MDY STATE STR SPDR S&P MIDCAP 40

SHS (fund), issuer CIK 936958

1,352 managers (1,367 13F filers) reported a position in MDY shares at 2025-09-30, 25,719,380 shares in all. 69 filers opened a position and 45 filers sold out during the quarter.

Managers: 1,352
13F filers: 1,367
New: 69
Added: 356
Reduced: 483
Sold out: 45
Shares held by filers: 25,719,380

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
XY Planning Network, Inc.	609	$345K	0.12%	0	13F-HR Timeline
Bluespring Wealth Management, LLC	575	$344K	0.03%	0	13F-HR Timeline
Legacy Financial Strategies, LLC	576	$343K	0.06%	0	13F-HR Timeline
Ellis Investment Partners, LLC	575	$343K	0.06%	-14	13F-HR Timeline
Heritage Investment Group, Inc.	575	$343K	0.05%	0	13F-HR Timeline
SIGNET FINANCIAL MANAGEMENT, LLC	571	$341K	0.04%	+91	13F-HR Timeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…	570	$340K	0.29%	0	13F-HR Timeline
FINANCIAL COUNSELORS INC	570	$340K	0.45%	0	13F-HR Timeline
Wedmont Private Capital	565	$336K	0.01%	+41	13F-HR Timeline
Paragon Capital Management LLC	563	$336K	0.16%	0	13F-HR Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC	562	$335K	<0.01%	0	13F-HR Timeline Group
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.	562	$335K	0.02%	new	13F-HR Timeline Group
NWF Advisory Services Inc.	562	$335K	0.04%	0	13F-HR Timeline
Pure Financial Advisors, LLC	559	$333K	0.01%	0	13F-HR Timeline
High Net Worth Advisory Group LLC	556	$331K	0.08%	-3	13F-HR Timeline
ANCHOR CAPITAL ADVISORS LLC	555	$331K	0.01%	0	13F-HR Timeline
Progressive Investment Management Corp	555	$331K	0.08%	-130	13F-HR Timeline
Cornerstone Wealth Group, LLC	554	$330K	0.02%	0	13F-HR Timeline
LRI Investments, LLC	553	$329K	0.03%	+69	13F-HR Timeline
WP Advisors, LLC	551	$329K	0.08%	+1	13F-HR Timeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…	550	$328K	0.11%	0	13F-HR Timeline
Heritage Trust Co	544	$324K	0.03%	0	13F-HR Timeline
TD Asset Management Inc	542	$323K	<0.01%	0	13F-HR Timeline
NOVARE CAPITAL MANAGEMENT LLC	541	$322K	0.02%	0	13F-HR Timeline
Empirical Asset Management, LLC	540	$322K	0.09%	+9	13F-HR Timeline
Councilor Wealth, LLC	538	$320K	0.15%	+1	13F-HR Timeline
Bouchey Financial Group, Ltd.	536	$320K	0.02%	0	13F-HR Timeline
AlphaCore Capital LLC	536	$319K	0.01%	-20	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	534	$319K	0.01%	+1	13F-HR Timeline
2UniFi Bank	532	$317K	0.16%	-9	13F-HR Timeline
Visionary Wealth Advisors	529	$315K	0.01%	-49	13F-HR Timeline
FULTON BREAKEFIELD BROENNIMAN LLC	524	$312K	0.02%	0	13F-HR Timeline
Bangor Savings Bank	524	$312K	0.03%	0	13F-HR Timeline
Jackson Hole Capital Partners, LLC	523	$312K	0.05%	0	13F-HR Timeline
Medallion Wealth Advisors, LLC	523	$311K	0.11%	+3	13F-HR Timeline
Tarbox Family Office, Inc.	522	$311K	0.05%	0	13F-HR Timeline
Pinnacle Bancorp, Inc.	520	$310K	0.09%	0	13F-HR Timeline
WEALTHCARE CAPITAL MANAGEMENT LLC	519	$309K	0.03%	0	13F-HR Timeline
JSF Financial, LLC	518	$309K	0.07%	0	13F-HR Timeline
ISTHMUS PARTNERS, LLC	518	$309K	0.07%	0	13F-HR Timeline
CAMDEN NATIONAL BANK	516	$308K	0.04%	0	13F-HR Timeline
LIBRA WEALTH LLC	515	$307K	0.09%	0	13F-HR Timeline
Avior Wealth Management, LLC	513	$306K	0.01%	+65	13F-HR Timeline
THOMPSON DAVIS & CO., INC.	511	$305K	0.19%	-12	13F-HR Timeline
Granite Harbor Advisors, Inc.	510	$304K	0.13%	0	13F-HR Timeline
KWMG, LLC	508	$303K	0.03%	0	13F-HR Timeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT	504	$300K	0.02%	0	13F-HR Timeline Group
Guidance Point Advisors, LLC	502	$300K	0.07%	-12	13F-HR Timeline
Aspen Grove Capital, LLC	501	$300K	0.05%	+124	13F-HR Timeline
MBL Wealth, LLC	500	$298K	0.03%	0	13F-HR Timeline
BURNEY CO/	497	$296K	0.01%	+5	13F-HR Timeline
Apexium Financial, LP	496	$296K	0.01%	0	13F-HR Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	494	$295K	0.02%	+4	13F-HR Timeline
Keel Point, LLC	485	$289K	0.02%	+2	13F-HR Timeline
BFSG, LLC	485	$289K	0.03%	0	13F-HR Timeline
Cypress Wealth Services, LLC	485	$289K	0.05%	0	13F-HR Timeline
J. L. Bainbridge & Co., Inc.	484	$288K	0.02%	new	13F-HR Timeline
Tranquility Partners, LLC	483	$288K	0.1%	0	13F-HR Timeline
Lifestyle Asset Management, Inc.	479	$285K	0.1%	+115	13F-HR Timeline
MARYLAND CAPITAL ADVISORS INC.	476	$284K	0.1%	0	13F-HR Timeline
Birch Hill Investment Advisors LLC	475	$283K	0.01%	0	13F-HR Timeline
Citizens Business Bank	475	$283K	0.05%	0	13F-HR Timeline
Hanson & Doremus Investment Management	475	$283K	0.04%	0	13F-HR Timeline
Index Fund Advisors, Inc.	474	$283K	0.01%	+5	13F-HR Timeline
Bedell Frazier Investment Counselling, …	473	$282K	0.06%	0	13F-HR Timeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …	472	$281K	<0.01%	new	13F-HR Timeline Group
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…	470	$280K	0.01%	-22	13F-HR Timeline Group
Lesa Sroufe & Co	470	$280K	0.23%	0	13F-HR Timeline
LOWERY THOMAS, LLC	468	$279K	0.16%	+101	13F-HR Timeline
PDS Planning, Inc	468	$279K	0.02%	0	13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	466	$278K	0.04%	0	13F-HR/A Timeline
WealthTrust Axiom LLC	466	$278K	0.07%	0	13F-HR Timeline
Bensler, LLC	465	$277K	0.03%	0	13F-HR Timeline
ELEVATION POINT WEALTH PARTNERS, LLC	463	$277K	0.02%	+154	13F-HR Timeline
Root Financial Partners, LLC	465	$277K	0.02%	0	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	463	$277K	0.1%	+86	13F-HR Timeline
Aspen Investment Management Inc	463	$276K	0.11%	0	13F-HR Timeline
SouthState Bank Corpin group SouthState Bank Corp	463	$276K	0.01%	-159	13F-HR Timeline Group
CREATIVE FINANCIAL DESIGNS INC /ADV	461	$275K	0.02%	-13	13F-HR Timeline
INVESTMENT ADVISORY SERVICES INC /TX /A…	460	$274K	0.09%	0	13F-HR Timeline
O'Brien Greene & Co. Inc	460	$274K	0.08%	0	13F-HR Timeline
Global Assets Advisory, LLC	459	$274K	0.08%	new	13F-HR Timeline
SAPIENT CAPITAL LLC	457	$273K	<0.01%	0	13F-HR Timeline
NORTHSTAR ASSET MANAGEMENT INC	457	$272K	0.07%	new	13F-HR Timeline
JENNISON ASSOCIATES LLC	457	$272K	<0.01%	-154	13F-HR Timeline
Westside Investment Management, Inc.	450	$269K	0.04%	0	13F-HR Timeline
ALKEME WEALTH, LLC	450	$268K	0.12%	0	13F-HR Timeline
Gateway Wealth Partners, LLC	450	$268K	0.04%	0	13F-HR Timeline
American National Bank of Texas	450	$268K	0.25%		13F-HR Timeline
Financial Partners Group, Inc	448	$267K	0.03%	0	13F-HR Timeline
Federation des caisses Desjardins du Qu…	448	$267K	<0.01%	+20	13F-HR Timeline
Allegheny Financial Group	446	$266K	0.05%	+34	13F-HR Timeline
RITHOLTZ WEALTH MANAGEMENT	446	$266K	0.01%	+28	13F-HR Timeline
Per Stirling Capital Management, LLC.	445	$266K	0.03%	0	13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	445	$265K	0.01%	+82	13F-HR Timeline
McElhenny Sheffield Capital Management,…	445	$265K	0.06%	-60	13F-HR Timeline
Aquire Wealth Advisors, LLC	444	$265K	0.07%	-5	13F-HR Timeline
Oder Investment Management, LLC	443	$264K	0.19%	0	13F-HR Timeline
IHT Wealth Management, LLC	442	$263K	0.01%	+2	13F-HR Timeline
Heritage Wealth Management, Inc.	441	$263K	0.08%	+1	13F-HR Timeline
Gladwyn Financial Advisors, Inc.	437	$261K	0.19%	+9	13F-HR Timeline
SIGNATUREFD, LLC	436	$260K	<0.01%	0	13F-HR Timeline
Fermata Advisors, LLC	436	$260K	0.07%	+1	13F-HR Timeline
Factor Wealth Management LTD	435	$259K	0.06%	0	13F-HR Timeline
Inscription Capital, LLC	433	$258K	0.03%	0	13F-HR Timeline
First Pacific Financial	432	$258K	0.04%	+1	13F-HR Timeline
Legacy Trust	431	$257K	0.05%	-110	13F-HR Timeline
William Mack & Associates, Inc.	431	$257K	0.14%	0	13F-HR Timeline
Flagship Private Wealth, LLC	430	$256K	0.1%	0	13F-HR Timeline
VAN STRUM & TOWNE INC.	430	$256K	0.08%	0	13F-HR Timeline
CapWealth Advisors, LLC	429	$256K	0.02%	-42	13F-HR/A Timeline
Strategic Financial Concepts, LLC	428	$255K	0.04%	-237	13F-HR Timeline
Broadway Wealth Solutions, Inc.	427	$255K	0.14%	0	13F-HR Timeline
Capital Asset Advisory Services LLC	426	$254K	0.01%	0	13F-HR Timeline
INSPIRION WEALTH ADVISORS, LLC	445	$253K	0.04%	0	13F-HR Timeline
Unified Investment Management	425	$253K	0.25%	0	13F-HR Timeline
First Nebraska Trust Co	425	$253K	0.02%	0	13F-HR Timeline
INVESTMENT PARTNERS, LTD.	424	$253K	0.09%	+41	13F-HR Timeline
Symphony Financial, Ltd. Co.	426	$252K	0.03%	0	13F-HR Timeline
EXCALIBUR MANAGEMENT CORP	422	$252K	0.09%	-25	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	422	$252K	0.03%	-119	13F-HR Timeline
Cynosure Group, LLC	421	$251K	0.03%	0	13F-HR/A Timeline
TCV Trust & Wealth Management, Inc.	420	$250K	0.02%	new	13F-HR Timeline
Mendel Money Management	417	$249K	0.1%	-53	13F-HR Timeline
FSM Wealth Advisors, LLC	416	$248K	0.04%	0	13F-HR Timeline
Financial Futures Ltd Liability Co.	413	$246K	0.12%	+32	13F-HR Timeline
BlueChip Wealth Advisors LLC	413	$246K	0.11%	+52	13F-HR Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/	411	$245K	<0.01%	+72	13F-HR Timeline Group
Trust Co	411	$245K	0.03%	0	13F-HR Timeline
SHEETS SMITH WEALTH MANAGEMENT	406	$242K	0.03%	0	13F-HR Timeline
Geneos Wealth Management Inc.	404	$241K	0.01%	-4,005	13F-HR Timeline
Alexander Randolph Advisory, Inc.	404	$241K	0.2%	0	13F-HR Timeline
CADINHA & CO LLC	403	$240K	0.03%	-60	13F-HR Timeline
Hobart Private Capital, LLC	402	$240K	0.05%	+45	13F-HR Timeline
Cordatus Wealth Management LLC	400	$238K	0.06%	0	13F-HR Timeline
SkyOak Wealth, LLC	400	$238K	0.05%	0	13F-HR Timeline
Rockwood Wealth Management, LLC	400	$238K	0.02%	0	13F-HR Timeline
Counterweight Ventures, LLC	400	$238K	0.14%	0	13F-HR Timeline
TABLEAUX LLC	400	$238K	0.1%	new	13F-HR Timeline
Alpha Zero LLC	400	$238K	0.14%	0	13F-HR Timeline
HENGEHOLD CAPITAL MANAGEMENT LLC	397	$237K	0.02%	0	13F-HR Timeline
Objective Capital Management, LLC	396	$236K	0.24%	+1	13F-HR Timeline
Magnus Financial Group LLC	396	$236K	0.02%	0	13F-HR Timeline
FIRST AMERICAN TRUST, FSB	395	$235K	0.02%	0	13F-HR Timeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …	394	$235K	0.04%	new	13F-HR Timeline Group
Summit Financial Wealth Advisors, LLC	392	$234K	0.04%	+1	13F-HR Timeline
IAG Wealth Partners, LLC	392	$234K	0.03%	0	13F-HR Timeline
Everhart Financial Group, Inc.	390	$233K	0.02%	new	13F-HR Timeline
SteelPeak Wealth, LLC	387	$231K	0.01%	0	13F-HR Timeline
Accelerate Investment Advisors LLC	387	$230K	0.16%	+1	13F-HR Timeline
Private Capital Management, LLC	385	$229K	0.02%	0	13F-HR Timeline
DEBUSSY CAPITAL MANAGEMENT LP	385	$229K	0.03%	-51	13F-HR Timeline
SeaCrest Wealth Management, LLC	381	$229K	0.02%	0	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	383	$228K	0.01%	-100	13F-HR Timeline
SHUFRO ROSE & CO LLC	426	$227K	0.02%	0	13F-HR Timeline
Foster Group, Inc.	381	$227K	0.01%	new	13F-HR Timeline
Breakwater Investment Management	380	$226K	0.08%	0	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	377	$225K	0.01%	-22	13F-HR Timeline
Confluence Wealth Services, Inc.	377	$225K	0.01%	-112	13F-HR Timeline
Vestmark Advisory Solutions, Inc.	377	$225K	<0.01%	new	13F-HR Timeline
One Charles Private Wealth Services, LLC	377	$225K	0.06%	0	13F-HR Timeline
Garrett Wealth Advisory Group, LLC	373	$222K	0.04%	0	13F-HR Timeline
ATWOOD & PALMER INC	373	$222K	0.01%	0	13F-HR Timeline
NORTHEAST INVESTMENT MANAGEMENT	372	$222K	0.01%	0	13F-HR Timeline
Stokes Family Office, LLC	372	$222K	0.02%	0	13F-HR Timeline
PATTEN & PATTEN INC/TN	370	$221K	0.01%	0	13F-HR Timeline
JACOBS & CO/CA	370	$220K	0.02%	0	13F-HR Timeline
Windsor Capital Management, LLC	368	$220K	0.06%	-25	13F-HR Timeline
YHB Investment Advisors, Inc.	368	$219K	0.02%	-10	13F-HR Timeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …	410	$219K	0.03%	0	13F-HR Timeline Group
Patton Albertson Miller Group, LLC	365	$218K	0.03%	-273	13F-HR Timeline
PURSUE WEALTH PARTNERS LLC	365	$218K	0.12%	-35	13F-HR Timeline
Madden Advisory Services, Inc.	364	$217K	0.08%	-96	13F-HR Timeline
Mystic Asset Management, Inc.	364	$217K	0.05%	0	13F-HR Timeline
EWG Elevate Inc.	363	$216K	0.07%	new	13F-HR Timeline
Tradition Wealth Management, LLC	361	$215K	0.02%	-100	13F-HR Timeline
Lumbard & Kellner, LLC	360	$215K	0.08%	0	13F-HR Timeline
Stonekeep Investments, LLC	359	$214K	0.14%	0	13F-HR Timeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	359	$214K	0.04%	-36	13F-HR Timeline
Virtue Capital Management, LLC	575	$213K	0.03%	new	13F-HR/A Timeline
HARBOR INVESTMENT ADVISORY, LLC	355	$212K	0.02%	0	13F-HR Timeline
AMERICAN CAPITAL MANAGEMENT INC	353	$210K	0.01%	new	13F-HR Timeline
Kapstone Financial Advisors LLC	352	$210K	0.1%	new	13F-HR Timeline
BLACKHILL CAPITAL INC	351	$209K	0.01%	0	13F-HR Timeline
DIMENSION CAPITAL MANAGEMENT LLC	351	$209K	0.03%	new	13F-HR Timeline
Purkiss Capital Advisors LLC	350	$209K	0.1%	new	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	349	$208K	0.05%	new	13F-HR Timeline
Great Waters Wealth Management	348	$208K	0.02%	new	13F-HR Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp	348	$207K	0.01%	-6	13F-HR Timeline Group
MARINO, STRAM & ASSOCIATES LLC	348	$207K	0.04%	new	13F-HR Timeline
WealthShield Partners, LLC	347	$207K	0.02%	-642	13F-HR Timeline
First Interstate Bank	346	$206K	0.01%	new	13F-HR Timeline
MERITAGE PORTFOLIO MANAGEMENT	346	$206K	0.01%	new	13F-HR Timeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS	345	$206K	0.01%	new	13F-HR Timeline Group
CNB Bank	344	$205K	0.09%	0	13F-HR Timeline
First Bank & Trust	343	$204K	0.03%	new	13F-HR Timeline
Pachira Investments Inc.	342	$204K	0.11%	-17	13F-HR Timeline
Nordwand Advisors, LLC	342	$204K	0.03%	0	13F-HR Timeline
Strategic Family Wealth Counselors, L.L…	340	$203K	0.05%	new	13F-HR Timeline
Guild Investment Management, Inc.	340	$203K	0.16%	new	13F-HR Timeline