/ATimeline
Element Wealth, LLC4,193$2.38M1.09%-16913F-HRTimeline
NorthRock Partners, LLC4,170$2.36M0.06%+56813F-HR/ATimeline
RVW Wealth, LLC4,154$2.35M0.2%-16213F-HRTimeline
Whitegate Investment Counselors, Inc.4,150$2.35M0.8%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC4,135$2.34M0.15%+3,27213F-HRTimeline
PKS Advisory Services, LLC4,130$2.34M0.6%-7513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,108$2.33M0.06%+1,71813F-HRTimeline
St. Johns Investment Management Company…4,082$2.31M1.06%-62513F-HRTimeline
Golden State Wealth Management, LLC4,076$2.31M0.28%-2,24413F-HRTimeline
Financial Life Planners4,038$2.29M1.86%-96213F-HRTimeline
RFG Advisory, LLC4,019$2.28M0.05%-82913F-HRTimeline
COURIER CAPITAL LLC4,013$2.27M0.14%-59013F-HRTimeline
Baron Financial Group, LLC4,007$2.27M1.33%-12413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,984$2.26M0.18%+13013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC3,963$2.24M0.83%-3213F-HRTimeline
Capital Investment Advisory Services, L…3,961$2.24M0.18%-1113F-HRTimeline
Cambridge Advisors Inc.3,894$2.21M0.46%+2013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,889$2.2M0.14%+86513F-HRTimelineGroup
CIBC WORLD MARKET INC.3,877$2.2M<0.01%-94313F-HRTimeline
HB Wealth Management, LLC3,869$2.19M0.02%-2,28913F-HRTimeline
American Institute for Advanced Investm…3,781$2.14M1.52%-5513F-HRTimeline
Revolve Wealth Partners, LLC3,777$2.14M0.28%-24113F-HRTimeline
Intelligent Financial Strategies3,743$2.13M1.13%-10313F-HRTimeline
Venturi Wealth Management, LLC3,749$2.12M0.1%013F-HRTimeline
Clientfirst Wealth Management, LLC3,741$2.12M2.17%013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC3,713$2.1M0.08%-14413F-HRTimeline
RWA WEALTH PARTNERS, LLC3,708$2.1M0.03%+113F-HRTimeline
Park Capital Management, LLC / WI3,708$2.1M1.95%+713F-HRTimeline
Alpha Wealth Funds, LLC3,702$2.1M1.96%-16113F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC3,700$2.1M<0.01%-9,80013F-HRTimeline
All Terrain Financial Advisors, LLC3,698$2.09M0.76%-1113F-HRTimeline
Moloney Securities Asset Management, LLC3,667$2.08M0.26%+113F-HRTimeline
Global Retirement Partners, LLC3,640$2.06M0.05%13F-HRTimeline
SCOTIA CAPITAL INC.3,631$2.06M0.01%+32913F-HRTimeline
Red Door Wealth Management, LLC3,615$2.05M0.24%+2,75513F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA3,606$2.04M0.45%-4813F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA3,596$2.04M0.49%+10013F-HRTimeline
TRUST POINT INC.3,593$2.04M0.19%-11113F-HRTimeline
Lionsbridge Wealth Management LLC3,588$2.03M2.02%+10113F-HRTimeline
B. Riley Wealth Advisors, Inc.3,561$2.02M0.1%-1,07313F-HRTimeline
1834 INVESTMENT ADVISORS CO3,541$2.01M0.25%013F-HRTimeline
Rothschild Wealth LLC3,518$1.99M0.49%+1,05013F-HRTimeline
Glaxis Capital Management, LLC3,500$1.98M2.65%+2,70013F-HRTimeline
PRIVATE TRUST CO NA3,466$1.96M0.19%-5013F-HRTimeline
EVOKE WEALTH, LLC3,453$1.96M0.05%+2,30113F-HRTimeline
Topsail Wealth Management, LLC3,461$1.96M0.36%-27513F-HRTimeline
PETERSON WEALTH MANAGEMENT3,457$1.96M1.16%+1,64113F-HRTimeline
Investment Advisory Group, LLC3,445$1.95M0.59%-2513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC3,345$1.9M0.06%-10613F-HRTimeline
Integrated Advisors Network LLC3,355$1.9M0.09%-4113F-HRTimeline
CWS Financial Advisors, LLC3,319$1.88M0.55%013F-HRTimeline
Summit Wealth Partners, LLC3,272$1.85M0.35%-3613F-HRTimeline
Northwest Bancshares, Inc.3,255$1.84M0.32%+28913F-HRTimeline
Meridian Financial Advisors, LLC3,243$1.84M1.19%-10013F-HRTimeline
TSFG, LLC3,238$1.83M0.33%-2213F-HRTimeline
ASPIRIANT, LLC3,221$1.82M0.06%013F-HRTimeline
Gotham Asset Management, LLC3,198$1.81M0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,192$1.81M0.11%013F-HRTimeline
Lewis Asset Management, LLC3,191$1.81M0.85%new13F-HRTimeline
Eldridge Investment Advisors, Inc.3,177$1.8M0.38%-10013F-HRTimeline
GenTrust, LLC3,164$1.8M0.08%-12713F-HRTimeline
Gridiron Partners, LLC3,164$1.79M1.11%013F-HRTimeline
Harvest Investment Services, LLC3,158$1.79M0.4%+1,53813F-HRTimeline
McKinley Carter Wealth Services, Inc.3,151$1.78M0.1%013F-HRTimeline
Farrow Financial, Inc.3,114$1.76M1.07%-15713F-HRTimeline
Embree Financial Group3,107$1.76M0.27%+413F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding3,104$1.76M+62Timeline
Blue Fin Capital, Inc.3,083$1.75M0.3%-46413F-HRTimeline
Dynamic Advisor Solutions LLC3,068$1.74M0.05%-12313F-HRTimeline
Kelman-Lazarov, Inc.3,057$1.73M0.28%-4313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,046$1.73M0.06%-2613F-HRTimelineGroup
Scientech Research LLC3,043$1.72M0.42%+2,23713F-HRTimeline
Black Maple Capital Management LP3,000$1.7M1.18%013F-HRTimeline
SlateStone Wealth, LLC2,985$1.69M0.16%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,958$1.68M0.36%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,933$1.66M0.68%-17513F-HRTimeline
Paradigm, Strategies in Wealth Manageme…2,929$1.66M1.09%-5713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,900$1.64M0.01%-5813F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.2,849$1.62M0.04%-15513F-HRTimelineGroup
LM Advisors LLC2,844$1.61M0.21%-1,67013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,819$1.6M0.03%+38413F-HRTimeline
SK Wealth Management, LLC2,722$1.58M0.69%+913F-HRTimeline
ARS Investment Partners, LLC2,783$1.58M0.11%+24813F-HRTimeline
XML Financial, LLC2,778$1.57M0.14%-1313F-HRTimeline
Hardy Reed LLC2,775$1.57M0.13%013F-HRTimeline
Edge Financial Advisors LLC2,767$1.57M0.83%+713F-HRTimeline
FIDUCIENT ADVISORS LLC2,764$1.57M0.19%+15213F-HRTimeline
Compass Wealth Management LLC2,759$1.56M0.37%-20713F-HRTimeline
Millstone Evans Group, LLC2,757$1.56M1.06%-3313F-HRTimeline
Focus Financial Network, Inc.2,753$1.56M0.06%-11913F-HRTimeline
Advus Financial Partners, LLC2,739$1.56M0.61%013F-HR/ATimeline
HARBOR ADVISORY CORP /MA/2,743$1.55M0.5%013F-HRTimeline
Pacific Point Advisors, LLC2,742$1.55M0.84%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,700$1.53M0.09%013F-HRTimeline
Marble Harbor Investment Counsel, LLC2,700$1.53M0.17%013F-HRTimeline
Valmark Advisers, Inc.2,690$1.52M0.02%+22413F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,686$1.52M0.05%013F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV2,671$1.52M0.72%-113F-HRTimeline
GEM Asset Management, LLC2,622$1.51M0.77%-10213F-HRTimeline
ARK & TLK INVESTMENTS, LLC2,665$1.51M0.48%013F-HRTimeline
Disciplined Investments, LLC2,632$1.49M0.63%-2313F-HRTimeline
SEMITAM BONAM LLC2,617$1.48M1.4%13F-HRTimeline
Headlands Technologies LLC2,604$1.48M0.18%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT2,600$1.47M0.02%+55213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,565$1.45M<0.01%-23813F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO2,539$1.44M0.05%+6813F-HRTimeline
Coyle Financial Counsel LLC2,510$1.42M0.38%+413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,510$1.42M0.03%+12213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding2,509$1.42M-49Timeline
Ullmann Wealth Partners Group, LLC2,504$1.42M0.17%013F-HRTimeline
Atria Investments, Inc2,488$1.41M0.02%+26913F-HRTimeline
Summit Trail Advisors, LLC2,474$1.41M0.02%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,474$1.4M0.08%-15113F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC2,471$1.4M0.07%-23013F-HRTimeline
EQUITABLE TRUST CO2,470$1.4M0.07%-9013F-HRTimeline
Zhang Financial LLC2,451$1.39M0.06%+7213F-HRTimeline
PITCAIRN COin group PITCAIRN CO2,433$1.38M0.09%new13F-HR/ATimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,430$1.38M<0.01%-35413F-HR/ATimelineGroup
Beaumont Financial Advisors, LLC2,417$1.37M0.1%-8013F-HRTimeline
GM Advisory Group, LLC2,410$1.36M0.07%013F-HRTimeline
Beacon Bridge Wealth Partners, LLC2,407$1.36M0.54%+10313F-HRTimeline
COZAD ASSET MANAGEMENT INC2,403$1.36M0.12%013F-HR/ATimeline
Quantbot Technologies LP2,390$1.35M0.03%new13F-HRTimeline
MIDDLETON & CO INC/MA2,373$1.34M0.15%-6313F-HRTimeline
Clear Harbor Asset Management, LLC2,373$1.34M0.1%+7513F-HRTimeline
Choate Investment Advisors2,366$1.34M0.03%+18213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,363$1.34M0.02%+31313F-HRTimeline
SVB WEALTH LLC2,341$1.33M0.07%-3,07013F-HRTimeline
Sunflower Bank, N.A.2,334$1.32M0.33%-14813F-HRTimeline
Sunbeam Capital Management, LLC2,320$1.31M1%-15213F-HRTimeline
GSA CAPITAL PARTNERS LLP2,295$1.3M0.09%+66613F-HRTimeline
AlphaStar Capital Management, LLC2,283$1.29M0.09%+14813F-HRTimeline
Renaissance Investment Group LLC2,273$1.29M0.28%-10013F-HRTimeline
WEDBUSH SECURITIES INC2,271$1.29M0.04%+5513F-HRTimeline
American Capital Advisory, LLC2,266$1.28M0.64%-3513F-HRTimeline
Allred Capital Management, LLC2,263$1.28M0.48%013F-HRTimeline
GAMMA Investing LLC2,254$1.28M0.08%-4913F-HRTimeline
MGO ONE SEVEN LLC2,254$1.28M0.04%+12113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,241$1.27M0.12%+5013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,215$1.25M<0.01%-221,12713F-HRTimelineGroup
Kennebec Savings Bank2,210$1.25M1.23%013F-HRTimeline
Gryphon Financial Partners LLC2,201$1.25M0.16%013F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC2,193$1.24M1.07%new13F-HRTimeline
Simplicity Wealth,LLC2,163$1.23M0.05%+22813F-HRTimeline
Plancorp, LLC2,163$1.23M0.04%013F-HRTimeline
Kingsview Wealth Management, LLC2,148$1.22M0.02%-17313F-HRTimeline
Farther Finance Advisors, LLC2,137$1.21M0.02%+36013F-HRTimeline
Florida Trust Wealth Management Co2,133$1.21M0.04%+2313F-HRTimeline
SOL Capital Management CO2,125$1.2M0.12%+5013F-HRTimeline
Astoria Portfolio Advisors LLC.2,051$1.19M0.34%013F-HRTimeline
TruWealth Advisors, LLC2,101$1.19M0.07%013F-HRTimeline
Emprise Bank2,096$1.19M0.57%013F-HRTimeline
BANK OF HAWAII2,087$1.18M0.06%013F-HRTimeline
SOA Wealth Advisors, LLC.2,085$1.18M0.22%-16613F-HRTimeline
Manchester Capital Management LLC2,078$1.18M0.15%-45013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,071$1.17M0.07%-1513F-HRTimeline
Bear Mountain Capital, Inc.2,019$1.17M0.42%013F-HRTimeline
Evanson Asset Management, LLC2,061$1.17M0.07%+11213F-HRTimeline
Frisch Financial Group, Inc.2,050$1.17M0.29%-4013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,052$1.16M0.09%+1713F-HRTimeline
Dorsey & Whitney Trust CO LLC2,004$1.14M0.06%013F-HRTimeline
Bill Few Associates, Inc.2,002$1.13M0.32%+1413F-HRTimeline
High Falls Advisors, Inc2,002$1.13M0.25%-3613F-HRTimeline
Capital Planning Advisors, LLC2,000$1.13M0.17%013F-HRTimeline
FF Advisors,LLC1,993$1.13M0.59%013F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC1,988$1.13M0.2%-19913F-HRTimeline
NCM Capital Management, LLC1,988$1.13M0.46%013F-HRTimeline
Wealth Watch Advisors, INC1,981$1.12M0.65%+8713F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,979$1.12M0.21%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,976$1.12M0.01%-13413F-HRTimeline
Horizon Investments, LLC1,972$1.12M0.02%-913F-HRTimeline
Journey Advisory Group, LLC1,972$1.12M0.09%+15313F-HRTimeline
Obermeyer Wealth Partners1,969$1.12M0.06%+84413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,968$1.12M0.02%-15713F-HRTimelineGroup
Runnymede Capital Advisors, Inc.1,962$1.11M1.02%-6013F-HRTimeline
Frank, Rimerman Advisors LLC1,958$1.11M0.07%-413F-HRTimeline
Sebold Capital Management, Inc.1,953$1.11M0.68%+18013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,941$1.1M0.02%013F-HRTimelineGroup
WHITE PINE CAPITAL LLC1,934$1.1M0.35%+513F-HRTimeline
LYELL WEALTH MANAGEMENT, LP1,930$1.09M0.09%-18113F-HRTimeline
Taylor Financial Group, Inc.1,929$1.09M0.68%-9513F-HRTimeline
BRIGHTON JONES LLC1,926$1.09M0.03%-6913F-HRTimeline
Koss-Olinger Consulting, LLC1,910$1.08M0.09%013F-HRTimeline
Mason Investment Advisory Services, Inc.1,899$1.08M0.06%-6113F-HRTimeline
Cassaday & Co Wealth Management LLC1,894$1.07M0.03%-6213F-HRTimeline
Maltin Wealth Management, Inc.1,888$1.07M0.48%-14613F-HRTimeline
Private Wealth Group, LLC1,887$1.07M0.57%013F-HRTimeline
Forza Wealth Management, LLC1,876$1.06M0.44%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC1,870$1.06M0.04%013F-HRTimeline
LaSalle St. Investment Advisors, LLC1,868$1.06M0.29%-17513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,866$1.06M0.05%-10213F-HRTimelineGroup
Glassman Wealth Services1,858$1.05M0.16%-9713F-HRTimeline
Financial Partners Group, LLC1,857$1.05M0.38%+2513F-HRTimeline
First National Bank of Mount Dora, Trus…1,849$1.05M0.24%-1913F-HRTimeline