MDY STATE STR SPDR S&P MIDCAP 40

SHS (fund), issuer CIK 936958

1,352 managers (1,367 13F filers) reported a position in MDY shares at 2025-09-30, 25,719,380 shares in all. 69 filers opened a position and 45 filers sold out during the quarter.

Managers: 1,352
13F filers: 1,367
New: 69
Added: 356
Reduced: 483
Sold out: 45
Shares held by filers: 25,719,380

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SANDERS MORRIS HARRIS LLC	1,000	$596K	0.08%	0	13F-HR Timeline
Black Maple Capital Management LP	1,000	$596K	0.43%	-2,000	13F-HR Timeline
Avalon Trust Co	1,000	$596K	0.04%	0	13F-HR Timeline
Wealth Advisory Solutions, LLC	1,000	$596K	0.14%	0	13F-HR Timeline
Tower View Wealth Management LLC	997	$594K	0.31%	-266	13F-HR Timeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC	994	$592K	0.4%	0	13F-HR Timeline
Broadview Financial Management, LLC	992	$591K	0.4%	-41	13F-HR Timeline
Plante Moran Financial Advisors, LLC	989	$589K	0.04%	0	13F-HR Timeline
Vishria Bird Financial Group, LLC	989	$589K	0.12%	0	13F-HR Timeline
Tanager Wealth Management LLP	988	$589K	0.06%	0	13F-HR Timeline
Pollock Investment Advisors, LLC	985	$587K	0.46%	0	13F-HR Timeline
Beirne Wealth Consulting Services, LLC	981	$587K	0.14%	+1	13F-HR Timeline
Valeo Financial Advisors, LLC	983	$586K	0.01%	-79	13F-HR Timeline
Blackston Financial Advisory Group, LLC	981	$585K	0.35%	-270	13F-HR/A Timeline
TITLEIST ASSET MANAGEMENT, LLC	978	$583K	0.05%	+35	13F-HR Timeline
FWG Holdings, LLC	977	$582K	0.25%	0	13F-HR Timeline
Leo Wealth, LLC	973	$580K	0.08%	-2	13F-HR Timeline
GC Wealth Management RIA, LLC	970	$578K	0.02%	+16	13F-HR Timeline
Maren Capital LLC	964	$575K	0.03%	0	13F-HR Timeline
Genesis Wealth Advisors, LLC	961	$573K	0.4%	-40	13F-HR Timeline
Future Fund LLC	961	$573K	0.2%	0	13F-HR Timeline
Apeiron RIA LLC	967	$569K	0.13%	+50	13F-HR Timeline
Strategic Advisors LLC	942	$561K	0.09%	-46	13F-HR Timeline
Seelaus Asset Management LLC	939	$560K	0.44%	-180	13F-HR/A Timeline
Eagle Strategies LLC	932	$555K	0.07%	+1	13F-HR Timeline
HCR Wealth Advisors	926	$554K	0.06%	-149	13F-HR Timeline
LEE DANNER & BASS INC	925	$551K	0.04%	0	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	925	$551K	0.01%	0	13F-HR Timeline
JNBA Financial Advisors	924	$551K	0.05%	-9	13F-HR Timeline
J.Safra Asset Management Corp	923	$550K	0.03%	new	13F-HR Timeline
SevenBridge Financial Group, LLC	917	$549K	0.09%	0	13F-HR Timeline
MRWM Advisors, LLC	920	$548K	0.31%	+7	13F-HR Timeline
TRILLIUM ASSET MANAGEMENT, LLC	920	$548K	0.01%	0	13F-HR Timeline
CONNORS INVESTOR SERVICES INC	915	$545K	0.05%	0	13F-HR Timeline
TradeLink Capital LLC	910	$542K	3.9%	new	13F-HR Timeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC	909	$542K	0.2%	-41	13F-HR Timeline
First PREMIER Bank	902	$538K	0.12%	0	13F-HR Timeline
Siligmueller & Norvid Wealth Advisors L…	901	$537K	0.24%	new	13F-HR Timeline
Bragg Financial Advisors, Inc	899	$536K	0.02%	0	13F-HR Timeline
Blue Trust, Inc.	897	$535K	0.01%	-29	13F-HR Timeline
Advisors Capital Management, LLC	897	$535K	0.01%	-100	13F-HR Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC	896	$534K	<0.01%	-1,319	13F-HR Timeline Group
Creekside Partners	895	$534K	0.24%	+1	13F-HR Timeline
EAGLE GLOBAL ADVISORS LLC	895	$533K	0.02%	-10	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	887	$532K	0.09%	-19	13F-HR Timeline
HBK Sorce Advisory LLC	894	$532K	0.01%	-10	13F-HR/A Timeline
Legacy Capital Wealth Partners, LLC	891	$531K	0.12%	-6	13F-HR Timeline
Vertex Planning Partners, LLC	891	$531K	0.1%	-9	13F-HR Timeline
Glenview Trust Co	890	$530K	0.01%	+3	13F-HR Timeline
First Business Financial Services, Inc.	887	$529K	0.05%	0	13F-HR Timeline
Canal Capital Management, LLC	886	$528K	0.08%	-19	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	885	$528K	0.01%	0	13F-HR Timeline Group
StoneX Group Inc.in group StoneX Group Inc.	880	$526K	0.02%	-101	13F-HR Timeline Group
GUYASUTA INVESTMENT ADVISORS INC	878	$523K	0.03%	0	13F-HR Timeline
ROVIN CAPITAL /UT/ /ADV	873	$520K	0.14%	0	13F-HR/A Timeline
LOWE BROCKENBROUGH & CO INC	872	$520K	0.03%	0	13F-HR Timeline
Evernest Financial Advisors, LLC	871	$519K	0.15%	0	13F-HR Timeline
Huntleigh Advisors, Inc.	870	$519K	0.09%	new	13F-HR Timeline
Naviter Wealth, LLC	866	$518K	0.06%	0	13F-HR Timeline
Texas Capital Bank Wealth Management Se…	867	$517K	0.04%	+150	13F-HR Timeline
Stablepoint Partners, LLC	864	$515K	0.08%	+9	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	856	$510K	0.04%	+1	13F-HR Timeline
Arete Wealth Advisors, LLC	856	$510K	0.03%	-78	13F-HR Timeline
Rockline Wealth Management, LLC	855	$510K	0.11%	0	13F-HR Timeline
Litman Gregory Wealth Management LLC	852	$508K	0.04%	0	13F-HR Timeline
Montis Financial, LLC	850	$506K	0.12%	-7	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	850	$506K	0.01%	+1	13F-HR Timeline Group
DUNCKER STREETT & CO INC	849	$506K	0.09%	0	13F-HR Timeline
MIDLAND WEALTH ADVISORS, LLC	847	$505K	0.03%	-34	13F-HR Timeline
McCarthy & Cox	847	$505K	0.12%	-20	13F-HR Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC	841	$501K	0.01%	-13	13F-HR Timeline Group
Platform Technology Partners	841	$501K	0.12%	0	13F-HR Timeline
Missouri Trust & Investment Co	841	$501K	0.15%	0	13F-HR Timeline
ABOUND FINANCIAL, LLC	839	$500K	0.2%	0	13F-HR Timeline
MONOGRAPH WEALTH ADVISORS, LLC	835	$499K	0.05%	0	13F-HR Timeline
HARBOUR INVESTMENT MANAGEMENT LLC	833	$498K	0.22%	0	13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	813	$485K	0.05%	+83	13F-HR Timeline
OPTIMUM INVESTMENT ADVISORS	810	$483K	0.19%	-30	13F-HR Timeline
Parcion Private Wealth LLC	810	$483K	0.03%	0	13F-HR Timeline
HUB Investment Partners, LLC	806	$480K	0.02%	-299	13F-HR Timeline
Coordinated Financial Services, Inc.	806	$480K	0.31%	+171	13F-HR Timeline
Impact Capital Partners LLC	803	$479K	0.14%	new	13F-HR Timeline
Verdence Capital Advisors LLC	791	$478K	0.03%	-6	13F-HR Timeline
PRICE T ROWE ASSOCIATES INC /MD/	800	$477K	<0.01%	-4,191	13F-HR Timeline
Marquette Asset Management, LLC	800	$477K	0.07%	0	13F-HR Timeline
Cohen Klingenstein LLC	800	$477K	0.01%	0	13F-HR Timeline
Roof Eidam Maycock Peralta, LLC	798	$476K	0.12%	0	13F-HR Timeline
Invenomic Capital Management LP	797	$475K	0.02%	0	13F-HR Timeline
Rehmann Capital Advisory Group	792	$472K	0.03%	-12	13F-HR Timeline
ORLEANS CAPITAL MANAGEMENT CORP/LA	791	$471K	0.3%	0	13F-HR Timeline
Finivi Inc.	791	$471K	0.3%	+36	13F-HR Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.	788	$470K	0.01%	0	13F-HR Timeline Group
Institute for Wealth Management, LLC.	784	$467K	0.05%	+1	13F-HR Timeline
Optivise Advisory Services LLC	781	$465K	0.28%	-4	13F-HR Timeline
D. SCOTT NEAL, INC.	780	$465K	0.22%	0	13F-HR Timeline
Summit Place Financial Advisors, LLC	780	$465K	0.22%	0	13F-HR Timeline
Objectivity Squared, LLC	778	$464K	0.28%	+2	13F-HR Timeline
Arrowroot Family Office, LLC	768	$458K	0.18%	-2	13F-HR Timeline
Trexquant Investment LP	765	$456K	<0.01%	+344	13F-HR Timeline
Wealth Architects, LLC	763	$455K	0.04%	0	13F-HR Timeline
Redwood Park Advisors LLC	759	$452K	0.34%	-48	13F-HR Timeline
Maxele Advisors, LLC	758	$452K	0.39%	0	13F-HR Timeline
Robertson Stephens Wealth Management, L…	755	$451K	0.01%	0	13F-HR Timeline
CoreCap Advisors, LLC	754	$449K	0.02%	+210	13F-HR Timeline
LS Investment Advisors, LLC	753	$449K	0.06%	-45	13F-HR Timeline
CRA Financial Services, LLC	753	$449K	0.06%	+74	13F-HR Timeline
Neumann Capital Management, LLC	750	$447K	0.13%	0	13F-HR Timeline
Octavia Wealth Advisors, LLC	747	$447K	0.04%	+14	13F-HR Timeline
Rodgers Brothers Inc.	748	$446K	0.05%	0	13F-HR Timeline
TRED AVON FAMILY WEALTH, LLC	747	$445K	0.15%		13F-HR Timeline
Gladstone Institutional Advisory LLC	734	$437K	0.02%	0	13F-HR Timeline
PIONEER TRUST BANK N A/OR	732	$436K	0.1%	-3	13F-HR Timeline
Ardent Capital Management, Inc.	730	$435K	0.18%	0	13F-HR Timeline
Capital Advisors, Ltd. LLC	724	$432K	0.05%	-35	13F-HR Timeline
SIGMA INVESTMENT COUNSELORS INC	724	$432K	0.02%	-80	13F-HR Timeline
PFG Investments, LLC	723	$431K	0.02%	0	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	723	$431K		0	Timeline Colonial Trust Co / SC: 673 (0.05%) 13F-HR Colonial Trust Advisors: 50 (<0.01%) 13F-HR
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…	717	$427K	0.01%	-2	13F-HR Timeline Group
Measured Risk Portfolios, Inc.	716	$427K	0.46%	0	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	715	$426K	0.02%	0	13F-HR Timeline
ELLERSON GROUP INC /ADV	715	$426K	0.27%	-500	13F-HR Timeline
Field & Main Bank	714	$426K	0.13%	+1	13F-HR Timeline
Aprio Wealth Management, LLC	713	$425K	0.04%	+190	13F-HR Timeline
Trail Ridge Investment Advisors, LLC	710	$423K	0.19%	+90	13F-HR Timeline
Prosperity Consulting Group, LLC	708	$422K	0.02%	new	13F-HR Timeline
S.A. Mason LLC	706	$421K	0.19%	0	13F-HR Timeline
FOUNDERS GROVE WEALTH PARTNERS, LLC	704	$420K	0.1%	-75	13F-HR Timeline
Hickory Point Bank & Trust	703	$419K	0.31%	0	13F-HR Timeline
Black Diamond Financial, LLC	702	$418K	0.05%	0	13F-HR Timeline
WATERSHED PRIVATE WEALTH LLC	702	$418K	0.13%	-3	13F-HR Timeline
Brand Asset Management Group, Inc.	701	$418K	0.12%	+11	13F-HR Timeline
Aberdeen Wealth Management LLC	701	$418K	0.26%	0	13F-HR Timeline
Commonwealth Financial Services, LLC	700	$417K	0.07%	-58	13F-HR Timeline
Mathes Company, Inc.	700	$417K	0.15%	0	13F-HR Timeline
CATALYST FINANCIAL PARTNERS LLC	699	$417K	0.05%	-17	13F-HR Timeline
Retirement Planning Co of New England, …	698	$416K	0.17%	new	13F-HR Timeline
GTS SECURITIES LLC	690	$411K	0.02%	-711	13F-HR Timeline
JDM Financial Group LLC	689	$411K	0.17%	0	13F-HR Timeline
Heartwood Wealth Advisors LLC	689	$411K	0.04%	0	13F-HR Timeline
Seascape Capital Management	688	$410K	0.12%	-130	13F-HR Timeline
Bedel Financial Consulting, Inc.	687	$409K	0.05%	0	13F-HR Timeline
SEVEN MILE ADVISORY	687	$409K	0.07%	0	13F-HR Timeline
NORDEN GROUP LLC	686	$409K	0.04%	-15	13F-HR Timeline
STEINBERGANNA WEALTH MANAGEMENT	684	$408K	0.19%		13F-HR Timeline
CAPITAL ADVISORS INC/OK	683	$407K	0.01%	0	13F-HR Timeline
Newman Dignan & Sheerar, Inc.	681	$406K	0.09%	+8	13F-HR Timeline
Moss Adams Wealth Advisors LLC	679	$406K	0.03%	+78	13F-HR Timeline
Betterment LLC	678	$404K	<0.01%	+28	13F-HR Timeline
CARRET ASSET MANAGEMENT, LLC	675	$402K	0.04%	0	13F-HR Timeline
Orion Capital Management LLC	674	$401K	0.14%	0	13F-HR Timeline
Washington Trust Bank	672	$401K	0.03%	-282	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Ayrshire Capital Management LLC	667	$398K	0.18%	-100	13F-HR Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …	662	$395K	0.05%	-985	13F-HR/A Timeline Group
Clearwater Capital Advisors, LLC	662	$395K	0.03%	0	13F-HR Timeline
BRIDGES INVESTMENT MANAGEMENT INC	660	$393K	0.01%	0	13F-HR Timeline
Bogart Wealth, LLC	660	$393K	0.02%	0	13F-HR Timeline
Larson Financial Group LLC	657	$392K	0.01%	+18	13F-HR Timeline
Cannell & Spears LLC	655	$390K	0.01%	0	13F-HR Timeline
Howard Capital Management Group, LLC	655	$390K	0.02%	-60	13F-HR Timeline
First Financial Bankshares Inc	654	$390K	0.01%	0	13F-HR Timeline
NATIXISin group Natixis Investment Managers	654	$390K	<0.01%	new	13F-HR Timeline Group
WILKINS INVESTMENT COUNSEL INC	650	$387K	0.05%	0	13F-HR Timeline
Ruggaard & Associates LLC	650	$387K	0.14%	0	13F-HR Timeline
AVITY INVESTMENT MANAGEMENT INC.	645	$384K	0.03%	0	13F-HR Timeline
Boston Trust Walden Corpin group Boston Trust Walden Corp	645	$384K	<0.01%	0	13F-HR Timeline Group
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	637	$380K	0.01%	0	13F-HR Timeline Group
ASSET PLANNING CORPORATION	636	$379K	0.18%	+1	13F-HR Timeline
CM WEALTH ADVISORS LLC	629	$376K	0.1%	0	13F-HR Timeline
Claro Advisors Inc.	630	$376K	0.05%	0	13F-HR Timeline
Asset Dedication, LLC	622	$371K	0.02%	-31	13F-HR Timeline
ALTFEST L J & CO INC	622	$371K	0.04%	-197	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	619	$369K	0.01%	+12	13F-HR Timeline Group
OPTIMA CAPITAL LLC	617	$369K	0.18%	0	13F-HR Timeline
BlueSky Wealth Advisors, LLC	618	$368K	0.05%	+125	13F-HR Timeline
Strategic Wealth Partners, Ltd.	614	$366K	0.03%	-701	13F-HR Timeline
J. Team Financial, Inc.	613	$366K	0.37%		13F-HR Timeline
Pandora Wealth, Inc.	613	$365K	0.22%	0	13F-HR Timeline
SHAKER INVESTMENTS LLC/OH	612	$365K	0.15%	+2	13F-HR Timeline
ArborFi Advisors, LLC	605	$361K	0.29%	-60	13F-HR Timeline
SPC Financial, Inc.	603	$359K	0.03%	0	13F-HR Timeline
Roehl & Yi Investment Advisors, LLC	603	$359K	0.16%	0	13F-HR Timeline
Parallel Advisors, LLC	600	$358K	0.01%	-35	13F-HR Timeline
SYM FINANCIAL Corp	600	$358K	0.04%	0	13F-HR Timeline
TriaGen Wealth Management LLC	600	$358K	0.09%	0	13F-HR Timeline
Summa Corp.	600	$358K	0.16%	0	13F-HR Timeline
Scarborough Advisors, LLC	600	$357K	0.06%	-3	13F-HR Timeline
Sonora Investment Management Group, LLC	599	$357K	0.03%	0	13F-HR Timeline
Ledyard National Bank	598	$356K	0.03%	-49	13F-HR Timeline
CORSAIR CAPITAL MANAGEMENT, L.P.	597	$356K	0.06%	0	13F-HR/A Timeline
WATERS PARKERSON & CO., LLC	595	$355K	0.02%	0	13F-HR Timeline
Evolution Wealth Advisors, LLC	595	$355K	0.05%	0	13F-HR Timeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI	590	$352K	0.05%	+50	13F-HR Timeline
Well Done, LLC	590	$352K	0.06%	0	13F-HR Timeline
Berkeley, Inc	586	$349K	0.11%	0	13F-HR Timeline
Financial Council, LLC	585	$349K	0.15%	0	13F-HR Timeline
Strategic Blueprint, LLC	581	$347K	0.02%	+40	13F-HR Timeline
CORTLAND ASSOCIATES INC/MO	580	$346K	0.04%	+36	13F-HR Timeline
MEMBERS WEALTH LLC	578	$345K	0.22%		13F-HR Timeline
49 WEALTH MANAGEMENT, LLC	579	$345K	0.03%	new	13F-HR Timeline
REDW Wealth LLC	579	$345K	0.13%	+2	13F-HR Timeline