MDY STATE STR SPDR S&P MIDCAP 40

SHS (fund), issuer CIK 936958

1,349 managers (1,362 13F filers) reported a position in MDY shares at 2025-03-31, 25,172,585 shares in all. 61 filers opened a position and 98 filers sold out during the quarter.

Managers: 1,349
13F filers: 1,362
New: 61
Added: 370
Reduced: 490
Sold out: 98
Shares held by filers: 25,172,585

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
CONGRESS ASSET MANAGEMENT CO	629	$336K	<0.01%	-892	13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	626	$334K	0.04%	+65	13F-HR Timeline
Riggs Asset Managment Co. Inc.	623	$332K	0.09%	0	13F-HR Timeline
Betterment LLC	622	$332K	<0.01%	+120	13F-HR Timeline
Armstrong, Fleming & Moore, Inc	620	$331K	0.4%	new	13F-HR Timeline
Optivise Advisory Services LLC	619	$330K	0.19%	-401	13F-HR Timeline
OPTIMA CAPITAL LLC	617	$330K	0.21%	0	13F-HR Timeline
Scarborough Advisors, LLC	614	$328K	0.05%	-122	13F-HR Timeline
SAPIENT CAPITAL LLC	612	$327K	0.01%	-49	13F-HR Timeline
Pandora Wealth, Inc.	613	$327K	0.22%		13F-HR Timeline
SHAKER INVESTMENTS LLC/OH	609	$325K	0.16%	+2	13F-HR Timeline
Belpointe Asset Management LLC	607	$324K	0.02%	-833	13F-HR Timeline
Empirical Asset Management, LLC	604	$322K	0.11%	+130	13F-HR Timeline
Rappaport Reiches Capital Management, L…	604	$322K	0.08%	0	13F-HR Timeline
SYM FINANCIAL Corp	603	$322K	0.04%	+3	13F-HR Timeline
SPC Financial, Inc.	603	$322K	0.03%	0	13F-HR Timeline
Roehl & Yi Investment Advisors, LLC	603	$322K	0.17%	0	13F-HR Timeline
SkyOak Wealth, LLC	600	$320K	0.07%	0	13F-HR Timeline
TriaGen Wealth Management LLC	600	$320K	0.11%	0	13F-HR Timeline
Eisler Capital Management Ltd.	600	$320K	0.01%	new	13F-HR Timeline
Visionary Wealth Advisors	597	$319K	0.02%	-36	13F-HR Timeline
SIGNATUREFD, LLC	591	$315K	0.01%	-20	13F-HR Timeline
NOVARE CAPITAL MANAGEMENT LLC	591	$315K	0.03%	0	13F-HR Timeline
Ellis Investment Partners, LLC	590	$315K	0.07%	+120	13F-HR Timeline
Berkeley, Inc	586	$313K	0.15%	0	13F-HR Timeline
Financial Council, LLC	585	$312K	0.17%	+46	13F-HR Timeline
CoreCap Advisors, LLC	582	$310K	0.01%	+26	13F-HR Timeline
Bluespring Wealth Management, LLC	575	$308K	0.03%	0	13F-HR Timeline
Bouchey Financial Group, Ltd.	575	$308K	0.03%	-325	13F-HR Timeline
Legacy Financial Strategies, LLC	576	$307K	0.07%	0	13F-HR Timeline
Heritage Investment Group, Inc.	575	$307K	0.06%	0	13F-HR Timeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…	550	$306K	0.12%	0	13F-HR Timeline
DIVIDEND ASSETS CAPITAL, LLC	571	$305K	0.06%	0	13F-HR Timeline
Huntleigh Advisors, Inc.	570	$304K	0.07%	0	13F-HR/A Timeline
Paragon Capital Management LLC	570	$304K	0.17%	0	13F-HR Timeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…	570	$304K	0.25%	0	13F-HR Timeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…	569	$303K	0.01%	-540	13F-HR Timeline Group
RiverFront Investment Group, LLC	566	$302K	0.01%	+89	13F-HR Timeline
MEMBERS WEALTH LLC	566	$302K	0.23%	0	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	565	$301K	<0.01%	+2	13F-HR Timeline
Schechter Investment Advisors, LLC	564	$301K	0.02%	0	13F-HR Timeline
NWF Advisory Services Inc.	562	$300K	0.04%	+1	13F-HR Timeline
AVITY INVESTMENT MANAGEMENT INC.	560	$299K	0.02%	0	13F-HR Timeline
High Net Worth Advisory Group LLC	559	$298K	0.08%	0	13F-HR Timeline
ANCHOR CAPITAL ADVISORS LLC	555	$296K	0.01%	-80	13F-HR Timeline
2UniFi Bank	522	$295K	0.19%	+26	13F-HR Timeline
Asset Dedication, LLC	553	$295K	0.02%	+186	13F-HR Timeline
WATERS PARKERSON & CO., LLC	550	$293K	0.02%	new	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	546	$292K	0.05%	+12	13F-HR Timeline
Pure Financial Advisors, LLC	547	$292K	0.01%	-73	13F-HR Timeline
Annex Advisory Services, LLC	547	$292K	0.01%	+1	13F-HR Timeline
Coordinated Financial Services, Inc./CO	545	$291K	0.22%		13F-HR Timeline
Heritage Trust Co	544	$290K	0.04%	0	13F-HR Timeline
TD Asset Management Inc	542	$289K	<0.01%	-17	13F-HR Timeline
CORTLAND ASSOCIATES INC/MO	542	$289K	0.03%	-73	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	541	$289K	0.04%	0	13F-HR Timeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI	540	$288K	0.05%	0	13F-HR Timeline
FULTON BREAKEFIELD BROENNIMAN LLC	539	$288K	0.02%	-291	13F-HR Timeline
Councilor Wealth, LLC	537	$287K	0.14%	new	13F-HR Timeline
THOMPSON DAVIS & CO., INC.	537	$286K	0.23%	-10	13F-HR Timeline
McElhenny Sheffield Capital Management,…	535	$285K	0.11%	0	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	533	$285K	0.01%	0	13F-HR Timeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	526	$281K	0.06%	-64	13F-HR Timeline
Washington Trust Bank	526	$281K	0.03%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Bangor Savings Bank	524	$279K	0.03%	+1	13F-HR Timeline
Jackson Hole Capital Partners, LLC	523	$279K	0.06%	0	13F-HR Timeline
Aprio Wealth Management, LLC	523	$279K	0.03%	0	13F-HR Timeline
Medallion Wealth Advisors, LLC	519	$279K	0.13%	+3	13F-HR Timeline
Tarbox Family Office, Inc.	522	$278K	0.05%	0	13F-HR Timeline
Granite Harbor Advisors, Inc.	520	$277K	0.15%	0	13F-HR Timeline
Pinnacle Bancorp, Inc.	520	$277K	0.09%	0	13F-HR Timeline
WEALTHCARE CAPITAL MANAGEMENT LLC	519	$277K	0.03%	+160	13F-HR Timeline
JSF Financial, LLC	518	$276K	0.07%	+1	13F-HR Timeline
CAMDEN NATIONAL BANK	516	$275K	0.04%	-87	13F-HR Timeline
LIBRA WEALTH LLC	515	$275K	0.1%	0	13F-HR Timeline
Northeast Financial Consultants Inc	513	$274K	0.01%	0	13F-HR Timeline
Guidance Point Advisors, LLC	512	$273K	0.08%	-156	13F-HR Timeline
KWMG, LLC	508	$271K	0.03%	0	13F-HR Timeline
MBL Wealth, LLC	508	$271K	0.03%	+8	13F-HR Timeline
Dentgroup LLC	508	$271K	0.2%	new	13F-HR Timeline
Marcum Wealth, LLC	507	$270K	0.02%	+11	13F-HR Timeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT	504	$269K	0.02%	0	13F-HR Timeline Group
CREATIVE FINANCIAL DESIGNS INC /ADV	503	$268K	0.02%	-119	13F-HR Timeline
Investment Research & Advisory Group, I…	503	$268K	0.11%	0	13F-HR Timeline
Aerodigm Wealth, LLC	503	$268K	0.15%	0	13F-HR Timeline
Fusion Family Wealth, LLC	500	$267K	0.02%	0	13F-HR Timeline
PAX Financial Group, LLC	500	$267K	0.05%	0	13F-HR Timeline
NAPATREE CAPITAL LLC	500	$267K	0.15%	+28	13F-HR Timeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …	500	$267K	0.01%	new	13F-HR/A Timeline Group
Mendel Money Management	497	$265K	0.13%	-2	13F-HR Timeline
Apexium Financial, LP	496	$265K	0.02%	0	13F-HR Timeline
BlueSky Wealth Advisors, LLC	493	$263K	0.04%	0	13F-HR Timeline
BURNEY CO/	492	$262K	0.01%	+2	13F-HR Timeline
Wedmont Private Capital	524	$261K	0.01%	0	13F-HR Timeline
BFSG, LLC	485	$259K	0.03%	0	13F-HR Timeline
Cypress Wealth Services, LLC	485	$259K	0.05%	0	13F-HR Timeline
SIGNET FINANCIAL MANAGEMENT, LLC	480	$256K	0.03%	-295	13F-HR Timeline
Hobart Private Capital, LLC	477	$254K	0.06%	+99	13F-HR Timeline
MARYLAND CAPITAL ADVISORS INC.	476	$254K	0.11%	0	13F-HR Timeline
Birch Hill Investment Advisors LLC	475	$253K	0.01%	-3	13F-HR Timeline
Citizens Business Bank	475	$253K	0.05%	0	13F-HR Timeline
Flagship Private Wealth, LLC	474	$253K	0.12%	-76	13F-HR Timeline
Hanson & Doremus Investment Management	475	$253K	0.04%	0	13F-HR Timeline
Bedell Frazier Investment Counselling, …	473	$252K	0.06%	new	13F-HR Timeline
Arete Wealth Advisors, LLC	472	$252K	0.02%	+23	13F-HR Timeline
CapWealth Advisors, LLC	471	$251K	0.03%	0	13F-HR Timeline
Gateway Wealth Partners, LLC	471	$251K	0.06%	+21	13F-HR Timeline
Lesa Sroufe & Co	470	$251K	0.25%		13F-HR Timeline
Index Fund Advisors, Inc.	469	$250K	0.02%	-34	13F-HR Timeline
Garrett Wealth Advisory Group, LLC	469	$250K	0.06%	0	13F-HR Timeline
PDS Planning, Inc	468	$250K	0.02%	-3	13F-HR Timeline
IHT Wealth Management, LLC	468	$250K	0.01%	-7	13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	466	$249K	0.04%	0	13F-HR Timeline
WealthTrust Axiom LLC	466	$248K	0.08%	0	13F-HR Timeline
Tradition Wealth Management, LLC	466	$248K	0.02%	0	13F-HR Timeline
ISTHMUS PARTNERS, LLC	465	$248K	0.03%	0	13F-HR Timeline
Bensler, LLC	465	$248K	0.03%	0	13F-HR Timeline
Capital Investment Counsel, LLC	465	$248K	0.04%	new	13F-HR Timeline
Root Financial Partners, LLC	464	$248K	0.03%	0	13F-HR Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	464	$248K	0.02%	+5	13F-HR Timeline
Johnson Financial Group, LLC	463	$247K	0.03%	new	13F-HR Timeline
INVESTMENT ADVISORY SERVICES INC /TX /A…	460	$245K	0.09%	0	13F-HR Timeline
O'Brien Greene & Co. Inc	460	$245K	0.08%	0	13F-HR Timeline
Keel Point, LLC	460	$245K	0.02%	-42	13F-HR Timeline
Alpha Cubed Investments, LLC	460	$245K	0.01%	+1	13F-HR Timeline
Allegheny Financial Group	451	$241K	0.06%	-43	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	451	$241K	0.02%	0	13F-HR Timeline
Westside Investment Management, Inc.	450	$241K	0.05%	0	13F-HR Timeline
ALKEME WEALTH, LLC	450	$240K	0.11%	0	13F-HR Timeline
Aquire Wealth Advisors, LLC	449	$240K	0.07%	+5	13F-HR Timeline
Financial Partners Group, Inc	448	$239K	0.04%	0	13F-HR Timeline
Cornerstone Wealth Group, LLC	448	$239K	0.02%	0	13F-HR Timeline
First Pacific Financial	448	$239K	0.05%	+2	13F-HR Timeline
Avior Wealth Management, LLC	448	$239K	0.01%	-145	13F-HR Timeline
EXCALIBUR MANAGEMENT CORP	447	$238K	0.09%	0	13F-HR Timeline
Per Stirling Capital Management, LLC.	445	$238K	0.03%	-76	13F-HR Timeline
INSPIRION WEALTH ADVISORS, LLC	445	$237K	0.03%	0	13F-HR Timeline
Oder Investment Management, LLC	443	$236K	0.2%	0	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	442	$236K	0.01%	+44	13F-HR Timeline Group
Heritage Wealth Management, Inc.	440	$235K	0.08%	0	13F-HR Timeline
FSM Wealth Advisors, LLC	439	$234K	0.05%	0	13F-HR Timeline
AlphaCore Capital LLC	439	$234K	0.02%	new	13F-HR Timeline
DEBUSSY CAPITAL MANAGEMENT LP	435	$232K	0.04%	+70	13F-HR Timeline
Capital Asset Advisory Services LLC	426	$232K	0.01%	0	13F-HR Timeline
Windsor Capital Management, LLC	434	$231K	0.07%	-30	13F-HR Timeline
Fermata Advisors, LLC	434	$231K	0.04%	-76	13F-HR Timeline
William Mack & Associates, Inc.	431	$230K	0.2%	0	13F-HR Timeline
VAN STRUM & TOWNE INC.	430	$229K	0.08%	0	13F-HR Timeline
Madden Advisory Services, Inc.	428	$228K	0.11%	+5	13F-HR Timeline
Federation des caisses Desjardins du Qu…	428	$228K	<0.01%	-1	13F-HR Timeline
Broadway Wealth Solutions, Inc.	427	$228K	0.17%	0	13F-HR Timeline
SHUFRO ROSE & CO LLC	426	$227K	0.02%	-30	13F-HR Timeline
Unified Investment Management	425	$227K	0.27%	new	13F-HR Timeline
First Nebraska Trust Co	425	$227K	0.02%	0	13F-HR Timeline
Pachira Investments Inc.	425	$226K	0.16%	-16,914	13F-HR Timeline
Cynosure Group, LLC	421	$225K	0.03%	0	13F-HR Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/	419	$223K	<0.01%	+316	13F-HR Timeline Group
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC	419	$223K	<0.01%	+21	13F-HR Timeline Group
RITHOLTZ WEALTH MANAGEMENT	418	$223K	0.01%	0	13F-HR Timeline
Y-Intercept (Hong Kong) Ltd	417	$222K	0.02%	-2,485	13F-HR Timeline
Fiduciary Wealth Partners, LLC	413	$220K	0.19%		13F-HR Timeline
Trust Co	411	$219K	0.03%	0	13F-HR Timeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …	410	$219K	0.03%	0	13F-HR Timeline Group
Financial Advisory Corp	407	$217K	0.04%	0	13F-HR Timeline
SHEETS SMITH WEALTH MANAGEMENT	405	$216K	0.03%	0	13F-HR Timeline
Alexander Randolph Advisory, Inc.	404	$216K	0.21%	0	13F-HR Timeline
Grassi Investment Management	404	$215K	0.02%	+1	13F-HR Timeline
Wambolt & Associates, LLC	400	$215K	0.07%	-96	13F-HR Timeline
Boston Common Asset Management, LLC	400	$213K	0.01%	0	13F-HR Timeline
PURSUE WEALTH PARTNERS LLC	400	$213K	0.13%	0	13F-HR Timeline
Rockwood Wealth Management, LLC	400	$213K	0.02%	0	13F-HR Timeline
Counterweight Ventures, LLC	400	$213K	0.15%	0	13F-HR Timeline
Alpha Zero LLC	400	$213K	0.16%	-160	13F-HR Timeline
Hoese & Co LLP	400	$213K	0.19%	0	13F-HR Timeline
Cordatus Wealth Management LLC	400	$213K	0.06%	0	13F-HR Timeline
Avidian Wealth Enterprises, LLC	399	$213K	0.01%	-107	13F-HR Timeline
HENGEHOLD CAPITAL MANAGEMENT LLC	397	$212K	0.02%	0	13F-HR Timeline
Magnus Financial Group LLC	396	$211K	0.02%	+38	13F-HR Timeline
FIRST AMERICAN TRUST, FSB	395	$211K	0.02%	-3	13F-HR Timeline
Objective Capital Management, LLC	394	$210K	0.27%	+1	13F-HR Timeline
Tranquility Partners, LLC	392	$209K	0.08%	0	13F-HR Timeline
IAG Wealth Partners, LLC	392	$209K	0.03%	0	13F-HR Timeline
Summit Financial Wealth Advisors, LLC	390	$208K	0.04%	0	13F-HR Timeline
Accurate Wealth Management, LLC	419	$207K	0.04%	+57	13F-HR Timeline
Edgestream Partners, L.P.	387	$206K	0.01%	new	13F-HR Timeline
Private Capital Management, LLC	385	$205K	0.02%	0	13F-HR Timeline
RFP Financial Group LLC	385	$205K	0.08%	0	13F-HR Timeline
Empower Advisory Group, LLC	385	$205K	<0.01%	-141	13F-HR Timeline
INVESTMENT PARTNERS, LTD.	383	$204K	0.08%	-185	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	383	$204K	0.01%	0	13F-HR/A TimelineThe filing omitted confidential holdings, a later amendment may add them.
SeaCrest Wealth Management, LLC	381	$203K	0.02%	+2	13F-HR Timeline
Breakwater Investment Management	380	$203K	0.09%	0	13F-HR Timeline
SteelPeak Wealth, LLC	377	$202K	0.01%	new	13F-HR Timeline
One Charles Private Wealth Services, LLC	377	$201K	0.07%	0	13F-HR Timeline
FORTEM FINANCIAL GROUP, LLC	376	$201K	0.08%	0	13F-HR Timeline
ATWOOD & PALMER INC	373	$199K	0.01%	0	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	358	$190K	0.09%	+9	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	355	$189K	0.02%	0	13F-HR Timeline
BLACKHILL CAPITAL INC	351	$187K	0.01%	0	13F-HR Timeline
Pingora Partners LLC	350	$187K	0.14%	0	13F-HR Timeline