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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,420 managers (1,436 13F filers) reported a position in MDY shares at 2025-12-31, 25,509,486 shares in all. 71 filers opened a position and 57 filers sold out during the quarter.

Managers
1,420
13F filers
1,436
New
71
Added
357
Reduced
490
Sold out
57
Shares held by filers
25,509,486

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
TRUST CO OF VERMONT1,896$1.14M0.05%+69613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,887$1.14M0.07%-3813F-HRTimeline
Private Wealth Group, LLC1,887$1.14M0.55%013F-HRTimeline
Taylor Financial Group, Inc.1,883$1.14M0.67%-3213F-HRTimeline
Cassaday & Co Wealth Management LLC1,879$1.13M0.02%-1513F-HRTimeline
Forza Wealth Management, LLC1,876$1.13M0.41%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC1,870$1.13M0.04%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,862$1.12M0.02%-68713F-HR/ATimeline
Long Road Investment Counsel, LLC1,850$1.12M0.42%+10013F-HRTimeline
SkyView Investment Advisors, LLC1,850$1.12M0.14%013F-HRTimeline
Blue Zone Wealth Advisors, LLC1,844$1.11M0.21%+63113F-HRTimeline
HOWE & RUSLING INC1,840$1.11M0.07%013F-HRTimeline
E&G Advisors, LLC1,835$1.11M0.25%+4113F-HRTimeline
ROCKLAND TRUST CO1,831$1.1M0.04%+23413F-HRTimeline
First National Bank of Mount Dora, Trus…1,828$1.1M0.24%-2113F-HRTimeline
Cadence Bank1,818$1.1M0.06%013F-HRTimeline
Sunpointe, LLC1,805$1.09M0.36%-1213F-HRTimeline
WHITE PINE CAPITAL LLC1,810$1.09M0.3%-12113F-HRTimeline
Horizon Investments, LLC1,809$1.09M0.01%-8113F-HRTimeline
Acorn Wealth Advisors, LLC1,806$1.09M0.32%-39113F-HRTimeline
Avantax Planning Partners, Inc.1,805$1.09M0.03%-18813F-HRTimeline
Manchester Capital Management LLC1,799$1.09M0.15%013F-HRTimeline
Koss-Olinger Consulting, LLC1,798$1.08M0.08%-11213F-HRTimeline
Dynamic Advisor Solutions LLC1,793$1.08M0.03%-76313F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,790$1.08M0.17%013F-HRTimeline
Capital Advantage, Inc.1,786$1.08M0.15%-613F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A1,776$1.07M<0.01%+5113F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI1,768$1.07M0.06%+913F-HRTimeline
Foundations Investment Advisors, LLC1,765$1.06M0.01%+65413F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…1,765$1.06M0.62%-213F-HRTimeline
Mason Investment Advisory Services, Inc.1,758$1.06M0.05%-1913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,750$1.06M0.04%013F-HRTimelineGroup
LYNCH & ASSOCIATES/IN1,740$1.05M0.2%013F-HRTimeline
Glassman Wealth Services1,739$1.05M0.14%-6913F-HRTimeline
Moment Partners, LLC1,728$1.05M0.22%013F-HRTimeline
Paragon Capital Management Ltd1,700$1.03M0.2%013F-HRTimeline
SteelPeak Wealth, LLC1,687$1.02M0.03%+1,30013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,691$1.02M0.39%013F-HRTimeline
WEALTH ALLIANCE, LLC1,685$1.02M0.1%+64513F-HRTimeline
Darrow Company, Inc.1,683$1.02M0.46%013F-HRTimeline
Fiduciary Wealth Partners, LLC1,674$1.01M0.41%013F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…1,537$1.01M0.73%013F-HRTimeline
Legacy Private Trust Co.1,665$1M0.06%013F-HRTimeline
Jordan Park Group LLC1,664$1M0.06%013F-HRTimeline
Old North State Trust, LLC1,648$994K0.59%-413F-HRTimeline
Berger Financial Group, Inc1,640$989K0.06%-6013F-HRTimeline
Aprio Wealth Management, LLC1,637$987K0.06%+92413F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,634$986K0.01%+61413F-HRTimeline
Baker Avenue Asset Management, LP1,627$982K0.02%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,626$981K0.02%013F-HRTimeline
Aegis Wealth Management, Inc.1,616$975K0.77%13F-HRTimeline
Orgel Wealth Management, LLC1,614$974K0.02%-2113F-HRTimeline
Sovereign Financial Group, Inc.1,612$973K0.17%-4613F-HRTimeline
RTD Financial Advisors, Inc.1,605$968K0.12%013F-HRTimeline
SIG BROKERAGE, LP1,600$965K0.32%013F-HRTimeline
VeraBank, N.A.1,600$965K0.18%-13713F-HRTimeline
InTrack Investment Management Inc1,599$964K0.54%013F-HRTimeline
Renaissance Investment Group LLC1,593$961K0.19%-26713F-HRTimeline
Aptus Capital Advisors, LLC1,587$957K0.01%+25513F-HRTimeline
Beacon Financial Advisory LLC1,586$957K0.22%-1513F-HRTimeline
M3 Advisory Group, LLC1,581$954K0.58%+4113F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.1,580$953K<0.01%new13F-HRTimelineGroup
Compound Planning, Inc.1,553$937K0.03%-16813F-HRTimeline
Sachetta, LLC1,549$935K0.51%+213F-HRTimeline
BRAUN STACEY ASSOCIATES INC1,549$934K0.03%-6813F-HRTimeline
Moors & Cabot, Inc.1,542$930K0.04%+1613F-HRTimeline
Garden State Investment Advisory Servic…1,531$929K0.22%-3,09713F-HRTimeline
Bridgewater Advisors Inc.1,435$922K0.06%013F-HRTimeline
DAVENPORT & Co LLC1,528$922K<0.01%+26713F-HRTimeline
Greystone Financial Group, LLC1,527$921K0.14%-8113F-HRTimeline
Clarendon Private LLC1,522$918K0.78%+413F-HRTimeline
Peterson Wealth Services1,515$914K0.23%+99013F-HRTimeline
Wood Tarver Financial Group, LLC1,516$914K0.26%-1113F-HRTimeline
Gen-Wealth Partners Inc1,513$913K0.29%013F-HRTimeline
Pure Financial Advisors, LLC1,512$912K0.01%+95313F-HRTimeline
American Money Management, LLC1,510$911K0.14%-313F-HRTimeline
WARNER FINANCIAL, INC1,504$907K0.31%+113F-HRTimeline
RETIREMENT CAPITAL STRATEGIES1,502$906K0.34%013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC1,502$906K0.39%+23013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,499$904K0.32%+213F-HRTimeline
Prosperity Planning, Inc.1,497$903K0.24%-2413F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/1,494$902K<0.01%+69413F-HRTimeline
VISTA INVESTMENT MANAGEMENT1,494$901K0.3%013F-HRTimeline
General Partner, Inc.1,484$895K0.51%013F-HRTimeline
Coastal Bridge Advisors, LLC1,482$894K0.07%+11813F-HRTimeline
AE Wealth Management LLC1,479$892K0.01%+2013F-HRTimeline
Larson Financial Group LLC1,471$888K0.03%+81413F-HRTimeline
ROBERTS GLORE & CO INC /IL/1,471$887K0.24%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…1,469$886K0.69%13F-HRTimeline
Pettinga Financial Advisors LLC1,463$883K0.17%-1413F-HRTimeline
Rialto Wealth Management, LLC1,463$883K0.21%-813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,457$882K0.09%013F-HRTimelineGroup
Rothschild Capital Partners, LLC1,457$879K0.21%+413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,455$878K0.11%-1013F-HRTimeline
PARK NATIONAL CORP /OH/1,450$875K0.03%+17113F-HRTimeline
Petix & Botte Co1,450$875K0.2%013F-HRTimeline
Sequoia Financial Advisors, LLC1,447$873K<0.01%-3413F-HRTimeline
MontVue Capital Management, Inc.1,447$873K0.58%+3013F-HRTimeline
BigSur Wealth Management LLC1,440$872K0.21%013F-HRTimeline
Carrera Capital Advisors1,427$864K0.15%-513F-HRTimeline
Quadrant Private Wealth Management, LLC1,426$863K0.14%+2313F-HRTimeline
Panoramic Capital Partners, LLC1,429$862K0.53%013F-HRTimeline
Clarius Group, LLC1,426$860K0.05%013F-HRTimeline
IFP Advisors, Inc1,416$854K0.02%-11513F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,415$854K0.02%-413F-HRTimeline
WealthSpring Partners, LLC1,414$853K0.87%13F-HRTimeline
Leisure Capital Management1,405$848K0.28%013F-HRTimeline
LCNB CORP1,405$848K0.28%-3513F-HRTimeline
Samalin Investment Counsel, LLC1,402$846K0.3%-2513F-HRTimeline
Douglass Winthrop Advisors, LLC1,400$845K0.01%+32613F-HRTimeline
LAM GROUP, INC.1,400$845K0.48%013F-HRTimeline
Fiduciary Alliance LLC1,398$844K0.06%+11113F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC1,393$840K0.11%013F-HRTimeline
Cornerstone Wealth Management, LLC1,388$837K0.04%-513F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC1,382$834K0.5%013F-HRTimeline
FCA CORP /TX1,380$833K0.24%013F-HRTimeline
M. Kraus & Co1,375$830K0.23%013F-HRTimeline
Tennessee Valley Asset Management Partn…1,372$828K0.11%+113F-HRTimeline
Towne Trust Company, N.A1,370$826K0.26%-3413F-HRTimeline
HARMONY ASSET MANAGEMENT LLC1,369$826K0.28%013F-HRTimeline
Ashford Advisors, LLC1,361$824K0.18%013F-HRTimeline
D.A. DAVIDSON & CO.1,365$824K0.01%-2813F-HRTimeline
Opulen Financial Group LLC1,363$822K0.6%+19613F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,362$822K0.21%-1813F-HRTimelineGroup
Omega Financial Group, LLC1,361$821K0.27%-5213F-HRTimeline
McGuire Investment Group, LLC1,354$817K0.09%-1713F-HRTimeline
Impact Capital Partners LLC1,345$811K0.24%+54213F-HRTimeline
Glaxis Capital Management, LLC1,340$808K1.38%-61013F-HRTimeline
United Community Bankin group United Community Bank1,337$807K0.3%-3413F-HRTimelineGroup
3EDGE Asset Management, LP1,334$805K0.04%+24513F-HRTimeline
Aspen Grove Capital, LLC1,328$805K0.14%+82713F-HRTimeline
VIAWEALTH, LLC1,325$799K0.45%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC1,316$794K0.11%013F-HRTimeline
Kovack Advisors, Inc.1,300$784K0.04%new13F-HR/ATimeline
APPLETON PARTNERS INC/MA1,300$784K0.05%-14013F-HRTimeline
TradeLink Capital LLC1,300$784K6.27%+39013F-HRTimeline
Schrum Private Wealth Management LLC1,298$783K0.58%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC1,290$778K0.43%-45113F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,185$777K0.3%-1,48613F-HRTimeline
Dana Investment Advisors, Inc.1,284$774K0.02%-113F-HRTimeline
Prosperity Bancshares Inc1,277$770K0.7%13F-HRTimeline
TCI Wealth Advisors, Inc.1,268$765K0.04%013F-HRTimeline
TruNorth Capital Management, LLC1,265$763K0.14%013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.1,260$763K0.63%013F-HRTimeline
Holistic Financial Partners1,258$759K0.28%-3013F-HRTimeline
Miramar Capital, LLC1,252$755K0.17%013F-HRTimeline
Rise Advisors, LLC1,249$754K0.27%+21413F-HRTimeline
STAR Financial Bank1,245$751K0.38%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,245$751K0.01%013F-HRTimelineGroup
GERMAN AMERICAN BANCORP, INC.1,242$750K0.06%013F-HRTimeline
Pasadena Private Wealth, LLC1,237$746K0.1%013F-HRTimeline
Urban Financial Advisory Corp1,236$746K0.29%+313F-HRTimeline
HM PAYSON & CO1,228$741K0.01%-16613F-HRTimeline
CGN Advisors LLC1,225$739K0.06%013F-HRTimeline
ORBA Wealth Advisors, L.L.C.1,224$738K0.64%-43013F-HRTimeline
SIMON QUICK ADVISORS, LLC1,224$738K0.03%+1113F-HRTimeline
Kaydan Wealth Management, Inc.1,220$736K0.21%013F-HRTimeline
FAS Wealth Partners, Inc.1,214$733K0.05%013F-HRTimeline
AlphaCore Capital LLC1,209$729K0.02%+67313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC1,208$729K0.02%-3813F-HRTimeline
Peak Planning Group, LLC1,207$728K0.2%-3113F-HRTimeline
GHE, LLC1,200$724K0.24%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB1,195$721K0.05%+80013F-HRTimeline
Sage Mountain Advisors LLC1,190$718K0.04%013F-HRTimeline
Apeiron RIA LLC1,132$716K0.15%+16513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,185$715K0.01%013F-HRTimeline
Aerodigm Wealth, LLC1,178$711K0.27%013F-HR/ATimeline
Brightwater Advisory LLC1,177$710K0.48%-2113F-HRTimeline
CX Institutional1,176$709K0.02%+10013F-HRTimeline
Cascade Financial Partners, LLC1,175$709K0.07%-8813F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.1,172$707K0.66%13F-HRTimeline
Marion Wealth Management1,111$707K0.16%+313F-HRTimeline
River Wealth Advisors LLC1,171$706K0.08%-213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd1,171$706K0.02%new13F-HRTimelineGroup
WealthPLAN Partners, LLC1,165$703K0.1%-10613F-HRTimeline
Venture Visionary Partners LLC1,162$701K0.02%013F-HRTimeline
Stanich Group LLC1,161$701K0.53%+113F-HRTimeline
Truepoint, Inc.1,157$698K0.02%-1913F-HRTimeline
Parkside Financial Bank & Trust1,152$695K0.05%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,151$694K0.03%013F-HRTimeline
Finivi Inc.1,151$694K0.4%+36013F-HRTimeline
Livet Wealth, LLC1,150$694K0.43%13F-HRTimeline
Pacific Sun Financial Corp1,142$690K0.33%-2213F-HRTimeline
Round Rock Advisors LLC1,144$690K0.1%-913F-HR/ATimeline
Rathbones Group PLC1,140$688K<0.01%013F-HR/ATimeline
New Hampshire Trust1,134$684K0.13%013F-HRTimeline
Single Point Partners, LLC1,131$682K0.13%-11713F-HRTimeline
Stone Summit Wealth LLC1,128$680K0.18%-5513F-HRTimeline
Jacksonville Wealth Management, LLC1,126$680K0.48%-1013F-HRTimeline
Nemes Rush Group LLC1,121$676K0.06%-1713F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD1,119$675K0.44%013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC1,054$671K0.31%new13F-HRTimeline
BLB&B Advisors, LLC1,110$670K0.03%+313F-HRTimeline
Summit Asset Management, LLC1,108$668K0.09%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL1,105$667K<0.01%new13F-HRTimeline
Advocacy Wealth Management, LLC1,104$666K0.03%new13F-HRTimeline
Blue Trust, Inc.1,102$665K0.01%+20513F-HRTimeline
Vise Technologies, Inc.1,093$659K0.01%new13F-HRTimeline
Valeo Financial Advisors, LLC1,089$657K0.01%+10613F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,086$655K0.05%-3813F-HRTimeline