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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,438 managers (1,455 13F filers) reported a position in MDY shares at 2026-03-31, 24,850,491 shares in all. 95 filers opened a position and 69 filers sold out during the quarter.

Managers
1,438
13F filers
1,455
New
95
Added
324
Reduced
543
Sold out
69
Shares held by filers
24,850,491

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Taylor Financial Group, Inc.1,883$1.16M0.7%013F-HRTimeline
Cassaday & Co Wealth Management LLC1,879$1.16M0.02%013F-HRTimeline
Forza Wealth Management, LLC1,876$1.16M0.4%013F-HRTimeline
Pine Valley Investments Ltd Liability Co1,872$1.16M0.06%-5013F-HRTimeline
JENNISON ASSOCIATES LLC1,874$1.16M<0.01%-1,65413F-HRTimeline
BRAUN STACEY ASSOCIATES INC1,871$1.15M0.04%+32213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,788$1.15M0.07%-9913F-HR/ATimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC1,870$1.15M0.04%013F-HRTimeline
Texas Capital Bank Wealth Management Se…1,869$1.15M0.07%-60013F-HRTimeline
SVB WEALTH LLC1,867$1.15M0.08%-6513F-HRTimeline
SAXON INTERESTS, INC.1,860$1.15M0.4%-51513F-HRTimeline
E&G Advisors, LLC1,860$1.15M0.26%+2513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,857$1.15M0.04%+1,46213F-HRTimelineGroup
Long Road Investment Counsel, LLC1,850$1.14M0.45%013F-HRTimeline
SkyView Investment Advisors, LLC1,850$1.14M0.15%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC1,843$1.14M0.06%-19113F-HRTimeline
HOWE & RUSLING INC1,840$1.13M0.07%013F-HRTimeline
Blue Zone Wealth Advisors, LLC1,840$1.13M0.23%-413F-HRTimeline
Glassman Wealth Services1,836$1.13M0.15%+9713F-HRTimeline
Dynamic Advisor Solutions LLC1,834$1.13M0.04%+4113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,821$1.12M0.01%+18713F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,818$1.12M0.01%new13F-HRTimelineGroup
Manchester Capital Management LLC1,799$1.11M0.16%013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC1,797$1.11M0.3%+74313F-HRTimeline
First National Bank of Mount Dora, Trus…1,796$1.11M0.24%-3213F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,790$1.1M0.18%013F-HRTimeline
Capital Advantage, Inc.1,784$1.1M0.14%-213F-HRTimeline
Sunpointe, LLC1,780$1.1M0.36%-2513F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A1,776$1.1M<0.01%013F-HRTimelineGroup
Peterson Wealth Services1,769$1.09M0.27%+25413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,768$1.09M0.05%013F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…1,764$1.09M0.66%-113F-HRTimeline
Mason Investment Advisory Services, Inc.1,758$1.08M0.05%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,753$1.08M0.02%new13F-HRTimelineGroup
BigSur Wealth Management LLC1,740$1.08M0.3%+30013F-HRTimeline
Integrated Wealth Concepts LLC1,741$1.07M0.01%+78013F-HRTimeline
ROBERTS GLORE & CO INC /IL/1,740$1.07M0.29%+26913F-HRTimeline
LYNCH & ASSOCIATES/IN1,740$1.07M0.2%013F-HRTimeline
PARK NATIONAL CORP /OH/1,738$1.07M0.03%+28813F-HRTimeline
Moment Partners, LLC1,728$1.07M0.19%013F-HRTimeline
Aprio Wealth Management, LLC1,727$1.06M0.06%+9013F-HRTimeline
Paragon Capital Management Ltd1,700$1.05M0.22%013F-HRTimeline
BRIGHTON JONES LLC1,697$1.05M0.02%new13F-HR/ATimeline
SteelPeak Wealth, LLC1,687$1.04M0.03%013F-HRTimeline
Cannon Capital Management, Inc.1,691$1.04M0.85%-43013F-HRTimeline
Aegis Wealth Management, Inc.1,687$1.04M0.82%+7113F-HRTimeline
Darrow Company, Inc.1,683$1.04M0.47%013F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…1,537$1.03M0.65%013F-HRTimeline
Avantax Planning Partners, Inc.1,671$1.03M0.03%-13413F-HRTimeline
Legacy Private Trust Co.1,665$1.03M0.06%013F-HRTimeline
Jordan Park Group LLC1,664$1.03M0.05%013F-HRTimeline
Financial Solutions Advisory Group, Inc.1,657$1.02M0.14%13F-HRTimeline
Fiduciary Alliance LLC1,561$1.02M0.06%+16313F-HRTimeline
Old North State Trust, LLC1,648$1.02M0.6%013F-HRTimeline
WHITE PINE CAPITAL LLC1,646$1.02M0.28%-16413F-HR/ATimeline
Berger Financial Group, Inc1,630$1.01M0.06%-1013F-HRTimeline
Baker Avenue Asset Management, LP1,627$1M0.02%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,626$1M0.02%013F-HRTimeline
M3 Advisory Group, LLC1,621$1000K0.62%+4013F-HRTimeline
Compound Planning, Inc.1,620$999K0.03%+6713F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,613$995K0.31%+55413F-HRTimeline
Sovereign Financial Group, Inc.1,607$991K0.17%-513F-HRTimeline
SIG BROKERAGE, LP1,600$987K0.28%013F-HRTimeline
VeraBank, N.A.1,600$987K0.18%013F-HRTimeline
Henderson Brothers Financial Partners, …1,592$982K0.25%13F-HRTimeline
Beacon Financial Advisory LLC1,589$980K0.22%+313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …1,572$969K0.05%+87313F-HRTimelineGroup
Aptus Capital Advisors, LLC1,571$969K0.01%-1613F-HRTimeline
Harvest Investment Services, LLC1,559$962K0.18%-1,33613F-HRTimeline
Bridgewater Advisors Inc.1,435$958K0.06%013F-HRTimeline
Cornerstone Wealth Management, LLC1,552$957K0.05%+16413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,549$956K0.05%+66913F-HRTimelineGroup
Foundations Investment Advisors, LLC1,536$948K0.01%-22913F-HRTimeline
Clarendon Private LLC1,528$942K0.72%+613F-HRTimeline
Panoramic Capital Partners, LLC1,526$941K0.58%+9713F-HRTimeline
Gen-Wealth Partners Inc1,507$929K0.29%-613F-HRTimeline
WARNER FINANCIAL, INC1,505$928K0.32%+113F-HRTimeline
Wood Tarver Financial Group, LLC1,504$927K0.26%-1213F-HRTimeline
RETIREMENT CAPITAL STRATEGIES1,502$926K0.35%013F-HRTimeline
Black Maple Capital Management LP1,500$925K0.71%-50013F-HRTimeline
VISTA INVESTMENT MANAGEMENT1,494$921K0.31%013F-HRTimeline
Gambit Capital Management, LLC1,491$920K0.66%-1,71613F-HRTimeline
Pure Financial Advisors, LLC1,491$920K0.01%-2113F-HRTimeline
3EDGE Asset Management, LP1,487$917K0.04%+15313F-HRTimeline
General Partner, Inc.1,484$915K0.56%013F-HRTimeline
Coastal Bridge Advisors, LLC1,484$915K0.06%+213F-HRTimeline
FIRST AMERICAN TRUST, FSB1,476$910K0.06%+28113F-HRTimeline
Koss-Olinger Consulting, LLC1,472$908K0.08%-32613F-HRTimeline
Gunpowder Capital Management, LLC dba O…1,469$906K0.69%013F-HRTimeline
Rothschild Capital Partners, LLC1,468$905K0.22%+1113F-HRTimeline
Samalin Investment Counsel, LLC1,466$904K0.32%+6413F-HRTimeline
Rialto Wealth Management, LLC1,463$902K0.2%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,457$901K0.1%013F-HRTimelineGroup
Prosperity Planning, Inc.1,460$900K0.23%-3713F-HRTimeline
LCNB CORP1,455$897K0.3%+5013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,455$897K0.11%013F-HRTimeline
Pettinga Financial Advisors LLC1,453$896K0.17%-1013F-HRTimeline
American Money Management, LLC1,452$896K0.14%-5813F-HRTimeline
Sachetta, LLC1,433$884K0.48%-11613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,429$881K0.32%-7013F-HRTimeline
Quadrant Private Wealth Management, LLC1,424$880K0.14%-213F-HRTimeline
WealthSpring Partners, LLC1,417$874K0.8%+313F-HRTimeline
Pasadena Private Wealth, LLC1,413$871K0.12%+17613F-HRTimeline
IFP Advisors, Inc1,410$870K0.02%-613F-HRTimeline
Leisure Capital Management1,405$867K0.3%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,400$863K0.02%-1513F-HRTimeline
Douglass Winthrop Advisors, LLC1,400$863K0.02%013F-HRTimeline
LAM GROUP, INC.1,400$863K0.47%013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC1,393$859K0.13%013F-HRTimeline
Renaissance Investment Group LLC1,387$855K0.18%-20613F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC1,383$853K0.51%+113F-HRTimeline
FCA CORP /TX1,380$851K0.24%013F-HRTimeline
United Community Bankin group United Community Bank1,377$849K0.28%+4013F-HRTimelineGroup
M. Kraus & Co1,375$848K0.25%013F-HRTimeline
Tennessee Valley Asset Management Partn…1,373$847K0.11%+113F-HRTimeline
Towne Trust Company, N.A1,370$845K0.27%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC1,369$844K0.26%013F-HRTimeline
Ashford Advisors, LLC1,361$841K0.2%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,362$840K0.22%013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,359$838K0.01%+11413F-HRTimelineGroup
Garden State Investment Advisory Servic…1,344$835K0.2%-18713F-HRTimeline
Opulen Financial Group LLC1,354$835K0.59%-913F-HRTimeline
McGuire Investment Group, LLC1,354$835K0.09%013F-HRTimeline
D.A. DAVIDSON & CO.1,349$832K0.01%-1613F-HRTimeline
VIAWEALTH, LLC1,325$817K0.45%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC1,319$813K0.44%+2913F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC1,316$812K0.1%013F-HRTimeline
Dana Investment Advisors, Inc.1,308$807K0.02%+2413F-HRTimeline
Rise Advisors, LLC1,293$804K0.28%+4413F-HRTimeline
MontVue Capital Management, Inc.1,301$802K0.55%-14613F-HRTimeline
APPLETON PARTNERS INC/MA1,300$802K0.06%013F-HRTimeline
Schrum Private Wealth Management LLC1,298$801K0.61%013F-HRTimeline
L & S Advisors Inc1,289$795K0.1%-83513F-HRTimeline
Apeiron RIA LLC1,289$795K0.18%+15713F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,175$791K0.28%-1013F-HRTimeline
Prosperity Bancshares Inc1,277$788K0.63%013F-HRTimeline
Kovack Advisors, Inc.1,267$784K0.04%-3313F-HRTimeline
TCI Wealth Advisors, Inc.1,268$782K0.04%013F-HRTimeline
TruNorth Capital Management, LLC1,265$780K0.15%013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.1,260$779K0.62%013F-HRTimeline
Fiduciary Wealth Partners, LLC1,261$778K0.51%-41313F-HRTimeline
Holistic Financial Partners1,261$778K0.29%+313F-HRTimeline
Cypress Capital, LLC1,261$777K0.22%+20713F-HRTimeline
DAVENPORT & Co LLC1,258$776K<0.01%-27013F-HRTimeline
Miramar Capital, LLC1,252$772K0.17%013F-HRTimeline
Avalon Trust Co1,250$771K0.05%+25013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.1,242$766K0.07%013F-HRTimeline
Ground Swell Capital, LLC1,241$765K1.51%new13F-HRTimeline
Urban Financial Advisory Corp1,241$765K0.27%+513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,235$761K0.02%+5013F-HRTimeline
HM PAYSON & CO1,228$757K0.01%013F-HRTimeline
CGN Advisors LLC1,225$756K0.06%013F-HRTimeline
SIMON QUICK ADVISORS, LLC1,224$755K0.03%013F-HRTimeline
Kaydan Wealth Management, Inc.1,220$752K0.25%013F-HRTimeline
ORBA Wealth Advisors, L.L.C.1,216$750K0.89%-813F-HRTimeline
FAS Wealth Partners, Inc.1,215$749K0.05%+113F-HRTimeline
FCG Investment Co1,210$746K0.33%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC1,208$745K0.02%013F-HRTimeline
Brightwater Advisory LLC1,197$738K0.49%+2013F-HRTimeline
Sage Mountain Advisors LLC1,190$734K0.05%013F-HRTimeline
Omega Financial Group, LLC1,179$727K0.24%-18213F-HRTimeline
Aerodigm Wealth, LLC1,178$727K0.27%013F-HRTimeline
Cascade Financial Partners, LLC1,175$725K0.07%013F-HRTimeline
STAR Financial Bank1,167$720K0.34%-7813F-HRTimeline
Stanich Group LLC1,156$713K0.54%-513F-HRTimeline
Venture Visionary Partners LLC1,154$712K0.02%-813F-HRTimeline
Parkside Financial Bank & Trust1,152$711K0.05%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,151$710K0.03%013F-HRTimeline
Truepoint, Inc.1,144$706K0.02%-1313F-HRTimeline
Pacific Sun Financial Corp1,142$705K0.34%013F-HRTimeline
CX Institutional1,142$705K0.02%-3413F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.1,142$704K0.67%-3013F-HRTimeline
Livet Wealth, LLC1,141$704K0.45%-913F-HRTimeline
Rathbones Group PLC1,140$703K<0.01%013F-HR/ATimeline
BOYUM WEALTH ARCHITECTS LLC1,054$700K0.29%013F-HRTimeline
New Hampshire Trust1,134$699K0.14%013F-HRTimeline
Single Point Partners, LLC1,131$698K0.14%013F-HRTimeline
Mirador Capital Partners LP1,124$693K0.1%+5713F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD1,119$690K0.41%013F-HRTimeline
Marion Wealth Management1,114$687K0.15%+313F-HRTimeline
Jacksonville Wealth Management, LLC1,109$684K0.46%-1713F-HRTimeline
Summit Asset Management, LLC1,108$683K0.1%013F-HRTimeline
BLB&B Advisors, LLC1,107$683K0.03%-313F-HRTimeline
Round Rock Advisors LLC1,101$679K0.1%-4313F-HRTimeline
River Street Advisors LLC1,098$677K0.23%+3513F-HRTimeline
Peak Planning Group, LLC1,097$676K0.19%-11013F-HRTimeline
Carrera Capital Advisors1,091$675K0.1%-33613F-HRTimeline
AE Wealth Management LLC1,084$669K<0.01%-39513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,077$666K0.03%013F-HRTimeline
FAGAN ASSOCIATES, INC.1,078$665K0.09%+113F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,077$664K0.05%-913F-HRTimeline
McIlrath & Eck, LLC1,075$663K0.05%013F-HRTimeline
Royal Fund Management, LLC1,075$663K0.06%013F-HRTimeline
Clear Creek Financial Management, LLC1,075$663K0.05%-813F-HRTimeline
Vise Technologies, Inc.1,093$659K0.01%013F-HRTimeline
MRWM Advisors, LLC1,068$659K0.36%+19013F-HRTimeline
Western Wealth Management, LLC1,065$657K0.03%-1013F-HR/ATimeline
Daytona Street Capital LLC1,050$657K0.51%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,064$656K0.05%013F-HRTimeline
RTD Financial Advisors, Inc.1,062$655K0.08%-54313F-HRTimeline