MDY STATE STR SPDR S&P MIDCAP 40

SHS (fund), issuer CIK 936958

1,352 managers (1,367 13F filers) reported a position in MDY shares at 2025-09-30, 25,719,380 shares in all. 69 filers opened a position and 45 filers sold out during the quarter.

Managers: 1,352
13F filers: 1,367
New: 69
Added: 356
Reduced: 483
Sold out: 45
Shares held by filers: 25,719,380

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Manchester Capital Management LLC	1,799	$1.07M	0.15%	-279	13F-HR Timeline
E&G Advisors, LLC	1,794	$1.07M	0.25%	+10	13F-HR Timeline
Capital Advantage, Inc.	1,792	$1.07M	0.16%	0	13F-HR Timeline
PETTYJOHN, WOOD & WHITE, INC	1,790	$1.07M	0.18%	0	13F-HR Timeline
Mason Investment Advisory Services, Inc.	1,777	$1.06M	0.05%	-122	13F-HR Timeline
SFM, LLC d/b/a Sweeney Financial Adviso…	1,767	$1.05M	0.61%	-58	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	1,759	$1.05M	0.06%	+2	13F-HR Timeline
Integrated Wealth Concepts LLC	1,756	$1.05M	0.01%	+700	13F-HR Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	1,750	$1.04M	0.04%	-116	13F-HR Timeline Group
Long Road Investment Counsel, LLC	1,750	$1.04M	0.37%	0	13F-HR Timeline
PACIFIC FINANCIAL GROUP INC	1,741	$1.04M	0.77%	+23	13F-HR Timeline
LYNCH & ASSOCIATES/IN	1,740	$1.04M	0.2%	0	13F-HR Timeline
Castle Rock Wealth Management, LLC	1,735	$1.04M	0.23%	+94	13F-HR Timeline
VeraBank, N.A.	1,737	$1.04M	0.19%	+388	13F-HR Timeline
Moment Partners, LLC	1,728	$1.03M	0.18%	+560	13F-HR Timeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A	1,725	$1.03M	<0.01%		13F-HR Timeline Group
Compound Planning, Inc.	1,721	$1.03M	0.03%	+13	13F-HR Timeline
Paragon Capital Management Ltd	1,700	$1.01M	0.19%	0	13F-HR Timeline
Berger Financial Group, Inc	1,700	$1.01M	0.06%	0	13F-HR Timeline
FIRST FINANCIAL CORP /IN/	1,691	$1.01M	0.39%	new	13F-HR Timeline
Fiduciary Wealth Partners, LLC	1,674	$998K	0.42%	+1,674	13F-HR Timeline
Darrow Company, Inc.	1,683	$996K	0.46%	-46	13F-HR Timeline
Legacy Private Trust Co.	1,665	$992K	0.06%	0	13F-HR Timeline
Jordan Park Group LLC	1,664	$992K	0.06%	0	13F-HR Timeline
Sovereign Financial Group, Inc.	1,658	$988K	0.18%	-146	13F-HR Timeline
ORBA Wealth Advisors, L.L.C.	1,654	$986K	0.81%	-34	13F-HR Timeline
Old North State Trust, LLC	1,652	$985K	0.6%	+51	13F-HR Timeline
Orgel Wealth Management, LLC	1,635	$975K	0.02%	+1	13F-HR Timeline
Baker Avenue Asset Management, LP	1,627	$970K	0.02%	0	13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	1,626	$969K	0.02%	+282	13F-HR Timeline
Providence First Trust Co	1,617	$964K	0.33%	+51	13F-HR Timeline
BRAUN STACEY ASSOCIATES INC	1,617	$964K	0.03%	-102	13F-HR Timeline
CONGRESS ASSET MANAGEMENT CO	1,614	$962K	0.01%	+258	13F-HR Timeline
Greystone Financial Group, LLC	1,608	$958K	0.15%	+3	13F-HR Timeline
RTD Financial Advisors, Inc.	1,605	$957K	0.11%	+45	13F-HR Timeline
Beacon Financial Advisory LLC	1,601	$954K	0.22%	+4	13F-HR Timeline
SIG BROKERAGE, LP	1,600	$954K	0.24%	0	13F-HR Timeline
InTrack Investment Management Inc	1,599	$953K	0.57%	-173	13F-HR Timeline
ROCKLAND TRUST CO	1,597	$952K	0.04%	-4	13F-HR Timeline
Almanack Investment Partners, LLC.	1,581	$942K	0.15%	+782	13F-HR Timeline
Simplicity Wealth,LLC	1,573	$938K	0.05%	-590	13F-HR Timeline
Sachetta, LLC	1,547	$922K	0.34%	-83	13F-HR Timeline
M3 Advisory Group, LLC	1,540	$918K	0.57%	+44	13F-HR Timeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…	1,537	$914K	0.69%	0	13F-HR Timeline
IFP Advisors, Inc	1,531	$913K	0.02%	+207	13F-HR/A Timeline
Wood Tarver Financial Group, LLC	1,527	$910K	0.27%	-190	13F-HR Timeline
Moors & Cabot, Inc.	1,526	$910K	0.04%	-157	13F-HR Timeline
Prosperity Planning, Inc.	1,521	$907K	0.24%	-95	13F-HR Timeline
INSIGNEO ADVISORY SERVICES, LLC	1,520	$906K	0.06%	-134	13F-HR Timeline
Clarendon Private LLC	1,518	$905K	0.82%	+5	13F-HR Timeline
American Money Management, LLC	1,513	$902K	0.15%	-13	13F-HR Timeline
Gen-Wealth Partners Inc	1,513	$902K	0.3%	0	13F-HR Timeline
WARNER FINANCIAL, INC	1,503	$896K	0.33%	+1	13F-HR Timeline
RETIREMENT CAPITAL STRATEGIES	1,502	$895K	0.34%	0	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	1,497	$892K	0.32%	-85	13F-HR/A Timeline
VISTA INVESTMENT MANAGEMENT	1,494	$890K	0.31%	+2	13F-HR Timeline
General Partner, Inc.	1,484	$885K	0.49%	0	13F-HR Timeline
First City Capital Management, Inc.	1,482	$883K	0.48%	+54	13F-HR Timeline
Sequoia Financial Advisors, LLC	1,481	$883K	0.01%	+109	13F-HR Timeline
Pettinga Financial Advisors LLC	1,477	$880K	0.17%	-84	13F-HR Timeline
Dentgroup LLC	1,472	$877K	0.57%	+728	13F-HR Timeline
Rialto Wealth Management, LLC	1,471	$877K	0.23%	0	13F-HR Timeline
ROBERTS GLORE & CO INC /IL/	1,471	$877K	0.24%	0	13F-HR Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…	1,465	$873K	0.1%	+26	13F-HR Timeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC	1,457	$871K	0.07%	-165	13F-HR Timeline Group
AE Wealth Management LLC	1,459	$870K	0.01%	+165	13F-HR Timeline
Arkadios Wealth Advisors	1,458	$869K	0.02%	+56	13F-HR Timeline
Rothschild Capital Partners, LLC	1,453	$866K	0.2%	+4	13F-HR Timeline
Petix & Botte Co	1,450	$864K	0.2%	0	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	1,449	$863K	0.02%	+4	13F-HR Timeline
BigSur Wealth Management LLC	1,440	$861K	0.21%	0	13F-HR Timeline
LCNB CORP	1,440	$858K	0.3%	-200	13F-HR Timeline
APPLETON PARTNERS INC/MA	1,440	$858K	0.06%	0	13F-HR Timeline
Carrera Capital Advisors	1,432	$856K	0.15%	-69	13F-HR Timeline
Panoramic Capital Partners, LLC	1,429	$852K	0.55%	+1	13F-HR Timeline
Samalin Investment Counsel, LLC	1,427	$851K	0.29%	+11	13F-HR Timeline
Clarius Group, LLC	1,426	$850K	0.05%	0	13F-HR Timeline
Alesco Advisors, LLC, An ESL Co	1,419	$846K	0.02%	-230	13F-HR Timeline
MontVue Capital Management, Inc.	1,417	$845K	0.57%	-2	13F-HR Timeline
Omega Financial Group, LLC	1,413	$842K	0.28%	-135	13F-HR Timeline
Bridgewater Advisors Inc.	1,435	$841K	0.06%	0	13F-HR Timeline
Quadrant Private Wealth Management, LLC	1,403	$838K	0.15%	+13	13F-HR Timeline
Leisure Capital Management	1,405	$837K	0.29%	0	13F-HR Timeline
Towne Trust Company, N.A	1,404	$837K	0.27%	-10	13F-HR Timeline
LAM GROUP, INC.	1,400	$834K	0.52%	0	13F-HR Timeline
HM PAYSON & CO	1,394	$831K	0.01%	+166	13F-HR Timeline
D.A. DAVIDSON & CO.	1,393	$830K	0.01%	-28	13F-HR Timeline
SAWGRASS ASSET MANAGEMENT LLC	1,393	$830K	0.1%	0	13F-HR Timeline
Cornerstone Wealth Management, LLC	1,393	$830K	0.05%	-30	13F-HR Timeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	1,382	$824K	0.5%	+1	13F-HR Timeline
FCA CORP /TX	1,380	$823K	0.23%	0	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	1,380	$823K	0.22%	-34	13F-HR Timeline Group
M. Kraus & Co	1,375	$820K	0.23%	0	13F-HR Timeline
Tennessee Valley Asset Management Partn…	1,371	$817K	0.11%	0	13F-HR Timeline
McGuire Investment Group, LLC	1,371	$817K	0.09%	0	13F-HR Timeline
United Community Bankin group United Community Bank	1,371	$817K	0.25%	+605	13F-HR Timeline Group
HARMONY ASSET MANAGEMENT LLC	1,369	$816K	0.28%	0	13F-HR Timeline
Ashford Advisors, LLC	1,361	$813K	0.18%	new	13F-HR Timeline
Coastal Bridge Advisors, LLC	1,364	$813K	0.06%	-6	13F-HR Timeline
CSS LLC/IL	1,360	$811K	0.05%	new	13F-HR Timeline
Smithfield Trust Co	1,359	$810K	0.04%	+140	13F-HR Timeline
Aptus Capital Advisors, LLC	1,332	$794K	0.01%	-16	13F-HR Timeline
VIAWEALTH, LLC	1,325	$790K	0.43%	0	13F-HR Timeline
HOHIMER WEALTH MANAGEMENT, LLC	1,316	$784K	0.11%	0	13F-HR Timeline
FORTRESS PRIVATE LEDGER, LLC	1,305	$778K	0.28%	-98	13F-HR Timeline
Schrum Private Wealth Management LLC	1,298	$774K	0.57%	0	13F-HR Timeline
Holistic Financial Partners	1,288	$768K	0.31%	-16	13F-HR Timeline
Fiduciary Alliance LLC	1,287	$767K	0.05%	+29	13F-HR Timeline
Dana Investment Advisors, Inc.	1,285	$766K	0.02%	-413	13F-HR Timeline
One Capital Management, LLC	1,281	$764K	0.02%	-57	13F-HR Timeline
PARK NATIONAL CORP /OH/	1,279	$762K	0.02%	-3	13F-HR Timeline
CCG WEALTH MANAGEMENT, LLC	1,272	$758K	0.36%	0	13F-HR Timeline
WealthPLAN Partners, LLC	1,271	$758K	0.11%	-37	13F-HR Timeline
TCI Wealth Advisors, Inc.	1,268	$756K	0.05%	0	13F-HR Timeline
TruNorth Capital Management, LLC	1,265	$754K	0.15%	-128	13F-HR Timeline
SENTINEL WEALTH MANAGEMENT, INC.	1,260	$753K	0.65%	0	13F-HR Timeline
Cascade Financial Partners, LLC	1,263	$753K	0.09%	0	13F-HR Timeline
DAVENPORT & Co LLC	1,261	$752K	<0.01%	0	13F-HR Timeline
Peterson Wealth Services	525	$751K	0.21%	-733	13F-HR Timeline
Miramar Capital, LLC	1,252	$746K	0.17%	+4	13F-HR Timeline
Single Point Partners, LLC	1,248	$744K	0.15%	0	13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	1,246	$742K	0.02%	-35	13F-HR Timeline
STAR Financial Bank	1,245	$742K	0.44%	-6	13F-HR Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC	1,245	$742K	0.01%	+563	13F-HR Timeline Group
GERMAN AMERICAN BANCORP, INC.	1,242	$741K	0.07%	0	13F-HR Timeline
Blue Barn Wealth, LLC	1,239	$739K	0.32%	-37	13F-HR Timeline
Peak Planning Group, LLC	1,238	$738K	0.38%	-20	13F-HR Timeline
Pasadena Private Wealth, LLC	1,237	$737K	0.11%	0	13F-HR Timeline
Nicollet Investment Management, Inc.	1,234	$736K	0.24%	-11	13F-HR Timeline
Urban Financial Advisory Corp	1,233	$735K	0.34%	+4	13F-HR Timeline
FCG Investment Co	1,226	$731K	0.34%	+36	13F-HR Timeline
CGN Advisors LLC	1,225	$730K	0.06%	0	13F-HR Timeline
Kaydan Wealth Management, Inc.	1,220	$727K	0.21%	0	13F-HR Timeline
ARTHUR M. COHEN & ASSOCIATES, LLC	1,220	$727K	0.12%	-768	13F-HR Timeline
FAS Wealth Partners, Inc.	1,214	$723K	0.05%	-4	13F-HR Timeline
Blue Zone Wealth Advisors, LLC	1,213	$723K	0.14%	new	13F-HR Timeline
SIMON QUICK ADVISORS, LLC	1,213	$723K	0.03%	-2	13F-HR Timeline
TRUST CO OF VERMONT	1,200	$715K	0.03%	0	13F-HR Timeline
Brightwater Advisory LLC	1,198	$714K	0.49%	0	13F-HR Timeline
Sage Mountain Advisors LLC	1,190	$709K	0.04%	0	13F-HR Timeline
MISSION WEALTH MANAGEMENT, LP	1,185	$706K	0.01%	+31	13F-HR Timeline
Stone Summit Wealth LLC	1,183	$705K	0.2%	-480	13F-HR Timeline
Aerodigm Wealth, LLC	1,178	$704K	0.3%	+675	13F-HR Timeline
Truepoint, Inc.	1,176	$701K	0.02%	+300	13F-HR Timeline
River Wealth Advisors LLC	1,173	$699K	0.08%	0	13F-HR Timeline
Opulen Financial Group LLC	1,167	$695K	0.53%	+5	13F-HR Timeline
Pacific Sun Financial Corp	1,164	$694K	0.34%	-1	13F-HR Timeline
Venture Visionary Partners LLC	1,162	$693K	0.02%	-214	13F-HR Timeline
Stanich Group LLC	1,160	$692K	0.42%	-13	13F-HR Timeline
VestGen Advisors, LLC	1,155	$688K	0.02%	new	13F-HR Timeline
Round Rock Advisors LLC	1,153	$687K	0.11%	-88	13F-HR Timeline
Parkside Financial Bank & Trust	1,152	$687K	0.05%	-13	13F-HR Timeline
NORTH STAR ASSET MANAGEMENT INC	1,151	$686K	0.03%	+394	13F-HR Timeline
Rathbones Group PLC	1,140	$679K	<0.01%	0	13F-HR Timeline
Nemes Rush Group LLC	1,138	$678K	0.07%	-4	13F-HR Timeline
Jacksonville Wealth Management, LLC	1,136	$677K	0.5%	-1	13F-HR Timeline
Bell Bank	1,135	$676K	0.03%	0	13F-HR Timeline
New Hampshire Trust	1,134	$676K	0.13%	0	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	1,124	$670K	0.05%	-30	13F-HR Timeline
CITY NATIONAL BANK OF FLORIDA /MSD	1,119	$667K	0.44%	-122	13F-HR Timeline
BSW Wealth Partners	1,111	$662K	0.08%	0	13F-HR Timeline
Foundations Investment Advisors, LLC	1,111	$662K	0.01%	-71	13F-HR Timeline
Marion Wealth Management	1,108	$661K	0.16%	+3	13F-HR Timeline
Summit Asset Management, LLC	1,108	$660K	0.1%	0	13F-HR Timeline
BLB&B Advisors, LLC	1,107	$660K	0.03%	0	13F-HR Timeline
Cypress Capital, LLC	1,106	$659K	0.19%	+20	13F-HR Timeline
NWAM LLC	1,104	$658K	0.04%	-23	13F-HR/A Timeline
SAX WEALTH ADVISORS, LLC	1,100	$656K	0.04%	+443	13F-HR Timeline
Western Wealth Management, LLC	1,100	$656K	0.03%	-77	13F-HR Timeline
HOWLAND CAPITAL MANAGEMENT LLC	1,087	$650K	0.02%	-410	13F-HR Timeline
3EDGE Asset Management, LP	1,089	$649K	0.04%	-280	13F-HR Timeline
Clear Creek Financial Management, LLC	1,085	$647K	0.06%	-294	13F-HR Timeline
FAGAN ASSOCIATES, INC.	1,077	$642K	0.09%	0	13F-HR Timeline
CX Institutional	1,076	$641K	0.02%	+431	13F-HR Timeline
McIlrath & Eck, LLC	1,075	$641K	0.07%	-20	13F-HR Timeline
Douglass Winthrop Advisors, LLC	1,074	$640K	0.01%	+74	13F-HR Timeline
Certified Advisory Corp	1,069	$637K	0.06%	+7	13F-HR Timeline
River Street Advisors LLC	1,069	$637K	0.25%	-22	13F-HR Timeline
MAIRS & POWER INC	1,064	$634K	0.01%	+199	13F-HR Timeline
Turtle Creek Wealth Advisors, LLC	1,064	$634K	0.06%	0	13F-HR Timeline
Mirador Capital Partners LP	1,061	$633K	0.09%	-18	13F-HR Timeline
First Western Trust Bank	1,055	$629K	0.03%	0	13F-HR Timeline
Bryn Mawr Trust Advisors, LLC	1,047	$624K	0.03%	+218	13F-HR Timeline
WBH ADVISORY INC	1,045	$623K	0.05%	0	13F-HR Timeline
KINGSWOOD WEALTH ADVISORS, LLC	1,043	$622K	0.04%	+163	13F-HR Timeline
WEALTH ALLIANCE, LLC	1,040	$620K	0.06%	+375	13F-HR Timeline
First National Trust Co	1,039	$619K	0.02%	0	13F-HR Timeline
Apella Capital, LLC	1,052	$618K	0.01%	+2	13F-HR Timeline
Rise Advisors, LLC	1,035	$617K	0.22%	+189	13F-HR Timeline
WorthPointe, LLC	1,032	$615K	0.23%	0	13F-HR Timeline
Members Trust Co	1,030	$614K	0.02%	0	13F-HR Timeline
UNITED BANK	1,025	$611K	0.07%	0	13F-HR Timeline
BAXTER BROS INC	1,023	$610K	0.07%	0	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	1,020	$608K	0.01%	-437	13F-HR Timeline
Mutual Advisors, LLC	1,013	$607K	0.01%	+170	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	1,016	$606K	0.09%	+1	13F-HR Timeline
Capital Investment Advisors, LLC	1,015	$605K	0.01%	0	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	1,010	$602K	0.02%	+1	13F-HR Timeline Group
FLAGSHIP HARBOR ADVISORS, LLC	1,007	$600K	0.03%	0	13F-HR Timeline
Grey Ledge Advisors, LLC	1,003	$598K	0.14%	-35	13F-HR Timeline