MDY STATE STR SPDR S&P MIDCAP 40

SHS (fund), issuer CIK 936958

1,339 managers (1,352 13F filers) reported a position in MDY shares at 2025-06-30, 25,123,586 shares in all. 68 filers opened a position and 67 filers sold out during the quarter.

Managers: 1,339
13F filers: 1,352
New: 68
Added: 330
Reduced: 520
Sold out: 67
Shares held by filers: 25,123,586

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Broadview Financial Management, LLC	1,033	$585K	0.4%	-5	13F-HR Timeline
WorthPointe, LLC	1,032	$585K	0.25%	0	13F-HR Timeline
Members Trust Co	1,030	$583K	0.02%	+64	13F-HR Timeline
UNITED BANK	1,025	$581K	0.07%	0	13F-HR Timeline
BAXTER BROS INC	1,023	$580K	0.07%	0	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	1,015	$575K	0.09%	+1	13F-HR Timeline
Capital Investment Advisors, LLC	1,015	$575K	0.01%	+1	13F-HR/A Timeline
Spire Wealth Managementin group Spire Wealth Management	1,009	$572K	0.02%	-1,466	13F-HR Timeline Group
FLAGSHIP HARBOR ADVISORS, LLC	1,007	$571K	0.03%	0	13F-HR Timeline
Genesis Wealth Advisors, LLC	1,001	$567K	0.43%	-80	13F-HR Timeline
SANDERS MORRIS HARRIS LLC	1,000	$566K	0.14%	-192	13F-HR Timeline
Douglass Winthrop Advisors, LLC	1,000	$566K	0.01%	0	13F-HR Timeline
Avalon Trust Co	1,000	$566K	0.04%	-254	13F-HR Timeline
Wealth Advisory Solutions, LLC	1,000	$566K	0.14%	0	13F-HR Timeline
Advisors Capital Management, LLC	997	$565K	0.01%	-100	13F-HR Timeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC	994	$563K	0.41%	0	13F-HR Timeline
FWG Holdings, LLC	977	$561K	0.26%	0	13F-HR Timeline
Plante Moran Financial Advisors, LLC	989	$560K	0.04%	-107	13F-HR Timeline
WealthShield Partners, LLC	989	$560K	0.07%	-82	13F-HR Timeline
Vishria Bird Financial Group, LLC	989	$560K	0.19%	0	13F-HR Timeline
Strategic Advisors LLC	988	$560K	0.11%	-232	13F-HR Timeline
Tanager Wealth Management LLP	988	$560K	0.07%	0	13F-HR Timeline
TFG Advisers LLC	986	$558K	0.19%	+5	13F-HR Timeline
Pollock Investment Advisors, LLC	985	$558K	0.45%	-6	13F-HR Timeline
Beirne Wealth Consulting Services, LLC	980	$558K	0.18%	+178	13F-HR Timeline
StoneX Group Inc.in group StoneX Group Inc.	981	$558K	0.03%	-66	13F-HR Timeline Group
Leo Wealth, LLC	975	$552K	0.04%	0	13F-HR Timeline
Maren Capital LLC	964	$546K	0.03%	0	13F-HR Timeline
Future Fund LLC	961	$544K	0.24%	new	13F-HR Timeline
Washington Trust Bank	954	$540K	0.05%	+428	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
GC Wealth Management RIA, LLC	954	$540K	0.04%	new	13F-HR Timeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC	950	$538K	0.23%	-137	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	943	$534K	0.05%	0	13F-HR Timeline
SevenBridge Financial Group, LLC	917	$534K	0.09%	0	13F-HR Timeline
Wilkinson Global Asset Management LLC	940	$533K	0.03%	new	13F-HR Timeline
Arete Wealth Advisors, LLC	934	$529K	0.04%	+462	13F-HR Timeline
JNBA Financial Advisors	933	$529K	0.05%	-10	13F-HR Timeline
Eagle Strategies LLC	931	$528K	0.08%	-29	13F-HR Timeline
Blue Trust, Inc.	926	$525K	0.01%	-19	13F-HR Timeline
LEE DANNER & BASS INC	925	$524K	0.04%	0	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	925	$524K	0.01%	0	13F-HR Timeline
TRILLIUM ASSET MANAGEMENT, LLC	920	$521K	0.01%	0	13F-HR Timeline
Apeiron RIA LLC	917	$520K	0.13%	+43	13F-HR Timeline
CONNORS INVESTOR SERVICES INC	915	$518K	0.05%	0	13F-HR Timeline
MRWM Advisors, LLC	913	$517K	0.32%	+82	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	906	$513K	0.1%	0	13F-HR Timeline
Canal Capital Management, LLC	905	$513K	0.08%	-33	13F-HR Timeline
EAGLE GLOBAL ADVISORS LLC	905	$513K	0.02%	0	13F-HR Timeline
HBK Sorce Advisory LLC	904	$512K	0.01%	+243	13F-HR Timeline
First PREMIER Bank	902	$511K	0.12%	0	13F-HR Timeline
Vertex Planning Partners, LLC	900	$510K	0.11%	0	13F-HR Timeline
Bragg Financial Advisors, Inc	899	$509K	0.02%	-20	13F-HR Timeline
Legacy Capital Wealth Partners, LLC	897	$508K	0.12%	-246	13F-HR Timeline
Creekside Partners	894	$506K	0.24%	+2	13F-HR Timeline
First Business Financial Services, Inc.	887	$502K	0.05%	-28	13F-HR Timeline
Glenview Trust Co	887	$502K	0.01%	0	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	885	$502K	0.01%	+235	13F-HR Timeline Group
MIDLAND WEALTH ADVISORS, LLC	881	$499K	0.03%	-155	13F-HR Timeline
KINGSWOOD WEALTH ADVISORS, LLC	880	$499K	0.04%	-43	13F-HR Timeline
GUYASUTA INVESTMENT ADVISORS INC	878	$497K	0.03%	+8	13F-HR Timeline
Truepoint, Inc.	876	$496K	0.01%	-400	13F-HR Timeline
Mutual Advisors, LLC	843	$496K	0.01%	+4	13F-HR Timeline
ROVIN CAPITAL /UT/ /ADV	873	$495K	0.15%	0	13F-HR Timeline
LOWE BROCKENBROUGH & CO INC	872	$494K	0.03%	0	13F-HR Timeline
Evernest Financial Advisors, LLC	871	$493K	0.16%	0	13F-HR Timeline
Naviter Wealth, LLC	866	$492K	0.06%	0	13F-HR Timeline
McCarthy & Cox	867	$491K	0.13%	-30	13F-HR Timeline
MAIRS & POWER INC	865	$490K	<0.01%	new	13F-HR Timeline
Montis Financial, LLC	857	$485K	0.13%	-4	13F-HR Timeline
Stablepoint Partners, LLC	855	$484K	0.08%	+6	13F-HR Timeline
Rockline Wealth Management, LLC	855	$484K	0.11%	0	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	855	$484K	0.04%	+1	13F-HR Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC	854	$484K	0.01%	+241	13F-HR Timeline Group
Litman Gregory Wealth Management LLC	852	$483K	0.04%	0	13F-HR Timeline
DENVER WEALTH MANAGEMENT, INC.	851	$482K	0.2%	-1	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	849	$481K	0.01%	-13	13F-HR Timeline Group
DUNCKER STREETT & CO INC	849	$481K	0.09%	0	13F-HR Timeline
Keystone Global Partners, LLC	848	$480K	0.26%	-219	13F-HR Timeline
Rise Advisors, LLC	846	$479K	0.19%	+62	13F-HR Timeline
Platform Technology Partners	841	$476K	0.12%	0	13F-HR Timeline
Missouri Trust & Investment Co	841	$476K	0.16%	0	13F-HR Timeline
OPTIMUM INVESTMENT ADVISORS	840	$476K	0.21%	0	13F-HR Timeline
ABOUND FINANCIAL, LLC	839	$475K	0.21%	-25	13F-HR Timeline
MONOGRAPH WEALTH ADVISORS, LLC	835	$475K	0.06%	0	13F-HR Timeline
HARBOUR INVESTMENT MANAGEMENT LLC	833	$474K	0.2%	0	13F-HR Timeline
Bryn Mawr Trust Advisors, LLC	829	$470K	0.03%	new	13F-HR Timeline
ALTFEST L J & CO INC	819	$464K	0.05%	-1,583	13F-HR Timeline
Seascape Capital Management	818	$463K	0.15%	0	13F-HR Timeline
Parcion Private Wealth LLC	810	$459K	0.03%	0	13F-HR Timeline
Redwood Park Advisors LLC	807	$457K	0.35%	-28	13F-HR Timeline
Rehmann Capital Advisory Group	804	$456K	0.03%	0	13F-HR Timeline
SIGMA INVESTMENT COUNSELORS INC	804	$455K	0.03%	0	13F-HR Timeline
Marquette Asset Management, LLC	800	$453K	0.08%	0	13F-HR Timeline
Cohen Klingenstein LLC	800	$453K	0.02%	0	13F-HR Timeline
Almanack Investment Partners, LLC.	799	$453K	0.07%	0	13F-HR Timeline
Roof Eidam Maycock Peralta, LLC	798	$452K	0.11%	0	13F-HR Timeline
LS Investment Advisors, LLC	798	$452K	0.07%	0	13F-HR Timeline
Verdence Capital Advisors LLC	797	$451K	0.03%	0	13F-HR Timeline
Invenomic Capital Management LP	797	$451K	0.03%	new	13F-HR Timeline
ORLEANS CAPITAL MANAGEMENT CORP/LA	791	$448K	0.24%	0	13F-HR Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.	788	$446K	0.01%	0	13F-HR Timeline Group
Optivise Advisory Services LLC	785	$445K	0.23%	+166	13F-HR Timeline
Institute for Wealth Management, LLC.	783	$444K	0.05%	-49	13F-HR Timeline
D. SCOTT NEAL, INC.	780	$442K	0.22%	0	13F-HR Timeline
Summit Place Financial Advisors, LLC	780	$442K	0.22%	0	13F-HR Timeline
FOUNDERS GROVE WEALTH PARTNERS, LLC	779	$441K	0.11%	+1	13F-HR Timeline
Objectivity Squared, LLC	776	$439K	0.3%	+2	13F-HR Timeline
Arrowroot Family Office, LLC	770	$436K	0.2%		13F-HR Timeline
Ayrshire Capital Management LLC	767	$434K	0.21%	0	13F-HR Timeline
United Community Bankin group United Community Bank	766	$434K	0.15%	0	13F-HR Timeline Group
Wealth Architects, LLC	763	$432K	0.04%	-1	13F-HR Timeline
Capital Advisors, Ltd. LLC	759	$430K	0.05%	-55	13F-HR Timeline
Commonwealth Financial Services, LLC	758	$429K	0.08%	-137	13F-HR Timeline
Maxele Advisors, LLC	758	$429K	0.37%	-32	13F-HR Timeline
Robertson Stephens Wealth Management, L…	755	$429K	0.01%	0	13F-HR Timeline
NORTH STAR ASSET MANAGEMENT INC	757	$429K	0.02%	0	13F-HR Timeline
Columbia Bank	739	$428K	0.13%	new	13F-HR Timeline
Finivi Inc.	755	$428K	0.29%	+112	13F-HR Timeline
Neumann Capital Management, LLC	750	$425K	0.13%	0	13F-HR Timeline
Rodgers Brothers Inc.	748	$424K	0.05%	0	13F-HR Timeline
Dentgroup LLC	744	$422K	0.29%	+236	13F-HR Timeline
Octavia Wealth Advisors, LLC	733	$417K	0.05%	-4	13F-HR Timeline
PIONEER TRUST BANK N A/OR	735	$416K	0.11%	0	13F-HR Timeline
Gladstone Institutional Advisory LLC	734	$416K	0.02%	0	13F-HR Timeline
Man Group plcin group Man Group plc	733	$415K	<0.01%	+633	13F-HR Timeline Group
TOTH FINANCIAL ADVISORY CORP	730	$414K	0.05%	+104	13F-HR Timeline
Ardent Capital Management, Inc.	730	$414K	0.2%	0	13F-HR Timeline
Elios Financial Group Inc.	724	$410K	0.19%	-26	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	723	$410K		0	Timeline Colonial Trust Co / SC: 673 (0.06%) 13F-HR Colonial Trust Advisors: 50 (<0.01%) 13F-HR
PFG Investments, LLC	723	$409K	0.02%	-45	13F-HR Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…	719	$407K	0.01%	-178	13F-HR Timeline Group
MILESTONE ASSET MANAGEMENT, LLC	717	$406K	0.09%	+34	13F-HR Timeline
Texas Capital Bank Wealth Management Se…	717	$406K	0.04%	0	13F-HR Timeline
Measured Risk Portfolios, Inc.	716	$406K	0.45%	+19	13F-HR Timeline
CATALYST FINANCIAL PARTNERS LLC	716	$406K	0.04%	-75	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	715	$405K	0.03%	0	13F-HR/A Timeline
Howard Capital Management Group, LLC	715	$405K	0.03%	-20	13F-HR Timeline
Field & Main Bank	713	$404K	0.13%	0	13F-HR Timeline
S.A. Mason LLC	706	$400K	0.19%	0	13F-HR Timeline
WATERSHED PRIVATE WEALTH LLC	705	$399K	0.15%	0	13F-HR Timeline
Hickory Point Bank & Trust	703	$398K	0.32%	0	13F-HR Timeline
Black Diamond Financial, LLC	702	$398K	0.06%	0	13F-HR Timeline
NORDEN GROUP LLC	701	$397K	0.04%	-22	13F-HR Timeline
Aberdeen Wealth Management LLC	701	$397K	0.26%	0	13F-HR Timeline
Mathes Company, Inc.	700	$397K	0.15%	0	13F-HR Timeline
NewEdge Wealth, LLC	692	$395K	0.01%	-392	13F-HR Timeline
Brand Asset Management Group, Inc.	690	$391K	0.15%	-4	13F-HR Timeline
JDM Financial Group LLC	689	$390K	0.18%	0	13F-HR Timeline
Heartwood Wealth Advisors LLC	689	$390K	0.04%	0	13F-HR Timeline
Bedel Financial Consulting, Inc.	687	$389K	0.05%	0	13F-HR Timeline
SEVEN MILE ADVISORY	687	$389K	0.23%	0	13F-HR Timeline
Progressive Investment Management Corp	685	$388K	0.1%	-114	13F-HR Timeline
ZACKS INVESTMENT MANAGEMENT	683	$387K	<0.01%	-14	13F-HR Timeline
CAPITAL ADVISORS INC/OK	683	$387K	0.01%	0	13F-HR Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC	682	$386K	<0.01%	0	13F-HR Timeline Group
CRA Financial Services, LLC	679	$385K	0.06%	0	13F-HR Timeline
CARRET ASSET MANAGEMENT, LLC	675	$382K	0.04%	-20	13F-HR Timeline
Orion Capital Management LLC	674	$382K	0.15%	0	13F-HR Timeline
Newman Dignan & Sheerar, Inc.	673	$381K	0.09%	0	13F-HR Timeline
WEALTH ALLIANCE, LLC	665	$377K	0.04%	0	13F-HR Timeline
ArborFi Advisors, LLC	665	$377K	0.33%	-67	13F-HR Timeline
Strategic Financial Concepts, LLC	665	$377K	0.05%	-139	13F-HR Timeline
Clearwater Capital Advisors, LLC	662	$375K	0.03%	+6	13F-HR Timeline
BRIDGES INVESTMENT MANAGEMENT INC	660	$374K	0.01%	0	13F-HR Timeline
Bogart Wealth, LLC	660	$374K	0.02%	0	13F-HR Timeline
Tyler-Stone Wealth Management	658	$373K	0.06%	-30	13F-HR Timeline
SAX WEALTH ADVISORS, LLC	657	$372K	0.02%	+22	13F-HR Timeline
Cannell & Spears LLC	655	$371K	0.01%	0	13F-HR Timeline
First Financial Bankshares Inc	654	$370K	0.01%	0	13F-HR Timeline
Asset Dedication, LLC	653	$370K	0.03%	+100	13F-HR Timeline
WILKINS INVESTMENT COUNSEL INC	650	$368K	0.05%	0	13F-HR Timeline
Ruggaard & Associates LLC	650	$368K	0.15%	0	13F-HR Timeline
Betterment LLC	650	$368K	<0.01%	+28	13F-HR Timeline
Ledyard National Bank	647	$367K	0.03%	0	13F-HR Timeline
AVITY INVESTMENT MANAGEMENT INC.	645	$365K	0.03%	+85	13F-HR Timeline
Boston Trust Walden Corpin group Boston Trust Walden Corp	645	$365K	<0.01%	0	13F-HR Timeline Group
CX Institutional	645	$365K	0.01%	-1,290	13F-HR/A Timeline
Larson Financial Group LLC	639	$362K	0.01%	-37	13F-HR Timeline
Patton Albertson Miller Group, LLC	638	$361K	0.05%	-30	13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	637	$361K	0.01%	0	13F-HR Timeline Group
ASSET PLANNING CORPORATION	635	$360K	0.19%	+1	13F-HR Timeline
Parallel Advisors, LLC	635	$360K	0.01%	-146	13F-HR Timeline
Coordinated Financial Services, Inc.	635	$359K	0.25%		13F-HR Timeline
CM WEALTH ADVISORS LLC	629	$357K	0.11%	0	13F-HR Timeline
Claro Advisors Inc.	630	$357K	0.06%	new	13F-HR Timeline
Trail Ridge Investment Advisors, LLC	620	$357K	0.17%	-49	13F-HR Timeline
SouthState Bank Corpin group SouthState Bank Corp	622	$352K	0.02%	-68	13F-HR Timeline Group
OPTIMA CAPITAL LLC	617	$351K	0.19%	0	13F-HR Timeline
Pandora Wealth, Inc.	613	$347K	0.21%	0	13F-HR Timeline
JENNISON ASSOCIATES LLC	611	$346K	<0.01%	-1,461	13F-HR Timeline
SHAKER INVESTMENTS LLC/OH	610	$346K	0.14%	+1	13F-HR Timeline
XY Planning Network, Inc.	609	$345K	0.12%	-35	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	607	$345K	0.04%	+61	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	607	$344K	0.01%	+165	13F-HR Timeline Group
SPC Financial, Inc.	603	$342K	0.03%	0	13F-HR Timeline
Roehl & Yi Investment Advisors, LLC	603	$342K	0.17%	0	13F-HR Timeline
Moss Adams Wealth Advisors LLC	601	$342K	0.03%	new	13F-HR Timeline
Scarborough Advisors, LLC	603	$342K	0.07%	-11	13F-HR Timeline
SYM FINANCIAL Corp	600	$340K	0.04%	-3	13F-HR Timeline
TriaGen Wealth Management LLC	600	$340K	0.1%	0	13F-HR Timeline