MDY STATE STR SPDR S&P MIDCAP 40

SHS (fund), issuer CIK 936958

1,349 managers (1,362 13F filers) reported a position in MDY shares at 2025-03-31, 25,172,585 shares in all. 61 filers opened a position and 98 filers sold out during the quarter.

Managers: 1,349
13F filers: 1,362
New: 61
Added: 370
Reduced: 490
Sold out: 98
Shares held by filers: 25,172,585

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	1,968	$1.05M	0.06%	-280	13F-HR Timeline Group
Frank, Rimerman Advisors LLC	1,962	$1.05M	0.08%	-133	13F-HR Timeline
Mason Investment Advisory Services, Inc.	1,960	$1.05M	0.06%	0	13F-HR Timeline
Astoria Portfolio Advisors LLC.	2,051	$1.04M	0.36%	0	13F-HR Timeline
Cassaday & Co Wealth Management LLC	1,956	$1.04M	0.03%	+50	13F-HR Timeline
Glassman Wealth Services	1,955	$1.04M	0.17%	0	13F-HR Timeline
Evanson Asset Management, LLC	1,949	$1.04M	0.07%	-3	13F-HR Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…	1,941	$1.04M	0.02%	+340	13F-HR Timeline Group
APPLETON PARTNERS INC/MA	1,941	$1.03M	0.08%	+963	13F-HR Timeline
Simplicity Wealth,LLC	1,935	$1.03M	0.08%	+671	13F-HR Timeline
CX Institutional	1,935	$1.03M	0.04%	-74	13F-HR Timeline
WHITE PINE CAPITAL LLC	1,929	$1.03M	0.36%	-9	13F-HR Timeline
Koss-Olinger Consulting, LLC	1,910	$1.02M	0.09%	new	13F-HR Timeline
Berger Financial Group, Inc	1,907	$1.02M	0.07%	+926	13F-HR Timeline
Wealth Watch Advisors, INC	1,894	$1.01M	0.82%	-51	13F-HR Timeline
Private Wealth Group, LLC	1,887	$1.01M	0.59%	0	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	1,878	$1M	0.43%	-1	13F-HR Timeline
Forza Wealth Management, LLC	1,876	$1M	0.45%	-74	13F-HR Timeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC	1,870	$998K	0.04%	0	13F-HR Timeline
First National Bank of Mount Dora, Trus…	1,868	$997K	0.24%	-42	13F-HR Timeline
Bremer Bank National Association	1,858	$991K	0.18%	0	13F-HR Timeline
Avantax Planning Partners, Inc.	1,855	$990K	0.04%	-188	13F-HR Timeline
Pine Valley Investments Ltd Liability Co	1,838	$982K	0.06%	-2	13F-HR Timeline
Beacon Financial Advisory LLC	1,832	$977K	0.3%	-20	13F-HR Timeline
Financial Partners Group, LLC	1,832	$977K	0.42%	-256	13F-HR Timeline
Baker Avenue Asset Management, LP	1,832	$977K	0.03%	-518	13F-HR Timeline
SFM, LLC d/b/a Sweeney Financial Adviso…	1,825	$974K	0.72%	-69	13F-HR Timeline
Journey Advisory Group, LLC	1,819	$970K	0.08%	+63	13F-HR Timeline
Cadence Bank	1,818	$970K	0.07%	0	13F-HR Timeline
PETERSON WEALTH MANAGEMENT	1,816	$969K	0.65%	+60	13F-HR Timeline
Sovereign Financial Group, Inc.	1,804	$962K	0.22%	-11	13F-HR Timeline
PETTYJOHN, WOOD & WHITE, INC	1,790	$955K	0.18%	0	13F-HR Timeline
Farther Finance Advisors, LLC	1,777	$953K	0.02%	+342	13F-HR Timeline
Old North State Trust, LLC	1,671	$952K	0.61%	0	13F-HR Timeline
Sebold Capital Management, Inc.	1,773	$946K	0.62%	-55	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	1,753	$935K	0.05%	+13	13F-HR Timeline
Dana Investment Advisors, Inc.	1,744	$931K	0.03%	-31	13F-HR Timeline
LYNCH & ASSOCIATES/IN	1,740	$928K	0.2%	0	13F-HR Timeline
CAROLINAS WEALTH CONSULTING LLC	1,739	$928K	0.2%	0	13F-HR Timeline
E&G Advisors, LLC	1,734	$925K	0.26%	+497	13F-HR Timeline
Wood Tarver Financial Group, LLC	1,730	$923K	0.3%	-25	13F-HR Timeline
Darrow Company, Inc.	1,730	$923K	0.51%	-1,327	13F-HR Timeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A	1,725	$920K	<0.01%	new	13F-HR Timeline Group
Fiera Capital Corpin group Fiera Capital Corp	1,725	$920K	<0.01%	0	13F-HR Timeline Group
Compound Planning, Inc.	1,725	$920K	0.04%	+174	13F-HR Timeline
Moors & Cabot, Inc.	1,723	$919K	0.05%	-2	13F-HR Timeline
TOWNSQUARE CAPITAL LLC	1,717	$916K	0.01%	+213	13F-HR Timeline
Paragon Capital Management Ltd	1,700	$907K	0.19%	0	13F-HR Timeline
QUADRANT CAPITAL GROUP LLC	1,680	$896K	0.03%	+28	13F-HR Timeline
Nemes Rush Group LLC	1,671	$891K	0.11%	-99	13F-HR Timeline
Legacy Private Trust Co.	1,666	$889K	0.06%	0	13F-HR Timeline
Jordan Park Group LLC	1,664	$888K	0.06%	-1,186	13F-HR Timeline
LCNB CORP	1,655	$883K	0.33%	-40	13F-HR Timeline
Alesco Advisors, LLC, An ESL Co	1,649	$880K	0.03%	+95	13F-HR Timeline
Carrera Capital Advisors	1,643	$878K	0.19%	+6	13F-HR Timeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC	1,638	$876K	0.08%	0	13F-HR Timeline Group
Adero Partners, LLC	1,642	$876K	0.06%	0	13F-HR Timeline
Pettinga Financial Advisors LLC	1,636	$873K	0.21%	+135	13F-HR Timeline
Orgel Wealth Management, LLC	1,634	$872K	0.02%	-3	13F-HR Timeline
Sachetta, LLC	1,629	$869K	0.36%	-73	13F-HR Timeline
GSA CAPITAL PARTNERS LLP	1,629	$869K	0.08%	-568	13F-HR Timeline
Harvest Investment Services, LLC	1,620	$864K	0.24%	-1,450	13F-HR Timeline
Prosperity Planning, Inc.	1,616	$862K	0.27%	-27	13F-HR Timeline
Greystone Financial Group, LLC	1,602	$855K	0.16%	+3	13F-HR Timeline
ROCKLAND TRUST CO	1,601	$854K	0.04%	0	13F-HR Timeline
SkyView Investment Advisors, LLC	1,600	$854K	0.13%	-400	13F-HR Timeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	1,470	$837K	0.56%	0	13F-HR Timeline
Acorn Wealth Advisors, LLC	1,566	$836K	0.35%	-5	13F-HR Timeline
Accredited Investors Inc.	1,566	$836K	0.05%	0	13F-HR Timeline
RTD Financial Advisors, Inc.	1,560	$832K	0.11%	0	13F-HR Timeline
VeraBank, N.A.	1,545	$824K	0.23%	0	13F-HR Timeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…	1,537	$820K	0.73%	0	13F-HR Timeline
American Money Management, LLC	1,534	$818K	0.16%	0	13F-HR Timeline
Spectrum Wealth Counsel, LLC	1,525	$814K	0.1%	-242	13F-HR Timeline
Coastal Bridge Advisors, LLC	1,515	$808K	0.07%	new	13F-HR/A Timeline
Clarendon Private LLC	1,510	$805K	0.85%	+6	13F-HR Timeline
Gen-Wealth Partners Inc	1,508	$804K	0.34%	-487	13F-HR Timeline
VISTA INVESTMENT MANAGEMENT	1,503	$802K	0.31%	+1	13F-HR Timeline
RETIREMENT CAPITAL STRATEGIES	1,502	$801K	0.31%	0	13F-HR Timeline
HOWLAND CAPITAL MANAGEMENT LLC	1,497	$801K	0.04%	0	13F-HR Timeline
General Partner, Inc.	1,484	$792K	0.52%	0	13F-HR Timeline
XTX Topco Ltdin group XTX Topco Ltd	1,476	$787K	0.04%	new	13F-HR Timeline Group
Rialto Wealth Management, LLC	1,473	$786K	0.25%	+6	13F-HR Timeline
M3 Advisory Group, LLC	1,470	$784K	0.62%	+18	13F-HR Timeline
Omega Financial Group, LLC	1,454	$776K	0.3%	+4	13F-HR Timeline
Petix & Botte Co	1,450	$774K	0.2%	0	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	1,449	$773K	0.02%	+4	13F-HR Timeline
Cornerstone Wealth Management, LLC	1,447	$772K	0.05%	-6	13F-HR Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…	1,449	$771K	0.12%	-117	13F-HR Timeline
Rothschild Capital Partners, LLC	1,445	$771K	0.2%	-10,646	13F-HR Timeline
BigSur Wealth Management LLC	1,440	$770K	0.21%	0	13F-HR Timeline
Aptus Capital Advisors, LLC	1,441	$769K	0.01%	-5	13F-HR Timeline
Cascade Financial Partners, LLC	1,440	$768K	0.1%	-85	13F-HR Timeline
Davies Financial Advisors, Inc.	1,440	$768K	0.65%	+948	13F-HR Timeline
Clear Creek Financial Management, LLC	1,437	$767K	0.08%	+469	13F-HR Timeline
CCG WEALTH MANAGEMENT, LLC	1,437	$767K	0.46%	0	13F-HR Timeline
Providence First Trust Co	1,431	$763K	0.31%	-52	13F-HR Timeline
Blackston Financial Advisory Group, LLC	1,431	$763K	0.52%	-117	13F-HR/A Timeline
Clarius Group, LLC	1,426	$761K	0.05%	0	13F-HR Timeline
Samalin Investment Counsel, LLC	1,414	$754K	0.31%	+71	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	1,414	$754K	0.25%	0	13F-HR Timeline Group
Arkadios Wealth Advisors	1,411	$753K	0.03%	+43	13F-HR Timeline
MontVue Capital Management, Inc.	1,408	$751K	0.6%	-55	13F-HR Timeline
First City Capital Management, Inc.	1,402	$748K	0.45%	0	13F-HR Timeline
Berkshire Money Management, Inc.	1,401	$748K	0.08%	-4	13F-HR Timeline
MISSION WEALTH MANAGEMENT, LP	1,401	$747K	0.02%	+501	13F-HR Timeline
LAM GROUP, INC.	1,400	$747K	0.55%	0	13F-HR Timeline
SAWGRASS ASSET MANAGEMENT LLC	1,393	$743K	0.09%	0	13F-HR Timeline
TruNorth Capital Management, LLC	1,393	$743K	0.18%	+1,353	13F-HR Timeline
Quadrant Private Wealth Management, LLC	1,389	$743K	0.19%	0	13F-HR Timeline
Leisure Capital Management	1,390	$742K	0.3%	0	13F-HR Timeline
Tennessee Valley Asset Management Partn…	1,386	$740K	0.12%	-9	13F-HR Timeline
CITY NATIONAL BANK OF FLORIDA /MSD	1,386	$739K	0.67%	+122	13F-HR Timeline
FCA CORP /TX	1,380	$736K	0.23%	0	13F-HR Timeline
M. Kraus & Co	1,375	$734K	0.22%	-325	13F-HR Timeline
McGuire Investment Group, LLC	1,371	$731K	0.11%	0	13F-HR Timeline
Holistic Financial Partners	1,370	$731K	0.35%	+3	13F-HR Timeline
HARMONY ASSET MANAGEMENT LLC	1,369	$730K	0.31%	0	13F-HR Timeline
FORTRESS PRIVATE LEDGER, LLC	1,364	$728K	0.41%	-201	13F-HR Timeline
Round Rock Advisors LLC	1,362	$727K	0.13%	0	13F-HR Timeline
Ashford Advisors, LLC	1,361	$726K	0.18%	new	13F-HR Timeline
L.M. KOHN & COMPANY	1,353	$722K	0.19%	+8	13F-HR Timeline
Blue Barn Wealth, LLC	1,352	$721K	0.38%	-26	13F-HR Timeline
Gator Capital Management, LLC	1,339	$714K	0.27%	-272	13F-HR Timeline
Venture Visionary Partners LLC	1,337	$713K	0.03%	+4	13F-HR Timeline
Bell Bank	1,335	$712K	0.04%	-63	13F-HR Timeline
VIAWEALTH, LLC	1,325	$707K	0.44%	-55	13F-HR Timeline
Long Road Investment Counsel, LLC	1,320	$704K	0.27%	-270	13F-HR Timeline
Sequoia Financial Advisors, LLC	1,318	$703K	0.01%	-58	13F-HR Timeline
AE Wealth Management LLC	1,312	$700K	0.01%	-378	13F-HR Timeline
Stanich Group LLC	1,311	$700K	0.52%	0	13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	1,307	$697K	0.03%	0	13F-HR Timeline
Schrum Private Wealth Management LLC	1,298	$693K	0.61%	0	13F-HR Timeline
Fiduciary Alliance LLC	1,295	$691K	0.07%	-9	13F-HR Timeline
Peak Planning Group, LLC	1,291	$689K	0.29%	-49	13F-HR Timeline
One Capital Management, LLC	1,288	$688K	0.02%	+8	13F-HR Timeline
ROBERTS GLORE & CO INC /IL/	1,288	$687K	0.21%	-868	13F-HR Timeline
Truepoint, Inc.	1,276	$681K	0.02%	-15	13F-HR Timeline
PARK NATIONAL CORP /OH/	1,270	$678K	0.02%	0	13F-HR Timeline
TCI Wealth Advisors, Inc.	1,268	$676K	0.05%	0	13F-HR Timeline
SAXON INTERESTS, INC.	1,263	$674K	0.32%	+199	13F-HR Timeline
Avalon Trust Co	1,254	$669K	0.05%	0	13F-HR Timeline
Panoramic Capital Partners, LLC	1,428	$669K	0.69%	+97	13F-HR Timeline
STAR Financial Bank	1,251	$667K	0.49%	-98	13F-HR Timeline
L & S Advisors Inc	1,251	$667K	0.08%	+24	13F-HR Timeline
Bridgewater Advisors Inc.	1,278	$667K	0.06%	new	13F-HR Timeline
D.A. DAVIDSON & CO.	1,249	$667K	0.01%	+155	13F-HR Timeline
Single Point Partners, LLC	1,248	$666K	0.16%	0	13F-HR Timeline
WealthPLAN Partners, LLC	1,248	$666K	0.09%	-28	13F-HR Timeline
Peterson Wealth Services	1,247	$665K	0.21%	-5,100	13F-HR Timeline
ELLERSON GROUP INC /ADV	1,245	$664K	0.53%	-17	13F-HR Timeline
Nicollet Investment Management, Inc.	1,245	$664K	0.23%	0	13F-HR Timeline
GERMAN AMERICAN BANCORP, INC.	1,242	$663K	0.07%	0	13F-HR Timeline
Urban Financial Advisory Corp	1,237	$660K	0.36%	+4	13F-HR Timeline
HOHIMER WEALTH MANAGEMENT, LLC	1,235	$659K	0.13%	0	13F-HR Timeline
HM PAYSON & CO	1,228	$655K	0.01%	0	13F-HR Timeline
CGN Advisors LLC	1,225	$654K	0.06%	+20	13F-HR Timeline
Strategic Advisors LLC	1,220	$651K	0.13%	-500	13F-HR Timeline
Kaydan Wealth Management, Inc.	1,220	$651K	0.21%	-16	13F-HR Timeline
SIMON QUICK ADVISORS, LLC	1,219	$651K	0.04%	0	13F-HR Timeline
BLB&B Advisors, LLC	1,219	$650K	0.03%	0	13F-HR Timeline
FAS Wealth Partners, Inc.	1,217	$649K	0.05%	+170	13F-HR Timeline
Smithfield Trust Co	1,219	$649K	0.03%	0	13F-HR Timeline
TRUST CO OF VERMONT	1,200	$640K	0.03%	0	13F-HR Timeline
Towne Trust Company, N.A	1,196	$638K	0.22%	+744	13F-HR Timeline
CORSAIR CAPITAL MANAGEMENT, L.P.	1,196	$638K	0.16%	0	13F-HR/A Timeline
WBH ADVISORY INC	1,194	$637K	0.06%	0	13F-HR Timeline
SANDERS MORRIS HARRIS LLC	1,192	$636K	0.1%	0	13F-HR Timeline
Sheaff Brock Investment Advisors, LLC	1,191	$635K	0.06%	0	13F-HR Timeline
Sage Mountain Advisors LLC	1,190	$635K	0.05%	-898	13F-HR Timeline
Paloma Partners Management Coin group Paloma Partners Management Co	1,189	$634K	0.12%	new	13F-HR Timeline Group
River Wealth Advisors LLC	1,183	$631K	0.09%	-7	13F-HR Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …	1,182	$631K	0.01%	0	13F-HR Timeline Group
Western Wealth Management, LLC	1,177	$628K	0.04%	0	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	1,169	$624K	0.05%	-55	13F-HR Timeline
Moment Partners, LLC	1,168	$623K	0.12%	+45	13F-HR Timeline
Pacific Sun Financial Corp	1,165	$622K	0.35%	+15	13F-HR Timeline
Jacksonville Wealth Management, LLC	1,162	$620K	0.61%	-46	13F-HR Timeline
FCG Investment Co	1,159	$618K	0.39%	+72	13F-HR Timeline
Miramar Capital, LLC	1,156	$617K	0.15%	+21	13F-HR Timeline
EVOKE WEALTH, LLC	1,152	$616K	0.02%	0	13F-HR Timeline
Opulen Financial Group LLC	1,154	$616K	0.56%	+47	13F-HR Timeline
Legacy Capital Wealth Partners, LLC	1,143	$610K	0.15%	new	13F-HR Timeline
Rathbones Group PLC	1,140	$608K	<0.01%	0	13F-HR Timeline
Global Assets Advisory, LLC	1,200	$607K	0.11%	+800	13F-HR Timeline
Seelaus Asset Management LLC	1,134	$605K	0.58%	-145	13F-HR Timeline
New Hampshire Trust	1,134	$605K	0.14%	0	13F-HR Timeline
Obermeyer Wealth Partners	1,125	$600K	0.03%	-21	13F-HR Timeline
Grey Ledge Advisors, LLC	1,122	$599K	0.16%	-153	13F-HR Timeline
McIlrath & Eck, LLC	1,120	$597K	0.07%	-19	13F-HR Timeline
BSW Wealth Partners	1,118	$596K	0.09%	0	13F-HR Timeline
Foundations Investment Advisors, LLC	1,111	$593K	0.01%	+72	13F-HR Timeline
Advisors Capital Management, LLC	1,097	$585K	0.01%	0	13F-HR Timeline
Plante Moran Financial Advisors, LLC	1,096	$585K	0.05%	-7	13F-HR Timeline
Legacy Trust	1,091	$582K	0.14%	0	13F-HR Timeline
Parkside Financial Bank & Trust	1,089	$581K	0.07%	0	13F-HR Timeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC	1,087	$580K	0.27%	0	13F-HR Timeline
NewEdge Wealth, LLC	1,084	$578K	0.01%	-12,991	13F-HR Timeline
Genesis Wealth Advisors, LLC	1,081	$577K	0.47%	-50	13F-HR Timeline
HUB Investment Partners, LLC	1,079	$576K	0.02%	-2,000	13F-HR Timeline