MDY STATE STR SPDR S&P MIDCAP 40

SHS (fund), issuer CIK 936958

1,392 managers (1,407 13F filers) reported a position in MDY shares at 2024-12-31, 26,530,085 shares in all. 87 filers opened a position and 53 filers sold out during the quarter.

Managers: 1,392
13F filers: 1,407
New: 87
Added: 388
Reduced: 422
Sold out: 53
Shares held by filers: 26,530,085

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Advisors Capital Management, LLC	1,097	$625K	0.01%	-61	13F-HR Timeline
D.A. DAVIDSON & CO.	1,094	$623K	0.01%	-14	13F-HR Timeline
Legacy Trust	1,091	$621K	0.14%	-5	13F-HR Timeline
Parkside Financial Bank & Trust	1,089	$620K	0.08%	0	13F-HR Timeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC	1,087	$619K	0.29%	0	13F-HR Timeline
FCG Investment Co	1,087	$619K	0.38%	+60	13F-HR Timeline
3EDGE Asset Management, LP	1,087	$619K	0.04%	-259	13F-HR Timeline
HCR Wealth Advisors	1,079	$615K	0.08%	0	13F-HR Timeline
MIDLAND WEALTH ADVISORS, LLC	1,078	$614K	0.04%	-380	13F-HR Timeline
Royal Fund Management, LLC	1,075	$612K	0.07%	-1,095	13F-HR Timeline
Broadview Financial Management, LLC	1,071	$610K	0.44%	-12	13F-HR Timeline
SAXON INTERESTS, INC.	1,064	$606K	0.27%	0	13F-HR Timeline
Certified Advisory Corp	1,064	$606K	0.07%	+76	13F-HR Timeline
Quantbot Technologies LP	1,060	$604K	0.02%	new	13F-HR Timeline
First National Trust Co	1,054	$600K	0.02%	-35	13F-HR Timeline
Bleakley Financial Group, LLC	1,049	$598K	0.02%	0	13F-HR Timeline
FAS Wealth Partners, Inc.	1,047	$596K	0.05%	0	13F-HR Timeline
Compass Planning Associates Inc	1,043	$594K	0.6%		13F-HR Timeline
GW&K Investment Management, LLC	1,039	$592K	0.01%	0	13F-HR Timeline
Foundations Investment Advisors, LLC	1,039	$592K	0.01%	+54	13F-HR Timeline
MAIRS & POWER INC	1,035	$590K	0.01%	+200	13F-HR Timeline
WorthPointe, LLC	1,032	$588K	0.24%	-73	13F-HR Timeline
UNITED BANK	1,025	$584K	0.07%	0	13F-HR Timeline
BAXTER BROS INC	1,023	$583K	0.08%	0	13F-HR Timeline
Optivise Advisory Services LLC	1,020	$581K	0.31%	+258	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	1,012	$576K	0.1%	+1	13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	1,007	$574K	0.03%	0	13F-HR Timeline
Plancorp, LLC	1,003	$571K	0.02%	+34	13F-HR Timeline
FWG Holdings, LLC	977	$571K	0.27%	0	13F-HR Timeline
GHE, LLC	1,000	$570K	0.23%	0	13F-HR/A Timeline
Douglass Winthrop Advisors, LLC	1,000	$570K	0.01%	0	13F-HR Timeline
Wealth Advisory Solutions, LLC	1,000	$570K	0.16%	0	13F-HR Timeline
Hill Investment Group Partners, LLC	1,000	$570K	0.08%	0	13F-HR Timeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC	994	$566K	0.42%	0	13F-HR Timeline
Tanager Wealth Management LLP	988	$565K	0.07%	0	13F-HR Timeline
Pollock Investment Advisors, LLC	991	$564K	0.46%		13F-HR Timeline
Vishria Bird Financial Group, LLC	989	$563K	0.2%	-2	13F-HR Timeline
Berger Financial Group, Inc	981	$559K	0.04%	-563	13F-HR Timeline
Integrated Wealth Concepts LLC	981	$559K	0.01%	+72	13F-HR Timeline
APPLETON PARTNERS INC/MA	978	$557K	0.04%	-4	13F-HR Timeline
Leo Wealth, LLC	974	$555K	0.05%	0	13F-HR Timeline
Mirador Capital Partners LP	971	$553K	0.1%	+62	13F-HR Timeline
Clear Creek Financial Management, LLC	968	$551K	0.06%	-1	13F-HR Timeline
JNBA Financial Advisors	965	$550K	0.06%	-5	13F-HR Timeline
Maren Capital LLC	964	$549K	0.04%	0	13F-HR Timeline
TFG Advisers LLC	953	$543K	0.2%	+32	13F-HR Timeline
First Western Trust Bank	949	$541K	0.02%	0	13F-HR Timeline
WEALTH ALLIANCE, LLC	947	$539K	0.06%	+282	13F-HR Timeline
EAGLE GLOBAL ADVISORS LLC	945	$538K	0.02%	+120	13F-HR Timeline
GREAT LAKES ADVISORS, LLC	943	$537K	<0.01%	0	13F-HR Timeline
SevenBridge Financial Group, LLC	917	$535K	0.1%	0	13F-HR Timeline
Canal Capital Management, LLC	938	$534K	0.09%	0	13F-HR Timeline
StoneX Group Inc.in group StoneX Group Inc.	922	$527K	0.03%	+112	13F-HR/A Timeline Group
Bragg Financial Advisors, Inc	925	$527K	0.02%	0	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	925	$527K	0.01%	0	13F-HR Timeline
Arrowroot Family Office, LLC	923	$526K	0.27%	-7	13F-HR Timeline
TRILLIUM ASSET MANAGEMENT, LLC	920	$524K	0.01%	0	13F-HR Timeline
First Business Financial Services, Inc.	917	$522K	0.05%	0	13F-HR Timeline
CONNORS INVESTOR SERVICES INC	915	$521K	0.05%	0	13F-HR Timeline
Stablepoint Partners, LLC	911	$519K	0.1%	+12	13F-HR Timeline
Bogart Wealth, LLC	909	$518K	0.02%	+36	13F-HR Timeline
Glenview Trust Co	906	$516K	0.01%	0	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	905	$516K	0.11%	0	13F-HR Timeline
Bouchey Financial Group, Ltd.	900	$514K	0.04%	+200	13F-HR Timeline
First PREMIER Bank	902	$514K	0.13%	0	13F-HR Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.	901	$513K	0.01%	+38	13F-HR Timeline Group
Vertex Planning Partners, LLC	900	$513K	0.11%	0	13F-HR Timeline
Neumann Capital Management, LLC	900	$513K	0.17%	0	13F-HR Timeline
MISSION WEALTH MANAGEMENT, LP	900	$513K	0.01%	+262	13F-HR Timeline
Eagle Strategies LLC	895	$510K	0.09%	+56	13F-HR Timeline
Creekside Partners	890	$507K	0.26%	+2	13F-HR Timeline
Missouri Trust & Investment Co	881	$502K	0.18%	+100	13F-HR Timeline
Redwood Park Advisors LLC	880	$501K	0.43%		13F-HR Timeline
Valeo Financial Advisors, LLC	879	$501K	0.01%	+123	13F-HR Timeline
LOWE BROCKENBROUGH & CO INC	872	$498K	0.03%	0	13F-HR Timeline
ROVIN CAPITAL /UT/ /ADV	873	$497K	0.18%	0	13F-HR Timeline
Evernest Financial Advisors, LLC	871	$496K	0.13%	-200	13F-HR Timeline
Naviter Wealth, LLC	866	$495K	0.06%	+433	13F-HR Timeline
ABOUND FINANCIAL, LLC	864	$492K	0.25%		13F-HR Timeline
IFP Advisors, Inc	861	$490K	0.02%	-5,448	13F-HR Timeline
Montis Financial, LLC	858	$489K	0.15%	-13	13F-HR Timeline
Rockline Wealth Management, LLC	855	$487K	0.13%	0	13F-HR Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…	855	$487K	<0.01%	-77	13F-HR Timeline Group
DENVER WEALTH MANAGEMENT, INC.	854	$486K	0.22%	-2	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	852	$486K	0.05%	+1	13F-HR Timeline
Litman Gregory Wealth Management LLC	852	$485K	0.04%	-5	13F-HR Timeline
Mathes Company, Inc.	850	$484K	0.18%	-2,300	13F-HR Timeline
DUNCKER STREETT & CO INC	849	$484K	0.09%	-335	13F-HR Timeline
OPTIMUM INVESTMENT ADVISORS	845	$481K	0.21%	0	13F-HR Timeline
Platform Technology Partners	841	$479K	0.15%	+1	13F-HR Timeline
MONOGRAPH WEALTH ADVISORS, LLC	835	$477K	0.06%	0	13F-HR Timeline
HARBOUR INVESTMENT MANAGEMENT LLC	833	$476K	0.21%	0	13F-HR Timeline
Beirne Wealth Consulting Services, LLC	829	$474K	0.17%	+33	13F-HR Timeline
FULTON BREAKEFIELD BROENNIMAN LLC	830	$473K	0.03%	0	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	827	$471K	0.01%	+44	13F-HR Timeline Group
McCarthy & Cox	821	$468K	0.16%	0	13F-HR Timeline
Seascape Capital Management	818	$466K	0.16%	0	13F-HR Timeline
River Street Advisors LLC	818	$466K	0.24%	+31	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	816	$465K	0.05%	+19	13F-HR Timeline
Capital Advisors, Ltd. LLC	814	$464K	0.06%	-4	13F-HR Timeline
Parcion Private Wealth LLC	810	$461K	0.04%	-179	13F-HR Timeline
ORLEANS CAPITAL MANAGEMENT CORP/LA	791	$461K	0.26%	0	13F-HR Timeline
ArborFi Advisors, LLC	807	$460K	0.46%		13F-HR Timeline
Rehmann Capital Advisory Group	804	$458K	0.03%	+1	13F-HR Timeline
SIGMA INVESTMENT COUNSELORS INC	804	$458K	0.03%	0	13F-HR Timeline
WOODMONT INVESTMENT COUNSEL LLC	803	$457K	0.03%	0	13F-HR Timeline
Strategic Financial Concepts, LLC	802	$457K	0.09%	+379	13F-HR/A Timeline
Marquette Asset Management, LLC	800	$456K	0.07%	0	13F-HR Timeline
Cohen Klingenstein LLC	800	$456K	0.02%	0	13F-HR Timeline
Progressive Investment Management Corp	799	$455K	0.12%	-258	13F-HR Timeline
Almanack Investment Partners, LLC.	799	$455K	0.07%	0	13F-HR Timeline
Roof Eidam Maycock Peralta, LLC	798	$455K	0.12%	0	13F-HR Timeline
LS Investment Advisors, LLC	798	$455K	0.07%	0	13F-HR Timeline
Verdence Capital Advisors LLC	797	$454K	0.04%	-74	13F-HR Timeline
Maxele Advisors, LLC	790	$450K	0.43%		13F-HR Timeline
Brightwater Advisory LLC	785	$447K	0.35%	0	13F-HR Timeline
Intrua Financial, LLC	783	$446K	0.07%	new	13F-HR Timeline
D. SCOTT NEAL, INC.	780	$446K	0.24%	0	13F-HR Timeline
Summit Place Financial Advisors, LLC	780	$444K	0.25%	0	13F-HR Timeline
FOUNDERS GROVE WEALTH PARTNERS, LLC	778	$443K	0.13%		13F-HR Timeline
SIGNET FINANCIAL MANAGEMENT, LLC	775	$442K	0.06%	+295	13F-HR Timeline
PFG Investments, LLC	767	$437K	0.03%	+113	13F-HR Timeline
Ayrshire Capital Management LLC	767	$437K	0.21%	+2	13F-HR Timeline
Objectivity Squared, LLC	771	$436K	0.3%	+2	13F-HR Timeline
Wealth Architects, LLC	765	$436K	0.05%	0	13F-HR Timeline
Texas Capital Bank Wealth Management Se…	762	$434K	0.04%	0	13F-HR Timeline
Blue Trust, Inc.	754	$429K	0.01%	+35	13F-HR/A Timeline
Newman Dignan & Sheerar, Inc.	753	$429K	0.11%	0	13F-HR Timeline
LEE DANNER & BASS INC	752	$428K	0.03%	+383	13F-HR Timeline
Elios Financial Group Inc.	749	$427K	0.2%	+39	13F-HR Timeline
NAPA WEALTH MANAGEMENT	749	$427K	0.18%	+22	13F-HR Timeline
Rodgers Brothers Inc.	748	$426K	0.06%	0	13F-HR Timeline
Summit Asset Management, LLC	748	$426K	0.07%	0	13F-HR Timeline
PIONEER TRUST BANK N A/OR	743	$423K	0.11%	0	13F-HR Timeline
Measured Risk Portfolios, Inc.	743	$423K	0.47%		13F-HR Timeline
CADINHA & CO LLC	742	$423K	0.07%	+246	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	741	$422K		-57	Timeline Colonial Trust Co / SC: 691 (0.06%) 13F-HR Colonial Trust Advisors: 50 (<0.01%) 13F-HR
Octavia Wealth Advisors, LLC	737	$421K	0.05%	-9	13F-HR Timeline
Apeiron RIA LLC	739	$421K	0.12%	+6	13F-HR Timeline
Scarborough Advisors, LLC	736	$419K	0.06%	-95	13F-HR Timeline
Howard Capital Management Group, LLC	735	$419K	0.03%	-10	13F-HR Timeline
Gladstone Institutional Advisory LLC	734	$418K	0.02%	-150	13F-HR Timeline
CAPITAL ADVISORS INC/OK	733	$418K	0.01%	+263	13F-HR Timeline
Ardent Capital Management, Inc.	730	$416K	0.19%	-50	13F-HR Timeline
John W. Brooker & Co., CPAs	729	$415K	0.18%	-4	13F-HR Timeline
Trexquant Investment LP	725	$413K	<0.01%	-553	13F-HR Timeline
Trail Ridge Investment Advisors, LLC	719	$410K	0.19%	0	13F-HR Timeline
WATERSHED PRIVATE WEALTH LLC	717	$408K	0.16%	-15	13F-HR Timeline
CATALYST FINANCIAL PARTNERS LLC	716	$408K	0.08%	0	13F-HR Timeline
Commonwealth Financial Services, LLC	715	$408K	0.08%	+12	13F-HR Timeline
JDM Financial Group LLC	714	$407K	0.21%	0	13F-HR Timeline
S.A. Mason LLC	706	$402K	0.21%	0	13F-HR Timeline
US FINANCIAL ADVISORS, LLC	705	$402K	0.12%	-20	13F-HR Timeline
Brand Asset Management Group, Inc.	705	$402K	0.16%	0	13F-HR Timeline
Hickory Point Bank & Trust	703	$400K	0.36%		13F-HR Timeline
Black Diamond Financial, LLC	702	$400K	0.06%	0	13F-HR Timeline
Aberdeen Wealth Management LLC	701	$399K	0.27%	0	13F-HR Timeline
NORDEN GROUP LLC	701	$399K	0.05%	+2	13F-HR Timeline
NORTH STAR ASSET MANAGEMENT INC	700	$399K	0.02%	0	13F-HR Timeline
Retirement Planning Co of New England, …	697	$397K	0.19%	-10	13F-HR Timeline
CARRET ASSET MANAGEMENT, LLC	695	$396K	0.04%	0	13F-HR Timeline
WP Advisors, LLC	694	$395K	0.13%	+18	13F-HR Timeline
Sunpointe, LLC	692	$395K	0.2%	+1	13F-HR Timeline
REDW Wealth LLC	693	$395K	0.14%	-105	13F-HR Timeline
CERTUITY, LLC	689	$392K	0.04%	-1	13F-HR Timeline
Heartwood Wealth Advisors LLC	689	$392K	0.04%	+28	13F-HR Timeline
Tyler-Stone Wealth Management	688	$392K	0.07%	0	13F-HR Timeline
SEVEN MILE ADVISORY	687	$391K	0.25%	0	13F-HR Timeline
Bedel Financial Consulting, Inc.	657	$390K	0.05%	0	13F-HR Timeline
Rise Advisors, LLC	681	$388K	0.19%	+42	13F-HR Timeline
GUYASUTA INVESTMENT ADVISORS INC	676	$385K	0.02%	+1	13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	675	$384K	0.01%	0	13F-HR Timeline Group
Evolution Wealth Advisors, LLC	675	$384K	0.06%	new	13F-HR Timeline
Orion Capital Management LLC	674	$384K	0.17%	0	13F-HR Timeline
Robertson Stephens Wealth Management, L…	666	$381K	0.01%	-176	13F-HR Timeline
Patton Albertson Miller Group, LLC	668	$380K	0.05%	0	13F-HR Timeline
Guidance Point Advisors, LLC	668	$380K	0.11%	+25	13F-HR Timeline
SAPIENT CAPITAL LLC	661	$378K	0.01%	+49	13F-HR Timeline
HBK Sorce Advisory LLC	660	$376K	0.01%	-1	13F-HR Timeline
First Financial Bankshares Inc	657	$374K	0.01%	+3	13F-HR Timeline
Clearwater Capital Advisors, LLC	656	$374K	0.04%	0	13F-HR Timeline
Cannell & Spears LLC	655	$373K	0.01%	0	13F-HR Timeline
Ledyard National Bank	653	$372K	0.03%	-23	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	650	$370K	0.01%	0	13F-HR/A Timeline Group
WILKINS INVESTMENT COUNSEL INC	650	$370K	0.05%	new	13F-HR Timeline
DOHJ, LLC	650	$370K	0.09%	0	13F-HR Timeline
Ruggaard & Associates LLC	650	$370K	0.16%	0	13F-HR Timeline
Monterey Private Wealth, Inc.	649	$370K	0.12%	0	13F-HR Timeline
Boston Trust Walden Corpin group Boston Trust Walden Corp	645	$367K	<0.01%	0	13F-HR Timeline Group
Institute for Wealth Management, LLC.	640	$365K	0.05%	-400	13F-HR Timeline
Alpine Global Management, LLC	639	$364K	0.11%	new	13F-HR/A Timeline
Lane & Associates LLC	612	$362K	0.19%	+223	13F-HR Timeline
ANCHOR CAPITAL ADVISORS LLC	635	$362K	0.01%	0	13F-HR Timeline
SAX WEALTH ADVISORS, LLC	635	$362K	0.03%	0	13F-HR Timeline
MILESTONE ASSET MANAGEMENT, LLC	634	$361K	0.08%	-1,464	13F-HR Timeline
Visionary Wealth Advisors	633	$361K	0.02%	+44	13F-HR Timeline
CM WEALTH ADVISORS LLC	629	$360K	0.12%	0	13F-HR Timeline
XY Planning Network, Inc.	631	$359K	0.27%		13F-HR Timeline
ZACKS INVESTMENT MANAGEMENT	629	$358K	<0.01%	+19	13F-HR Timeline
CRA Financial Services, LLC	624	$355K	0.06%	0	13F-HR Timeline