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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,438 managers (1,455 13F filers) reported a position in MDY shares at 2026-03-31, 24,850,491 shares in all. 95 filers opened a position and 69 filers sold out during the quarter.

Managers
1,438
13F filers
1,455
New
95
Added
324
Reduced
543
Sold out
69
Shares held by filers
24,850,491

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
First Western Trust Bank1,055$651K0.03%013F-HRTimeline
WBH ADVISORY INC1,046$650K0.05%013F-HRTimeline
Certified Advisory Corp1,049$647K0.06%-2313F-HRTimeline
Citizens Business Bank1,041$642K0.11%013F-HRTimeline
River Wealth Advisors LLC1,036$639K0.07%-13513F-HRTimeline
Grey Ledge Advisors, LLC1,035$638K0.14%-513F-HRTimeline
CONGRESS ASSET MANAGEMENT CO1,034$638K<0.01%+14713F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,034$638K0.09%+1713F-HRTimeline
WorthPointe, LLC1,032$636K0.17%013F-HRTimeline
Members Trust Co1,030$635K0.02%013F-HRTimeline
BAXTER BROS INC1,023$631K0.08%013F-HRTimeline
Capital Investment Advisors, LLC1,017$627K0.01%+113F-HR/ATimeline
HUB Investment Partners, LLC1,015$626K0.02%+23313F-HRTimeline
Range Advisory, LLC1,014$625K0.12%+2313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,011$624K0.02%+113F-HRTimelineGroup
First National Trust Co1,010$623K0.02%-2913F-HRTimeline
Nemes Rush Group LLC1,008$622K0.06%-11313F-HRTimeline
NWAM LLC1,008$622K0.04%-1,21913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,008$621K0.03%+113F-HRTimeline
CONNORS INVESTOR SERVICES INC1,007$621K0.06%013F-HRTimeline
Greystone Financial Group, LLC1,004$619K0.18%-52313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,002$618K0.02%+313F-HRTimeline
AlphaCore Capital LLC998$615K0.01%-21113F-HRTimeline
Valeo Financial Advisors, LLC1,008$614K0.01%-8113F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC994$613K0.4%013F-HRTimeline
Mutual Advisors, LLC994$613K0.01%+113F-HRTimeline
Wealth Advisory Solutions, LLC993$612K0.14%-713F-HRTimeline
SEVEN MILE ADVISORY992$612K0.44%013F-HRTimeline
Broadview Financial Management, LLC990$611K0.42%+413F-HRTimeline
Plante Moran Financial Advisors, LLC989$610K0.04%-313F-HRTimeline
Tanager Wealth Management LLP988$609K0.06%013F-HRTimeline
SevenBridge Financial Group, LLC917$608K0.1%013F-HRTimeline
Diversified Enterprises, LLC985$608K0.03%new13F-HRTimeline
Glenview Trust Co976$602K0.01%+2413F-HRTimeline
Bryn Mawr Trust Advisors, LLC975$601K0.03%-7813F-HRTimeline
HBK Sorce Advisory LLC885$598K0.01%+1213F-HRTimeline
Maren Capital LLC964$595K0.03%013F-HRTimeline
BSW Wealth Partners960$592K0.07%013F-HRTimeline
FWG Holdings, LLC946$591K0.22%-3113F-HRTimeline
Clear Trail Advisors, LLC953$588K0.1%013F-HRTimeline
Smithfield Trust Co955$586K0.03%-2913F-HRTimeline
GHE, LLC949$585K0.24%-25113F-HR/ATimeline
Tower View Wealth Management LLC949$585K0.3%-413F-HRTimeline
Stone Summit Wealth LLC944$582K0.16%-18413F-HRTimeline
Aspen Grove Capital, LLC938$581K0.11%-39013F-HRTimeline
HTG Investment Advisors, Inc.940$580K0.17%new13F-HRTimeline
Evernest Financial Advisors, LLC871$579K0.12%013F-HRTimeline
Bell Bank935$577K0.02%013F-HRTimeline
Blue Trust, Inc.932$575K0.01%-17013F-HRTimeline
NORTHLAND SECURITIES, INC.928$572K0.54%013F-HRTimeline
HCR Wealth Advisors926$571K0.06%013F-HRTimeline
LEE DANNER & BASS INC925$571K0.04%013F-HRTimeline
J.Safra Asset Management Corp923$569K0.03%-1,09913F-HRTimeline
Sanchez Gaunt Capital Management, LLC922$569K0.36%13F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC920$567K0.02%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…917$566K0.01%-513F-HRTimeline
SAX WEALTH ADVISORS, LLC926$559K0.03%013F-HRTimeline
First PREMIER Bank902$556K0.13%013F-HRTimeline
Eagle Strategies LLC900$555K0.07%+3413F-HRTimeline
KINTRA WEALTH, LLC898$554K0.04%+13213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC897$553K0.04%-8013F-HRTimeline
Cornerstone Wealth Group, LLC830$552K0.04%+27613F-HRTimeline
Bragg Financial Advisors, Inc892$550K0.02%-713F-HRTimeline
Vertex Planning Partners, LLC891$550K0.11%013F-HRTimeline
InTrack Investment Management Inc889$548K0.31%-71013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC888$548K<0.01%+10713F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC888$548K0.08%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.888$548K0.01%013F-HRTimelineGroup
JNBA Financial Advisors887$547K0.05%-3313F-HRTimeline
Advisors Capital Management, LLC887$547K0.01%-1013F-HRTimeline
First Business Financial Services, Inc.887$547K0.05%013F-HRTimeline
Creekside Partners886$546K0.22%-313F-HRTimeline
Coordinated Financial Services, Inc.883$545K0.31%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC879$542K0.17%-3213F-HRTimeline
Legacy Capital Wealth Partners, LLC877$541K0.11%+313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP872$538K0.01%-1313F-HRTimelineGroup
Huntleigh Advisors, Inc.870$537K0.09%013F-HRTimeline
Naviter Wealth, LLC866$535K0.07%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP866$534K0.06%+5513F-HRTimeline
Leo Wealth, LLC865$534K0.04%-5513F-HRTimeline
UNITED BANK858$529K0.07%-16713F-HRTimeline
Stablepoint Partners, LLC857$529K0.08%-5713F-HRTimeline
Shepherd Financial Partners LLC855$527K0.05%013F-HRTimeline
Rockline Wealth Management, LLC855$527K0.11%013F-HRTimeline
DUNCKER STREETT & CO INC849$524K0.1%013F-HRTimeline
Montis Financial, LLC848$523K0.11%013F-HRTimeline
Genesis Wealth Advisors, LLC846$522K0.35%-8513F-HRTimeline
Lifestyle Asset Management, Inc.843$520K0.17%+25713F-HRTimeline
Platform Technology Partners841$519K0.1%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC840$518K0.01%-113F-HRTimelineGroup
Betterment LLC839$517K<0.01%+10713F-HRTimeline
EAGLE GLOBAL ADVISORS LLC838$517K0.02%-5013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC835$516K0.05%013F-HRTimeline
Missouri Trust & Investment Co836$516K0.15%-513F-HRTimeline
ABOUND FINANCIAL, LLC831$513K0.22%-813F-HRTimeline
Stillwater Capital Advisors, LLC830$512K0.06%new13F-HRTimeline
Brooklyn Investment Group829$511K0.02%new13F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC819$507K0.28%-1413F-HRTimeline
MAIRS & POWER INC819$505K0.01%new13F-HRTimeline
CoreCap Advisors, LLC819$505K0.02%+2413F-HRTimeline
Canvas Wealth Advisors, LLC816$503K0.09%new13F-HRTimeline
Seelaus Asset Management LLC814$502K0.36%-12513F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC813$501K0.03%-3113F-HRTimeline
GK Wealth Management LLC836$501K0.44%new13F-HRTimeline
DWR WEALTH MANAGEMENT, LLC836$501K0.44%013F-HRTimeline
Parcion Private Wealth LLC810$500K0.03%013F-HRTimeline
Marquette Asset Management, LLC800$493K0.07%013F-HRTimeline
Cohen Klingenstein LLC800$493K0.02%013F-HRTimeline
Almanack Investment Partners, LLC.799$493K0.08%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC798$492K0.11%013F-HRTimeline
OpenArc Corporate Advisory, LLC798$492K0.01%+33113F-HRTimeline
Invenomic Capital Management LP797$492K0.02%013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC796$491K0.22%new13F-HRTimeline
Washington Trust Bank794$490K0.04%+14513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rehmann Capital Advisory Group793$489K0.03%+113F-HRTimeline
Verdence Capital Advisors LLC792$489K0.03%013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA791$488K0.33%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC790$487K0.01%013F-HRTimelineGroup
One Charles Private Wealth Services, LLC788$486K0.12%013F-HRTimeline
Canal Capital Management, LLC785$484K0.07%-5213F-HRTimeline
Objectivity Squared, LLC783$483K0.3%+313F-HRTimeline
DELTEC ASSET MANAGEMENT LLC780$481K0.09%new13F-HRTimeline
Summit Place Financial Advisors, LLC780$481K0.23%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT779$480K0.01%+313F-HRTimeline
Belpointe Asset Management LLC777$480K0.02%+33813F-HRTimeline
Independent Advisor Alliance773$477K0.01%new13F-HRTimeline
Harbor Group, Inc.760$469K0.07%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC759$468K0.04%+213F-HRTimeline
NewEdge Wealth, LLC757$467K0.01%-10,58113F-HRTimeline
BIP Wealth, LLC757$467K0.02%+21913F-HRTimeline
LS Investment Advisors, LLC753$464K0.07%013F-HRTimeline
TMB Capital Partners, LLC752$464K0.16%+313F-HRTimeline
Breachway Investments LLC743$462K0.44%+913F-HRTimeline
Measured Risk Portfolios, Inc.746$460K0.51%+2913F-HRTimeline
Robertson Stephens Wealth Management, L…741$458K0.01%013F-HRTimeline
Avior Wealth Management, LLC742$458K0.01%+29413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding736$454K-3Timeline
ARWA LLC702$453K0.22%013F-HRTimeline
Gladstone Institutional Advisory LLC734$453K0.02%013F-HRTimeline
ISTHMUS PARTNERS, LLC733$452K0.05%+1513F-HRTimeline
JDM Financial Group LLC26,960$451K0.17%+26,27113F-HRTimeline
Diesslin Group, Inc.730$450K0.2%-5913F-HRTimeline
Ardent Capital Management, Inc.730$450K0.19%013F-HRTimeline
PIONEER TRUST BANK N A/OR728$449K0.11%013F-HRTimeline
Rodgers Brothers Inc.725$447K0.05%-2313F-HRTimeline
Petix & Botte Co725$447K0.1%-72513F-HRTimeline
Wagner Wealth Management, LLC722$445K0.09%013F-HRTimeline
CRA Financial Services, LLC722$445K0.06%-3113F-HRTimeline
PFG Investments, LLC722$445K0.02%-1913F-HRTimeline
Capital Advisors, Ltd. LLC717$442K0.05%013F-HRTimeline
ELLERSON GROUP INC /ADV715$441K0.29%013F-HRTimeline
Field & Main Bank714$440K0.13%013F-HRTimeline
LAWOOD & CO710$438K0.41%013F-HRTimeline
Prosperity Consulting Group, LLC708$437K0.02%013F-HRTimeline
TRED AVON FAMILY WEALTH, LLC707$436K0.14%-4013F-HRTimeline
Coquina Private Wealth LLC706$435K0.35%013F-HRTimeline
Napier Financial, LLC705$435K0.1%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC704$434K0.02%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC704$434K0.1%013F-HRTimeline
Hickory Point Bank & Trust703$434K0.29%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC702$433K0.03%-17713F-HRTimeline
Brand Asset Management Group, Inc.701$432K0.11%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP700$432K<0.01%+32513F-HRTimelineGroup
Neumann Capital Management, LLC700$432K0.13%-5013F-HRTimeline
Black Diamond Financial, LLC700$432K0.05%-213F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC699$431K0.05%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC699$431K0.13%-313F-HRTimeline
Selby Wealth Management, LLC697$430K0.17%-913F-HRTimeline
WATERS PARKERSON & CO., LLC690$426K0.02%013F-HRTimeline
True North Advisors, LLC689$425K0.05%new13F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT688$424K0.2%+213F-HRTimeline
Heartwood Wealth Advisors LLC688$424K0.04%013F-HRTimeline
Roehl & Yi Investment Advisors, LLC688$424K0.16%+8513F-HRTimeline
Retirement Planning Co of New England, …688$424K0.17%-1013F-HRTimeline
Bedel Financial Consulting, Inc.687$424K0.05%013F-HRTimeline
CM WEALTH ADVISORS LLC685$424K0.09%013F-HRTimeline
Commonwealth Financial Services, LLC684$422K0.07%-1513F-HRTimeline
CAPITAL ADVISORS INC/OK683$421K0.01%013F-HRTimeline
WealthPLAN Partners, LLC683$421K0.08%-48213F-HRTimeline
Empowered Funds, LLC682$421K<0.01%new13F-HR/ATimeline
Keudell/Morrison Wealth Management682$421K0.09%+2413F-HRTimeline
Newman Dignan & Sheerar, Inc.681$420K0.09%013F-HRTimeline
Trek Financial, LLC680$419K0.02%new13F-HRTimeline
Grant Street Asset Management, Inc.678$418K0.08%new13F-HRTimeline
PFG Advisors676$417K0.02%-4513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC675$416K0.04%013F-HRTimeline
Strategic Wealth Partners, Ltd.671$414K0.03%+9213F-HRTimeline
McMillan Office, Inc.670$413K0.05%013F-HRTimeline
Blackston Financial Advisory Group, LLC669$413K0.26%-14913F-HRTimeline
Ayrshire Capital Management LLC667$411K0.21%013F-HRTimeline
Wealth Architects, LLC666$411K0.04%013F-HRTimeline
WEALTH ALLIANCE, LLC665$410K0.04%-1,02013F-HRTimeline
Clearwater Capital Advisors, LLC662$408K0.03%013F-HRTimeline
Astoria Portfolio Advisors LLC.609$405K0.09%+5813F-HRTimeline
Cannell & Spears LLC655$404K0.01%013F-HR/ATimeline
First Financial Bankshares Inc654$403K0.01%013F-HRTimeline
Larson Financial Group LLC650$401K0.01%-82113F-HRTimeline
Steelhead Wealth Management LLC650$401K0.2%13F-HRTimeline
WILKINS INVESTMENT COUNSEL INC650$401K0.06%013F-HRTimeline
Ruggaard & Associates LLC650$401K0.16%013F-HRTimeline