Skip to content
Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

Follow

SHS (fund), issuer CIK 936958

1,352 managers (1,367 13F filers) reported a position in MDY shares at 2025-09-30, 25,719,380 shares in all. 69 filers opened a position and 45 filers sold out during the quarter.

Managers
1,352
13F filers
1,367
New
69
Added
356
Reduced
483
Sold out
45
Shares held by filers
25,719,380

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Baron Financial Group, LLC3,958$2.36M1.29%-4913F-HRTimeline
Keystone Financial Group3,944$2.35M0.18%-2,46813F-HR/ATimeline
Lavaca Capital LLC3,942$2.35M0.43%-25813F-HRTimeline
Financial Life Planners3,914$2.33M1.57%-12413F-HRTimeline
PKS Advisory Services, LLC3,942$2.33M0.49%-18813F-HRTimeline
LM Advisors LLC3,884$2.32M0.33%+1,04013F-HRTimeline
Cambridge Advisors Inc.3,894$2.32M0.45%013F-HRTimeline
Capital Investment Advisory Services, L…3,888$2.32M0.18%-7313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,857$2.3M0.12%-3213F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,984$2.29M0.18%013F-HRTimeline
Caprock Group, LLC3,830$2.28M0.06%13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,793$2.26M0.15%-34213F-HRTimeline
Revolve Wealth Partners, LLC3,785$2.26M0.27%+813F-HRTimeline
RWA WEALTH PARTNERS, LLC3,753$2.24M0.03%+4513F-HRTimeline
Intelligent Financial Strategies3,743$2.24M1.09%013F-HRTimeline
Venturi Wealth Management, LLC3,749$2.23M0.1%013F-HRTimeline
Clientfirst Wealth Management, LLC3,741$2.23M1.78%013F-HRTimeline
American Institute for Advanced Investm…3,731$2.22M1.46%-5013F-HRTimeline
Aster Capital Management (DIFC) Ltd3,727$2.22M1.12%-72113F-HRTimeline
Park Capital Management, LLC / WI3,708$2.21M1.77%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,699$2.2M0.05%-51313F-HRTimeline
All Terrain Financial Advisors, LLC3,680$2.19M0.71%-1813F-HRTimeline
Investment Advisory Group, LLC3,671$2.19M0.6%+22613F-HRTimeline
Lewis Asset Management, LLC3,663$2.18M0.9%+47213F-HRTimeline
Finley Financial, LLC3,645$2.17M1%-4,16513F-HRTimeline
EVOKE WEALTH, LLC3,635$2.17M0.05%+18213F-HRTimeline
ZWJ INVESTMENT COUNSEL INC3,605$2.15M0.08%-10813F-HRTimeline
NorthRock Partners, LLC3,599$2.15M0.04%-57113F-HRTimeline
TRUST POINT INC.3,584$2.14M0.17%-913F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA3,578$2.13M0.49%-1813F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA3,571$2.13M0.44%-3513F-HRTimeline
Blue Fin Capital, Inc.3,535$2.11M0.33%+45213F-HRTimeline
1834 INVESTMENT ADVISORS CO3,531$2.1M0.26%-1013F-HRTimeline
SCOTIA CAPITAL INC.3,518$2.1M0.01%-11313F-HRTimeline
Global Retirement Partners, LLC3,518$2.1M0.05%-12213F-HRTimeline
Red Door Wealth Management, LLC3,508$2.09M0.22%-10713F-HRTimeline
Moloney Securities Asset Management, LLC3,505$2.09M0.25%-16213F-HRTimeline
Rothschild Wealth LLC3,479$2.07M0.45%-3913F-HRTimeline
GSA CAPITAL PARTNERS LLP3,474$2.07M0.17%+1,17913F-HRTimeline
Topsail Wealth Management, LLC3,461$2.06M0.35%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,404$2.03M0.06%+35813F-HRTimelineGroup
Farther Finance Advisors, LLC3,307$1.97M0.03%+1,17013F-HRTimeline
CWS Financial Advisors, LLC3,304$1.97M0.55%-1513F-HRTimeline
ARS Investment Partners, LLC3,290$1.96M0.13%+50713F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/3,286$1.96M0.36%-1,14013F-HRTimeline
Summit Wealth Partners, LLC3,232$1.93M0.35%-4013F-HRTimeline
ASPIRIANT, LLC3,221$1.92M0.06%013F-HRTimeline
Houlihan Financial Resource Group, Ltd.3,207$1.91M1.68%-3,75813F-HRTimeline
Meridian Financial Advisors, LLC3,186$1.9M1.07%-5713F-HRTimeline
Golden State Wealth Management, LLC3,165$1.89M0.21%-91113F-HRTimeline
Gridiron Partners, LLC305,602$1.89M1.08%+302,43813F-HRTimeline
Integrated Advisors Network LLC3,150$1.88M0.08%-20513F-HRTimeline
GenTrust, LLC3,138$1.88M0.09%-2613F-HRTimeline
Kelman-Lazarov, Inc.3,114$1.86M0.28%+5713F-HRTimeline
McKinley Carter Wealth Services, Inc.3,111$1.85M0.1%-4013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding3,099$1.85M-5Timeline
Farrow Financial, Inc.3,095$1.84M1.07%-1913F-HRTimeline
Harvest Investment Services, LLC3,086$1.84M0.37%-7213F-HRTimeline
Valmark Advisers, Inc.3,081$1.84M0.02%+39113F-HRTimeline
Alpha Wealth Funds, LLC3,028$1.8M1.48%-67413F-HRTimeline
TSFG, LLC2,960$1.76M0.28%-27813F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,958$1.76M0.37%013F-HRTimeline
Northwest Bancshares, Inc.2,956$1.76M0.29%-29913F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,939$1.75M0.67%+613F-HRTimeline
Paradigm, Strategies in Wealth Manageme…2,927$1.74M1.12%-213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,900$1.73M0.01%013F-HR/ATimelineGroup
SlateStone Wealth, LLC2,885$1.72M0.15%-10013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,849$1.7M0.04%013F-HRTimelineGroup
Obermeyer Wealth Partners2,843$1.69M0.08%+87413F-HRTimeline
Embree Financial Group2,821$1.68M0.23%-28613F-HRTimeline
FIDUCIENT ADVISORS LLC2,819$1.68M0.2%+5513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,819$1.68M0.03%013F-HRTimeline
Edge Financial Advisors LLC2,776$1.65M0.74%+913F-HRTimeline
Hardy Reed LLC2,775$1.65M0.12%013F-HRTimeline
Millstone Evans Group, LLC2,757$1.64M1.04%013F-HRTimeline
HARBOR ADVISORY CORP /MA/2,743$1.63M0.48%013F-HRTimeline
Pacific Point Advisors, LLC2,742$1.63M0.95%013F-HRTimeline
Coyle Financial Counsel LLC2,741$1.63M0.38%+23113F-HRTimeline
Advus Financial Partners, LLC2,730$1.63M0.61%-913F-HR/ATimeline
SK Wealth Management, LLC2,731$1.62M0.61%+913F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,705$1.61M0.09%+513F-HRTimeline
XML Financial, LLC2,702$1.61M0.13%-7613F-HRTimeline
Marble Harbor Investment Counsel, LLC2,700$1.61M0.17%013F-HRTimeline
Focus Financial Network, Inc.2,699$1.61M0.06%-5413F-HRTimeline
Compass Wealth Management LLC2,691$1.6M0.36%-6813F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,671$1.59M0.69%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC2,665$1.59M0.5%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT2,663$1.59M0.02%+6313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,646$1.58M0.04%-2,10913F-HRTimelineGroup
Disciplined Investments, LLC2,638$1.57M0.63%+613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,637$1.57M0.01%+66113F-HRTimeline
GEM Asset Management, LLC2,622$1.56M0.74%013F-HRTimeline
MGO ONE SEVEN LLC2,604$1.55M0.04%+35013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,600$1.55M<0.01%+17013F-HRTimelineGroup
SEMITAM BONAM LLC2,588$1.54M1.38%-2913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC2,588$1.53M<0.01%-5,81213F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,565$1.53M<0.01%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC2,556$1.52M0.04%-51213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,549$1.52M0.03%+3913F-HRTimeline
STOCK YARDS BANK & TRUST CO2,547$1.52M0.05%+813F-HRTimeline
Element Wealth, LLC2,531$1.51M0.66%-1,66213F-HRTimeline
PRIVATE TRUST CO NA2,528$1.51M0.13%-93813F-HRTimeline
PETERSON WEALTH MANAGEMENT2,517$1.5M1.04%-94013F-HRTimeline
Ullmann Wealth Partners Group, LLC2,505$1.49M0.16%+113F-HRTimeline
Olde Wealth Management, LLC2,500$1.49M0.46%13F-HRTimeline
Summit Trail Advisors, LLC2,474$1.48M0.02%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,474$1.47M0.07%013F-HRTimeline
EQUITABLE TRUST CO2,470$1.47M0.07%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding2,469$1.47M-40Timeline
Triumph Capital Management2,465$1.47M0.4%+62313F-HR/ATimeline
Zhang Financial LLC2,451$1.46M0.06%013F-HRTimeline
Accredited Investors Inc.2,443$1.46M0.08%+87713F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC2,415$1.44M0.07%-5613F-HRTimeline
COZAD ASSET MANAGEMENT INC2,403$1.43M0.11%013F-HRTimeline
Montecito Bank & Trust2,400$1.43M0.22%13F-HRTimeline
GM Advisory Group, LLC2,400$1.43M0.06%-1013F-HRTimeline
SAXON INTERESTS, INC.2,388$1.42M0.56%+1,12513F-HRTimeline
MIDDLETON & CO INC/MA2,373$1.41M0.15%013F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC2,373$1.41M1.17%13F-HRTimeline
Beaumont Financial Advisors, LLC2,361$1.41M0.09%-5613F-HRTimeline
Beacon Bridge Wealth Partners, LLC2,357$1.4M0.5%-5013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,335$1.39M<0.01%+1,16213F-HRTimelineGroup
Eldridge Investment Advisors, Inc.2,296$1.37M0.31%-88113F-HRTimeline
Choate Investment Advisors2,289$1.36M0.03%-7713F-HRTimeline
WEDBUSH SECURITIES INC2,285$1.36M0.04%+1413F-HRTimeline
AlphaStar Capital Management, LLC2,282$1.36M0.12%-113F-HRTimeline
American Capital Advisory, LLC2,274$1.36M0.63%+813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,267$1.35M0.02%-9613F-HRTimeline
Allred Capital Management, LLC2,263$1.35M0.47%013F-HRTimeline
GAMMA Investing LLC2,254$1.34M0.07%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,241$1.34M0.11%013F-HRTimelineGroup
GW&K Investment Management, LLC2,223$1.32M0.01%+1,18413F-HRTimeline
Kennebec Savings Bank2,210$1.32M1.2%013F-HRTimeline
Sunflower Bank, N.A.2,206$1.31M0.32%-12813F-HRTimeline
Acorn Wealth Advisors, LLC2,197$1.31M0.41%+54913F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC2,189$1.31M1.04%-413F-HRTimeline
SVB WEALTH LLC2,183$1.3M0.07%-15813F-HRTimeline
Gryphon Financial Partners LLC2,136$1.27M0.15%-6513F-HRTimeline
Kingsview Wealth Management, LLC2,136$1.27M0.02%-1213F-HRTimeline
Plancorp, LLC2,129$1.27M0.04%-3413F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,127$1.27M0.04%-55913F-HRTimelineGroup
SENTINEL TRUST CO LBA2,125$1.27M0.13%-3,66013F-HRTimeline
SOL Capital Management CO2,125$1.27M0.11%013F-HRTimeline
Granite Bay Wealth Management, LLC2,111$1.26M0.33%-49,37513F-HRTimeline
TruWealth Advisors, LLC2,101$1.25M0.06%013F-HRTimeline
Emprise Bank2,096$1.25M0.54%013F-HRTimeline
L & S Advisors Inc2,095$1.25M0.12%+84713F-HRTimeline
Capital Investment Counsel, LLC2,095$1.25M0.18%+44013F-HRTimeline
BANK OF HAWAII2,087$1.24M0.06%013F-HRTimeline
WJ Financial Advisors LLC2,086$1.24M1.21%13F-HRTimeline
Wealth Watch Advisors, INC2,085$1.24M0.51%+10413F-HRTimeline
Astoria Portfolio Advisors LLC.2,051$1.23M0.32%013F-HRTimeline
Evanson Asset Management, LLC2,067$1.23M0.07%+613F-HRTimeline
Sunbeam Capital Management, LLC2,063$1.23M0.76%-25713F-HRTimeline
Frisch Financial Group, Inc.2,056$1.23M0.29%+613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,055$1.22M0.07%-1,13713F-HRTimeline
JFS WEALTH ADVISORS, LLC2,053$1.22M0.07%-1813F-HRTimeline
Bill Few Associates, Inc.2,030$1.21M0.31%+2813F-HRTimeline
Clear Harbor Asset Management, LLC2,026$1.21M0.09%-34713F-HR/ATimeline
Bear Mountain Capital, Inc.2,019$1.21M0.4%013F-HRTimeline
Dorsey & Whitney Trust CO LLC2,004$1.19M0.06%013F-HRTimeline
High Falls Advisors, Inc2,002$1.19M0.25%013F-HRTimeline
Capital Planning Advisors, LLC2,000$1.19M0.16%013F-HRTimeline
NewEdge Wealth, LLC2,012$1.19M0.02%+1,32013F-HRTimeline
Avantax Planning Partners, Inc.1,993$1.19M0.03%+42213F-HRTimeline
FF Advisors,LLC1,993$1.19M0.57%013F-HRTimeline
NCM Capital Management, LLC1,988$1.18M0.46%013F-HRTimeline
LaSalle St. Investment Advisors, LLC1,982$1.18M0.21%+11413F-HRTimeline
SOA Wealth Advisors, LLC.1,973$1.18M0.2%-11213F-HRTimeline
Journey Advisory Group, LLC1,972$1.18M0.09%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,971$1.18M0.02%+313F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.1,962$1.17M0.06%-1,59913F-HRTimeline
Florida Trust Wealth Management Co1,960$1.17M0.03%-17313F-HRTimeline
Frank, Rimerman Advisors LLC1,955$1.17M0.07%-313F-HRTimeline
Glaxis Capital Management, LLC1,950$1.16M1.93%-1,55013F-HRTimeline
Pine Valley Investments Ltd Liability Co1,943$1.16M0.06%+12913F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,944$1.16M0.19%-3513F-HRTimeline
Runnymede Capital Advisors, Inc.1,937$1.15M0.95%-2513F-HRTimeline
WHITE PINE CAPITAL LLC1,931$1.15M0.33%-313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,928$1.15M0.01%-1313F-HRTimelineGroup
BRIGHTON JONES LLC1,925$1.15M0.03%-113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,925$1.15M0.08%-12713F-HRTimeline
LYELL WEALTH MANAGEMENT, LP1,924$1.15M0.09%-613F-HRTimeline
Taylor Financial Group, Inc.1,915$1.14M0.66%-1413F-HRTimeline
Cassaday & Co Wealth Management LLC1,894$1.13M0.03%013F-HRTimeline
Maltin Wealth Management, Inc.1,892$1.13M0.47%+413F-HRTimeline
Horizon Investments, LLC1,890$1.13M0.01%-8213F-HRTimeline
Private Wealth Group, LLC1,887$1.12M0.56%013F-HRTimeline
Forza Wealth Management, LLC1,876$1.12M0.43%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC1,870$1.11M0.04%013F-HRTimeline
Renaissance Investment Group LLC1,860$1.11M0.22%-41313F-HRTimeline
SkyView Investment Advisors, LLC1,850$1.1M0.14%+25013F-HRTimeline
First National Bank of Mount Dora, Trus…1,849$1.1M0.24%013F-HRTimeline
HOWE & RUSLING INC1,840$1.1M0.08%-413F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp1,828$1.09M<0.01%+10313F-HRTimelineGroup
Sunpointe, LLC1,817$1.09M0.39%+5513F-HRTimeline
Cadence Bank1,818$1.08M0.07%013F-HRTimeline
Koss-Olinger Consulting, LLC1,910$1.08M0.09%013F-HRTimeline
Glassman Wealth Services1,808$1.08M0.15%-5013F-HRTimeline
Gator Capital Management, LLC1,807$1.08M0.28%+18313F-HRTimeline