MDY STATE STR SPDR S&P MIDCAP 40

SHS (fund), issuer CIK 936958

1,420 managers (1,436 13F filers) reported a position in MDY shares at 2025-12-31, 25,509,486 shares in all. 71 filers opened a position and 57 filers sold out during the quarter.

Managers: 1,420
13F filers: 1,436
New: 71
Added: 357
Reduced: 490
Sold out: 57
Shares held by filers: 25,509,486

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Clear Creek Financial Management, LLC	1,083	$654K	0.05%	-2	13F-HR Timeline
HOWLAND CAPITAL MANAGEMENT LLC	1,077	$652K	0.02%	-10	13F-HR Timeline
FAGAN ASSOCIATES, INC.	1,077	$650K	0.09%	0	13F-HR Timeline
Western Wealth Management, LLC	1,075	$649K	0.03%	-25	13F-HR Timeline
McIlrath & Eck, LLC	1,075	$649K	0.06%	0	13F-HR Timeline
Royal Fund Management, LLC	1,075	$649K	0.06%	new	13F-HR Timeline
Certified Advisory Corp	1,072	$646K	0.06%	+3	13F-HR Timeline
Mirador Capital Partners LP	1,067	$644K	0.09%	+6	13F-HR Timeline
Turtle Creek Wealth Advisors, LLC	1,064	$642K	0.05%	0	13F-HR Timeline
River Street Advisors LLC	1,063	$641K	0.24%	-6	13F-HR Timeline
FORTRESS PRIVATE LEDGER, LLC	1,059	$639K	0.21%	-246	13F-HR Timeline
First Western Trust Bank	1,055	$636K	0.03%	0	13F-HR Timeline
Cypress Capital, LLC	1,054	$636K	0.18%	-52	13F-HR Timeline
RFG - Bristol Wealth Advisors, LLC	1,054	$636K	0.18%	new	13F-HR Timeline
Bryn Mawr Trust Advisors, LLC	1,053	$635K	0.03%	+6	13F-HR Timeline
Daytona Street Capital LLC	1,050	$633K	0.49%		13F-HR Timeline
WBH ADVISORY INC	1,046	$631K	0.05%	+1	13F-HR Timeline
Citizens Business Bank	1,041	$628K	0.1%	+566	13F-HR Timeline
Grey Ledge Advisors, LLC	1,040	$627K	0.14%	+37	13F-HR Timeline
First National Trust Co	1,039	$627K	0.02%	0	13F-HR Timeline
WorthPointe, LLC	1,032	$623K	0.16%	0	13F-HR Timeline
VestGen Advisors, LLC	1,031	$622K	0.03%	-124	13F-HR Timeline
Members Trust Co	1,030	$621K	0.02%	0	13F-HR Timeline
Savvy Advisors, Inc.	1,027	$620K	0.02%	new	13F-HR Timeline
UNITED BANK	1,025	$618K	0.08%	0	13F-HR Timeline
BAXTER BROS INC	1,023	$617K	0.07%	0	13F-HR Timeline
SANDERS MORRIS HARRIS LLC	1,000	$615K	0.95%	0	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	1,017	$614K	0.09%	+1	13F-HR Timeline
FWG Holdings, LLC	977	$613K	0.23%	0	13F-HR/A Timeline
Capital Investment Advisors, LLC	1,016	$613K	0.01%	+1	13F-HR Timeline
SIMPLEX TRADING, LLC	1,011	$610K	0.02%	-3,792	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	1,010	$610K	0.02%	0	13F-HR Timeline Group
FLAGSHIP HARBOR ADVISORS, LLC	1,007	$608K	0.03%	0	13F-HR Timeline
CONNORS INVESTOR SERVICES INC	1,007	$608K	0.05%	+92	13F-HR Timeline
Avalon Trust Co	1,000	$603K	0.04%	0	13F-HR Timeline
Wealth Advisory Solutions, LLC	1,000	$603K	0.14%	0	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	999	$603K	0.01%	-450	13F-HR Timeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC	994	$600K	0.4%	0	13F-HR Timeline
Mutual Advisors, LLC	993	$599K	0.01%	-20	13F-HR Timeline
Plante Moran Financial Advisors, LLC	992	$598K	0.04%	+3	13F-HR Timeline
SEVEN MILE ADVISORY	992	$598K	0.1%	+305	13F-HR Timeline
Range Advisory, LLC	991	$598K	0.15%		13F-HR Timeline
Tanager Wealth Management LLP	988	$596K	0.06%	0	13F-HR Timeline
Broadview Financial Management, LLC	986	$595K	0.4%	-6	13F-HR Timeline
Pollock Investment Advisors, LLC	985	$594K	0.44%	0	13F-HR Timeline
Smithfield Trust Co	984	$591K	0.03%	-375	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	977	$589K	0.05%	-1	13F-HR Timeline
SevenBridge Financial Group, LLC	917	$583K	0.09%	0	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	888	$582K	0.08%	+1	13F-HR Timeline
Maren Capital LLC	964	$582K	0.03%	0	13F-HR Timeline
Integrated Wealth Concepts LLC	961	$580K	0.01%	-795	13F-HR Timeline
BSW Wealth Partners	960	$579K	0.07%	-151	13F-HR Timeline
Centiva Capital, LP	960	$579K	0.04%	new	13F-HR Timeline
Clear Trail Advisors, LLC	953	$575K	0.13%		13F-HR Timeline
Tower View Wealth Management LLC	953	$575K	0.28%	-44	13F-HR Timeline
Glenview Trust Co	952	$574K	0.01%	+62	13F-HR Timeline
HBK Sorce Advisory LLC	873	$572K	0.01%	-21	13F-HR Timeline
Evernest Financial Advisors, LLC	871	$571K	0.12%	0	13F-HR Timeline
Beirne Wealth Consulting Services, LLC	935	$567K	0.16%	-46	13F-HR Timeline
Seelaus Asset Management LLC	939	$566K	0.45%	0	13F-HR Timeline
Bell Bank	935	$564K	0.02%	-200	13F-HR Timeline
CFO CAPITAL MANAGEMENT LLC	932	$562K	0.42%		13F-HR Timeline
Genesis Wealth Advisors, LLC	931	$562K	0.38%	-30	13F-HR Timeline
NORTHLAND SECURITIES, INC.	928	$560K	0.54%		13F-HR Timeline
HCR Wealth Advisors	926	$559K	0.06%	0	13F-HR Timeline
SAX WEALTH ADVISORS, LLC	926	$559K	0.03%	-174	13F-HR Timeline
LEE DANNER & BASS INC	925	$558K	0.04%	0	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	922	$556K	0.01%	-3	13F-HR Timeline
JNBA Financial Advisors	920	$555K	0.05%	-4	13F-HR Timeline
Leo Wealth, LLC	920	$555K	0.04%	-53	13F-HR Timeline
TRILLIUM ASSET MANAGEMENT, LLC	920	$555K	0.02%	0	13F-HR Timeline
Stablepoint Partners, LLC	914	$552K	0.09%	+50	13F-HR Timeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC	911	$550K	0.2%	+2	13F-HR Timeline
Dentgroup LLC	904	$545K	0.37%	-568	13F-HR Timeline
First PREMIER Bank	902	$544K	0.12%	0	13F-HR Timeline
Bragg Financial Advisors, Inc	899	$542K	0.02%	0	13F-HR Timeline
Advisors Capital Management, LLC	897	$541K	0.01%	0	13F-HR Timeline
Vertex Planning Partners, LLC	891	$538K	0.12%	0	13F-HR Timeline
Creekside Partners	889	$536K	0.23%	-6	13F-HR Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.	888	$536K	0.01%	+100	13F-HR Timeline Group
EAGLE GLOBAL ADVISORS LLC	888	$536K	0.02%	-7	13F-HR Timeline
CONGRESS ASSET MANAGEMENT CO	887	$535K	<0.01%	-727	13F-HR Timeline
First Business Financial Services, Inc.	887	$535K	0.05%	0	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	885	$534K	0.01%	0	13F-HR Timeline Group
StoneX Group Inc.in group StoneX Group Inc.	880	$533K	0.02%	0	13F-HR Timeline Group
Coordinated Financial Services, Inc.	883	$533K	0.31%	+77	13F-HR Timeline
GUYASUTA INVESTMENT ADVISORS INC	879	$530K	0.03%	+1	13F-HR Timeline
MRWM Advisors, LLC	878	$530K	0.28%	-42	13F-HR Timeline
Legacy Capital Wealth Partners, LLC	874	$527K	0.11%	-17	13F-HR Timeline
Huntleigh Advisors, Inc.	870	$525K	0.09%	0	13F-HR Timeline
Naviter Wealth, LLC	866	$524K	0.07%	0	13F-HR Timeline
Eagle Strategies LLC	866	$523K	0.07%	-66	13F-HR Timeline
ROVIN CAPITAL /UT/ /ADV	855	$516K	0.14%	-18	13F-HR Timeline
Shepherd Financial Partners LLC	855	$516K	0.05%	new	13F-HR Timeline
Rockline Wealth Management, LLC	855	$516K	0.11%	0	13F-HR Timeline
Litman Gregory Wealth Management LLC	852	$514K	0.04%	0	13F-HR Timeline
DUNCKER STREETT & CO INC	849	$512K	0.09%	0	13F-HR Timeline
Montis Financial, LLC	848	$511K	0.1%	-2	13F-HR Timeline
DWR WEALTH MANAGEMENT, LLC	836	$510K	0.47%		13F-HR Timeline
MIDLAND WEALTH ADVISORS, LLC	844	$509K	0.03%	-3	13F-HR Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC	841	$508K	0.01%	0	13F-HR Timeline Group
Platform Technology Partners	841	$507K	0.11%	0	13F-HR Timeline
Missouri Trust & Investment Co	841	$507K	0.15%	0	13F-HR Timeline
ABOUND FINANCIAL, LLC	839	$506K	0.2%	0	13F-HR/A Timeline
MONOGRAPH WEALTH ADVISORS, LLC	835	$506K	0.05%	0	13F-HR Timeline
Canal Capital Management, LLC	837	$505K	0.07%	-49	13F-HR Timeline
HARBOUR INVESTMENT MANAGEMENT LLC	833	$505K	0.27%	0	13F-HR Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC	834	$503K	<0.01%	-62	13F-HR Timeline Group
Hobart Private Capital, LLC	826	$498K	0.1%	+424	13F-HR Timeline
Blackston Financial Advisory Group, LLC	818	$493K	0.3%	-163	13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	811	$489K	0.05%	-2	13F-HR Timeline
Parcion Private Wealth LLC	810	$489K	0.03%	0	13F-HR Timeline
Marquette Asset Management, LLC	800	$483K	0.07%	0	13F-HR Timeline
Cohen Klingenstein LLC	800	$483K	0.01%	0	13F-HR Timeline
Almanack Investment Partners, LLC.	799	$482K	0.08%	-782	13F-HR Timeline
Roof Eidam Maycock Peralta, LLC	798	$481K	0.11%	0	13F-HR Timeline
Invenomic Capital Management LP	797	$481K	0.02%	0	13F-HR Timeline
NorthCoast Asset Management LLC	795	$480K	0.01%	-18,848	13F-HR Timeline
CoreCap Advisors, LLC	795	$480K	0.02%	+41	13F-HR Timeline
Rehmann Capital Advisory Group	792	$478K	0.02%	0	13F-HR Timeline
Verdence Capital Advisors LLC	792	$478K	0.03%	+1	13F-HR Timeline
ORLEANS CAPITAL MANAGEMENT CORP/LA	791	$477K	0.3%	0	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	790	$477K	0.01%	-60	13F-HR Timeline Group
Diesslin Group, Inc.	789	$476K	0.19%		13F-HR Timeline
One Charles Private Wealth Services, LLC	788	$476K	0.12%	+411	13F-HR Timeline
HUB Investment Partners, LLC	782	$472K	0.01%	-24	13F-HR Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC	781	$471K	<0.01%	+219	13F-HR Timeline Group
Objectivity Squared, LLC	780	$471K	0.26%	+2	13F-HR Timeline
Summit Place Financial Advisors, LLC	780	$471K	0.23%	0	13F-HR Timeline
Arax Advisory Partners	780	$471K	0.01%	+473	13F-HR Timeline
RITHOLTZ WEALTH MANAGEMENT	776	$468K	0.01%	+330	13F-HR Timeline
KINTRA WEALTH, LLC	766	$462K	0.06%	new	13F-HR Timeline
Harbor Group, Inc.	760	$458K	0.07%	new	13F-HR Timeline
Curated Wealth Partners LLC	759	$458K	0.05%	new	13F-HR Timeline
Maxele Advisors, LLC	758	$457K	0.37%	0	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	757	$457K	0.04%	-99	13F-HR Timeline
LS Investment Advisors, LLC	753	$454K	0.06%	0	13F-HR Timeline
CRA Financial Services, LLC	753	$454K	0.06%	0	13F-HR Timeline
Neumann Capital Management, LLC	750	$452K	0.13%	0	13F-HR Timeline
TMB Capital Partners, LLC	749	$452K	0.15%		13F-HR Timeline
Rodgers Brothers Inc.	748	$451K	0.05%	0	13F-HR Timeline
TRED AVON FAMILY WEALTH, LLC	747	$451K	0.15%	0	13F-HR Timeline
Robertson Stephens Wealth Management, L…	741	$449K	0.01%	-14	13F-HR Timeline
PFG Investments, LLC	741	$447K	0.02%	+18	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	739	$446K		+16	Timeline Colonial Trust Co / SC: 689 (0.06%) 13F-HR Colonial Trust Advisors: 50 (<0.01%) 13F-HR
Breachway Investments LLC	734	$443K	0.47%		13F-HR Timeline
Gladstone Institutional Advisory LLC	734	$443K	0.02%	0	13F-HR Timeline
Betterment LLC	732	$442K	<0.01%	+54	13F-HR Timeline
Ardent Capital Management, Inc.	730	$440K	0.17%	0	13F-HR Timeline
PIONEER TRUST BANK N A/OR	728	$439K	0.1%	-4	13F-HR Timeline
Arrowroot Family Office, LLC	723	$436K	0.16%	-45	13F-HR Timeline
Wagner Wealth Management, LLC	722	$436K	0.09%	new	13F-HR Timeline
PFG Advisors	721	$435K	0.02%	-6,254	13F-HR Timeline
ISTHMUS PARTNERS, LLC	718	$433K	0.05%	+200	13F-HR Timeline
Capital Advisors, Ltd. LLC	717	$433K	0.05%	-7	13F-HR Timeline
Measured Risk Portfolios, Inc.	717	$433K	0.5%	+1	13F-HR Timeline
ELLERSON GROUP INC /ADV	715	$431K	0.29%	0	13F-HR Timeline
Field & Main Bank	714	$431K	0.12%	0	13F-HR Timeline
LAWOOD & CO	710	$428K	0.41%		13F-HR Timeline
Prosperity Consulting Group, LLC	708	$427K	0.02%	0	13F-HR Timeline
Selby Wealth Management, LLC	706	$426K	0.17%		13F-HR Timeline
Coquina Private Wealth LLC	706	$426K	0.34%		13F-HR Timeline
SIGMA INVESTMENT COUNSELORS INC	704	$425K	0.02%	-20	13F-HR Timeline
FOUNDERS GROVE WEALTH PARTNERS, LLC	704	$425K	0.1%	0	13F-HR Timeline
Hickory Point Bank & Trust	703	$424K	0.31%	0	13F-HR Timeline
Black Diamond Financial, LLC	702	$424K	0.04%	0	13F-HR Timeline
WATERSHED PRIVATE WEALTH LLC	702	$424K	0.13%	0	13F-HR Timeline
ARWA LLC	702	$423K	0.25%		13F-HR Timeline
MONEY CONCEPTS CAPITAL CORP	701	$423K	0.02%	new	13F-HR Timeline
Brand Asset Management Group, Inc.	701	$423K	0.12%	0	13F-HR Timeline
Aberdeen Wealth Management LLC	701	$423K	0.2%	0	13F-HR Timeline
Octavia Wealth Advisors, LLC	698	$423K	0.04%	-49	13F-HR Timeline
Commonwealth Financial Services, LLC	699	$422K	0.07%	-1	13F-HR Timeline
CATALYST FINANCIAL PARTNERS LLC	699	$422K	0.05%	0	13F-HR Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …	699	$422K	0.04%	+37	13F-HR Timeline Group
Retirement Planning Co of New England, …	698	$421K	0.17%	0	13F-HR Timeline
WATERS PARKERSON & CO., LLC	690	$416K	0.02%	+95	13F-HR Timeline
JDM Financial Group LLC	689	$416K	0.16%	0	13F-HR Timeline
Heartwood Wealth Advisors LLC	688	$415K	0.04%	-1	13F-HR Timeline
CM WEALTH ADVISORS LLC	685	$415K	0.09%	+56	13F-HR Timeline
Bedel Financial Consulting, Inc.	687	$414K	0.04%	0	13F-HR Timeline
STEINBERGANNA WEALTH MANAGEMENT	686	$414K	0.19%	+2	13F-HR Timeline
CAPITAL ADVISORS INC/OK	683	$412K	0.01%	0	13F-HR Timeline
Moss Adams Wealth Advisors LLC	679	$411K	0.03%	0	13F-HR Timeline
Newman Dignan & Sheerar, Inc.	681	$411K	0.09%	0	13F-HR Timeline
CARRET ASSET MANAGEMENT, LLC	675	$407K	0.04%	0	13F-HR Timeline
GENESIS PRIVATE WEALTH, LLC	672	$405K	0.13%	new	13F-HR Timeline
McMillan Office, Inc.	670	$404K	0.05%		13F-HR Timeline
Ayrshire Capital Management LLC	667	$402K	0.18%	0	13F-HR Timeline
Wealth Architects, LLC	666	$402K	0.04%	-97	13F-HR Timeline
Clearwater Capital Advisors, LLC	662	$399K	0.03%	0	13F-HR Timeline
Bogart Wealth, LLC	660	$398K	0.02%	0	13F-HR Timeline
Keudell/Morrison Wealth Management	658	$397K	0.08%		13F-HR Timeline
Cannell & Spears LLC	655	$395K	0.01%	0	13F-HR Timeline
First Financial Bankshares Inc	654	$395K	0.01%	0	13F-HR Timeline
WILKINS INVESTMENT COUNSEL INC	650	$392K	0.06%	0	13F-HR Timeline
Ruggaard & Associates LLC	650	$392K	0.15%	0	13F-HR Timeline
Washington Trust Bank	649	$392K	0.03%	-23	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
AVITY INVESTMENT MANAGEMENT INC.	645	$389K	0.03%	0	13F-HR Timeline
Boston Trust Walden Corpin group Boston Trust Walden Corp	645	$389K	<0.01%	0	13F-HR Timeline Group