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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,392 managers (1,407 13F filers) reported a position in MDY shares at 2024-12-31, 26,530,085 shares in all. 87 filers opened a position and 53 filers sold out during the quarter.

Managers
1,392
13F filers
1,407
New
87
Added
388
Reduced
422
Sold out
53
Shares held by filers
26,530,085

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Marion Wealth Management2,031$1.16M0.31%+313F-HRTimeline
Horizon Investments, LLC2,028$1.16M0.03%-513F-HRTimeline
Independent Advisor Alliance2,016$1.15M0.02%new13F-HRTimeline
CX Institutional2,009$1.14M0.05%-33013F-HRTimeline
Dorsey & Whitney Trust CO LLC2,004$1.14M0.06%-23013F-HRTimeline
Capital Planning Advisors, LLC2,000$1.14M0.18%-1,37513F-HRTimeline
SkyView Investment Advisors, LLC2,000$1.14M0.18%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,998$1.14M0.03%+1,50813F-HRTimelineGroup
Gen-Wealth Partners Inc1,995$1.14M0.49%+6113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,989$1.13M0.07%+11013F-HRTimelineGroup
NCM Capital Management, LLC1,988$1.13M0.51%013F-HRTimeline
Bill Few Associates, Inc.1,988$1.13M0.4%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,979$1.13M0.23%13F-HRTimeline
Mason Investment Advisory Services, Inc.1,960$1.12M0.07%013F-HRTimeline
Glassman Wealth Services1,955$1.11M0.19%013F-HRTimeline
Evanson Asset Management, LLC1,952$1.11M0.08%+413F-HRTimeline
Forza Wealth Management, LLC1,950$1.11M0.51%013F-HRTimeline
Maltin Wealth Management, Inc.1,948$1.11M0.55%+413F-HRTimeline
Wealth Watch Advisors, INC1,945$1.11M0.69%13F-HRTimeline
WHITE PINE CAPITAL LLC1,938$1.1M0.37%-5213F-HRTimeline
First National Bank of Mount Dora, Trus…1,910$1.09M0.25%-8013F-HRTimeline
Cassaday & Co Wealth Management LLC1,906$1.09M0.03%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,904$1.08M0.1%013F-HRTimelineGroup
SFM, LLC d/b/a Sweeney Financial Adviso…1,894$1.08M0.76%-113F-HRTimeline
LaSalle St. Investment Advisors, LLC1,889$1.08M0.33%+21613F-HRTimeline
Private Wealth Group, LLC1,887$1.07M0.53%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,879$1.07M0.45%+513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC1,870$1.07M0.04%-1013F-HRTimeline
Bremer Bank National Association1,858$1.06M0.21%+42113F-HRTimeline
Beacon Financial Advisory LLC1,852$1.05M0.34%+413F-HRTimeline
Pine Valley Investments Ltd Liability Co1,840$1.05M0.07%+4213F-HRTimeline
Sebold Capital Management, Inc.1,828$1.04M0.7%013F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC1,825$1.04M0.18%+113F-HRTimeline
Cadence Bank1,818$1.04M0.07%+7613F-HRTimeline
Sovereign Financial Group, Inc.1,815$1.03M0.24%+113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,790$1.02M0.19%013F-HRTimeline
Dana Investment Advisors, Inc.1,775$1.01M0.03%+213F-HRTimeline
Nemes Rush Group LLC1,770$1.01M0.12%+9313F-HRTimeline
Spectrum Wealth Counsel, LLC1,767$1.01M0.12%013F-HRTimeline
PETERSON WEALTH MANAGEMENT1,756$1M0.6%+6513F-HRTimeline
Wood Tarver Financial Group, LLC1,755$999K0.33%13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,739$994K0.2%+113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,740$991K0.05%-3213F-HRTimeline
LYNCH & ASSOCIATES/IN1,740$991K0.22%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp1,725$983K<0.01%013F-HRTimelineGroup
Moors & Cabot, Inc.1,725$983K0.05%+4013F-HRTimeline
Strategic Advisors LLC1,720$980K0.18%-6913F-HRTimeline
Sachetta, LLC1,702$969K0.38%+113F-HRTimeline
Paragon Capital Management Ltd1,700$968K0.19%013F-HRTimeline
M. Kraus & Co1,700$968K0.29%013F-HRTimeline
SEEDS INVESTOR LLC1,698$967K0.28%+36313F-HRTimeline
LCNB CORP1,695$965K0.35%-4513F-HRTimeline
AE Wealth Management LLC1,690$963K0.01%-8713F-HRTimeline
Old North State Trust, LLC1,671$952K0.61%-5013F-HRTimeline
Legacy Private Trust Co.1,666$949K0.06%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,652$941K0.06%+113F-HRTimeline
Journey Advisory Group, LLC1,756$940K0.11%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,638$936K0.08%+6313F-HRTimelineGroup
Carrera Capital Advisors1,637$936K0.22%+14913F-HRTimeline
Prosperity Planning, Inc.1,643$936K0.3%-16413F-HRTimeline
Adero Partners, LLC1,642$935K0.06%013F-HRTimeline
Orgel Wealth Management, LLC1,637$932K0.02%+3113F-HRTimeline
Quantinno Capital Management LP1,636$932K0.01%new13F-HRTimeline
TrinityPoint Wealth, LLC1,613$919K0.13%+4413F-HRTimeline
Gator Capital Management, LLC1,611$918K0.35%-513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,601$912K0.01%+33913F-HRTimelineGroup
ROCKLAND TRUST CO1,601$912K0.05%-2713F-HRTimeline
Greystone Financial Group, LLC1,599$911K0.16%+78313F-HRTimeline
FF Advisors,LLC1,515$908K0.62%-32513F-HRTimeline
Long Road Investment Counsel, LLC1,590$906K0.37%013F-HRTimeline
Acorn Wealth Advisors, LLC1,571$895K0.37%-113F-HRTimeline
Accredited Investors Inc.1,566$892K0.05%-4213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,566$892K0.13%+1113F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,565$891K0.54%13F-HRTimeline
RTD Financial Advisors, Inc.1,560$889K0.11%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,554$885K0.03%-5013F-HRTimeline
Compound Planning, Inc.1,551$883K0.04%+73713F-HRTimeline
Blackston Financial Advisory Group, LLC1,548$882K0.44%-4713F-HRTimeline
VeraBank, N.A.1,545$880K0.25%013F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…1,537$875K0.88%013F-HRTimeline
American Money Management, LLC1,534$874K0.17%013F-HRTimeline
Cascade Financial Partners, LLC1,525$869K0.11%013F-HRTimeline
CONGRESS ASSET MANAGEMENT CO1,521$866K0.01%+1,03713F-HRTimeline
Clarendon Private LLC1,504$857K0.9%13F-HRTimeline
TOWNSQUARE CAPITAL LLC1,504$857K0.01%+17113F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,497$856K0.04%-10013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES1,502$856K0.32%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT1,502$856K0.32%-1013F-HRTimeline
Pettinga Financial Advisors LLC1,501$855K0.19%+10013F-HRTimeline
General Partner, Inc.1,484$845K0.51%013F-HRTimeline
Providence First Trust Co1,483$845K0.32%-1,34813F-HRTimeline
DRW Securities, LLC1,477$841K0.06%-3,34513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …1,471$838K0.07%new13F-HRTimelineGroup
Procyon Advisors, LLC1,470$837K0.05%013F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC1,470$837K0.56%+113F-HRTimeline
Rialto Wealth Management, LLC1,467$836K0.28%13F-HRTimeline
MontVue Capital Management, Inc.1,463$833K0.64%013F-HRTimeline
Cornerstone Wealth Management, LLC1,453$828K0.06%013F-HRTimeline
M3 Advisory Group, LLC1,452$827K0.59%+8113F-HRTimeline
Petix & Botte Co1,450$826K0.22%013F-HRTimeline
Omega Financial Group, LLC1,450$826K0.31%-613F-HRTimeline
Aptus Capital Advisors, LLC1,446$826K0.01%+87713F-HRTimeline
BigSur Wealth Management LLC1,440$823K0.24%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,445$823K0.02%+313F-HRTimeline
CCG WEALTH MANAGEMENT, LLC1,437$818K0.46%013F-HRTimeline
Farther Finance Advisors, LLC1,435$817K0.03%-3413F-HRTimeline
Belpointe Asset Management LLC1,440$814K0.05%-65813F-HRTimeline
Clarius Group, LLC1,426$812K0.06%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC1,420$809K<0.01%new13F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department1,414$805K0.26%13F-HRTimelineGroup
Berkshire Money Management, Inc.1,405$800K0.09%new13F-HRTimeline
First City Capital Management, Inc.1,402$799K0.43%+49513F-HRTimeline
LAM GROUP, INC.1,400$797K0.57%013F-HRTimeline
Bell Bank1,398$796K0.06%-8713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,397$796K0.01%+11813F-HRTimeline
Tennessee Valley Asset Management Partn…1,395$795K0.13%-4313F-HRTimeline
Quadrant Private Wealth Management, LLC1,389$794K0.2%+113F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC1,393$793K0.09%-26213F-HRTimeline
Leisure Capital Management1,390$792K0.31%013F-HRTimeline
FCA CORP /TX1,380$786K0.25%013F-HRTimeline
VIAWEALTH, LLC1,380$786K0.47%013F-HRTimeline
Blue Barn Wealth, LLC1,378$785K0.41%-913F-HRTimeline
Sequoia Financial Advisors, LLC1,376$784K0.01%+5313F-HR/ATimeline
Headlands Technologies LLC1,373$782K0.08%new13F-HRTimeline
McGuire Investment Group, LLC1,371$781K0.11%013F-HRTimeline
NWAM LLC1,370$781K0.05%-87313F-HRTimeline
HARMONY ASSET MANAGEMENT LLC1,369$780K0.31%+14013F-HRTimeline
Arkadios Wealth Advisors1,368$779K0.04%+6213F-HRTimeline
Holistic Financial Partners1,367$778K0.39%-113F-HRTimeline
Round Rock Advisors LLC1,362$776K0.16%013F-HRTimeline
STAR Financial Bank1,349$768K0.55%-7013F-HRTimeline
L.M. KOHN & COMPANY1,345$766K0.2%-2513F-HRTimeline
Samalin Investment Counsel, LLC1,343$765K0.33%+3513F-HRTimeline
Crestwood Advisors Group, LLC1,341$764K0.01%013F-HRTimeline
Peak Planning Group, LLC1,340$763K0.32%-12713F-HRTimeline
Venture Visionary Partners LLC1,333$759K0.03%013F-HR/ATimeline
Panoramic Capital Partners, LLC1,331$758K0.67%13F-HRTimeline
Stanich Group LLC1,311$747K0.56%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC1,307$744K0.03%013F-HRTimeline
Fiduciary Alliance LLC1,304$743K0.08%-2513F-HRTimeline
Schrum Private Wealth Management LLC1,298$740K0.63%new13F-HRTimeline
Truepoint, Inc.1,291$735K0.02%013F-HRTimeline
One Capital Management, LLC1,280$729K0.02%-713F-HRTimeline
Seelaus Asset Management LLC1,279$728K0.66%013F-HRTimeline
WealthPLAN Partners, LLC1,276$727K0.1%+1313F-HRTimeline
Grey Ledge Advisors, LLC1,275$726K0.19%013F-HRTimeline
PARK NATIONAL CORP /OH/1,270$723K0.03%013F-HRTimeline
Triumph Capital Management1,270$723K0.25%-54513F-HRTimeline
TCI Wealth Advisors, Inc.1,268$722K0.06%013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD1,264$720K0.66%13F-HRTimeline
Simplicity Wealth,LLC1,264$720K0.15%-613F-HRTimeline
ELLERSON GROUP INC /ADV1,262$719K0.52%013F-HRTimeline
Avalon Trust Co1,254$714K0.05%013F-HRTimeline
Single Point Partners, LLC1,248$711K0.16%013F-HRTimeline
Nicollet Investment Management, Inc.1,245$709K0.24%013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.1,242$708K0.07%013F-HRTimeline
E&G Advisors, LLC1,237$705K0.19%new13F-HRTimeline
Strategic Wealth Partners, Ltd.1,205$704K0.06%+15313F-HRTimeline
Kaydan Wealth Management, Inc.1,236$704K0.23%+713F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC1,235$703K0.13%+3413F-HRTimeline
Red Door Wealth Management, LLC1,233$702K0.11%-9513F-HRTimeline
Urban Financial Advisory Corp1,233$702K0.39%+413F-HRTimeline
Crown Wealth Group, LLC1,231$701K0.29%new13F-HRTimeline
HM PAYSON & CO1,228$699K0.01%-14513F-HRTimeline
CIBC WORLD MARKET INC.1,228$699K<0.01%+1013F-HRTimeline
L & S Advisors Inc1,227$699K0.08%-4213F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,224$697K0.05%-6813F-HRTimeline
Smithfield Trust Co1,219$695K0.03%013F-HRTimeline
SIMON QUICK ADVISORS, LLC1,219$694K0.04%013F-HRTimeline
BLB&B Advisors, LLC1,219$694K0.04%-413F-HRTimeline
Jacksonville Wealth Management, LLC1,208$688K0.64%13F-HRTimeline
CGN Advisors LLC1,205$686K0.07%013F-HRTimeline
TRUST CO OF VERMONT1,200$683K0.03%013F-HRTimeline
SANDERS MORRIS HARRIS LLC1,192$682K0.1%-8313F-HRTimeline
Apella Capital, LLC1,196$681K0.03%+6213F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.1,196$681K0.15%013F-HRTimeline
WBH ADVISORY INC1,194$680K0.06%+113F-HRTimeline
Sheaff Brock Investment Advisors, LLC1,191$678K0.06%013F-HRTimeline
River Wealth Advisors LLC1,190$678K0.09%-10513F-HRTimeline
Thrive Wealth Management, LLC1,183$674K0.12%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,182$673K0.01%-17613F-HRTimelineGroup
Western Wealth Management, LLC1,177$670K0.04%013F-HR/ATimeline
EVOKE WEALTH, LLC1,152$658K0.02%013F-HRTimeline
Pacific Sun Financial Corp1,150$655K0.36%013F-HRTimeline
Obermeyer Wealth Partners1,146$653K0.03%013F-HRTimeline
Rathbones Group PLC1,140$649K<0.01%013F-HRTimeline
McIlrath & Eck, LLC1,139$649K0.08%-9513F-HRTimeline
Miramar Capital, LLC1,135$646K0.15%013F-HRTimeline
New Hampshire Trust1,134$646K0.14%013F-HRTimeline
Genesis Wealth Advisors, LLC1,131$644K0.56%13F-HRTimeline
Moment Partners, LLC1,123$640K0.12%13F-HRTimeline
BSW Wealth Partners1,118$637K0.09%013F-HRTimeline
FAGAN ASSOCIATES, INC.1,116$636K0.1%013F-HRTimeline
Capital Investment Advisors, LLC1,116$636K0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,109$632K0.03%+26913F-HRTimelineGroup
WealthShield Partners, LLC1,104$631K0.09%+1313F-HRTimeline
Opulen Financial Group LLC1,107$631K0.57%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,105$629K0.05%new13F-HRTimeline
Plante Moran Financial Advisors, LLC1,103$628K0.05%+713F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,102$628K0.05%013F-HRTimelineGroup