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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,420 managers (1,436 13F filers) reported a position in MDY shares at 2025-12-31, 25,509,486 shares in all. 71 filers opened a position and 57 filers sold out during the quarter.

Managers
1,420
13F filers
1,436
New
71
Added
357
Reduced
490
Sold out
57
Shares held by filers
25,509,486

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Cambridge Advisors Inc.3,894$2.35M0.45%013F-HRTimeline
Financial Life Planners3,881$2.34M1.68%-3313F-HRTimeline
RWA WEALTH PARTNERS, LLC3,854$2.32M0.03%+10113F-HRTimeline
PKS Advisory Services, LLC3,836$2.31M0.53%-10613F-HRTimeline
Caprock Group, LLC3,819$2.31M0.05%-1113F-HRTimeline
Park Capital Management, LLC / WI3,826$2.31M1.65%+11813F-HRTimeline
Revolve Wealth Partners, LLC3,785$2.28M0.27%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,783$2.28M0.14%-1013F-HRTimeline
DAVIDSON TRUST CO3,768$2.27M0.95%-65513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,764$2.27M0.04%-1,78113F-HRTimelineGroup
Expressive Wealth LLC3,761$2.27M2.45%13F-HRTimeline
Capital Investment Advisory Services, L…3,758$2.27M0.16%-13013F-HRTimeline
Intelligent Financial Strategies3,743$2.27M1.09%013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC3,753$2.26M0.08%+14813F-HRTimeline
Venturi Wealth Management, LLC3,750$2.26M0.1%+113F-HRTimeline
Investment Advisory Group, LLC3,749$2.26M0.58%+7813F-HRTimeline
Clientfirst Wealth Management, LLC3,741$2.26M1.81%013F-HRTimeline
SCOTIA CAPITAL INC.3,735$2.25M0.01%+21713F-HRTimeline
American Institute for Advanced Investm…3,718$2.24M1.44%-1313F-HRTimeline
Blue Fin Capital, Inc.3,717$2.24M0.35%+18213F-HRTimeline
Berman McAleer LLC3,710$2.24M0.31%-28013F-HRTimeline
Churchill Financial Advisors, LLC3,710$2.24M0.68%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,696$2.23M0.13%-16113F-HRTimelineGroup
PINCUS CAPITAL MANAGEMENT, LP3,695$2.23M1.49%13F-HRTimeline
Lewis Asset Management, LLC3,681$2.22M0.9%+1813F-HRTimeline
Global Retirement Partners, LLC3,654$2.2M0.04%+13613F-HRTimeline
Finley Financial, LLC3,625$2.19M1%-2013F-HRTimeline
Farther Finance Advisors, LLC3,593$2.17M0.02%+28613F-HRTimeline
TRUST POINT INC.3,584$2.16M0.17%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA3,571$2.15M0.43%013F-HRTimeline
All Terrain Financial Advisors, LLC3,563$2.15M0.66%-11713F-HRTimeline
Marin Bay Wealth Advisors, LLC3,550$2.14M1.23%13F-HRTimeline
McLaughlin Asset Management, Inc.3,535$2.13M1.91%13F-HRTimeline
ARS Investment Partners, LLC3,529$2.13M0.12%+23913F-HRTimeline
JENNISON ASSOCIATES LLC3,528$2.13M<0.01%+3,07113F-HRTimeline
Red Door Wealth Management, LLC3,513$2.12M0.22%+513F-HRTimeline
Graham Capital Management, L.P.3,500$2.11M0.07%new13F-HRTimeline
Topsail Wealth Management, LLC3,481$2.1M0.31%+2013F-HRTimeline
Rothschild Wealth LLC3,450$2.08M0.2%-2913F-HR/ATimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,428$2.07M0.06%+2413F-HRTimelineGroup
1834 INVESTMENT ADVISORS CO3,407$2.06M0.26%-12413F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA3,396$2.05M0.47%-18213F-HRTimeline
BLUELINE ADVISORS LLC3,324$2.01M1.64%13F-HRTimeline
CWS Financial Advisors, LLC3,313$2M0.54%+913F-HRTimeline
Caliber Wealth Management, LLC / KS3,261$1.97M0.21%-83913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,247$1.97M0.04%+39813F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/3,256$1.96M0.35%-3013F-HRTimeline
Integrated Advisors Network LLC3,223$1.94M0.09%+7313F-HRTimeline
Gambit Capital Management, LLC3,207$1.93M1.38%13F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding3,176$1.92M+77Timeline
Gridiron Partners, LLC3,164$1.91M1.09%-302,43813F-HRTimeline
Valmark Advisers, Inc.3,138$1.89M0.02%+5713F-HRTimeline
ASPIRIANT, LLC3,123$1.88M0.05%-9813F-HRTimeline
Meridian Financial Advisors, LLC3,123$1.88M1.03%-6313F-HRTimeline
McKinley Carter Wealth Services, Inc.3,111$1.88M0.1%013F-HRTimeline
Sollinda Capital Management LLC3,107$1.87M0.48%new13F-HRTimeline
Kelman-Lazarov, Inc.3,090$1.86M0.27%-2413F-HRTimeline
Jones Kertz & Associates, Inc.3,079$1.86M0.95%13F-HRTimeline
Alpha Wealth Funds, LLC3,031$1.83M1.23%+313F-HRTimeline
Intrua Financial, LLC2,970$1.79M0.2%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,958$1.78M0.41%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,939$1.77M0.69%013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…2,929$1.77M1.16%+213F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC2,929$1.77M1.21%13F-HRTimeline
Northwest Bancshares, Inc.2,916$1.76M0.34%-4013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,900$1.75M0.01%013F-HRTimelineGroup
Harvest Investment Services, LLC2,895$1.75M0.33%-19113F-HRTimeline
SlateStone Wealth, LLC2,885$1.74M0.15%013F-HRTimeline
GenTrust, LLC2,869$1.74M0.08%-26913F-HRTimeline
Embree Financial Group2,859$1.72M0.21%+3813F-HRTimeline
Obermeyer Wealth Partners2,842$1.71M0.08%-113F-HRTimeline
SK Wealth Management, LLC2,700$1.71M0.48%-3113F-HRTimeline
FIDUCIENT ADVISORS LLC2,819$1.7M0.21%013F-HRTimeline
Focus Financial Network, Inc.2,797$1.69M0.06%+9813F-HRTimeline
TSFG, LLC2,777$1.68M0.25%-18313F-HRTimeline
Hardy Reed LLC2,775$1.67M0.12%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,761$1.67M0.03%-5813F-HRTimeline
Coyle Financial Counsel LLC2,749$1.66M0.35%+813F-HRTimeline
HARBOR ADVISORY CORP /MA/2,743$1.65M0.5%013F-HRTimeline
Edge Financial Advisors LLC2,742$1.65M0.7%-3413F-HRTimeline
Pacific Point Advisors, LLC2,742$1.65M0.89%013F-HRTimeline
Advus Financial Partners, LLC2,730$1.65M0.59%013F-HR/ATimeline
Bedminster, LLC2,729$1.65M1.51%13F-HRTimeline
Millstone Evans Group, LLC2,712$1.64M0.96%-4513F-HRTimeline
GEM Asset Management, LLC2,622$1.64M0.73%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,705$1.63M0.09%013F-HRTimeline
Marble Harbor Investment Counsel, LLC2,700$1.63M0.17%013F-HRTimeline
GW&K Investment Management, LLC2,659$1.6M0.01%+43613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT2,625$1.58M0.02%-3813F-HRTimeline
ARK & TLK INVESTMENTS, LLC2,617$1.58M0.43%-4813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,606$1.57M0.1%new13F-HRTimeline
Zhang Financial LLC2,591$1.56M0.06%+14013F-HRTimeline
SEMITAM BONAM LLC2,588$1.56M1.3%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,587$1.56M0.11%+1,06713F-HRTimeline
CSS LLC/IL2,580$1.56M0.09%+1,22013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,565$1.55M<0.01%013F-HRTimelineGroup
Heritage Wealth Advisors2,560$1.54M0.06%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,554$1.54M0.07%+1,51113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,551$1.54M0.01%-8613F-HRTimeline
MGO ONE SEVEN LLC2,550$1.54M0.03%-5413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,533$1.53M<0.01%-6713F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO2,522$1.52M0.05%-2513F-HRTimeline
MidFirst Bank2,522$1.52M0.12%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding2,519$1.52M+50Timeline
Olde Wealth Management, LLC2,500$1.51M0.47%013F-HRTimeline
PETERSON WEALTH MANAGEMENT2,495$1.5M1.12%-2213F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,474$1.49M0.07%013F-HRTimeline
Disciplined Investments, LLC2,473$1.49M0.57%-16513F-HRTimeline
Kingsview Wealth Management, LLC2,472$1.49M0.02%+33613F-HRTimeline
EQUITABLE TRUST CO2,470$1.49M0.07%013F-HRTimeline
Texas Capital Bank Wealth Management Se…2,469$1.49M0.09%+1,60213F-HRTimeline
Ullmann Wealth Partners Group, LLC2,505$1.49M0.15%013F-HRTimeline
TopTier Wealth Management, LLC2,458$1.48M1.01%13F-HRTimeline
Accredited Investors Inc.2,443$1.47M0.08%013F-HRTimeline
Element Wealth, LLC2,435$1.47M0.61%-9613F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO2,433$1.47M0.13%13F-HRTimelineGroup
PRIVATE TRUST CO NA2,429$1.47M0.13%-9913F-HRTimeline
Triumph Capital Management2,413$1.46M0.31%-5213F-HRTimeline
Golden State Wealth Management, LLC2,411$1.45M0.15%-75413F-HRTimeline
COZAD ASSET MANAGEMENT INC2,403$1.45M0.11%013F-HRTimeline
GSA CAPITAL PARTNERS LLP2,402$1.45M0.12%-1,07213F-HRTimeline
FNY Investment Advisers, LLC2,400$1.45M0.41%new13F-HRTimeline
SAXON INTERESTS, INC.2,375$1.43M0.51%-1313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,373$1.43M0.03%-27313F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,365$1.43M<0.01%new13F-HRTimelineGroup
Beaumont Financial Advisors, LLC2,361$1.42M0.09%013F-HRTimeline
MIDDLETON & CO INC/MA2,353$1.42M0.15%-2013F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC2,351$1.42M1.13%-2213F-HRTimeline
DV Trading LLC2,349$1.42M0.12%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,335$1.42M<0.01%013F-HRTimelineGroup
GAMMA Investing LLC2,331$1.41M0.07%+7713F-HRTimeline
Quarry LP2,325$1.4M0.23%new13F-HRTimeline
Summit Trail Advisors, LLC2,310$1.4M0.02%-16413F-HRTimeline
Beacon Bridge Wealth Partners, LLC2,311$1.39M0.46%-4613F-HRTimeline
NWAM LLC2,227$1.39M0.08%+1,12313F-HRTimeline
WEDBUSH SECURITIES INC2,287$1.38M0.04%+213F-HRTimeline
American Capital Advisory, LLC2,279$1.37M0.6%+513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,267$1.37M0.02%013F-HRTimeline
Allred Capital Management, LLC2,263$1.37M0.49%013F-HRTimeline
Journey Advisory Group, LLC2,257$1.36M0.11%+28513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,241$1.35M0.11%013F-HRTimelineGroup
WJ Financial Advisors LLC2,236$1.35M1.2%+15013F-HRTimeline
Capital Investment Counsel, LLC2,227$1.34M0.19%+13213F-HRTimeline
Kennebec Savings Bank2,210$1.33M1.15%013F-HRTimeline
GM Advisory Group, LLC2,203$1.33M0.05%-19713F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC2,189$1.32M1.01%013F-HRTimeline
Berkshire Money Management, Inc.2,163$1.31M0.12%new13F-HRTimeline
Montecito Bank & Trust2,161$1.3M0.21%-23913F-HRTimeline
Sunflower Bank, N.A.2,148$1.3M0.33%-5813F-HRTimeline
Bear Mountain Capital, Inc.2,019$1.3M0.42%013F-HRTimeline
Wealth Watch Advisors, INC2,143$1.29M0.48%+5813F-HRTimeline
AlphaStar Capital Management, LLC2,131$1.29M0.09%-15113F-HRTimeline
Plancorp, LLC2,129$1.28M0.04%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,127$1.28M0.04%013F-HRTimelineGroup
SOL Capital Management CO2,125$1.28M0.12%013F-HRTimeline
L & S Advisors Inc2,124$1.28M0.12%+2913F-HRTimeline
SENTINEL TRUST CO LBA2,124$1.28M0.13%-113F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK2,123$1.28M<0.01%+2,02313F-HRTimelineGroup
Cannon Capital Management, Inc.2,121$1.28M1.13%13F-HRTimeline
Emprise Bank2,121$1.28M0.53%+2513F-HRTimeline
Eldridge Investment Advisors, Inc.2,120$1.28M0.28%-17613F-HRTimeline
Granite Bay Wealth Management, LLC2,116$1.28M0.31%+513F-HRTimeline
XML Financial, LLC2,111$1.27M0.1%-59113F-HRTimeline
BANK OF HAWAII2,087$1.26M0.06%013F-HRTimeline
Evanson Asset Management, LLC2,071$1.25M0.07%+413F-HRTimeline
Summit Wealth Partners, LLC2,067$1.25M0.23%-1,16513F-HRTimeline
Sunbeam Capital Management, LLC2,063$1.24M0.74%013F-HRTimeline
Frisch Financial Group, Inc.2,061$1.24M0.28%+513F-HRTimeline
Choate Investment Advisors2,057$1.24M0.02%-23213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,055$1.24M0.07%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,053$1.24M0.07%013F-HRTimeline
TruWealth Advisors, LLC2,050$1.24M0.06%-5113F-HRTimeline
Gryphon Financial Partners LLC2,041$1.23M0.13%-9513F-HRTimeline
Bill Few Associates, Inc.2,036$1.23M0.3%+613F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC2,034$1.23M0.06%-38113F-HRTimeline
Gator Capital Management, LLC2,028$1.22M0.25%+22113F-HRTimeline
J.Safra Asset Management Corp2,022$1.22M0.06%+1,09913F-HRTimeline
Dorsey & Whitney Trust CO LLC2,004$1.21M0.06%013F-HRTimeline
Black Maple Capital Management LP2,000$1.21M0.9%+1,00013F-HRTimeline
Capital Planning Advisors, LLC2,000$1.21M0.16%013F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC1,991$1.21M0.2%+77113F-HRTimeline
NCM Capital Management, LLC1,988$1.2M0.44%013F-HRTimeline
FF Advisors,LLC1,984$1.2M0.53%-913F-HRTimeline
LaSalle St. Investment Advisors, LLC1,983$1.2M0.19%+113F-HRTimeline
Clear Harbor Asset Management, LLC1,981$1.2M0.08%-4513F-HRTimeline
B. Riley Wealth Advisors, Inc.1,962$1.18M0.06%013F-HRTimeline
Frank, Rimerman Advisors LLC1,955$1.18M0.07%013F-HRTimeline
SOA Wealth Advisors, LLC.1,946$1.17M0.2%-2713F-HRTimeline
Castle Rock Wealth Management, LLC1,866$1.17M0.25%+13113F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,941$1.17M0.18%-313F-HRTimeline
Florida Trust Wealth Management Co1,935$1.17M0.03%-2513F-HRTimeline
SVB WEALTH LLC1,932$1.17M0.07%-25113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,930$1.16M0.02%-4113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…1,928$1.16M0.01%013F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co1,922$1.16M0.06%-2113F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp1,913$1.15M<0.01%+8513F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP1,913$1.15M0.08%-1113F-HRTimeline
First City Capital Management, Inc.1,910$1.15M0.61%+42813F-HRTimeline
High Falls Advisors, Inc1,902$1.15M0.23%-10013F-HRTimeline
Maltin Wealth Management, Inc.1,897$1.14M0.46%+513F-HRTimeline