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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,525 managers (1,542 13F filers) reported a position in MDY shares at 2026-06-30, 24,747,701 shares in all. 139 filers opened a position and 47 filers sold out during the quarter.

Managers
1,525
13F filers
1,542
New
139
Added
346
Reduced
537
Sold out
47
Shares held by filers
24,747,701

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Rathbones Group PLC1,140$802K<0.01%013F-HRTimeline
Pacific Sun Financial Corp1,135$799K0.33%-713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,134$798K0.01%+26213F-HRTimelineGroup
New Hampshire Trust1,134$798K0.15%013F-HRTimeline
Single Point Partners, LLC1,131$795K0.14%013F-HRTimeline
FCG Investment Co1,126$792K0.27%-8413F-HRTimeline
Cascade Financial Partners, LLC1,116$785K0.07%-5913F-HRTimeline
Summit Asset Management, LLC1,108$779K0.1%013F-HRTimeline
MRWM Advisors, LLC1,104$776K0.32%+3613F-HRTimeline
River Street Advisors LLC1,098$772K0.23%013F-HRTimeline
Capital Investment Advisors, LLC1,097$772K0.01%+8013F-HRTimeline
Carrera Capital Advisors1,093$770K0.11%+213F-HRTimeline
Jacksonville Wealth Management, LLC1,086$764K0.43%-2313F-HRTimeline
AlphaCore Capital LLC1,086$764K0.01%+8813F-HRTimeline
Round Rock Advisors LLC1,085$763K0.1%-1613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,077$759K0.03%013F-HRTimeline
FAGAN ASSOCIATES, INC.1,078$758K0.09%013F-HRTimeline
BLB&B Advisors, LLC1,076$757K0.03%-3113F-HRTimeline
Venture Visionary Partners LLC1,065$749K0.02%-8913F-HRTimeline
Western Wealth Management, LLC1,065$749K0.02%013F-HRTimeline
Clear Creek Financial Management, LLC1,065$749K0.05%-1013F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,064$748K0.04%013F-HRTimeline
RTD Financial Advisors, Inc.1,062$747K0.08%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,061$746K0.05%-1613F-HRTimeline
Stablepoint Partners, LLC1,059$745K0.1%+20213F-HRTimeline
Royal Fund Management, LLC1,059$745K0.06%-1613F-HRTimeline
First Western Trust Bank1,055$742K0.04%013F-HRTimeline
Peak Planning Group, LLC1,047$736K0.17%-5013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,035$728K0.11%+113F-HRTimeline
WorthPointe, LLC1,032$726K0.18%013F-HRTimeline
Daytona Street Capital LLC1,050$725K0.53%013F-HRTimeline
Northstar Advisory Group, LLC1,030$724K0.23%new13F-HRTimeline
Members Trust Co1,030$724K0.02%013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC1,054$723K0.29%013F-HRTimeline
BAXTER BROS INC1,023$720K0.08%013F-HRTimeline
Range Advisory, LLC1,016$715K0.09%+213F-HRTimeline
River Wealth Advisors LLC1,015$714K0.07%-2113F-HR/ATimeline
Grey Ledge Advisors, LLC1,013$713K0.14%-2213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,012$712K0.02%+113F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC1,008$709K0.03%013F-HRTimeline
Lifestyle Asset Management, Inc.1,007$708K0.19%+16413F-HRTimeline
CONNORS INVESTOR SERVICES INC1,007$708K0.06%013F-HRTimeline
Valeo Financial Advisors, LLC1,008$706K0.01%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,003$705K0.02%+113F-HRTimeline
Nemes Rush Group LLC1,003$705K0.06%-513F-HRTimeline
AE Wealth Management LLC1,002$704K<0.01%-8213F-HRTimeline
SEVEN MILE ADVISORY992$699K0.47%013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC994$699K0.42%013F-HRTimeline
Mutual Advisors, LLC994$699K0.01%013F-HRTimeline
Wealth Advisory Solutions, LLC993$698K0.14%013F-HRTimeline
Plante Moran Financial Advisors, LLC989$696K0.03%013F-HRTimeline
WBH ADVISORY INC988$695K0.05%-5813F-HRTimeline
Tanager Wealth Management LLP988$695K0.06%013F-HRTimeline
Diversified Enterprises, LLC985$693K0.03%013F-HRTimeline
Broadview Financial Management, LLC978$688K0.42%-1213F-HRTimeline
Bryn Mawr Trust Advisors, LLC975$686K0.03%013F-HRTimeline
Livet Wealth, LLC972$684K0.39%-16913F-HRTimeline
Maren Capital LLC964$678K0.03%013F-HRTimeline
Smithfield Trust Co955$673K0.03%013F-HRTimeline
BSW Wealth Partners956$672K0.07%-413F-HRTimeline
Avalon Trust Co950$668K0.04%-30013F-HRTimeline
Markowski Investments950$668K0.15%13F-HRTimeline
Tower View Wealth Management LLC949$667K0.29%013F-HRTimeline
Clear Trail Advisors, LLC943$663K0.1%-1013F-HRTimeline
SAX WEALTH ADVISORS, LLC1,073$662K0.03%+14713F-HRTimeline
Bell Bank940$661K0.03%+513F-HRTimeline
HTG Investment Advisors, Inc.940$661K0.17%013F-HRTimeline
Shepherd Financial Partners LLC936$658K0.05%+8113F-HRTimeline
Modern Wealth Management, LLC935$657K0.01%+58713F-HRTimeline
NORTHLAND SECURITIES, INC.928$653K0.38%013F-HRTimeline
HCR Wealth Advisors926$652K0.06%013F-HRTimeline
SevenBridge Financial Group, LLC917$650K0.1%013F-HRTimeline
J.Safra Asset Management Corp923$649K0.03%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP923$649K<0.01%+22313F-HRTimelineGroup
TRILLIUM ASSET MANAGEMENT, LLC920$647K0.02%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/920$647K0.05%+42813F-HRTimeline
Sanchez Gaunt Capital Management, LLC912$641K0.36%-1013F-HRTimeline
Empirical Financial Services, LLC d.b.a…904$636K0.01%-1313F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.903$635K0.11%+55113F-HRTimeline
First PREMIER Bank902$634K0.1%013F-HRTimeline
Eagle Strategies LLC900$633K0.06%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC897$631K0.04%013F-HRTimeline
Chicago Capital, LLC895$629K0.02%new13F-HRTimeline
FIRST MANHATTAN CO. LLC.892$629K<0.01%new13F-HRTimeline
Edgestream Partners, L.P.894$629K0.02%+51713F-HRTimeline
Bragg Financial Advisors, Inc892$628K0.02%013F-HRTimeline
Stone Summit Wealth LLC890$626K0.16%-5413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.888$625K0.01%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC887$624K<0.01%-113F-HRTimelineGroup
Creekside Partners887$624K0.23%+113F-HRTimeline
First Business Financial Services, Inc.887$624K0.05%013F-HRTimeline
Sequent Asset Management, LLC882$620K0.26%new13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC881$619K0.08%-713F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC880$619K0.17%+113F-HRTimeline
JNBA Financial Advisors878$618K0.05%-913F-HRTimeline
Canvas Wealth Advisors, LLC878$618K0.09%+6213F-HRTimeline
Legacy Capital Wealth Partners, LLC873$614K0.12%-413F-HRTimeline
CONGRESS ASSET MANAGEMENT CO873$614K<0.01%-16113F-HRTimeline
Evernest Financial Advisors, LLC871$613K0.13%013F-HRTimeline
Huntleigh Advisors, Inc.870$612K0.09%013F-HRTimeline
Naviter Wealth, LLC866$611K0.06%013F-HRTimeline
Advisors Capital Management, LLC862$606K0.01%-2513F-HRTimeline
IMA Advisory Services, Inc.858$604K0.04%new13F-HRTimeline
UNITED BANK858$603K0.07%013F-HRTimeline
FWG Holdings, LLC872$602K0.21%-7413F-HRTimeline
Hirtle & Co., LLC855$601K0.02%new13F-HRTimeline
Cornerstone Wealth Group, LLC853$600K0.04%+2313F-HRTimeline
Rockline Wealth Management, LLC852$599K0.11%-313F-HRTimeline
DUNCKER STREETT & CO INC849$597K0.1%013F-HRTimeline
Almanack Investment Partners, LLC.843$593K0.08%+4413F-HRTimeline
Platform Technology Partners841$592K0.1%013F-HRTimeline
Montis Financial, LLC840$591K0.12%-813F-HRTimeline
Avior Wealth Management, LLC839$590K0.02%+9713F-HRTimeline
EAGLE GLOBAL ADVISORS LLC838$589K0.02%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC835$589K0.05%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …836$588K<0.01%+48013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC832$585K0.01%-813F-HRTimelineGroup
Stillwater Capital Advisors, LLC830$584K0.06%013F-HRTimeline
DWR WEALTH MANAGEMENT, LLC836$583K0.44%013F-HRTimeline
Sunpointe, LLC828$583K0.17%-95213F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)821$577K0.01%-4,33813F-HRTimelineGroup
HBK Sorce Advisory LLC818$574K0.01%-6713F-HRTimeline
Missouri Trust & Investment Co836$574K0.16%013F-HRTimeline
ABOUND FINANCIAL, LLC815$573K0.23%-1613F-HRTimeline
Seelaus Asset Management LLC814$573K0.4%013F-HRTimeline
Parcion Private Wealth LLC813$572K0.03%+313F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC813$572K0.03%013F-HRTimeline
Genesis Wealth Advisors, LLC806$567K0.34%-4013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC804$567K0.03%+26913F-HRTimeline
Marquette Asset Management, LLC800$563K0.07%013F-HRTimeline
Cohen Klingenstein LLC800$563K0.02%013F-HRTimeline
MAIRS & POWER INC798$561K0.01%-2113F-HRTimeline
Roof Eidam Maycock Peralta, LLC798$561K0.11%013F-HRTimeline
Invenomic Capital Management LP797$561K0.03%013F-HRTimeline
Henderson Brothers Financial Partners, …796$560K0.27%-79613F-HRTimeline
Rehmann Capital Advisory Group793$558K0.03%013F-HRTimeline
Verdence Capital Advisors LLC793$558K0.03%+113F-HRTimeline
First National Trust Co792$557K0.02%-21813F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA791$556K0.29%013F-HRTimeline
Washington Trust Bank790$556K0.04%-413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
One Charles Private Wealth Services, LLC788$554K0.13%013F-HRTimeline
CoreCap Advisors, LLC788$554K0.02%-3113F-HRTimeline
Canal Capital Management, LLC787$553K0.07%+213F-HRTimeline
Objectivity Squared, LLC785$552K0.31%+213F-HRTimeline
DELTEC ASSET MANAGEMENT LLC780$549K0.08%013F-HRTimeline
Summit Place Financial Advisors, LLC780$549K0.24%013F-HRTimeline
OpenArc Corporate Advisory, LLC773$544K0.01%-2513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT772$543K0.01%-713F-HR/ATimeline
Roehl & Yi Investment Advisors, LLC764$537K0.18%+7613F-HRTimeline
Harbor Group, Inc.761$535K0.06%+113F-HRTimeline
CARDIFF PARK ADVISORS, LLC759$534K0.04%013F-HRTimeline
NewEdge Wealth, LLC759$534K0.01%+213F-HRTimeline
Maxele Advisors, LLC758$533K0.37%13F-HRTimeline
TMB Capital Partners, LLC754$530K0.17%+213F-HRTimeline
LS Investment Advisors, LLC753$530K0.07%013F-HRTimeline
BIP Wealth, LLC751$528K0.01%-613F-HRTimeline
Robertson Stephens Wealth Management, L…741$522K0.01%013F-HRTimeline
Measured Risk Portfolios, Inc.741$521K0.46%-513F-HRTimeline
Strategic Wealth Partners, Ltd.741$521K0.03%+7013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD736$518K<0.01%new13F-HRTimelineGroup
PFG Investments, LLC736$517K0.02%+1413F-HRTimeline
LEE DANNER & BASS INC733$516K0.03%-19213F-HRTimeline
ISTHMUS PARTNERS, LLC733$516K0.05%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding731$514K-5Timeline
Ardent Capital Management, Inc.730$513K0.21%013F-HRTimeline
PIONEER TRUST BANK N A/OR728$512K0.12%013F-HRTimeline
Fisher Asset Management, LLC726$511K<0.01%new13F-HRTimeline
Compass Planning Associates Inc725$510K0.28%new13F-HRTimeline
Rodgers Brothers Inc.725$510K0.05%013F-HRTimeline
Wagner Wealth Management, LLC722$508K0.09%013F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC719$507K0.26%-10013F-HRTimeline
Diesslin Group, Inc.720$506K0.2%-1013F-HRTimeline
Capital Advisors, Ltd. LLC717$505K0.05%013F-HRTimeline
marrick wealth, LLC715$503K0.36%+22713F-HRTimeline
Field & Main Bank714$502K0.1%013F-HR/ATimeline
ELLERSON GROUP INC /ADV711$500K0.3%-413F-HRTimeline
LAWOOD & CO710$499K0.34%013F-HRTimeline
TRED AVON FAMILY WEALTH, LLC707$497K0.15%013F-HRTimeline
Gladstone Institutional Advisory LLC706$497K0.02%-2813F-HRTimeline
Coquina Private Wealth LLC706$497K0.34%013F-HRTimeline
Napier Financial, LLC705$496K0.1%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC705$496K0.01%-8513F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC704$495K0.02%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC704$495K0.1%013F-HRTimeline
Hickory Point Bank & Trust703$494K0.3%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC699$492K0.05%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC699$492K0.14%013F-HRTimeline
WealthPLAN Partners, LLC698$491K0.09%+1513F-HRTimeline
Brand Asset Management Group, Inc.693$487K0.11%-813F-HRTimeline
Keudell/Morrison Wealth Management692$487K0.09%+1013F-HRTimeline
InTrack Investment Management Inc692$486K0.24%-19713F-HRTimeline
ARWA LLC702$486K0.2%013F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT690$485K0.2%+213F-HRTimeline
JDM Financial Group LLC689$485K0.17%-26,27113F-HRTimeline
Heartwood Wealth Advisors LLC688$484K0.04%013F-HRTimeline
Arrowroot Family Office, LLC687$483K0.14%+7813F-HRTimeline
Bedel Financial Consulting, Inc.687$483K0.05%013F-HRTimeline
CM WEALTH ADVISORS LLC685$483K0.09%013F-HRTimeline
CRA Financial Services, LLC686$482K0.06%-3613F-HRTimeline
CAPITAL ADVISORS INC/OK683$480K0.01%013F-HRTimeline