MDY STATE STR SPDR S&P MIDCAP 40

SHS (fund), issuer CIK 936958

1,339 managers (1,352 13F filers) reported a position in MDY shares at 2025-06-30, 25,123,586 shares in all. 68 filers opened a position and 67 filers sold out during the quarter.

Managers: 1,339
13F filers: 1,352
New: 68
Added: 330
Reduced: 520
Sold out: 67
Shares held by filers: 25,123,586

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
HOWE & RUSLING INC	1,844	$1.04M	0.08%	-398	13F-HR Timeline
Triumph Capital Management	1,842	$1.04M	0.31%	new	13F-HR/A Timeline
SFM, LLC d/b/a Sweeney Financial Adviso…	1,825	$1.03M	0.66%	0	13F-HR Timeline
Pine Valley Investments Ltd Liability Co	1,814	$1.03M	0.06%	-24	13F-HR Timeline
Cadence Bank	1,818	$1.03M	0.07%	0	13F-HR Timeline
Sovereign Financial Group, Inc.	1,804	$1.02M	0.21%	0	13F-HR Timeline
Capital Advantage, Inc.	1,792	$1.02M	0.16%	-4,535	13F-HR Timeline
PETTYJOHN, WOOD & WHITE, INC	1,790	$1.01M	0.18%	0	13F-HR Timeline
E&G Advisors, LLC	1,784	$1.01M	0.26%	+50	13F-HR Timeline
InTrack Investment Management Inc	1,772	$1M	0.67%	-3,000	13F-HR Timeline
Sunpointe, LLC	1,762	$1M	0.4%	+1,045	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	1,757	$995K	0.06%	+4	13F-HR Timeline
Long Road Investment Counsel, LLC	1,750	$991K	0.37%	+430	13F-HR Timeline
LYNCH & ASSOCIATES/IN	1,740	$986K	0.2%	0	13F-HR Timeline
Darrow Company, Inc.	1,729	$980K	0.5%	-1	13F-HR Timeline
Fiera Capital Corpin group Fiera Capital Corp	1,725	$977K	<0.01%	0	13F-HR Timeline Group
WOLVERINE TRADING, LLC	1,721	$975K	0.02%	+763	13F-HR Timeline
BRAUN STACEY ASSOCIATES INC	1,719	$974K	0.04%	-404	13F-HR Timeline
PACIFIC FINANCIAL GROUP INC	1,718	$973K	0.76%	-345	13F-HR Timeline
Wood Tarver Financial Group, LLC	1,717	$972K	0.29%	-13	13F-HR Timeline
Compound Planning, Inc.	1,708	$968K	0.04%	-17	13F-HR Timeline
Paragon Capital Management Ltd	1,700	$963K	0.17%	0	13F-HR Timeline
Berger Financial Group, Inc	1,700	$963K	0.06%	-207	13F-HR Timeline
Dana Investment Advisors, Inc.	1,698	$962K	0.03%	-46	13F-HR Timeline
ORBA Wealth Advisors, L.L.C.	1,688	$956K	0.87%	-770	13F-HR Timeline
Moors & Cabot, Inc.	1,683	$953K	0.04%	-40	13F-HR Timeline
Castle Rock Wealth Management, LLC	1,641	$951K	0.22%	-644	13F-HR Timeline
Legacy Private Trust Co.	1,665	$943K	0.06%	-1	13F-HR Timeline
Jordan Park Group LLC	1,664	$943K	0.06%	0	13F-HR Timeline
Stone Summit Wealth LLC	1,663	$942K	0.29%	-2,771	13F-HR Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …	1,647	$941K	0.07%	-405	13F-HR Timeline Group
Capital Investment Counsel, LLC	1,655	$938K	0.15%	+1,190	13F-HR Timeline
INSIGNEO ADVISORY SERVICES, LLC	1,654	$937K	0.08%	-1,401	13F-HR Timeline
Alesco Advisors, LLC, An ESL Co	1,649	$934K	0.03%	0	13F-HR Timeline
Acorn Wealth Advisors, LLC	1,648	$934K	0.35%	+82	13F-HR Timeline
LCNB CORP	1,640	$929K	0.33%	-15	13F-HR Timeline
Orgel Wealth Management, LLC	1,634	$926K	0.02%	0	13F-HR Timeline
Sachetta, LLC	1,630	$923K	0.37%	+1	13F-HR Timeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC	1,622	$922K	0.09%	-16	13F-HR Timeline Group
Baker Avenue Asset Management, LP	1,627	$922K	0.03%	-205	13F-HR Timeline
Gator Capital Management, LLC	1,624	$920K	0.29%	+285	13F-HR Timeline
Prosperity Planning, Inc.	1,616	$915K	0.26%	0	13F-HR Timeline
Greystone Financial Group, LLC	1,605	$909K	0.15%	+3	13F-HR Timeline
Old North State Trust, LLC	1,601	$907K	0.62%	-70	13F-HR Timeline
ROCKLAND TRUST CO	1,601	$907K	0.04%	0	13F-HR Timeline
SIG BROKERAGE, LP	1,600	$906K	0.25%	new	13F-HR Timeline
SkyView Investment Advisors, LLC	1,600	$906K	0.13%	0	13F-HR Timeline
Beacon Financial Advisory LLC	1,597	$905K	0.23%	-235	13F-HR Timeline
SIMPLEX TRADING, LLC	1,590	$900K	0.02%	+888	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	1,582	$896K	0.35%	-296	13F-HR Timeline
Avantax Planning Partners, Inc.	1,571	$890K	0.03%	-284	13F-HR Timeline
Accredited Investors Inc.	1,566	$887K	0.05%	0	13F-HR Timeline
Providence First Trust Co	1,566	$887K	0.31%	+135	13F-HR Timeline
Pettinga Financial Advisors LLC	1,561	$884K	0.19%	-75	13F-HR Timeline
RTD Financial Advisors, Inc.	1,560	$884K	0.11%	0	13F-HR Timeline
Omega Financial Group, LLC	1,548	$877K	0.32%	+94	13F-HR Timeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…	1,537	$871K	0.68%	0	13F-HR Timeline
American Money Management, LLC	1,526	$864K	0.15%	-8	13F-HR Timeline
Clarendon Private LLC	1,513	$857K	0.82%	+3	13F-HR Timeline
Gen-Wealth Partners Inc	1,513	$857K	0.33%	+5	13F-HR Timeline
Carrera Capital Advisors	1,501	$853K	0.17%	-142	13F-HR Timeline
WARNER FINANCIAL, INC	1,502	$851K	0.35%	-745	13F-HR Timeline
RETIREMENT CAPITAL STRATEGIES	1,502	$851K	0.34%	0	13F-HR Timeline
HOWLAND CAPITAL MANAGEMENT LLC	1,497	$851K	0.03%	0	13F-HR Timeline
M3 Advisory Group, LLC	1,496	$848K	0.59%	+26	13F-HR Timeline
VISTA INVESTMENT MANAGEMENT	1,492	$845K	0.31%	-11	13F-HR Timeline
General Partner, Inc.	1,484	$841K	0.49%	0	13F-HR Timeline
Bridgewater Advisors Inc.	1,435	$840K	0.06%	+157	13F-HR Timeline
Sound Income Strategies, LLC	1,474	$835K	0.05%	+1,470	13F-HR Timeline
Rialto Wealth Management, LLC	1,471	$833K	0.23%	-2	13F-HR Timeline
ROBERTS GLORE & CO INC /IL/	1,471	$833K	0.24%	+183	13F-HR Timeline
Panoramic Capital Partners, LLC	1,428	$832K	0.58%	0	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	1,457	$825K	0.01%	+892	13F-HR Timeline
Petix & Botte Co	1,450	$821K	0.2%	0	13F-HR Timeline
Rothschild Capital Partners, LLC	1,449	$821K	0.22%	+4	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	1,445	$819K	0.02%	-4	13F-HR Timeline
BigSur Wealth Management LLC	1,440	$818K	0.21%	0	13F-HR Timeline
APPLETON PARTNERS INC/MA	1,440	$816K	0.06%	-501	13F-HR Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…	1,439	$815K	0.11%	-10	13F-HR Timeline
First City Capital Management, Inc.	1,428	$809K	0.47%	+26	13F-HR Timeline
Clarius Group, LLC	1,426	$808K	0.05%	0	13F-HR Timeline
Cornerstone Wealth Management, LLC	1,423	$806K	0.05%	-24	13F-HR Timeline
D.A. DAVIDSON & CO.	1,421	$805K	0.01%	+172	13F-HR Timeline
MontVue Capital Management, Inc.	1,419	$804K	0.57%	+11	13F-HR Timeline
Samalin Investment Counsel, LLC	1,416	$803K	0.31%	+2	13F-HR Timeline
Towne Trust Company, N.A	1,414	$801K	0.28%	+218	13F-HR/A Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	1,414	$801K	0.24%	0	13F-HR Timeline Group
Leisure Capital Management	1,405	$796K	0.3%	+15	13F-HR Timeline
Arkadios Wealth Advisors	1,402	$795K	0.02%	-9	13F-HR Timeline
FORTRESS PRIVATE LEDGER, LLC	1,403	$795K	0.36%	+39	13F-HR Timeline
Berkshire Money Management, Inc.	1,401	$794K	0.08%	0	13F-HR Timeline
GTS SECURITIES LLC	1,401	$794K	0.04%	-4,167	13F-HR Timeline
LAM GROUP, INC.	1,400	$793K	0.53%	0	13F-HR Timeline
Quadrant Private Wealth Management, LLC	1,390	$790K	0.16%	+1	13F-HR Timeline
SAWGRASS ASSET MANAGEMENT LLC	1,393	$789K	0.09%	0	13F-HR Timeline
TruNorth Capital Management, LLC	1,393	$789K	0.18%	0	13F-HR Timeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	1,381	$782K	0.51%	-89	13F-HR Timeline
FCA CORP /TX	1,380	$782K	0.23%	0	13F-HR Timeline
Clear Creek Financial Management, LLC	1,379	$781K	0.07%	-58	13F-HR Timeline
Venture Visionary Partners LLC	1,376	$779K	0.03%	+39	13F-HR Timeline
M. Kraus & Co	1,375	$779K	0.23%	0	13F-HR Timeline
Sequoia Financial Advisors, LLC	1,372	$777K	0.01%	+54	13F-HR Timeline
Tennessee Valley Asset Management Partn…	1,371	$777K	0.2%	-15	13F-HR Timeline
McGuire Investment Group, LLC	1,371	$777K	0.1%	0	13F-HR Timeline
Coastal Bridge Advisors, LLC	1,370	$776K	0.06%	-145	13F-HR Timeline
3EDGE Asset Management, LP	1,369	$776K	0.05%	+437	13F-HR Timeline
HARMONY ASSET MANAGEMENT LLC	1,369	$776K	0.29%	0	13F-HR Timeline
CONGRESS ASSET MANAGEMENT CO	1,356	$768K	0.01%	+727	13F-HR Timeline
L.M. KOHN & COMPANY	1,353	$766K	0.21%	0	13F-HR Timeline
VeraBank, N.A.	1,349	$764K	0.15%	-196	13F-HR Timeline
Aptus Capital Advisors, LLC	1,348	$764K	0.01%	-93	13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	1,344	$761K	0.02%	new	13F-HR Timeline
One Capital Management, LLC	1,338	$758K	0.03%	+50	13F-HR Timeline
VIAWEALTH, LLC	1,325	$751K	0.44%	0	13F-HR Timeline
IFP Advisors, Inc	1,324	$750K	0.02%	+415	13F-HR Timeline
HOHIMER WEALTH MANAGEMENT, LLC	1,316	$745K	0.13%	+81	13F-HR Timeline
Strategic Wealth Partners, Ltd.	1,315	$745K	0.06%		13F-HR Timeline
WealthPLAN Partners, LLC	1,308	$741K	0.12%	+60	13F-HR Timeline
Holistic Financial Partners	1,304	$739K	0.32%	-66	13F-HR Timeline
Schrum Private Wealth Management LLC	1,298	$736K	0.59%	0	13F-HR Timeline
AE Wealth Management LLC	1,294	$733K	0.01%	-18	13F-HR Timeline
Davies Financial Advisors, Inc.	1,290	$731K	0.57%	-150	13F-HR Timeline
PARK NATIONAL CORP /OH/	1,282	$726K	0.02%	+12	13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	1,281	$725K	0.03%	-26	13F-HR Timeline
Blue Barn Wealth, LLC	1,276	$723K	0.34%	-76	13F-HR Timeline
CCG WEALTH MANAGEMENT, LLC	1,272	$721K	0.38%	-165	13F-HR Timeline
TCI Wealth Advisors, Inc.	1,268	$718K	0.05%	0	13F-HR Timeline
SENTINEL WEALTH MANAGEMENT, INC.	1,260	$716K	0.67%		13F-HR/A Timeline
Tower View Wealth Management LLC	1,263	$716K	0.37%	-5,756	13F-HR Timeline
Cascade Financial Partners, LLC	1,263	$715K	0.09%	-177	13F-HR Timeline
DAVENPORT & Co LLC	1,261	$714K	<0.01%	new	13F-HR Timeline
Peterson Wealth Services	1,258	$713K	0.2%	+11	13F-HR Timeline
Fiduciary Alliance LLC	1,258	$713K	0.05%	-37	13F-HR Timeline
Peak Planning Group, LLC	1,258	$713K	0.46%	-33	13F-HR Timeline
Blackston Financial Advisory Group, LLC	1,251	$709K	0.44%	-180	13F-HR/A Timeline
STAR Financial Bank	1,251	$709K	0.45%	0	13F-HR Timeline
L & S Advisors Inc	1,248	$707K	0.07%	-3	13F-HR Timeline
Single Point Partners, LLC	1,248	$707K	0.15%	0	13F-HR Timeline
Miramar Capital, LLC	1,248	$707K	0.17%	+92	13F-HR Timeline
Nicollet Investment Management, Inc.	1,245	$705K	0.24%	0	13F-HR Timeline
GERMAN AMERICAN BANCORP, INC.	1,242	$704K	0.07%	0	13F-HR Timeline
CITY NATIONAL BANK OF FLORIDA /MSD	1,241	$703K	0.51%	-145	13F-HR Timeline
Round Rock Advisors LLC	1,241	$703K	0.12%	-121	13F-HR Timeline
Pasadena Private Wealth, LLC	1,237	$701K	0.12%	-1,013	13F-HR Timeline
Urban Financial Advisory Corp	1,229	$696K	0.35%	-8	13F-HR Timeline
HM PAYSON & CO	1,228	$696K	0.01%	0	13F-HR Timeline
CGN Advisors LLC	1,225	$694K	0.06%	0	13F-HR Timeline
Smithfield Trust Co	1,219	$692K	0.03%	0	13F-HR Timeline
Kaydan Wealth Management, Inc.	1,220	$691K	0.23%	0	13F-HR Timeline
FAS Wealth Partners, Inc.	1,218	$690K	0.05%	+1	13F-HR Timeline
ELLERSON GROUP INC /ADV	1,215	$688K	0.49%	-30	13F-HR/A Timeline
SIMON QUICK ADVISORS, LLC	1,215	$688K	0.03%	-4	13F-HR/A Timeline
Stanich Group LLC	1,173	$682K	0.61%	-138	13F-HR Timeline
TRUST CO OF VERMONT	1,200	$680K	0.03%	0	13F-HR Timeline
Brightwater Advisory LLC	1,198	$679K	0.49%	+321	13F-HR/A Timeline
Sage Mountain Advisors LLC	1,190	$674K	0.04%	0	13F-HR Timeline
FCG Investment Co	1,190	$674K	0.35%	+31	13F-HR Timeline
SAXON INTERESTS, INC.	1,263	$674K	0.32%	0	13F-HR Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …	1,182	$670K	0.01%	0	13F-HR Timeline Group
Foundations Investment Advisors, LLC	1,182	$669K	0.01%	+71	13F-HR Timeline
Western Wealth Management, LLC	1,177	$667K	0.04%	0	13F-HR Timeline
River Wealth Advisors LLC	1,173	$664K	0.08%	-10	13F-HR Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…	1,173	$664K	<0.01%	-17,925	13F-HR/A Timeline Group
Moment Partners, LLC	1,168	$662K	0.12%	0	13F-HR Timeline
Parkside Financial Bank & Trust	1,165	$660K	0.07%	+76	13F-HR Timeline
Pacific Sun Financial Corp	1,165	$660K	0.34%	0	13F-HR Timeline
Opulen Financial Group LLC	1,162	$658K	0.54%	+8	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	1,154	$654K	0.05%	-15	13F-HR Timeline
MISSION WEALTH MANAGEMENT, LP	1,154	$654K	0.01%	-247	13F-HR Timeline
Nemes Rush Group LLC	1,142	$647K	0.07%	-529	13F-HR Timeline
Rathbones Group PLC	1,140	$646K	<0.01%	0	13F-HR Timeline
Jacksonville Wealth Management, LLC	1,137	$644K	0.52%	-25	13F-HR Timeline
Bell Bank	1,135	$643K	0.03%	-200	13F-HR Timeline
New Hampshire Trust	1,134	$642K	0.13%	0	13F-HR Timeline
NWAM LLC	1,127	$640K	0.04%	new	13F-HR/A Timeline
Seelaus Asset Management LLC	1,119	$634K	0.56%	-15	13F-HR Timeline
XTX Topco Ltdin group XTX Topco Ltd	1,117	$633K	0.03%	-359	13F-HR Timeline Group
BSW Wealth Partners	1,111	$629K	0.09%	-7	13F-HR Timeline
Summit Asset Management, LLC	1,108	$628K	0.1%	+360	13F-HR Timeline
BLB&B Advisors, LLC	1,107	$627K	0.03%	-112	13F-HR Timeline
HUB Investment Partners, LLC	1,105	$626K	0.02%	+26	13F-HR Timeline
Marion Wealth Management	1,105	$626K	0.16%	-930	13F-HR Timeline
McIlrath & Eck, LLC	1,095	$620K	0.07%	-25	13F-HR Timeline
River Street Advisors LLC	1,091	$618K	0.27%	+330	13F-HR Timeline
Cypress Capital, LLC	1,086	$615K	0.18%	+87	13F-HR Timeline
Mirador Capital Partners LP	1,079	$611K	0.1%	+5	13F-HR Timeline
FAGAN ASSOCIATES, INC.	1,077	$610K	0.09%	0	13F-HR Timeline
HCR Wealth Advisors	1,075	$609K	0.07%	0	13F-HR Timeline
Royal Fund Management, LLC	1,075	$609K	0.06%	0	13F-HR Timeline
Apella Capital, LLC	1,050	$606K	0.02%	0	13F-HR Timeline
Turtle Creek Wealth Advisors, LLC	1,064	$603K	0.07%	new	13F-HR Timeline
Certified Advisory Corp	1,062	$602K	0.06%	+36	13F-HR Timeline
Valeo Financial Advisors, LLC	1,062	$601K	0.01%	+113	13F-HR/A Timeline
Integrated Wealth Concepts LLC	1,056	$598K	0.01%	+33	13F-HR Timeline
First Western Trust Bank	1,055	$598K	0.03%	0	13F-HR Timeline
Compass Planning Associates Inc	1,045	$592K	0.54%	+1	13F-HR Timeline
WBH ADVISORY INC	1,045	$592K	0.05%	-149	13F-HR Timeline
GW&K Investment Management, LLC	1,039	$589K	0.01%	0	13F-HR Timeline
First National Trust Co	1,039	$589K	0.02%	0	13F-HR Timeline
Grey Ledge Advisors, LLC	1,038	$588K	0.14%	-84	13F-HR Timeline