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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,525 managers (1,542 13F filers) reported a position in MDY shares at 2026-06-30, 24,747,701 shares in all. 139 filers opened a position and 47 filers sold out during the quarter.

Managers
1,525
13F filers
1,542
New
139
Added
346
Reduced
537
Sold out
47
Shares held by filers
24,747,701

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Retirement Planning Co of New England, …683$480K0.17%-513F-HRTimeline
Newman Dignan & Sheerar, Inc.681$479K0.09%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC675$475K0.04%013F-HRTimeline
Selby Wealth Management, LLC674$474K0.17%-2313F-HRTimeline
Commonwealth Financial Services, LLC674$474K0.06%-1013F-HRTimeline
Koss-Olinger Consulting, LLC674$474K0.04%-79813F-HRTimeline
McMillan Office, Inc.670$471K0.05%013F-HRTimeline
Wealth Architects, LLC666$468K0.04%013F-HRTimeline
Blackston Financial Advisory Group, LLC666$468K0.26%-313F-HRTimeline
Clearwater Capital Advisors, LLC662$466K0.03%013F-HRTimeline
First Financial Bankshares Inc654$460K0.01%013F-HRTimeline
WILKINS INVESTMENT COUNSEL INC650$457K0.06%013F-HRTimeline
Cannell & Spears LLC650$457K0.01%-513F-HRTimeline
ORBA Wealth Advisors, L.L.C.644$453K0.39%-57213F-HRTimeline
Ayrshire Capital Management LLC642$452K0.21%-2513F-HRTimeline
Colter Lewis Investment Partners LLC640$451K0.2%013F-HRTimeline
Larson Financial Group LLC637$448K0.01%-1313F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.636$447K0.03%+6113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC634$446K<0.01%+13713F-HRTimelineGroup
Amplius Wealth Advisors, LLC633$445K0.03%new13F-HRTimeline
Octavia Wealth Advisors, LLC631$445K0.04%-1313F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC627$441K0.01%013F-HRTimelineGroup
Cypress Wealth Services, LLC626$440K0.05%013F-HRTimeline
CORTLAND ASSOCIATES INC/MO621$437K0.06%+513F-HRTimeline
Aberdeen Wealth Management LLC621$437K0.21%013F-HRTimeline
SYM FINANCIAL Corp618$435K0.03%013F-HRTimeline
BlueSky Wealth Advisors, LLC618$435K0.05%013F-HRTimeline
HUB Investment Partners, LLC618$435K0.01%-39713F-HRTimeline
Howard Capital Management Group, LLC615$433K0.03%013F-HRTimeline
Ruggaard & Associates LLC613$431K0.15%-3713F-HRTimeline
Eagle Bay Advisors LLC612$430K0.32%new13F-HRTimeline
Astoria Portfolio Advisors LLC.609$428K0.07%013F-HRTimeline
Prosperity Consulting Group, LLC606$426K0.02%-10213F-HRTimeline
Geneva Partners, LLC601$423K0.11%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…600$422K0.01%013F-HRTimelineGroup
TriaGen Wealth Management LLC600$422K0.11%013F-HRTimeline
Summa Corp.600$422K0.13%013F-HRTimeline
PFG Advisors599$421K0.02%-7713F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.597$420K0.05%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.589$414K0.02%+9013F-HRTimelineGroup
Parallel Advisors, LLC587$413K0.01%-213F-HRTimeline
REDW Wealth LLC584$411K0.15%+113F-HRTimeline
Institute for Wealth Management, LLC.579$407K0.04%-313F-HRTimeline
Claro Advisors Inc.578$407K0.04%013F-HRTimeline
NORDEN GROUP LLC576$405K0.03%013F-HRTimeline
Patton Albertson Miller Group, LLC575$404K0.04%013F-HRTimeline
Heritage Investment Group, Inc.575$404K0.05%013F-HRTimeline
Scarborough Advisors, LLC579$403K0.05%-113F-HRTimeline
Asset Dedication, LLC572$402K0.03%013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…570$401K0.3%013F-HRTimeline
GC Wealth Management RIA, LLC570$401K0.02%013F-HRTimeline
Capital Asset Advisory Services LLC570$401K0.01%+14113F-HRTimeline
Ledyard National Bank569$400K0.03%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC567$399K0.02%-13513F-HRTimeline
Well Done, LLC565$397K0.05%013F-HRTimeline
Beacon Bridge Wealth Partners, LLC564$397K0.11%-1,81013F-HRTimeline
Optivise Advisory Services LLC564$397K0.2%-613F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC563$396K<0.01%013F-HRTimeline
MEMBERS WEALTH LLC562$395K0.22%013F-HRTimeline
NWF Advisory Services Inc.562$395K0.04%013F-HRTimeline
Ellis Investment Partners, LLC561$395K0.06%-213F-HRTimeline
JENNISON ASSOCIATES LLC561$395K<0.01%-1,31313F-HRTimeline
Seascape Capital Management560$394K0.09%-4013F-HRTimeline
GAINLINE FINANCIAL PARTNERS, LLC559$393K0.37%13F-HRTimeline
UMB Bank, n.a.557$392K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Legacy Financial Strategies, LLC557$392K0.06%-1913F-HRTimeline
High Net Worth Advisory Group LLC557$392K0.08%013F-HRTimeline
WP Advisors, LLC556$391K0.09%+113F-HRTimeline
Trail Ridge Investment Advisors, LLC556$391K0.17%013F-HRTimeline
Wedmont Private Capital566$390K0.01%013F-HRTimeline
Stanich Group LLC553$389K0.24%-60313F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…550$387K0.12%013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC546$384K0.01%013F-HR/ATimeline
Empirical Asset Management, LLC545$384K0.09%+313F-HRTimeline
ArborFi Advisors, LLC541$381K0.28%013F-HRTimeline
Bouchey Financial Group, Ltd.536$378K0.02%013F-HRTimeline
Simplicity Wealth,LLC537$378K0.01%-7213F-HRTimeline
Heritage Trust Co535$376K0.03%-913F-HRTimeline
XY Planning Network, Inc.533$375K0.05%-113F-HRTimeline
Visionary Wealth Advisors530$372K0.01%+113F-HRTimeline
Financial Council, LLC525$369K0.12%-6013F-HRTimeline
Chris Bulman Inc524$369K0.13%013F-HRTimeline
Bangor Savings Bank522$367K0.03%-113F-HRTimeline
Tarbox Family Office, Inc.522$367K0.05%013F-HRTimeline
Counterweight Ventures, LLC522$367K0.18%013F-HRTimeline
NBH Bank521$366K0.15%13F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC519$365K0.03%013F-HRTimeline
J. Team Financial, Inc.518$365K0.35%013F-HRTimeline
Guidance Point Advisors, LLC515$364K0.08%013F-HRTimeline
CAMDEN NATIONAL BANK516$363K0.05%013F-HRTimeline
S.A. Mason LLC516$363K0.11%013F-HRTimeline
Redwood Park Advisors LLC516$363K0.26%+113F-HRTimeline
LIBRA WEALTH LLC515$362K0.09%013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC513$361K0.03%-813F-HRTimeline
Medallion Wealth Advisors, LLC511$360K0.11%013F-HRTimeline
Strategic Advisors LLC511$359K0.08%013F-HRTimeline
Blue Trust, Inc.511$359K<0.01%-42113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV505$355K0.02%-3813F-HRTimeline
SHAKER INVESTMENTS LLC/OH502$353K0.13%+113F-HRTimeline
Evolution Wealth Advisors, LLC500$352K0.04%013F-HRTimeline
MBL Wealth, LLC500$352K0.02%013F-HRTimeline
ALTFEST L J & CO INC499$351K0.03%-8513F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT497$350K0.01%+12513F-HRTimeline
ADVISORTRUST PARTNERS, LLC496$349K0.12%new13F-HRTimeline
Roundview Capital LLC492$346K0.02%new13F-HRTimeline
Berkeley, Inc489$344K0.11%013F-HRTimeline
Western Reserve Capital Management, LLC488$343K0.25%013F-HRTimeline
Councilor Wealth, LLC487$343K0.14%013F-HRTimeline
BFSG, LLC485$341K0.03%013F-HRTimeline
Accurate Wealth Management, LLC494$341K0.03%+13813F-HRTimeline
Heritage Wealth Management, Inc.481$339K0.08%013F-HRTimeline
Granite Harbor Advisors, Inc.479$337K0.13%013F-HRTimeline
Gladwyn Financial Advisors, Inc.477$335K0.21%+1313F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.476$335K0.11%13F-HRTimeline
Stonebrook Private Inc.475$334K0.06%new13F-HRTimeline
Birch Hill Investment Advisors LLC475$334K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/473$333K<0.01%+4913F-HRTimelineGroup
Lesa Sroufe & Co470$331K0.24%013F-HRTimeline
Index Fund Advisors, Inc.469$330K0.01%013F-HRTimeline
Bensler, LLC469$330K0.03%+113F-HRTimeline
PDS Planning, Inc468$329K0.02%013F-HRTimeline
Friday Financial477$328K0.09%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV466$328K0.04%013F-HRTimeline
Root Financial Partners, LLC465$327K0.01%013F-HRTimeline
Aspen Investment Management Inc463$326K0.09%013F-HRTimeline
WealthPlan Investment Management, LLC463$326K0.02%-8613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp463$326K0.01%013F-HRTimelineGroup
WealthTrust Axiom LLC462$325K0.07%013F-HRTimeline
Ballast Rock Private Wealth LLC461$325K0.15%013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…460$324K0.09%013F-HRTimeline
O'Brien Greene & Co. Inc460$324K0.09%013F-HRTimeline
TICINO WEALTH460$324K0.1%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC457$322K0.01%013F-HRTimeline
SAPIENT CAPITAL LLC457$322K<0.01%013F-HR/ATimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC458$322K0.29%013F-HRTimeline
Sound Portfolio Advisors, LLC456$321K0.23%-2713F-HRTimeline
Generation Capital Management LLC455$320K0.2%013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC454$319K0.09%new13F-HRTimeline
Allegheny Financial Group452$318K0.03%+2013F-HRTimeline
Global Assets Advisory, LLC455$318K0.07%new13F-HRTimeline
ENTRUST FINANCIAL LLC450$317K0.21%013F-HRTimeline
FINANCIAL COUNSELORS INC450$317K0.44%013F-HRTimeline
ALKEME WEALTH, LLC450$317K0.12%013F-HRTimeline
American National Bank of Texas450$317K0.29%013F-HRTimeline
JSF Financial, LLC450$316K0.05%+113F-HRTimeline
Financial Partners Group, Inc448$315K0.03%013F-HRTimeline
Fermata Advisors, LLC448$315K0.06%013F-HRTimeline
Aquire Wealth Advisors, LLC446$314K0.07%+213F-HRTimeline
CVFG LLC445$313K0.03%-3013F-HRTimeline
Fourth Dimension Wealth, LLC445$313K0.1%+7513F-HRTimeline
Tranquility Partners, LLC443$312K0.11%-4013F-HRTimeline
Oder Investment Management, LLC443$312K0.21%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT442$311K<0.01%new13F-HRTimeline
WATERS PARKERSON & CO., LLC442$311K0.02%-24813F-HRTimeline
Trexquant Investment LP442$311K<0.01%-613F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC445$310K0.04%013F-HRTimeline
MATHER GROUP, LLC.437$307K<0.01%+2613F-HRTimeline
Vision Retirement, LLC436$307K0.07%013F-HRTimeline
SIGNATUREFD, LLC436$307K<0.01%013F-HRTimeline
Samara Investment Management, LLC436$307K0.28%-7513F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC435$306K0.09%-2113F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE435$306K0.04%013F-HRTimeline
Inscription Capital, LLC435$306K0.03%+113F-HRTimeline
Per Stirling Capital Management, LLC.431$303K0.03%-1413F-HRTimeline
William Mack & Associates, Inc.431$303K0.11%new13F-HRTimeline
VAN STRUM & TOWNE INC.430$302K0.08%013F-HRTimeline
Strategic Financial Concepts, LLC427$301K0.09%-5513F-HRTimeline
Broadway Wealth Solutions, Inc.427$300K0.14%013F-HRTimeline
Symphony Financial, Ltd. Co.430$300K0.03%+113F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC426$300K0.01%new13F-HRTimeline
First Nebraska Trust Co425$299K0.02%013F-HRTimeline
INVESTMENT PARTNERS, LTD.424$298K0.09%013F-HRTimeline
Bogart Wealth, LLC422$297K0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.422$297K0.03%013F-HRTimeline
LOWERY THOMAS, LLC422$296K0.14%+113F-HRTimeline
EXCALIBUR MANAGEMENT CORP421$296K0.1%013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp420$295K<0.01%-22513F-HRTimelineGroup
Unified Investment Management419$295K0.27%-813F-HRTimeline
Hegarty Advisors, LLC419$295K0.2%new13F-HRTimeline
Powerhouse Assets LLC418$294K0.24%013F-HRTimeline
Progressive Investment Management Corp416$293K0.06%-3913F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT414$291K0.02%013F-HRTimelineGroup
Trust Co411$289K0.03%013F-HRTimeline
Legacy Trust411$289K0.05%-1513F-HRTimeline
Factor Wealth Management LTD409$287K0.04%-2813F-HRTimeline
HAZLETT, BURT & WATSON, INC.406$287K0.08%-3113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT406$285K0.03%013F-HRTimeline
Milestone Asset Management Group, LLC403$283K0.14%+1613F-HRTimeline
Keel Point, LLC401$282K0.02%+113F-HRTimeline
Warren Street Wealth Advisors, LLC400$281K0.06%013F-HRTimeline
Cordatus Wealth Management LLC400$281K0.06%013F-HRTimeline
SkyOak Wealth, LLC400$281K0.05%013F-HRTimeline
Fortis Capital Management LLC400$281K0.03%new13F-HRTimeline
Rockwood Wealth Management, LLC400$281K0.02%013F-HRTimeline
S&A Financial Services, Inc.396$279K0.17%-1413F-HRTimeline
OxenFree Capital LLC405$279K0.13%013F-HRTimeline
STG SECURITIES, LLC396$279K0.3%13F-HRTimeline
Summit Financial Wealth Advisors, LLC395$278K0.04%+113F-HRTimeline
FSM Wealth Advisors, LLC395$278K0.03%013F-HRTimeline
Alpha Zero LLC400$277K0.11%013F-HRTimeline