MDY STATE STR SPDR S&P MIDCAP 40

SHS (fund), issuer CIK 936958

1,349 managers (1,362 13F filers) reported a position in MDY shares at 2025-03-31, 25,172,585 shares in all. 61 filers opened a position and 98 filers sold out during the quarter.

Managers: 1,349
13F filers: 1,362
New: 61
Added: 370
Reduced: 490
Sold out: 98
Shares held by filers: 25,172,585

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
FAGAN ASSOCIATES, INC.	1,077	$575K	0.1%	-39	13F-HR Timeline
HCR Wealth Advisors	1,075	$574K	0.07%	-4	13F-HR Timeline
Royal Fund Management, LLC	1,075	$573K	0.07%	0	13F-HR Timeline
Mirador Capital Partners LP	1,074	$573K	0.1%	+103	13F-HR Timeline
WealthShield Partners, LLC	1,071	$573K	0.07%	-33	13F-HR Timeline
Keystone Global Partners, LLC	1,067	$569K	0.4%		13F-HR Timeline
First Western Trust Bank	1,055	$563K	0.03%	+106	13F-HR Timeline
StoneX Group Inc.in group StoneX Group Inc.	1,047	$560K	0.03%	+125	13F-HR/A Timeline Group
Compass Planning Associates Inc	1,044	$557K	0.56%	+1	13F-HR Timeline
First National Trust Co	1,039	$554K	0.02%	-15	13F-HR Timeline
GW&K Investment Management, LLC	1,039	$554K	0.01%	0	13F-HR Timeline
Broadview Financial Management, LLC	1,038	$554K	0.41%	-33	13F-HR Timeline
MIDLAND WEALTH ADVISORS, LLC	1,036	$553K	0.03%	-42	13F-HR Timeline
WorthPointe, LLC	1,032	$551K	0.25%	0	13F-HR Timeline
Certified Advisory Corp	1,026	$548K	0.06%	-38	13F-HR Timeline
UNITED BANK	1,025	$547K	0.07%	0	13F-HR Timeline
BAXTER BROS INC	1,023	$546K	0.07%	0	13F-HR Timeline
Integrated Wealth Concepts LLC	1,023	$546K	0.01%	+42	13F-HR Timeline
Capital Investment Advisors, LLC	1,014	$541K	0.01%	-102	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	1,014	$541K	0.09%	+2	13F-HR Timeline
Apella Capital, LLC	1,050	$538K	0.02%	-146	13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	1,007	$537K	0.03%	0	13F-HR Timeline
Douglass Winthrop Advisors, LLC	1,000	$533K	0.01%	0	13F-HR Timeline
Wealth Advisory Solutions, LLC	1,000	$533K	0.14%	0	13F-HR Timeline
Cypress Capital, LLC	999	$533K	0.15%	new	13F-HR Timeline
GHE, LLC	1,000	$533K	0.24%	0	13F-HR Timeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC	994	$530K	0.4%	0	13F-HR Timeline
Pollock Investment Advisors, LLC	991	$529K	0.43%	0	13F-HR Timeline
Tanager Wealth Management LLP	988	$528K	0.07%	0	13F-HR Timeline
Vishria Bird Financial Group, LLC	989	$528K	0.18%	0	13F-HR Timeline
TFG Advisers LLC	981	$523K	0.19%	+28	13F-HR Timeline
Leo Wealth, LLC	975	$520K	0.07%	+1	13F-HR Timeline
Members Trust Co	966	$515K	0.02%	new	13F-HR Timeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC	965	$515K	<0.01%	new	13F-HR Timeline Group
Maren Capital LLC	964	$514K	0.04%	0	13F-HR Timeline
Eagle Strategies LLC	960	$512K	0.09%	+65	13F-HR Timeline
SevenBridge Financial Group, LLC	917	$511K	0.1%	0	13F-HR Timeline
WOLVERINE TRADING, LLC	958	$510K	0.02%	-3,750	13F-HR Timeline
FWG Holdings, LLC	977	$510K	0.25%	0	13F-HR Timeline
Valeo Financial Advisors, LLC	949	$506K	0.01%	+70	13F-HR Timeline
Blue Trust, Inc.	945	$504K	0.01%	+191	13F-HR Timeline
JNBA Financial Advisors	943	$503K	0.05%	-22	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	943	$503K	0.06%	+127	13F-HR Timeline
Canal Capital Management, LLC	938	$500K	0.08%	0	13F-HR Timeline
3EDGE Asset Management, LP	932	$497K	0.03%	-155	13F-HR Timeline
LEE DANNER & BASS INC	925	$493K	0.04%	+173	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	925	$493K	0.01%	0	13F-HR Timeline
KINGSWOOD WEALTH ADVISORS, LLC	923	$493K	0.05%	-182	13F-HR/A Timeline
Bayesian Capital Management, LP	924	$493K	0.08%	new	13F-HR Timeline
TRILLIUM ASSET MANAGEMENT, LLC	920	$491K	0.01%	0	13F-HR Timeline
Bragg Financial Advisors, Inc	919	$490K	0.02%	-6	13F-HR Timeline
CONNORS INVESTOR SERVICES INC	915	$488K	0.05%	0	13F-HR Timeline
First Business Financial Services, Inc.	915	$488K	0.05%	-2	13F-HR Timeline
IFP Advisors, Inc	909	$485K	0.01%	+48	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	906	$483K	0.1%	+1	13F-HR Timeline
EAGLE GLOBAL ADVISORS LLC	905	$483K	0.02%	-40	13F-HR Timeline
First PREMIER Bank	902	$481K	0.12%	0	13F-HR Timeline
Vertex Planning Partners, LLC	900	$480K	0.1%	0	13F-HR Timeline
Henderson Brothers Financial Partners, …	796	$480K	0.24%		13F-HR Timeline
McCarthy & Cox	897	$479K	0.21%	+76	13F-HR Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…	897	$478K	0.01%	-1,101	13F-HR Timeline Group
Commonwealth Financial Services, LLC	895	$478K	0.1%	+180	13F-HR Timeline
Creekside Partners	892	$476K	0.25%	+2	13F-HR Timeline
Glenview Trust Co	887	$473K	0.01%	-19	13F-HR/A Timeline
Trexquant Investment LP	886	$473K	0.01%	+161	13F-HR Timeline
Brightwater Advisory LLC	877	$468K	0.37%	+92	13F-HR/A Timeline
Apeiron RIA LLC	874	$466K	0.14%	+135	13F-HR Timeline
LOWE BROCKENBROUGH & CO INC	872	$466K	0.03%	0	13F-HR Timeline
ROVIN CAPITAL /UT/ /ADV	873	$466K	0.15%	0	13F-HR Timeline
Evernest Financial Advisors, LLC	871	$465K	0.17%	0	13F-HR Timeline
GUYASUTA INVESTMENT ADVISORS INC	870	$464K	0.03%	+194	13F-HR Timeline
Naviter Wealth, LLC	866	$462K	0.06%	0	13F-HR Timeline
ABOUND FINANCIAL, LLC	864	$461K	0.23%	0	13F-HR Timeline
WOODMONT INVESTMENT COUNSEL LLC	863	$460K	0.03%	+60	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	862	$460K	0.01%	+35	13F-HR Timeline Group
Montis Financial, LLC	861	$460K	0.14%	+3	13F-HR Timeline
Red Door Wealth Management, LLC	860	$459K	0.07%	-373	13F-HR Timeline
Thrive Wealth Management, LLC	856	$457K	0.09%	-327	13F-HR Timeline
Rockline Wealth Management, LLC	855	$456K	0.13%	0	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	854	$455K	0.04%	+2	13F-HR Timeline
Litman Gregory Wealth Management LLC	852	$455K	0.04%	0	13F-HR Timeline
DENVER WEALTH MANAGEMENT, INC.	852	$455K	0.21%	-2	13F-HR Timeline
DUNCKER STREETT & CO INC	849	$453K	0.09%	0	13F-HR Timeline
Stablepoint Partners, LLC	849	$453K	0.08%	-62	13F-HR Timeline
Platform Technology Partners	841	$449K	0.13%	0	13F-HR Timeline
Missouri Trust & Investment Co	841	$449K	0.16%	-40	13F-HR Timeline
OPTIMUM INVESTMENT ADVISORS	840	$448K	0.21%	-5	13F-HR Timeline
MONOGRAPH WEALTH ADVISORS, LLC	835	$447K	0.06%	0	13F-HR Timeline
HARBOUR INVESTMENT MANAGEMENT LLC	833	$446K	0.2%	0	13F-HR Timeline
Redwood Park Advisors LLC	835	$445K	0.37%	-45	13F-HR Timeline
Institute for Wealth Management, LLC.	832	$444K	0.06%	+192	13F-HR Timeline
MRWM Advisors, LLC	831	$443K	0.31%	new	13F-HR Timeline
Seascape Capital Management	818	$436K	0.15%	0	13F-HR Timeline
Mutual Advisors, LLC	839	$434K	0.01%	-2,918	13F-HR Timeline
Capital Advisors, Ltd. LLC	814	$434K	0.06%	0	13F-HR Timeline
Parcion Private Wealth LLC	810	$432K	0.04%	0	13F-HR Timeline
Scientech Research LLC	806	$430K	0.11%	new	13F-HR Timeline
Beirne Wealth Consulting Services, LLC	802	$430K	0.15%	-27	13F-HR Timeline
Rehmann Capital Advisory Group	804	$429K	0.03%	0	13F-HR Timeline
SIGMA INVESTMENT COUNSELORS INC	804	$429K	0.03%	0	13F-HR Timeline
Strategic Financial Concepts, LLC	804	$429K	0.08%	+2	13F-HR Timeline
Marquette Asset Management, LLC	800	$427K	0.08%	0	13F-HR Timeline
Cohen Klingenstein LLC	800	$427K	0.02%	0	13F-HR Timeline
Glaxis Capital Management, LLC	800	$427K	1.65%	-3,000	13F-HR Timeline
Progressive Investment Management Corp	799	$426K	0.12%	0	13F-HR Timeline
Almanack Investment Partners, LLC.	799	$426K	0.08%	0	13F-HR Timeline
Roof Eidam Maycock Peralta, LLC	798	$426K	0.11%	0	13F-HR Timeline
LS Investment Advisors, LLC	798	$426K	0.07%	0	13F-HR Timeline
Verdence Capital Advisors LLC	797	$425K	0.03%	0	13F-HR Timeline
Tudor Financial Inc.	796	$425K	0.26%	-1,700	13F-HR Timeline
ORLEANS CAPITAL MANAGEMENT CORP/LA	791	$422K	0.25%	0	13F-HR Timeline
CATALYST FINANCIAL PARTNERS LLC	791	$422K	0.08%	+75	13F-HR Timeline
Maxele Advisors, LLC	790	$421K	0.41%	0	13F-HR Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.	788	$420K	0.01%	-113	13F-HR Timeline Group
Rise Advisors, LLC	784	$418K	0.18%	+103	13F-HR Timeline
Parallel Advisors, LLC	781	$416K	0.01%	+166	13F-HR Timeline
D. SCOTT NEAL, INC.	780	$416K	0.23%	0	13F-HR Timeline
Summit Place Financial Advisors, LLC	780	$416K	0.23%	0	13F-HR Timeline
FOUNDERS GROVE WEALTH PARTNERS, LLC	778	$415K	0.12%	0	13F-HR Timeline
PFG Investments, LLC	768	$410K	0.03%	+1	13F-HR Timeline
Ayrshire Capital Management LLC	767	$409K	0.2%	0	13F-HR Timeline
United Community Bankin group United Community Bank	766	$409K	0.15%	+165	13F-HR Timeline Group
Wealth Architects, LLC	764	$408K	0.04%	-1	13F-HR/A Timeline
River Street Advisors LLC	761	$406K	0.2%	-57	13F-HR Timeline
NORTH STAR ASSET MANAGEMENT INC	757	$404K	0.02%	+57	13F-HR Timeline
Robertson Stephens Wealth Management, L…	755	$404K	0.02%	+89	13F-HR Timeline
Neumann Capital Management, LLC	750	$400K	0.14%	-150	13F-HR Timeline
Elios Financial Group Inc.	750	$400K	0.2%	+1	13F-HR Timeline
Rodgers Brothers Inc.	748	$399K	0.05%	0	13F-HR Timeline
Summit Asset Management, LLC	748	$399K	0.07%	0	13F-HR Timeline
CADINHA & CO LLC	742	$396K	0.09%	0	13F-HR Timeline
Octavia Wealth Advisors, LLC	737	$394K	0.05%	0	13F-HR Timeline
PIONEER TRUST BANK N A/OR	735	$392K	0.1%	-8	13F-HR Timeline
Howard Capital Management Group, LLC	735	$392K	0.03%	0	13F-HR Timeline
Gladstone Institutional Advisory LLC	734	$392K	0.02%	0	13F-HR Timeline
ArborFi Advisors, LLC	732	$391K	0.39%	-75	13F-HR Timeline
Ardent Capital Management, Inc.	730	$389K	0.17%	0	13F-HR Timeline
John W. Brooker & Co., CPAs	730	$389K	0.16%	+1	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	723	$386K		-18	Timeline Colonial Trust Co / SC: 673 (0.06%) 13F-HR Colonial Trust Advisors: 50 (<0.01%) 13F-HR
NORDEN GROUP LLC	723	$386K	0.04%	+22	13F-HR Timeline
Objectivity Squared, LLC	774	$385K	0.32%	+3	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	715	$384K	0.03%	+160	13F-HR Timeline
Sunpointe, LLC	717	$383K	0.2%	+25	13F-HR Timeline
Texas Capital Bank Wealth Management Se…	717	$383K	0.04%	-45	13F-HR Timeline
Field & Main Bank	713	$380K	0.13%	new	13F-HR Timeline
S.A. Mason LLC	706	$377K	0.2%	0	13F-HR Timeline
US FINANCIAL ADVISORS, LLC	705	$376K	0.11%	0	13F-HR Timeline
WATERSHED PRIVATE WEALTH LLC	705	$376K	0.15%	-12	13F-HR Timeline
Keudell/Morrison Wealth Management	703	$375K	0.09%	new	13F-HR Timeline
Hickory Point Bank & Trust	703	$375K	0.33%	0	13F-HR Timeline
Black Diamond Financial, LLC	702	$375K	0.06%	0	13F-HR Timeline
SIMPLEX TRADING, LLC	702	$374K	0.01%	new	13F-HR Timeline
Aberdeen Wealth Management LLC	701	$374K	0.26%	0	13F-HR Timeline
Mathes Company, Inc.	700	$373K	0.15%	-150	13F-HR Timeline
Retirement Planning Co of New England, …	697	$372K	0.19%	0	13F-HR/A Timeline
ZACKS INVESTMENT MANAGEMENT	697	$372K	<0.01%	+68	13F-HR Timeline
Measured Risk Portfolios, Inc.	697	$372K	0.4%	-46	13F-HR Timeline
WP Advisors, LLC	697	$372K	0.12%	+3	13F-HR Timeline
CARRET ASSET MANAGEMENT, LLC	695	$371K	0.04%	0	13F-HR Timeline
Brand Asset Management Group, Inc.	694	$370K	0.15%	-11	13F-HR Timeline
SouthState Bank Corpin group SouthState Bank Corp	690	$368K	0.02%	+250	13F-HR Timeline Group
JDM Financial Group LLC	689	$368K	0.19%	-25	13F-HR Timeline
Heartwood Wealth Advisors LLC	689	$368K	0.04%	0	13F-HR Timeline
Tyler-Stone Wealth Management	688	$367K	0.07%	0	13F-HR Timeline
SEVEN MILE ADVISORY	687	$367K	0.24%	0	13F-HR Timeline
REDW Wealth LLC	684	$365K	0.14%	-9	13F-HR Timeline
Bedel Financial Consulting, Inc.	687	$365K	0.05%	+30	13F-HR Timeline
MILESTONE ASSET MANAGEMENT, LLC	683	$365K	0.08%	+49	13F-HR Timeline
CAPITAL ADVISORS INC/OK	683	$364K	0.01%	-50	13F-HR Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC	682	$364K	0.01%	+82	13F-HR Timeline Group
CRA Financial Services, LLC	679	$362K	0.06%	+55	13F-HR Timeline
Larson Financial Group LLC	676	$361K	0.02%	-1,747	13F-HR Timeline
Evolution Wealth Advisors, LLC	675	$360K	0.06%	0	13F-HR Timeline
Orion Capital Management LLC	674	$359K	0.15%	0	13F-HR Timeline
Newman Dignan & Sheerar, Inc.	673	$359K	0.1%	-80	13F-HR/A Timeline
Trail Ridge Investment Advisors, LLC	669	$357K	0.18%	-50	13F-HR Timeline
Patton Albertson Miller Group, LLC	668	$356K	0.05%	0	13F-HR/A Timeline
WEALTH ALLIANCE, LLC	665	$355K	0.04%	-282	13F-HR Timeline
HBK Sorce Advisory LLC	661	$353K	0.01%	+1	13F-HR Timeline
BRIDGES INVESTMENT MANAGEMENT INC	660	$352K	0.01%	new	13F-HR Timeline
Bogart Wealth, LLC	660	$352K	0.02%	-249	13F-HR Timeline
Clearwater Capital Advisors, LLC	656	$350K	0.03%	0	13F-HR Timeline
Cannell & Spears LLC	655	$349K	0.01%	0	13F-HR Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC	613	$349K	0.01%	0	13F-HR Timeline Group
First Financial Bankshares Inc	654	$349K	0.01%	-3	13F-HR Timeline
Lane & Associates LLC	653	$349K	0.19%	+41	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	650	$347K	0.01%	0	13F-HR Timeline Group
WILKINS INVESTMENT COUNSEL INC	650	$347K	0.05%	0	13F-HR Timeline
DOHJ, LLC	650	$347K	0.08%	0	13F-HR Timeline
Ruggaard & Associates LLC	650	$347K	0.15%	0	13F-HR Timeline
Monterey Private Wealth, Inc.	649	$346K	0.1%	0	13F-HR Timeline
Ledyard National Bank	647	$345K	0.03%	-6	13F-HR Timeline
Boston Trust Walden Corpin group Boston Trust Walden Corp	645	$344K	<0.01%	0	13F-HR Timeline Group
XY Planning Network, Inc.	644	$344K	0.23%	+13	13F-HR Timeline
Finivi Inc.	643	$343K	0.28%	+141	13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	637	$340K	0.01%	-38	13F-HR Timeline Group
SAX WEALTH ADVISORS, LLC	635	$339K	0.02%	0	13F-HR Timeline
ASSET PLANNING CORPORATION	634	$338K	0.2%	+109	13F-HR Timeline
CM WEALTH ADVISORS LLC	629	$336K	0.11%	0	13F-HR Timeline
Well Done, LLC	590	$336K	0.06%	0	13F-HR Timeline