MDY STATE STR SPDR S&P MIDCAP 40

SHS (fund), issuer CIK 936958

1,392 managers (1,407 13F filers) reported a position in MDY shares at 2024-12-31, 26,530,085 shares in all. 87 filers opened a position and 53 filers sold out during the quarter.

Managers: 1,392
13F filers: 1,407
New: 87
Added: 388
Reduced: 422
Sold out: 53
Shares held by filers: 26,530,085

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CREATIVE FINANCIAL DESIGNS INC /ADV	622	$354K	0.03%	+117	13F-HR Timeline
Riggs Asset Managment Co. Inc.	623	$354K	0.09%	0	13F-HR Timeline
Pure Financial Advisors, LLC	620	$353K	0.01%	+27	13F-HR Timeline
OPTIMA CAPITAL LLC	617	$353K	0.24%		13F-HR Timeline
Impact Capital Partners LLC	619	$353K	0.13%		13F-HR Timeline
Parallel Advisors, LLC	615	$350K	0.01%	+50	13F-HR Timeline
CORTLAND ASSOCIATES INC/MO	615	$350K	0.04%	0	13F-HR Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC	613	$349K	0.01%	+43	13F-HR Timeline Group
SIGNATUREFD, LLC	611	$348K	0.01%	-9	13F-HR Timeline
SHAKER INVESTMENTS LLC/OH	607	$346K	0.14%	+2	13F-HR Timeline
Rappaport Reiches Capital Management, L…	604	$344K	0.09%	0	13F-HR Timeline
SPC Financial, Inc.	603	$343K	0.03%	-16	13F-HR Timeline
CAMDEN NATIONAL BANK	603	$343K	0.05%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Roehl & Yi Investment Advisors, LLC	603	$343K	0.19%		13F-HR Timeline
United Community Bankin group United Community Bank	601	$342K	0.13%	0	13F-HR Timeline Group
SYM FINANCIAL Corp	600	$342K	0.04%	0	13F-HR Timeline
SkyOak Wealth, LLC	600	$342K	0.07%	new	13F-HR Timeline
TriaGen Wealth Management LLC	600	$342K	0.12%	0	13F-HR Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC	600	$342K	<0.01%	0	13F-HR Timeline Group
Aspen Grove Capital, LLC	591	$338K	0.07%	new	13F-HR Timeline
Avior Wealth Management, LLC	593	$338K	0.01%	+116	13F-HR Timeline
NOVARE CAPITAL MANAGEMENT LLC	591	$337K	0.03%	0	13F-HR Timeline
Well Done, LLC	590	$336K	0.06%	0	13F-HR Timeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	590	$336K	0.07%	+328	13F-HR Timeline
Berkeley, Inc	586	$334K	0.17%	-586	13F-HR/A Timeline
Bluespring Wealth Management, LLC	575	$329K	0.03%	0	13F-HR Timeline
MEMBERS WEALTH LLC	566	$328K	0.24%		13F-HR Timeline
Heritage Investment Group, Inc.	575	$328K	0.06%	0	13F-HR Timeline
Legacy Financial Strategies, LLC	576	$327K	0.07%	0	13F-HR Timeline
DIVIDEND ASSETS CAPITAL, LLC	571	$325K	0.06%	0	13F-HR Timeline
Huntleigh Advisors, Inc.	570	$325K	0.07%		13F-HR Timeline
Paragon Capital Management LLC	570	$325K	0.17%	0	13F-HR Timeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…	570	$325K	0.34%		13F-HR Timeline
INVESTMENT PARTNERS, LTD.	568	$324K	0.13%	0	13F-HR Timeline
Bryn Mawr Trust Advisors, LLC	565	$322K	0.02%	-300	13F-HR/A Timeline
Schechter Investment Advisors, LLC	564	$321K	0.02%	0	13F-HR Timeline
NWF Advisory Services Inc.	561	$321K	0.05%	-1	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	563	$321K	<0.01%	-3	13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	561	$320K	0.04%	+342	13F-HR Timeline
AVITY INVESTMENT MANAGEMENT INC.	560	$319K	0.03%	0	13F-HR Timeline
Alpha Zero LLC	560	$319K	0.24%		13F-HR Timeline
Coordinated Financial Services, Inc.	560	$319K	0.25%		13F-HR Timeline
High Net Worth Advisory Group LLC	559	$318K	0.09%	0	13F-HR Timeline
TD Asset Management Inc	559	$318K	<0.01%	+17	13F-HR Timeline
GREENUP STREET WEALTH MANAGEMENT LLC	557	$317K	0.06%	0	13F-HR Timeline
CoreCap Advisors, LLC	556	$317K	0.01%	-53	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	555	$316K	0.03%	0	13F-HR/A Timeline
Flagship Private Wealth, LLC	550	$313K	0.15%	-58	13F-HR Timeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…	550	$313K	0.12%	0	13F-HR Timeline
Clarus Wealth Advisors	546	$312K	0.16%	-13	13F-HR Timeline
THOMPSON DAVIS & CO., INC.	547	$312K	0.2%	-39	13F-HR Timeline
Annex Advisory Services, LLC	546	$311K	0.01%	new	13F-HR Timeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS	545	$310K	0.01%	+1	13F-HR Timeline Group
Heritage Trust Co	544	$310K	0.04%		13F-HR Timeline
HTLF Bank	543	$309K	0.03%	-3	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	541	$308K	0.05%	new	13F-HR/A Timeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI	540	$308K	0.05%	0	13F-HR Timeline
Financial Council, LLC	539	$307K	0.16%	+66	13F-HR Timeline
McElhenny Sheffield Capital Management,…	535	$305K	0.1%	0	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	533	$305K	0.01%	0	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	534	$304K	0.06%	+464	13F-HR Timeline
Parker Investment Management, LLC	530	$302K	0.05%	new	13F-HR Timeline
Heritage Wealth Partners, LLC	527	$300K	0.38%	+1	13F-HR Timeline
Washington Trust Bank	526	$300K	0.03%	new	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Empower Advisory Group, LLC	526	$299K	<0.01%	0	13F-HR Timeline
ASSET PLANNING CORPORATION	525	$299K	0.19%	0	13F-HR Timeline
Bangor Savings Bank	523	$298K	0.03%	+165	13F-HR Timeline
Jackson Hole Capital Partners, LLC	523	$298K	0.06%	0	13F-HR Timeline
Aprio Wealth Management, LLC	523	$298K	0.04%	+2	13F-HR Timeline
Tarbox Family Office, Inc.	522	$297K	0.05%	0	13F-HR Timeline
Per Stirling Capital Management, LLC.	521	$297K	0.04%	-18	13F-HR Timeline
Wedmont Private Capital	524	$296K	0.02%	0	13F-HR Timeline
Granite Harbor Advisors, Inc.	520	$296K	0.16%	0	13F-HR Timeline
Pinnacle Bancorp, Inc.	520	$296K	0.1%	0	13F-HR Timeline
JSF Financial, LLC	517	$295K	0.08%	0	13F-HR Timeline
Medallion Wealth Advisors, LLC	516	$294K	0.15%		13F-HR Timeline
LIBRA WEALTH LLC	515	$293K	0.11%	0	13F-HR Timeline
Northeast Financial Consultants Inc	513	$292K	0.01%	0	13F-HR Timeline
Fermata Advisors, LLC	510	$291K	0.05%	0	13F-HR Timeline
KWMG, LLC	508	$289K	0.03%	0	13F-HR Timeline
Avidian Wealth Enterprises, LLC	506	$288K	0.01%	+23	13F-HR Timeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT	504	$287K	0.02%	-181	13F-HR Timeline Group
Index Fund Advisors, Inc.	503	$286K	0.02%	0	13F-HR Timeline
Investment Research & Advisory Group, I…	503	$286K	0.12%	-344	13F-HR Timeline
Aerodigm Wealth, LLC	503	$286K	0.17%	0	13F-HR Timeline
Betterment LLC	502	$286K	<0.01%	+75	13F-HR Timeline
Finivi Inc.	502	$286K	0.23%	new	13F-HR Timeline
Keel Point, LLC	502	$286K	0.02%	+129	13F-HR Timeline
Fusion Family Wealth, LLC	500	$285K	0.03%	0	13F-HR Timeline
PAX Financial Group, LLC	500	$285K	0.05%	0	13F-HR Timeline
MBL Wealth, LLC	500	$285K	0.03%	0	13F-HR Timeline
Mendel Money Management	499	$284K	0.13%	-24	13F-HR Timeline
Wambolt & Associates, LLC	496	$283K	0.09%	0	13F-HR Timeline
Apexium Financial, LP	496	$283K	0.02%	-5	13F-HR Timeline
Marcum Wealth, LLC	496	$283K	0.02%	-3	13F-HR Timeline
2UniFi Bank	496	$283K	0.19%		13F-HR Timeline
Allegheny Financial Group	494	$282K	0.07%	+11	13F-HR Timeline
MRA Advisory Group	494	$281K	0.15%	0	13F-HR Timeline
BlueSky Wealth Advisors, LLC	493	$281K	0.04%	0	13F-HR Timeline
Davies Financial Advisors, Inc.	492	$280K	0.24%	-40	13F-HR Timeline
BURNEY CO/	490	$279K	0.01%	0	13F-HR Timeline
BFSG, LLC	485	$276K	0.03%	0	13F-HR Timeline
Cypress Wealth Services, LLC	485	$276K	0.06%	0	13F-HR Timeline
Lantern Wealth Advisors, LLC	478	$273K	0.18%	+1	13F-HR Timeline
Birch Hill Investment Advisors LLC	478	$272K	0.01%	0	13F-HR Timeline
RiverFront Investment Group, LLC	477	$272K	0.01%	new	13F-HR Timeline
MARYLAND CAPITAL ADVISORS INC.	476	$271K	0.13%	-15	13F-HR Timeline
Hanson & Doremus Investment Management	475	$271K	0.04%	0	13F-HR Timeline
IHT Wealth Management, LLC	475	$271K	0.01%	-514	13F-HR Timeline
Citizens Business Bank	475	$271K	0.05%	0	13F-HR Timeline
Empirical Asset Management, LLC	474	$270K	0.09%	+10	13F-HR Timeline
NAPATREE CAPITAL LLC	472	$269K	0.16%	+52	13F-HR Timeline
PDS Planning, Inc	471	$268K	0.02%	-3	13F-HR Timeline
CapWealth Advisors, LLC	471	$268K	0.03%	0	13F-HR Timeline
CenterStar Asset Management, LLC	470	$268K	0.59%	new	13F-HR Timeline
Ellis Investment Partners, LLC	470	$267K	0.05%	+1	13F-HR Timeline
Garrett Wealth Advisory Group, LLC	469	$267K	0.06%	-15	13F-HR Timeline
Tradition Wealth Management, LLC	466	$266K	0.02%	0	13F-HR Timeline
WealthTrust Axiom LLC	466	$265K	0.08%	+1	13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	466	$265K	0.04%	-80	13F-HR Timeline
ISTHMUS PARTNERS, LLC	465	$265K	0.03%	0	13F-HR Timeline
Bensler, LLC	465	$265K	0.03%	0	13F-HR Timeline
Windsor Capital Management, LLC	464	$265K	0.08%	-37	13F-HR Timeline
Lewis Asset Management, LLC	464	$265K	0.2%	+1	13F-HR Timeline
Root Financial Partners, LLC	464	$264K	0.03%	0	13F-HR Timeline
Merriman Wealth Management, LLC	459	$262K	0.01%	-106	13F-HR Timeline
INVESTMENT ADVISORY SERVICES INC /TX /A…	460	$262K	0.09%	0	13F-HR Timeline
O'Brien Greene & Co. Inc	460	$262K	0.09%	0	13F-HR Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	459	$261K	0.02%	+86	13F-HR Timeline
Alpha Cubed Investments, LLC	459	$261K	0.01%	new	13F-HR Timeline
SHUFRO ROSE & CO LLC	456	$260K	0.02%	-25	13F-HR Timeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.	455	$259K	0.02%	-11	13F-HR Timeline Group
EVERPAR ADVISORS LLC	455	$259K	0.13%	new	13F-HR Timeline
FSM Wealth Advisors, LLC	439	$258K	0.06%	0	13F-HR Timeline
Towne Trust Company, N.A	452	$257K	0.09%	new	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	451	$257K	0.02%	-65	13F-HR Timeline
Westside Investment Management, Inc.	450	$256K	0.05%	0	13F-HR Timeline
ALKEME WEALTH, LLC	450	$256K	0.12%	0	13F-HR Timeline
Gateway Wealth Partners, LLC	450	$256K	0.07%	0	13F-HR Timeline
Symphony Financial, Ltd. Co.	426	$256K	0.04%	0	13F-HR Timeline
Arete Wealth Advisors, LLC	449	$256K	0.02%	+26	13F-HR Timeline
Financial Partners Group, Inc	448	$255K	0.04%	0	13F-HR Timeline
Cornerstone Wealth Group, LLC	448	$255K	0.02%	0	13F-HR Timeline
INSPIRION WEALTH ADVISORS, LLC	445	$255K	0.04%	0	13F-HR Timeline
EXCALIBUR MANAGEMENT CORP	447	$255K	0.1%	0	13F-HR Timeline
First Pacific Financial	446	$254K	0.06%	-19	13F-HR Timeline
PATTEN & PATTEN INC/TN	445	$253K	0.02%	0	13F-HR Timeline
Retirement Planning Group, LLC	444	$253K	0.01%	0	13F-HR Timeline
Aquire Wealth Advisors, LLC	444	$253K	0.08%	0	13F-HR Timeline
Oder Investment Management, LLC	443	$252K	0.21%	0	13F-HR Timeline
SouthState Bank Corpin group SouthState Bank Corp	440	$251K	0.02%	0	13F-HR Timeline Group
Heritage Wealth Management, Inc.	440	$250K	0.08%	+26	13F-HR Timeline
William Mack & Associates, Inc.	431	$245K	0.26%		13F-HR Timeline
Capital Asset Advisory Services LLC	426	$245K	0.01%	0	13F-HR Timeline
VAN STRUM & TOWNE INC.	430	$245K	0.09%	0	13F-HR Timeline
Federation des caisses Desjardins du Qu…	429	$244K	<0.01%	-4	13F-HR Timeline
Broadway Wealth Solutions, Inc.	427	$243K	0.18%		13F-HR Timeline
Founders Financial Alliance, LLC	427	$243K	0.07%	0	13F-HR Timeline
COOKSON PEIRCE & CO INC	425	$242K	0.01%	new	13F-HR Timeline
First Nebraska Trust Co	425	$242K	0.02%	0	13F-HR Timeline
Madden Advisory Services, Inc.	423	$241K	0.11%	-2	13F-HR Timeline
Brown Miller Wealth Management, LLC	422	$240K	0.09%	0	13F-HR Timeline
Cynosure Group, LLC	421	$240K	0.04%	-25	13F-HR Timeline
RITHOLTZ WEALTH MANAGEMENT	418	$238K	0.01%	0	13F-HR Timeline
Mystic Asset Management, Inc.	417	$238K	0.06%	0	13F-HR Timeline
Trust Co	411	$234K	0.03%	0	13F-HR Timeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …	410	$233K	0.03%	new	13F-HR Timeline Group
HRT FINANCIAL LP	408	$232K	<0.01%	new	13F-HR Timeline
Financial Advisory Corp	407	$232K	0.04%		13F-HR Timeline
SHEETS SMITH WEALTH MANAGEMENT	405	$231K	0.03%	0	13F-HR Timeline
Alexander Randolph Advisory, Inc.	404	$230K	0.21%	0	13F-HR Timeline
Grassi Investment Management	403	$229K	0.02%	+1	13F-HR/A Timeline
Trivant Custom Portfolio Group, LLC	401	$228K	0.13%	-2	13F-HR Timeline
Cordatus Wealth Management LLC	400	$228K	0.06%	0	13F-HR Timeline
Boston Common Asset Management, LLC	400	$228K	0.01%	0	13F-HR Timeline
PURSUE WEALTH PARTNERS LLC	400	$228K	0.13%	0	13F-HR Timeline
Maxwell Wealth Strategies Inc.	400	$228K	0.09%	0	13F-HR Timeline
Counterweight Ventures, LLC	400	$228K	0.16%	0	13F-HR Timeline
Hoese & Co LLP	400	$228K	0.2%	0	13F-HR Timeline
Summit Financial Wealth Advisors, LLC	390	$228K	0.04%	+3	13F-HR Timeline
Global Assets Advisory, LLC	400	$227K	0.13%	0	13F-HR Timeline
Rockwood Wealth Management, LLC	400	$227K	0.02%	0	13F-HR Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC	398	$227K	<0.01%	-39	13F-HR Timeline Group
FIRST AMERICAN TRUST, FSB	398	$227K	0.02%	0	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	398	$227K	<0.01%	0	13F-HR Timeline Group
HENGEHOLD CAPITAL MANAGEMENT LLC	397	$226K	0.02%	0	13F-HR Timeline
Kolinsky Wealth Management, LLC	397	$226K	0.14%	new	13F-HR Timeline
Confluence Wealth Services, Inc.	377	$226K	0.01%	0	13F-HR Timeline
Objective Capital Management, LLC	393	$224K	0.15%	+1	13F-HR Timeline
Tranquility Partners, LLC	392	$223K	0.08%	0	13F-HR Timeline
IAG Wealth Partners, LLC	392	$223K	0.04%	0	13F-HR Timeline
First Interstate Bank	388	$221K	0.01%	new	13F-HR Timeline
Private Capital Management, LLC	385	$219K	0.02%	0	13F-HR Timeline
RFP Financial Group LLC	385	$219K	0.09%	new	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	383	$218K	0.01%	0	13F-HR/A TimelineThe filing omitted confidential holdings, a later amendment may add them.
Breakwater Investment Management	380	$216K	0.09%	0	13F-HR/A Timeline
SeaCrest Wealth Management, LLC	379	$216K	0.02%	0	13F-HR Timeline
DEBUSSY CAPITAL MANAGEMENT LP	365	$216K	0.03%	-11	13F-HR Timeline
Hobart Private Capital, LLC	378	$215K	0.05%	new	13F-HR Timeline
One Charles Private Wealth Services, LLC	377	$215K	0.07%	0	13F-HR Timeline