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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,438 managers (1,455 13F filers) reported a position in MDY shares at 2026-03-31, 24,850,491 shares in all. 95 filers opened a position and 69 filers sold out during the quarter.

Managers
1,438
13F filers
1,455
New
95
Added
324
Reduced
543
Sold out
69
Shares held by filers
24,850,491

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Weil Company, Inc.3,912$2.41M0.54%-60213F-HRTimeline
Park Capital Management, LLC / WI3,895$2.4M2.34%+6913F-HRTimeline
BECKER CAPITAL MANAGEMENT INC3,885$2.4M0.07%-16013F-HRTimeline
Cambridge Advisors Inc.3,894$2.4M0.47%013F-HRTimeline
Baron Financial Group, LLC3,887$2.4M1.29%-6213F-HRTimeline
St. Johns Investment Management Company…3,866$2.38M1%-10713F-HRTimeline
RWA WEALTH PARTNERS, LLC3,855$2.38M0.03%+113F-HRTimeline
Caprock Group, LLC3,819$2.36M0.06%013F-HRTimeline
Lionsbridge Wealth Management LLC3,827$2.36M2.37%-70513F-HRTimeline
Financial Life Planners3,808$2.35M1.8%-7313F-HRTimeline
PKS Advisory Services, LLC3,795$2.34M0.54%-4113F-HRTimeline
Baltimore-Washington Financial Advisors…3,783$2.33M0.1%-30713F-HRTimeline
DAVIDSON TRUST CO3,768$2.32M1%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,767$2.32M0.21%+7113F-HRTimelineGroup
Intelligent Financial Strategies3,743$2.31M1.21%013F-HRTimeline
Clientfirst Wealth Management, LLC3,741$2.31M1.95%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,740$2.31M0.04%-2413F-HRTimelineGroup
ARS Investment Partners, LLC3,734$2.3M0.12%+20513F-HRTimeline
American Institute for Advanced Investm…3,718$2.29M1.49%013F-HRTimeline
SCOTIA CAPITAL INC.3,715$2.29M0.01%-2013F-HRTimeline
PINCUS CAPITAL MANAGEMENT, LP3,695$2.28M1.59%013F-HRTimeline
Churchill Financial Advisors, LLC3,677$2.27M0.48%-3313F-HRTimeline
Lewis Asset Management, LLC3,674$2.27M0.93%-713F-HRTimeline
Revolve Wealth Partners, LLC3,649$2.25M0.29%-13613F-HRTimeline
Investment Advisory Group, LLC3,637$2.24M0.57%-11213F-HRTimeline
RVW Wealth, LLC3,629$2.24M0.17%-50013F-HRTimeline
Finley Financial, LLC3,625$2.24M1.05%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,621$2.23M0.07%+19313F-HRTimelineGroup
Capital Investment Advisory Services, L…3,608$2.23M0.16%-15013F-HRTimeline
Wealth Alliance Advisory Group, LLC3,598$2.22M0.35%-21,91813F-HRTimeline
TRUST POINT INC.3,584$2.21M0.19%013F-HRTimeline
HRT FINANCIAL LP3,561$2.2M0.01%-247,02113F-HRTimeline
Topsail Wealth Management, LLC3,551$2.19M0.32%+7013F-HRTimeline
Marin Bay Wealth Advisors, LLC3,546$2.19M1.32%-413F-HRTimeline
Red Door Wealth Management, LLC3,518$2.17M0.23%+513F-HRTimeline
McLaughlin Asset Management, Inc.3,518$2.17M2.07%-1713F-HRTimeline
Horizon Investments, LLC3,508$2.16M0.02%+1,69913F-HRTimeline
Lavaca Capital LLC3,500$2.16M0.4%-44213F-HRTimeline
Rothschild Wealth LLC3,428$2.11M0.19%-2213F-HRTimeline
1834 INVESTMENT ADVISORS CO3,402$2.1M0.26%-513F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA3,369$2.08M0.54%-2713F-HRTimeline
ZWJ INVESTMENT COUNSEL INC3,368$2.08M0.07%-38513F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…3,355$2.07M0.01%-2,14113F-HRTimelineGroup
CWS Financial Advisors, LLC3,325$2.05M0.53%+1213F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA3,311$2.04M<0.01%-3,21013F-HRTimelineGroup
Embree Financial Group3,264$2.01M0.24%+40513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,247$2.01M0.04%013F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC3,229$2M0.05%+2,83613F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA3,188$1.97M0.41%-38313F-HRTimeline
Acorn Wealth Advisors, LLC3,171$1.96M0.57%+1,36513F-HRTimeline
GSA CAPITAL PARTNERS LLP3,169$1.96M0.12%+76713F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,170$1.95M0.12%-61313F-HRTimeline
Caliber Wealth Management, LLC / KS3,157$1.95M0.21%-10413F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding3,153$1.94M-23Timeline
Venturi Wealth Management, LLC3,150$1.94M0.09%-60013F-HRTimeline
Gridiron Partners, LLC3,123$1.93M1.18%-4113F-HRTimeline
McKinley Carter Wealth Services, Inc.3,111$1.92M0.11%013F-HRTimeline
Valmark Advisers, Inc.3,092$1.91M0.02%-4613F-HRTimeline
Junk Investment Group, LLC3,071$1.89M0.99%13F-HRTimeline
Jones Kertz & Associates, Inc.3,070$1.89M1.01%-913F-HRTimeline
Finivi Inc.3,069$1.89M1.03%+1,91813F-HRTimeline
ASPIRIANT, LLC3,063$1.89M0.05%-6013F-HRTimeline
Kelman-Lazarov, Inc.3,039$1.87M0.27%-5113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,028$1.87M0.04%-97913F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,022$1.86M<0.01%-29,79813F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,960$1.83M0.01%+6013F-HRTimelineGroup
BITTERROOT CAPITAL ADVISORS LLC2,929$1.81M1.1%013F-HRTimeline
GenTrust, LLC2,914$1.8M0.08%+4513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,921$1.8M0.01%+37013F-HRTimeline
Quantbot Technologies LP2,914$1.8M0.07%new13F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,906$1.79M0.7%-3313F-HRTimeline
Summit Trail Advisors, LLC2,900$1.79M0.03%+59013F-HRTimeline
Berman McAleer LLC2,885$1.78M0.24%-82513F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,877$1.77M0.42%-8113F-HRTimeline
SlateStone Wealth, LLC2,875$1.77M0.15%-1013F-HRTimeline
Northwest Bancshares, Inc.2,870$1.77M0.35%-4613F-HRTimeline
Alpha Wealth Funds, LLC2,870$1.77M1.26%-16113F-HRTimeline
Vestmark Advisory Solutions, Inc.2,847$1.76M0.02%-8,38813F-HRTimeline
Paradigm, Strategies in Wealth Manageme…2,845$1.75M1.19%-8413F-HRTimeline
Obermeyer Wealth Partners2,842$1.75M0.08%013F-HRTimeline
Integrated Advisors Network LLC2,836$1.75M0.09%-38713F-HRTimeline
CSS LLC/IL2,810$1.73M0.1%+23013F-HRTimeline
FIDUCIENT ADVISORS LLC2,791$1.72M0.23%-2813F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/2,789$1.72M<0.01%+1,29513F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/2,781$1.72M0.3%-47513F-HRTimeline
Hardy Reed LLC2,775$1.71M0.12%013F-HRTimeline
TSFG, LLC2,773$1.71M0.26%-413F-HRTimeline
Coyle Financial Counsel LLC2,747$1.69M0.36%-213F-HRTimeline
SK Wealth Management, LLC2,710$1.69M0.47%+1013F-HRTimeline
HARBOR ADVISORY CORP /MA/2,743$1.69M0.51%013F-HRTimeline
Pacific Point Advisors, LLC2,742$1.69M0.89%013F-HRTimeline
Advus Financial Partners, LLC2,730$1.69M0.64%013F-HR/ATimeline
Millstone Evans Group, LLC2,712$1.67M1%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,705$1.67M0.09%013F-HRTimeline
Marble Harbor Investment Counsel, LLC2,700$1.67M0.18%013F-HRTimeline
Summit Wealth Partners, LLC2,694$1.66M0.26%+62713F-HRTimeline
GW&K Investment Management, LLC2,659$1.64M0.01%013F-HRTimeline
Meridian Financial Advisors, LLC2,647$1.63M0.89%-47613F-HRTimeline
GEM Asset Management, LLC2,622$1.62M0.71%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC2,617$1.61M0.44%013F-HRTimeline
MGO ONE SEVEN LLC2,607$1.61M0.03%+5713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,606$1.61M0.1%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT2,595$1.6M0.02%-3013F-HR/ATimeline
Zhang Financial LLC2,571$1.59M0.05%-2013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,565$1.58M<0.01%013F-HRTimelineGroup
Focus Financial Network, Inc.2,560$1.58M0.06%-23713F-HRTimeline
XML Financial, LLC2,556$1.58M0.13%+44513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,540$1.57M0.07%-1413F-HRTimeline
SEMITAM BONAM LLC2,523$1.56M1.27%-6513F-HRTimeline
PETERSON WEALTH MANAGEMENT2,518$1.55M0.9%+2313F-HRTimeline
TOWER BRIDGE ADVISORS2,516$1.55M0.15%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,513$1.55M<0.01%-2013F-HRTimelineGroup
Olde Wealth Management, LLC2,500$1.54M0.49%013F-HRTimeline
MidFirst Bank2,494$1.54M0.13%-2813F-HRTimeline
Ullmann Wealth Partners Group, LLC2,489$1.54M0.16%-1613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,480$1.53M0.11%-10713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,475$1.53M0.03%-28613F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,474$1.53M0.1%013F-HRTimeline
EQUITABLE TRUST CO2,470$1.52M0.07%013F-HRTimeline
Accredited Investors Inc.2,468$1.52M0.08%+2513F-HRTimeline
Disciplined Investments, LLC2,464$1.52M0.55%-913F-HRTimeline
Bedminster, LLC2,457$1.52M1.41%-27213F-HRTimeline
FIRST FINANCIAL CORP /IN/2,453$1.51M0.59%+76213F-HRTimeline
PRIVATE TRUST CO NA2,452$1.51M0.14%+2313F-HRTimeline
WEDBUSH SECURITIES INC2,439$1.5M0.04%+15213F-HRTimeline
COZAD ASSET MANAGEMENT INC2,403$1.48M0.12%013F-HRTimeline
Golden State Wealth Management, LLC2,398$1.48M0.16%-1313F-HRTimeline
Element Wealth, LLC2,395$1.48M0.61%-4013F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO2,433$1.47M0.14%013F-HRTimelineGroup
Capital Investment Counsel, LLC2,379$1.47M0.2%+15213F-HRTimeline
Beacon Bridge Wealth Partners, LLC2,374$1.46M0.49%+6313F-HRTimeline
GM Advisory Group, LLC2,369$1.46M0.06%+16613F-HRTimeline
MIDDLETON & CO INC/MA2,353$1.45M0.17%013F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC2,351$1.45M1.15%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,331$1.44M<0.01%-413F-HRTimelineGroup
Beaumont Financial Advisors, LLC2,318$1.43M0.1%-4313F-HRTimeline
Sequoia Financial Advisors, LLC2,316$1.43M0.01%+86913F-HRTimeline
WJ Financial Advisors LLC2,306$1.42M1.15%+7013F-HRTimeline
American Capital Advisory, LLC2,283$1.41M0.57%+413F-HRTimeline
Allred Capital Management, LLC2,263$1.4M0.51%013F-HRTimeline
Wealth Watch Advisors, INC2,256$1.39M0.58%+11313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,241$1.38M0.11%013F-HRTimelineGroup
Savvy Advisors, Inc.2,226$1.37M0.04%+1,19913F-HRTimeline
Plancorp, LLC2,129$1.37M0.04%013F-HRTimeline
Kennebec Savings Bank2,210$1.36M1.22%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding2,209$1.36M-310Timeline
Journey Advisory Group, LLC2,202$1.36M0.12%-5513F-HRTimeline
Bear Mountain Capital, Inc.2,019$1.35M0.41%013F-HRTimeline
Moors & Cabot, Inc.2,181$1.35M0.06%+63913F-HRTimeline
GAMMA Investing LLC2,167$1.34M0.06%-16413F-HRTimeline
Montecito Bank & Trust2,157$1.33M0.22%-413F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC2,157$1.33M1%-3213F-HRTimeline
Sunflower Bank, N.A.2,148$1.32M0.34%013F-HRTimeline
FF Advisors,LLC1,984$1.32M0.53%013F-HRTimeline
TopTier Wealth Management, LLC2,130$1.31M0.81%-32813F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,127$1.31M0.04%013F-HRTimelineGroup
DV Trading LLC2,123$1.31M0.12%-22613F-HRTimeline
Triumph Capital Management2,110$1.3M0.27%-30313F-HRTimeline
ROCKLAND TRUST CO2,109$1.3M0.05%+27813F-HRTimeline
Granite Bay Wealth Management, LLC2,108$1.3M0.28%-813F-HRTimeline
SENTINEL TRUST CO LBA2,104$1.3M0.13%-2013F-HRTimeline
Emprise Bank2,096$1.29M0.52%-2513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,095$1.29M0.04%+34513F-HR/ATimelineGroup
Evanson Asset Management, LLC2,092$1.29M0.07%+2113F-HRTimeline
BANK OF HAWAII2,087$1.29M0.07%013F-HRTimeline
Frisch Financial Group, Inc.2,067$1.28M0.27%+613F-HRTimeline
Eldridge Investment Advisors, Inc.2,069$1.28M0.28%-5113F-HRTimeline
Sunbeam Capital Management, LLC2,063$1.27M0.73%013F-HRTimeline
AlphaStar Capital Management, LLC2,058$1.27M0.09%-7313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,055$1.27M0.07%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,053$1.27M0.07%013F-HRTimeline
TruWealth Advisors, LLC2,050$1.26M0.06%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,048$1.26M0.02%+12013F-HRTimelineGroup
Bill Few Associates, Inc.2,033$1.25M0.3%-313F-HRTimeline
Gator Capital Management, LLC2,028$1.25M0.27%013F-HRTimeline
STOCK YARDS BANK & TRUST CO2,023$1.25M0.04%-49913F-HRTimeline
VestGen Advisors, LLC1,858$1.24M0.03%+82713F-HRTimeline
Choate Investment Advisors2,013$1.24M0.02%-4413F-HRTimeline
Gryphon Financial Partners LLC2,005$1.24M0.13%-3613F-HRTimeline
Dorsey & Whitney Trust CO LLC2,004$1.24M0.07%013F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC1,993$1.24M0.22%+213F-HRTimeline
Capital Planning Advisors, LLC2,000$1.23M0.18%013F-HRTimeline
NCM Capital Management, LLC1,988$1.23M0.44%013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC1,967$1.22M0.33%+46513F-HRTimeline
Clear Harbor Asset Management, LLC1,966$1.21M0.08%-1513F-HRTimeline
LaSalle St. Investment Advisors, LLC1,962$1.21M0.17%-2113F-HRTimeline
Centiva Capital, LP1,960$1.21M0.06%+1,00013F-HRTimeline
First City Capital Management, Inc.1,955$1.21M0.64%+4513F-HRTimeline
Frank, Rimerman Advisors LLC1,955$1.21M0.08%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,941$1.2M0.19%013F-HRTimeline
Castle Rock Wealth Management, LLC1,919$1.19M0.26%+5313F-HRTimeline
Runnymede Capital Advisors, Inc.1,927$1.19M1.02%new13F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp1,913$1.18M<0.01%013F-HRTimelineGroup
Florida Trust Wealth Management Co1,910$1.18M0.03%-2513F-HRTimeline
B. Riley Wealth Advisors, Inc.1,963$1.18M0.08%+113F-HRTimeline
LYELL WEALTH MANAGEMENT, LP1,903$1.17M0.09%-1013F-HRTimeline
SOA Wealth Advisors, LLC.1,903$1.17M0.22%-4313F-HRTimeline
Maltin Wealth Management, Inc.1,897$1.17M0.45%013F-HRTimeline
Orgel Wealth Management, LLC1,892$1.17M0.03%+27813F-HRTimeline
Private Wealth Group, LLC1,887$1.16M0.54%013F-HR/ATimeline