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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,525 managers (1,542 13F filers) reported a position in MDY shares at 2026-06-30, 24,747,701 shares in all. 139 filers opened a position and 47 filers sold out during the quarter.

Managers
1,525
13F filers
1,542
New
139
Added
346
Reduced
537
Sold out
47
Shares held by filers
24,747,701

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
STOCK YARDS BANK & TRUST CO1,983$1.39M0.04%-4013F-HR/ATimeline
Bear Mountain Capital, Inc.2,019$1.39M0.4%013F-HRTimeline
TopTier Wealth Management, LLC1,977$1.39M0.84%-15313F-HRTimeline
CCG WEALTH MANAGEMENT, LLC1,967$1.39M0.32%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,970$1.39M0.01%+14913F-HR/ATimeline
Clear Harbor Asset Management, LLC1,966$1.38M0.09%013F-HRTimeline
Centiva Capital, LP1,960$1.38M0.05%013F-HRTimeline
First City Capital Management, Inc.1,957$1.38M0.67%+213F-HRTimeline
Wealth Watch Advisors, INC1,957$1.38M0.45%-29913F-HRTimeline
B. Riley Wealth Advisors, Inc.1,966$1.37M0.07%+313F-HRTimeline
Pine Valley Investments Ltd Liability Co1,945$1.37M0.06%+7313F-HRTimeline
Caprock Group, LLC1,936$1.37M0.03%-1,88313F-HRTimeline
Lavaca Capital LLC1,941$1.37M0.14%-1,55913F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,941$1.37M0.2%013F-HRTimeline
Frank, Rimerman Advisors LLC1,934$1.36M0.08%-2113F-HRTimeline
LaSalle St. Investment Advisors, LLC1,918$1.35M0.16%-4413F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp1,913$1.35M<0.01%013F-HRTimelineGroup
Florida Trust Wealth Management Co1,910$1.34M0.03%013F-HRTimeline
Triumph Capital Management1,907$1.34M0.24%-20313F-HRTimeline
Maltin Wealth Management, Inc.1,897$1.33M0.45%013F-HRTimeline
RFG Advisory, LLC1,887$1.33M0.02%-6,02913F-HRTimeline
Private Wealth Group, LLC1,887$1.33M0.51%013F-HRTimeline
Taylor Financial Group, Inc.1,883$1.32M0.73%013F-HRTimeline
Cassaday & Co Wealth Management LLC1,879$1.32M0.02%013F-HRTimeline
Forza Wealth Management, LLC1,876$1.32M0.4%013F-HRTimeline
HOWE & RUSLING INC1,870$1.32M0.08%+3013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC1,870$1.32M0.04%013F-HRTimeline
Texas Capital Bank Wealth Management Se…1,869$1.31M0.07%013F-HRTimeline
E&G Advisors, LLC1,860$1.31M0.25%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP1,858$1.31M0.08%-4513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,856$1.31M0.04%-113F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC1,853$1.3M0.32%+5613F-HRTimeline
SkyView Investment Advisors, LLC1,850$1.3M1.02%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC1,847$1.3M0.07%+413F-HRTimeline
Runnymede Capital Advisors, Inc.1,843$1.3M0.77%-8413F-HRTimeline
Blue Zone Wealth Advisors, LLC1,840$1.29M0.23%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,818$1.28M0.06%+5013F-HRTimeline
Aptus Capital Advisors, LLC1,808$1.27M0.01%+23713F-HRTimeline
Manchester Capital Management LLC1,799$1.27M0.16%013F-HRTimeline
First National Bank of Mount Dora, Trus…1,796$1.26M0.25%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,795$1.26M0.04%-30013F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A1,776$1.25M<0.01%013F-HRTimelineGroup
PETTYJOHN, WOOD & WHITE, INC1,775$1.25M0.18%-1513F-HRTimeline
Glassman Wealth Services1,770$1.24M0.15%-6613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,770$1.24M0.01%-4813F-HRTimelineGroup
BRIGHTON JONES LLC1,759$1.24M0.02%+6213F-HRTimeline
Gator Capital Management, LLC1,755$1.23M0.27%-27313F-HRTimeline
Aegis Wealth Management, Inc.1,749$1.23M0.79%+6213F-HRTimeline
KINTRA WEALTH, LLC1,719$1.23M0.06%+82113F-HRTimeline
BigSur Wealth Management LLC1,740$1.23M0.3%013F-HRTimeline
SVB WEALTH LLC1,742$1.23M0.08%-12513F-HRTimeline
GEM Asset Management, LLC1,741$1.22M0.48%-88113F-HRTimeline
LYNCH & ASSOCIATES/IN1,740$1.22M0.21%013F-HRTimeline
Horizon Investments, LLC1,738$1.22M0.01%-1,77013F-HRTimeline
PARK NATIONAL CORP /OH/1,738$1.22M0.03%013F-HRTimeline
Moment Partners, LLC1,728$1.22M0.22%013F-HRTimeline
SFM, LLC1,728$1.22M0.62%-3613F-HRTimeline
Dynamic Advisor Solutions LLC1,727$1.21M0.03%-10713F-HRTimeline
ROBERTS GLORE & CO INC /IL/1,725$1.21M0.3%-1513F-HRTimeline
Long Road Investment Counsel, LLC1,720$1.21M0.45%-13013F-HRTimeline
Capital Advantage, Inc.1,696$1.19M0.15%-8813F-HRTimeline
Trek Financial, LLC1,692$1.19M0.06%+1,01213F-HRTimeline
Mason Investment Advisory Services, Inc.1,691$1.19M0.05%-6713F-HRTimeline
SteelPeak Wealth, LLC1,687$1.19M0.03%013F-HRTimeline
MIDDLETON & CO INC/MA1,691$1.19M0.13%-66213F-HRTimeline
Darrow Company, Inc.1,684$1.18M0.46%+113F-HRTimeline
BRAUN STACEY ASSOCIATES INC1,676$1.18M0.03%-19513F-HRTimeline
Legacy Private Trust Co.1,665$1.17M0.07%013F-HRTimeline
Hanson & Doremus Investment Management1,665$1.17M0.12%+1,59613F-HRTimeline
Jordan Park Group LLC1,664$1.17M0.06%013F-HRTimeline
Financial Solutions Advisory Group, Inc.1,695$1.17M0.15%+3813F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,655$1.16M0.32%+4213F-HRTimeline
M3 Advisory Group, LLC1,653$1.16M0.6%+3213F-HRTimeline
Cannon Capital Management, Inc.1,653$1.16M0.99%-3813F-HRTimeline
WHITE PINE CAPITAL LLC1,653$1.16M0.27%+713F-HRTimeline
Compound Planning, Inc.1,648$1.16M0.03%+2813F-HRTimeline
Aspen Grove Capital, LLC1,632$1.15M0.17%+69413F-HRTimeline
Berger Financial Group, Inc1,630$1.15M0.06%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,626$1.14M0.02%013F-HRTimeline
SOA Wealth Advisors, LLC.1,624$1.14M0.19%-27913F-HRTimeline
Old North State Trust, LLC1,621$1.14M0.59%-2713F-HRTimeline
Samalin Investment Counsel, LLC1,608$1.13M0.36%+14213F-HRTimeline
IFP Advisors, Inc1,602$1.13M0.02%+19213F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA1,601$1.13M<0.01%-1,71013F-HRTimelineGroup
SIG BROKERAGE, LP1,600$1.13M0.18%013F-HRTimeline
United Community Bankin group United Community Bank1,582$1.11M0.34%+20513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,568$1.1M0.01%+20913F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.1,605$1.1M0.04%+5613F-HRTimelineGroup
Beacon Financial Advisory LLC1,562$1.1M0.22%-2713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,555$1.09M<0.01%new13F-HRTimelineGroup
VeraBank, N.A.1,550$1.09M0.18%-5013F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…1,537$1.08M0.64%013F-HRTimeline
Clarendon Private LLC1,531$1.08M0.69%+313F-HRTimeline
Panoramic Capital Partners, LLC1,526$1.07M0.51%013F-HRTimeline
RB Capital Management, LLC1,526$1.07M0.21%new13F-HRTimeline
Vertex Planning Partners, LLC1,522$1.07M0.16%+63113F-HRTimeline
Orcam Financial Group1,521$1.07M0.52%new13F-HRTimeline
Certified Advisory Corp1,519$1.07M0.09%+47013F-HRTimeline
Paragon Capital Management Ltd1,511$1.06M0.2%-18913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …1,508$1.06M0.05%-6413F-HRTimelineGroup
Gen-Wealth Partners Inc1,507$1.06M0.29%013F-HRTimeline
WARNER FINANCIAL, INC1,505$1.06M0.31%013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES1,502$1.06M0.37%013F-HRTimeline
Wood Tarver Financial Group, LLC1,502$1.06M0.25%-213F-HRTimeline
Black Maple Capital Management LP1,500$1.06M0.71%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT1,495$1.05M0.32%+113F-HRTimeline
General Partner, Inc.1,484$1.04M0.56%013F-HRTimeline
Towne Trust Company, N.A1,482$1.04M0.32%+11213F-HRTimeline
VestGen Advisors, LLC1,478$1.04M0.03%-38013F-HRTimeline
Coastal Bridge Advisors, LLC1,478$1.04M0.06%-613F-HRTimeline
FIRST AMERICAN TRUST, FSB1,476$1.04M0.06%013F-HRTimeline
Gambit Capital Management, LLC1,475$1.04M0.6%-1613F-HRTimeline
Pure Financial Advisors, LLC1,474$1.04M0.01%-1713F-HRTimeline
Foundations Investment Advisors, LLC1,473$1.04M0.01%-6313F-HRTimeline
Rothschild Capital Partners, LLC1,471$1.03M0.22%+313F-HRTimeline
Rialto Wealth Management, LLC1,463$1.03M0.2%013F-HRTimeline
Sovereign Financial Group, Inc.1,462$1.03M0.16%-14513F-HRTimeline
LCNB CORP1,455$1.02M0.31%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,451$1.02M0.05%+86613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,450$1.02M0.11%-513F-HRTimeline
Petix & Botte Co1,450$1.02M0.21%+72513F-HRTimeline
NWAM LLC1,445$1.02M0.05%+43713F-HRTimeline
Pettinga Financial Advisors LLC1,441$1.01M0.16%-1213F-HRTimeline
American Money Management, LLC1,440$1.01M0.14%-1213F-HRTimeline
Pasadena Private Wealth, LLC1,438$1.01M0.13%+2513F-HRTimeline
Sachetta, LLC1,435$1.01M0.49%+213F-HRTimeline
MAYPORT, LLC1,430$1.01M0.16%new13F-HRTimeline
Quadrant Private Wealth Management, LLC1,425$1M0.22%+113F-HRTimeline
Sequoia Financial Advisors, LLC1,427$1M0.01%-88913F-HRTimeline
M. Kraus & Co1,425$1M0.27%+5013F-HRTimeline
WealthSpring Partners, LLC1,420$999K0.86%+313F-HRTimeline
Wealth Alliance Advisory Group, LLC1,416$996K0.14%-2,18213F-HRTimeline
Bridgewater Advisors Inc.1,435$996K0.05%013F-HRTimeline
Impact Capital Partners LLC1,411$992K0.27%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,405$988K0.3%-2413F-HRTimeline
Leisure Capital Management1,405$988K0.31%013F-HRTimeline
Prosperity Planning, Inc.1,404$987K0.23%-5613F-HRTimeline
LAM GROUP, INC.1,400$985K0.49%013F-HRTimeline
Black Diamond Financial, LLC1,396$982K0.09%+69613F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC1,393$980K0.13%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,391$978K0.02%-913F-HRTimeline
TUDOR INVESTMENT CORP ET AL1,387$976K<0.01%new13F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC1,383$973K0.51%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,381$971K0.23%+1913F-HRTimelineGroup
FCA CORP /TX1,380$971K0.24%013F-HRTimeline
Apeiron RIA LLC1,376$968K0.25%+8713F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC1,366$961K0.1%+5013F-HRTimeline
Ashford Advisors, LLC1,361$960K0.2%013F-HRTimeline
Tennessee Valley Asset Management Partn…1,360$956K0.11%-1313F-HRTimeline
Opulen Financial Group LLC1,357$954K0.6%+313F-HRTimeline
McGuire Investment Group, LLC1,354$952K0.08%013F-HRTimeline
VIAWEALTH, LLC1,325$932K0.47%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…1,325$932K0.65%-14413F-HRTimeline
HARMONY ASSET MANAGEMENT LLC1,320$928K0.25%-4913F-HRTimeline
Garden State Investment Advisory Servic…1,315$925K0.18%-2913F-HRTimeline
Cypress Capital, LLC1,314$924K0.25%+5313F-HRTimeline
Avantax Planning Partners, Inc.1,313$923K0.02%-35813F-HRTimeline
Kovack Advisors, Inc.1,311$918K0.04%+4413F-HRTimeline
Collaborative Capital Advisors LLC1,300$917K0.58%13F-HRTimeline
D.A. DAVIDSON & CO.1,299$914K0.01%-5013F-HRTimeline
Dana Investment Advisors, Inc.1,300$914K0.02%-813F-HRTimeline
L & S Advisors Inc1,294$910K0.09%+513F-HRTimeline
DAVENPORT & Co LLC1,283$902K<0.01%+2513F-HRTimeline
APPLETON PARTNERS INC/MA1,280$900K0.06%-2013F-HRTimeline
Renaissance Investment Group LLC1,273$895K0.18%-11413F-HRTimeline
Bluespring Wealth Management, LLC1,269$893K0.02%+69613F-HRTimeline
TCI Wealth Advisors, Inc.1,268$892K0.04%013F-HRTimeline
MontVue Capital Management, Inc.1,268$892K0.51%-3313F-HRTimeline
PACIFIC FINANCIAL GROUP INC1,266$891K0.43%-5313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,264$889K0.02%-48913F-HRTimelineGroup
SENTINEL WEALTH MANAGEMENT, INC.1,260$888K0.63%013F-HRTimeline
Portside Wealth Group, LLC1,263$888K0.1%new13F-HRTimeline
Holistic Financial Partners1,262$888K0.54%+113F-HRTimeline
Fiduciary Wealth Partners, LLC1,261$887K0.49%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,257$884K0.01%+2213F-HRTimeline
Citizens Business Bank1,255$883K0.13%+21413F-HRTimeline
HM PAYSON & CO1,253$881K0.01%+2513F-HRTimeline
Miramar Capital, LLC1,252$881K0.19%013F-HRTimeline
Mirador Capital Partners LP1,250$879K0.11%+12613F-HRTimeline
Urban Financial Advisory Corp1,243$874K0.24%+213F-HRTimeline
GERMAN AMERICAN BANCORP, INC.1,242$874K0.07%013F-HRTimeline
Glenview Trust Co1,241$873K0.01%+26513F-HR/ATimeline
CGN Advisors LLC1,225$862K0.06%013F-HRTimeline
Prosperity Bancshares Inc1,219$857K0.56%-5813F-HRTimeline
FAS Wealth Partners, Inc.1,216$855K0.04%+113F-HRTimeline
SIMON QUICK ADVISORS, LLC1,213$853K0.03%-1113F-HRTimeline
Betterment LLC1,194$840K<0.01%+35513F-HRTimeline
Sage Mountain Advisors LLC1,190$837K0.05%013F-HRTimeline
Kaydan Wealth Management, Inc.1,189$836K0.25%-3113F-HRTimeline
Marion Wealth Management1,187$835K0.17%+7313F-HRTimeline
Aerodigm Wealth, LLC1,178$829K0.28%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,163$827K0.27%-1213F-HRTimeline
Port Capital LLC1,170$823K0.03%new13F-HRTimeline
Omega Financial Group, LLC1,158$814K0.25%-2113F-HRTimeline
STAR Financial Bank1,157$814K0.33%-1013F-HRTimeline
Brightwater Advisory LLC1,154$812K0.51%-4313F-HRTimeline
Parkside Financial Bank & Trust1,152$810K0.06%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,151$810K0.03%013F-HRTimeline
Truepoint, Inc.1,144$805K0.02%013F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.1,141$802K0.69%-113F-HRTimeline