MDY STATE STR SPDR S&P MIDCAP 40

SHS (fund), issuer CIK 936958

1,339 managers (1,352 13F filers) reported a position in MDY shares at 2025-06-30, 25,123,586 shares in all. 68 filers opened a position and 67 filers sold out during the quarter.

Managers: 1,339
13F filers: 1,352
New: 68
Added: 330
Reduced: 520
Sold out: 67
Shares held by filers: 25,123,586

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Summa Corp.	600	$340K	0.18%	new	13F-HR Timeline
Sonora Investment Management Group, LLC	599	$339K	0.03%	new	13F-HR Timeline
CORSAIR CAPITAL MANAGEMENT, L.P.	597	$338K	0.06%	-599	13F-HR/A Timeline
WATERS PARKERSON & CO., LLC	595	$337K	0.02%	+45	13F-HR Timeline
Evolution Wealth Advisors, LLC	595	$337K	0.05%	-80	13F-HR Timeline
Well Done, LLC	590	$334K	0.06%	0	13F-HR Timeline
Ellis Investment Partners, LLC	589	$334K	0.06%	-1	13F-HR Timeline
Berkeley, Inc	586	$332K	0.12%	0	13F-HR Timeline
Financial Council, LLC	585	$331K	0.16%	0	13F-HR Timeline
DOHJ, LLC	650	$331K	0.1%	0	13F-HR Timeline
Visionary Wealth Advisors	578	$327K	0.02%	-19	13F-HR Timeline
REDW Wealth LLC	577	$327K	0.13%	-107	13F-HR Timeline
Bluespring Wealth Management, LLC	575	$327K	0.03%	0	13F-HR Timeline
Legacy Financial Strategies, LLC	576	$326K	0.06%	0	13F-HR Timeline
Heritage Investment Group, Inc.	575	$326K	0.06%	0	13F-HR Timeline
FINANCIAL COUNSELORS INC	570	$323K	0.46%	-65,030	13F-HR Timeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…	570	$323K	0.3%	0	13F-HR Timeline
Paragon Capital Management LLC	563	$319K	0.16%	-7	13F-HR Timeline
NWF Advisory Services Inc.	562	$318K	0.04%	0	13F-HR Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC	562	$318K	<0.01%	+143	13F-HR Timeline Group
Walleye Capital LLCgroup of 2 filers holding	560	$317K		-2,128	Timeline Walleye Capital LLC: 560 (<0.01%) 13F-HR Walleye Trading LLC: sold out, -2,688 13F-HR
Pure Financial Advisors, LLC	559	$317K	0.01%	+12	13F-HR Timeline
High Net Worth Advisory Group LLC	559	$317K	0.08%	0	13F-HR Timeline
AlphaCore Capital LLC	556	$315K	0.01%	+117	13F-HR Timeline
ANCHOR CAPITAL ADVISORS LLC	555	$314K	0.01%	0	13F-HR Timeline
Cornerstone Wealth Group, LLC	554	$314K	0.02%	+106	13F-HR Timeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…	550	$312K	0.12%	0	13F-HR Timeline
WP Advisors, LLC	550	$311K	0.09%	-147	13F-HR Timeline
CoreCap Advisors, LLC	544	$308K	0.01%	-38	13F-HR Timeline
Heritage Trust Co	544	$308K	0.04%	0	13F-HR Timeline
CORTLAND ASSOCIATES INC/MO	544	$308K	0.04%	+2	13F-HR Timeline
TD Asset Management Inc	542	$307K	<0.01%	0	13F-HR Timeline
Strategic Blueprint, LLC	541	$307K	0.02%	new	13F-HR Timeline
NOVARE CAPITAL MANAGEMENT LLC	541	$306K	0.02%	-50	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	541	$306K	0.04%	0	13F-HR Timeline
Legacy Trust	541	$306K	0.08%	-550	13F-HR Timeline
2UniFi Bank	541	$306K	0.17%	+19	13F-HR Timeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI	540	$306K	0.05%	0	13F-HR Timeline
Wedmont Private Capital	524	$305K	0.01%	0	13F-HR Timeline
Bouchey Financial Group, Ltd.	536	$305K	0.03%	-39	13F-HR Timeline
Councilor Wealth, LLC	537	$304K	0.14%	0	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	533	$303K	0.01%	0	13F-HR Timeline
Empirical Asset Management, LLC	531	$301K	0.09%	-73	13F-HR Timeline
Medallion Wealth Advisors, LLC	520	$299K	0.12%	+1	13F-HR Timeline
Annex Advisory Services, LLC	526	$298K	0.01%	-21	13F-HR Timeline
FULTON BREAKEFIELD BROENNIMAN LLC	524	$297K	0.02%	-15	13F-HR Timeline
Bangor Savings Bank	524	$297K	0.03%	0	13F-HR Timeline
THOMPSON DAVIS & CO., INC.	523	$296K	0.2%	-14	13F-HR/A Timeline
Jackson Hole Capital Partners, LLC	523	$296K	0.05%	0	13F-HR Timeline
Aprio Wealth Management, LLC	523	$296K	0.03%	0	13F-HR Timeline
Tarbox Family Office, Inc.	522	$296K	0.04%	0	13F-HR Timeline
Pinnacle Bancorp, Inc.	520	$295K	0.09%	0	13F-HR Timeline
WEALTHCARE CAPITAL MANAGEMENT LLC	519	$294K	0.03%	0	13F-HR Timeline
ISTHMUS PARTNERS, LLC	518	$293K	0.03%	+53	13F-HR Timeline
JSF Financial, LLC	518	$293K	0.07%	0	13F-HR Timeline
CAMDEN NATIONAL BANK	516	$292K	0.04%	0	13F-HR Timeline
LIBRA WEALTH LLC	515	$292K	0.1%	0	13F-HR Timeline
Maven Securities LTDin group Maven Securities LTD	514	$291K	0.08%	new	13F-HR Timeline Group
Guidance Point Advisors, LLC	514	$291K	0.07%	+2	13F-HR Timeline
Northeast Financial Consultants Inc	513	$291K	0.01%	0	13F-HR Timeline
Granite Harbor Advisors, Inc.	510	$289K	0.14%	-10	13F-HR Timeline
KWMG, LLC	508	$288K	0.03%	0	13F-HR Timeline
McElhenny Sheffield Capital Management,…	505	$286K	0.08%	-30	13F-HR/A Timeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT	504	$286K	0.02%	0	13F-HR Timeline Group
Aerodigm Wealth, LLC	503	$285K	0.14%	0	13F-HR Timeline
Fusion Family Wealth, LLC	500	$283K	0.02%	0	13F-HR Timeline
MBL Wealth, LLC	500	$283K	0.03%	-8	13F-HR Timeline
Apexium Financial, LP	496	$281K	0.01%	0	13F-HR Timeline
Horan Securities, Inc.	495	$280K	0.1%	new	13F-HR Timeline
BlueSky Wealth Advisors, LLC	493	$279K	0.04%	0	13F-HR Timeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…	492	$279K	0.01%	-77	13F-HR Timeline Group
BURNEY CO/	492	$279K	0.01%	0	13F-HR Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	490	$278K	0.02%	+26	13F-HR Timeline
Confluence Wealth Services, Inc.	489	$277K	0.02%	new	13F-HR Timeline
Cubist Systematic Strategies, LLC	486	$275K	<0.01%	-3,034	13F-HR Timeline
BFSG, LLC	485	$275K	0.03%	0	13F-HR Timeline
Cypress Wealth Services, LLC	485	$275K	0.05%	0	13F-HR Timeline
LRI Investments, LLC	484	$274K	0.02%	+160	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	483	$274K	0.01%	+100	13F-HR Timeline
Tranquility Partners, LLC	483	$274K	0.1%	+91	13F-HR Timeline
Keel Point, LLC	483	$273K	0.02%	+23	13F-HR Timeline
Lantern Wealth Advisors, LLC	481	$273K	0.16%		13F-HR Timeline
SIGNET FINANCIAL MANAGEMENT, LLC	480	$272K	0.03%	0	13F-HR Timeline
MARYLAND CAPITAL ADVISORS INC.	476	$270K	0.11%	0	13F-HR Timeline
Birch Hill Investment Advisors LLC	475	$269K	0.01%	0	13F-HR Timeline
Citizens Business Bank	475	$269K	0.05%	0	13F-HR Timeline
Hanson & Doremus Investment Management	475	$269K	0.04%	0	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	474	$269K	0.02%	-29	13F-HR Timeline
Bedell Frazier Investment Counselling, …	473	$268K	0.07%	0	13F-HR Timeline
CapWealth Advisors, LLC	471	$267K	0.03%	0	13F-HR Timeline
Mendel Money Management	470	$266K	0.12%	-27	13F-HR Timeline
Lesa Sroufe & Co	470	$266K	0.24%	0	13F-HR Timeline
Index Fund Advisors, Inc.	469	$266K	0.01%	0	13F-HR Timeline
PDS Planning, Inc	468	$265K	0.02%	0	13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	466	$264K	0.04%	0	13F-HR Timeline
WealthTrust Axiom LLC	466	$264K	0.08%	0	13F-HR Timeline
Bensler, LLC	465	$263K	0.03%	0	13F-HR Timeline
Root Financial Partners, LLC	465	$263K	0.03%	+1	13F-HR Timeline
CADINHA & CO LLC	463	$262K	0.04%	-279	13F-HR Timeline
Aspen Investment Management Inc	463	$262K	0.11%	-2,368	13F-HR Timeline
Parkside Advisors LLC	460	$261K	0.06%	new	13F-HR Timeline
Tradition Wealth Management, LLC	461	$261K	0.02%	-5	13F-HR Timeline
INVESTMENT ADVISORY SERVICES INC /TX /A…	460	$261K	0.09%	0	13F-HR Timeline
Madden Advisory Services, Inc.	460	$261K	0.11%	+32	13F-HR Timeline
O'Brien Greene & Co. Inc	460	$261K	0.09%	0	13F-HR Timeline
SAPIENT CAPITAL LLC	457	$260K	<0.01%	-155	13F-HR Timeline
Westside Investment Management, Inc.	450	$256K	0.05%	0	13F-HR Timeline
ALKEME WEALTH, LLC	450	$255K	0.11%	0	13F-HR Timeline
Gateway Wealth Partners, LLC	450	$255K	0.05%	-21	13F-HR Timeline
Aquire Wealth Advisors, LLC	449	$254K	0.07%	0	13F-HR Timeline
Avior Wealth Management, LLC	448	$254K	0.01%	0	13F-HR Timeline
Financial Partners Group, Inc	448	$254K	0.04%	0	13F-HR Timeline
EXCALIBUR MANAGEMENT CORP	447	$253K	0.1%	0	13F-HR Timeline
Per Stirling Capital Management, LLC.	445	$252K	0.03%	0	13F-HR Timeline
INSPIRION WEALTH ADVISORS, LLC	445	$252K	0.03%	0	13F-HR Timeline
Oder Investment Management, LLC	443	$251K	0.19%	0	13F-HR Timeline
Heritage Wealth Management, Inc.	440	$249K	0.08%	0	13F-HR Timeline
IHT Wealth Management, LLC	440	$249K	0.01%	-28	13F-HR Timeline
SIGNATUREFD, LLC	436	$247K	<0.01%	-155	13F-HR Timeline
Symphony Financial, Ltd. Co.	426	$247K	0.03%	new	13F-HR/A Timeline
DEBUSSY CAPITAL MANAGEMENT LP	436	$247K	0.04%	+1	13F-HR Timeline
Fermata Advisors, LLC	435	$246K	0.07%	+1	13F-HR Timeline
Factor Wealth Management LTD	435	$246K	0.07%	new	13F-HR Timeline
Inscription Capital, LLC	433	$245K	0.04%	new	13F-HR Timeline
Capital Asset Advisory Services LLC	426	$244K	0.01%	0	13F-HR Timeline
William Mack & Associates, Inc.	431	$244K	0.16%	0	13F-HR Timeline
First Pacific Financial	431	$244K	0.04%	-17	13F-HR Timeline
Flagship Private Wealth, LLC	430	$244K	0.1%	-44	13F-HR/A Timeline
VAN STRUM & TOWNE INC.	430	$244K	0.08%	0	13F-HR Timeline
Federation des caisses Desjardins du Qu…	428	$242K	<0.01%	0	13F-HR Timeline
Gladwyn Financial Advisors, Inc.	428	$242K	0.19%		13F-HR Timeline
Broadway Wealth Solutions, Inc.	427	$242K	0.15%	0	13F-HR Timeline
Unified Investment Management	425	$241K	0.26%	0	13F-HR Timeline
First Nebraska Trust Co	425	$241K	0.02%	0	13F-HR Timeline
FSM Wealth Advisors, LLC	416	$240K	0.04%	-23	13F-HR Timeline
Trexquant Investment LP	421	$238K	<0.01%	-465	13F-HR Timeline
Cynosure Group, LLC	421	$238K	0.03%	0	13F-HR Timeline
RITHOLTZ WEALTH MANAGEMENT	418	$237K	0.01%	0	13F-HR Timeline
Allegheny Financial Group	412	$234K	0.05%	-39	13F-HR Timeline
Trust Co	411	$233K	0.03%	0	13F-HR Timeline
Wambolt & Associates, LLC	405	$232K	0.08%	+5	13F-HR Timeline
Financial Advisory Corp	407	$231K	0.04%	0	13F-HR Timeline
SHEETS SMITH WEALTH MANAGEMENT	406	$230K	0.03%	+1	13F-HR Timeline
Grassi Investment Management	404	$229K	0.02%	0	13F-HR Timeline
Alexander Randolph Advisory, Inc.	404	$229K	0.21%	0	13F-HR Timeline
SHUFRO ROSE & CO LLC	426	$227K	0.02%	0	13F-HR Timeline
Cordatus Wealth Management LLC	400	$227K	0.06%	0	13F-HR Timeline
Boston Common Asset Management, LLC	400	$227K	0.01%	0	13F-HR Timeline
SkyOak Wealth, LLC	400	$227K	0.05%	-200	13F-HR Timeline
PURSUE WEALTH PARTNERS LLC	400	$227K	0.13%	0	13F-HR Timeline
Rockwood Wealth Management, LLC	400	$227K	0.02%	0	13F-HR Timeline
Counterweight Ventures, LLC	400	$227K	0.15%	0	13F-HR Timeline
Alpha Zero LLC	400	$227K	0.15%	0	13F-HR Timeline
Hoese & Co LLP	400	$227K	0.18%	0	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	399	$226K	0.02%	-52	13F-HR Timeline
HENGEHOLD CAPITAL MANAGEMENT LLC	397	$225K	0.02%	0	13F-HR Timeline
Magnus Financial Group LLC	396	$224K	0.02%	0	13F-HR Timeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	395	$224K	0.04%	-131	13F-HR Timeline
Objective Capital Management, LLC	395	$224K	0.25%	+1	13F-HR Timeline
FIRST AMERICAN TRUST, FSB	395	$224K	0.02%	0	13F-HR Timeline
Keudell/Morrison Wealth Management	394	$223K	0.05%	-309	13F-HR Timeline
Windsor Capital Management, LLC	393	$222K	0.06%	-41	13F-HR Timeline
IAG Wealth Partners, LLC	392	$222K	0.03%	0	13F-HR Timeline
Summit Financial Wealth Advisors, LLC	391	$221K	0.04%	+1	13F-HR Timeline
Accurate Wealth Management, LLC	378	$220K	0.03%	-41	13F-HR Timeline
SteelPeak Wealth, LLC	387	$220K	0.01%	+10	13F-HR Timeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …	410	$219K	0.03%	0	13F-HR Timeline Group
Accelerate Investment Advisors LLC	386	$219K	0.16%	new	13F-HR Timeline
Private Capital Management, LLC	385	$218K	0.02%	0	13F-HR Timeline
INVESTMENT PARTNERS, LTD.	383	$217K	0.08%	0	13F-HR Timeline
Financial Futures Ltd Liability Co.	381	$216K	0.12%	new	13F-HR Timeline
SeaCrest Wealth Management, LLC	381	$216K	0.02%	0	13F-HR Timeline
Breakwater Investment Management	380	$215K	0.08%	0	13F-HR Timeline
Aspen Grove Capital, LLC	377	$215K	0.04%	new	13F-HR Timeline
YHB Investment Advisors, Inc.	378	$214K	0.02%	new	13F-HR Timeline
One Charles Private Wealth Services, LLC	377	$214K	0.06%	0	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	377	$213K	0.09%	+19	13F-HR Timeline
Garrett Wealth Advisory Group, LLC	373	$211K	0.04%	-96	13F-HR Timeline
ATWOOD & PALMER INC	373	$211K	0.01%	0	13F-HR Timeline
NORTHEAST INVESTMENT MANAGEMENT	372	$211K	0.01%	new	13F-HR Timeline
Stokes Family Office, LLC	372	$211K	0.02%	new	13F-HR Timeline
PATTEN & PATTEN INC/TN	370	$210K	0.01%	new	13F-HR Timeline
JACOBS & CO/CA	370	$209K	0.02%	new	13F-HR Timeline
LOWERY THOMAS, LLC	367	$208K	0.13%	new	13F-HR Timeline
Lifestyle Asset Management, Inc.	364	$206K	0.1%	new	13F-HR Timeline
Mystic Asset Management, Inc.	364	$206K	0.05%	new	13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	363	$206K	0.01%	new	13F-HR Timeline
CORA CAPITAL ADVISORS LLC	363	$206K	0.09%	new	13F-HR Timeline
BlueChip Wealth Advisors LLC	361	$204K	0.09%	new	13F-HR Timeline
Lumbard & Kellner, LLC	360	$204K	0.09%	new	13F-HR Timeline
Pachira Investments Inc.	359	$203K	0.15%	-66	13F-HR Timeline
Stonekeep Investments, LLC	359	$203K	0.14%	new	13F-HR Timeline
Hobart Private Capital, LLC	357	$202K	0.05%	-120	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	355	$201K	0.02%	0	13F-HR Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp	354	$200K	0.01%	new	13F-HR Timeline Group
BLACKHILL CAPITAL INC	351	$199K	0.01%	0	13F-HR Timeline
Pingora Partners LLC	350	$198K	0.15%	0	13F-HR Timeline
CNB Bank	344	$195K	0.09%	0	13F-HR Timeline
Nordwand Advisors, LLC	342	$194K	0.03%	new	13F-HR Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/	339	$192K	<0.01%	-80	13F-HR/A Timeline Group