MDY STATE STR SPDR S&P MIDCAP 40

SHS (fund), issuer CIK 936958

1,420 managers (1,436 13F filers) reported a position in MDY shares at 2025-12-31, 25,509,486 shares in all. 71 filers opened a position and 57 filers sold out during the quarter.

Managers: 1,420
13F filers: 1,436
New: 71
Added: 357
Reduced: 490
Sold out: 57
Shares held by filers: 25,509,486

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Colter Lewis Investment Partners LLC	640	$387K	0.45%		13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	637	$384K	0.01%	0	13F-HR Timeline Group
INTEGRITY ALLIANCE, LLC.	636	$384K	0.01%	+191	13F-HR Timeline
MLP3, LLC	622	$375K	0.41%		13F-HR Timeline
Asset Dedication, LLC	622	$375K	0.02%	0	13F-HR Timeline
Aureus Asset Management, LLC	620	$374K	0.02%	new	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	619	$373K	0.01%	0	13F-HR Timeline Group
SYM FINANCIAL Corp	618	$373K	0.04%	+18	13F-HR Timeline
BlueSky Wealth Advisors, LLC	618	$373K	0.05%	0	13F-HR Timeline
Eagle Bay Advisors LLC	613	$371K	0.27%	new	13F-HR Timeline
Howard Capital Management Group, LLC	615	$371K	0.02%	-40	13F-HR Timeline
Pandora Wealth, Inc.	613	$370K	0.22%	0	13F-HR Timeline
Institute for Wealth Management, LLC.	612	$369K	0.04%	-172	13F-HR Timeline
Roehl & Yi Investment Advisors, LLC	603	$364K	0.15%	0	13F-HR Timeline
Seascape Capital Management	600	$362K	0.1%	-88	13F-HR Timeline
TriaGen Wealth Management LLC	600	$362K	0.09%	0	13F-HR Timeline
Summa Corp.	600	$362K	0.16%	0	13F-HR Timeline
Trail Ridge Investment Advisors, LLC	599	$361K	0.16%	-111	13F-HR Timeline
Scarborough Advisors, LLC	598	$361K	0.06%	-2	13F-HR Timeline
Ledyard National Bank	598	$361K	0.03%	0	13F-HR Timeline
CORSAIR CAPITAL MANAGEMENT, L.P.	597	$360K	0.06%	0	13F-HR Timeline
MEMBERS WEALTH LLC	562	$357K	0.22%	-16	13F-HR Timeline
ALTFEST L J & CO INC	592	$357K	0.04%	-30	13F-HR Timeline
Claro Advisors Inc.	592	$357K	0.05%	-38	13F-HR Timeline
Astoria Portfolio Advisors LLC.	551	$357K	0.08%	-1,500	13F-HR Timeline
Well Done, LLC	590	$356K	0.05%	0	13F-HR Timeline
Patton Albertson Miller Group, LLC	590	$356K	0.04%	+225	13F-HR Timeline
Beaird Harris Wealth Management, LLC	588	$355K	0.02%	new	13F-HR Timeline
Lifestyle Asset Management, Inc.	586	$354K	0.12%	+107	13F-HR Timeline
Berkeley, Inc	586	$354K	0.11%	0	13F-HR Timeline
Parallel Advisors, LLC	585	$353K	0.01%	-15	13F-HR Timeline
Financial Council, LLC	585	$353K	0.14%	0	13F-HR Timeline
Wedmont Private Capital	565	$352K	0.01%	0	13F-HR Timeline
REDW Wealth LLC	581	$350K	0.13%	+2	13F-HR Timeline
CORTLAND ASSOCIATES INC/MO	580	$350K	0.04%	0	13F-HR Timeline
Strategic Wealth Partners, Ltd.	579	$350K	0.02%	-35	13F-HR Timeline
NORDEN GROUP LLC	578	$349K	0.03%	-108	13F-HR Timeline
Bluespring Wealth Management, LLC	575	$348K	0.03%	0	13F-HR Timeline
Legacy Financial Strategies, LLC	576	$347K	0.06%	0	13F-HR Timeline
Heritage Investment Group, Inc.	575	$347K	0.05%	0	13F-HR Timeline
Optivise Advisory Services LLC	572	$345K	0.2%	-209	13F-HR Timeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…	570	$344K	0.24%	0	13F-HR Timeline
GC Wealth Management RIA, LLC	570	$344K	0.01%	-400	13F-HR Timeline
NOVARE CAPITAL MANAGEMENT LLC	568	$343K	0.03%	+27	13F-HR Timeline
FINANCIAL COUNSELORS INC	568	$343K	0.48%	-2	13F-HR Timeline
J. Team Financial, Inc.	565	$341K	0.34%	-48	13F-HR Timeline
Ellis Investment Partners, LLC	564	$341K	0.06%	-11	13F-HR Timeline
BRIDGES INVESTMENT MANAGEMENT INC	563	$340K	<0.01%	-97	13F-HR Timeline
Paragon Capital Management LLC	563	$340K	0.17%	0	13F-HR Timeline
NWF Advisory Services Inc.	562	$339K	0.04%	0	13F-HR Timeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.	562	$339K	0.01%	0	13F-HR Timeline Group
ArborFi Advisors, LLC	558	$337K	0.27%	-47	13F-HR Timeline
UMB Bank, n.a.	557	$336K	<0.01%	+272	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
High Net Worth Advisory Group LLC	557	$336K	0.08%	+1	13F-HR Timeline
ANCHOR CAPITAL ADVISORS LLC	555	$335K	0.01%	0	13F-HR Timeline
Cornerstone Wealth Group, LLC	554	$334K	0.02%	0	13F-HR Timeline
WP Advisors, LLC	553	$334K	0.08%	+2	13F-HR Timeline
Redwood Park Advisors LLC	553	$333K	0.23%	-206	13F-HR Timeline
49 WEALTH MANAGEMENT, LLC	550	$332K	0.03%	-29	13F-HR Timeline
Heritage Trust Co	544	$328K	0.03%	0	13F-HR Timeline
Fisher Asset Management, LLC	541	$327K	<0.01%	new	13F-HR Timeline
Empirical Asset Management, LLC	541	$326K	0.09%	+1	13F-HR Timeline
Bouchey Financial Group, Ltd.	536	$325K	0.02%	0	13F-HR Timeline
BIP Wealth, LLC	538	$324K	0.01%	new	13F-HR Timeline
Councilor Wealth, LLC	537	$324K	0.15%	-1	13F-HR Timeline
Ballast Rock Private Wealth LLC	535	$324K	0.2%		13F-HR Timeline
XY Planning Network, Inc.	534	$322K	0.06%	-75	13F-HR Timeline
LRI Investments, LLC	532	$321K	0.03%	-21	13F-HR Timeline
Visionary Wealth Advisors	529	$319K	0.01%	0	13F-HR Timeline
Sound Portfolio Advisors, LLC	526	$317K	0.27%		13F-HR Timeline
Medallion Wealth Advisors, LLC	524	$316K	0.11%	+1	13F-HR Timeline
Bangor Savings Bank	523	$316K	0.03%	-1	13F-HR Timeline
Trexquant Investment LP	523	$316K	<0.01%	-242	13F-HR Timeline
Jackson Hole Capital Partners, LLC	523	$316K	0.05%	0	13F-HR Timeline
Tarbox Family Office, Inc.	522	$315K	0.05%	0	13F-HR Timeline
2UniFi Bank	521	$314K	0.15%	-11	13F-HR Timeline
Guidance Point Advisors, LLC	517	$313K	0.07%	+15	13F-HR Timeline
WEALTHCARE CAPITAL MANAGEMENT LLC	519	$313K	0.03%	0	13F-HR Timeline
CAMDEN NATIONAL BANK	516	$311K	0.04%	0	13F-HR Timeline
S.A. Mason LLC	516	$311K	0.12%	-190	13F-HR Timeline
LIBRA WEALTH LLC	515	$311K	0.09%	0	13F-HR Timeline
Strategic Advisors LLC	511	$308K	0.05%	-431	13F-HR Timeline
KWMG, LLC	508	$306K	0.03%	0	13F-HR Timeline
GOLDEN ROAD ADVISORS LLC	508	$306K	0.17%	new	13F-HR Timeline
Pathfinder Wealth Consulting, Inc.	504	$304K	0.19%		13F-HR Timeline
Good Harbor Advisors, Inc.	503	$303K	0.35%		13F-HR Timeline
SHAKER INVESTMENTS LLC/OH	500	$302K	0.13%	-112	13F-HR Timeline
Evolution Wealth Advisors, LLC	500	$302K	0.03%	-95	13F-HR Timeline
MBL Wealth, LLC	500	$302K	0.02%	0	13F-HR Timeline
Progressive Investment Management Corp	499	$301K	0.07%	-56	13F-HR Timeline
BURNEY CO/	497	$300K	0.01%	0	13F-HR Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	494	$299K	0.02%	0	13F-HR Timeline
Granite Harbor Advisors, Inc.	491	$296K	0.13%	-19	13F-HR Timeline
marrick wealth, LLC	488	$294K	0.24%		13F-HR Timeline
Western Reserve Capital Management, LLC	488	$294K	0.27%		13F-HR Timeline
EVOLVE PRIVATE WEALTH, LLC	484	$293K	0.02%		13F-HR Timeline
BFSG, LLC	485	$293K	0.03%	0	13F-HR Timeline
Cypress Wealth Services, LLC	485	$293K	0.04%	0	13F-HR Timeline
Keel Point, LLC	484	$292K	0.02%	-1	13F-HR Timeline
Tranquility Partners, LLC	483	$291K	0.1%	0	13F-HR Timeline
MARYLAND CAPITAL ADVISORS INC.	476	$287K	0.1%	0	13F-HR Timeline
Birch Hill Investment Advisors LLC	475	$287K	0.01%	0	13F-HR Timeline
Index Fund Advisors, Inc.	474	$286K	0.01%	0	13F-HR Timeline
Lesa Sroufe & Co	470	$284K	0.21%	0	13F-HR Timeline
THOMPSON DAVIS & CO., INC.	470	$284K	0.17%	-41	13F-HR Timeline
JSF Financial, LLC	469	$283K	0.06%	-49	13F-HR Timeline
PDS Planning, Inc	468	$282K	0.02%	0	13F-HR Timeline
OpenArc Corporate Advisory, LLC	467	$282K	<0.01%		13F-HR Timeline
Bensler, LLC	466	$281K	0.03%	+1	13F-HR Timeline
WealthTrust Axiom LLC	466	$281K	0.07%	0	13F-HR Timeline
Financial Partners Group, Inc	448	$281K	0.03%	0	13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	466	$281K	0.04%	0	13F-HR Timeline
IHT Wealth Management, LLC	465	$281K	0.01%	+23	13F-HR Timeline
Root Financial Partners, LLC	465	$280K	0.01%	0	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	464	$280K	0.09%	+1	13F-HR Timeline
SAPIENT CAPITAL LLC	457	$280K	<0.01%	0	13F-HR Timeline
SouthState Bank Corpin group SouthState Bank Corp	463	$279K	0.01%	0	13F-HR Timeline Group
Aspen Investment Management Inc	463	$279K	0.08%	0	13F-HR Timeline
INVESTMENT ADVISORY SERVICES INC /TX /A…	460	$278K	0.09%	0	13F-HR Timeline
O'Brien Greene & Co. Inc	460	$278K	0.08%	0	13F-HR Timeline
TICINO WEALTH	460	$278K	0.1%		13F-HR Timeline
Global Assets Advisory, LLC	459	$277K	0.08%	0	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	457	$277K	0.01%	-77	13F-HR Timeline
Ruggiero Investments, Inc.	458	$276K	0.25%		13F-HR Timeline
ADKINS SEALE CAPITAL MANAGEMENT LLC	458	$276K	0.27%		13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	457	$276K	0.02%	-4	13F-HR Timeline
NORTHSTAR ASSET MANAGEMENT INC	456	$275K	0.07%	-1	13F-HR Timeline
SIGNET FINANCIAL MANAGEMENT, LLC	456	$275K	0.03%	-115	13F-HR Timeline
ALKEME WEALTH, LLC	450	$271K	0.12%	0	13F-HR Timeline
Gateway Wealth Partners, LLC	450	$271K	0.03%	0	13F-HR Timeline
American National Bank of Texas	450	$271K	0.26%	0	13F-HR Timeline
ENTRUST FINANCIAL LLC	450	$271K	0.2%		13F-HR Timeline
Avior Wealth Management, LLC	448	$270K	0.01%	-65	13F-HR Timeline
Fermata Advisors, LLC	447	$270K	0.06%	+11	13F-HR Timeline
Per Stirling Capital Management, LLC.	445	$269K	0.03%	0	13F-HR Timeline
INSPIRION WEALTH ADVISORS, LLC	445	$268K	0.03%	0	13F-HR Timeline
McElhenny Sheffield Capital Management,…	445	$268K	0.07%	0	13F-HR Timeline
Capital Asset Advisory Services LLC	427	$268K	0.01%	+1	13F-HR Timeline
Aquire Wealth Advisors, LLC	444	$268K	0.07%	0	13F-HR Timeline
Gladwyn Financial Advisors, Inc.	444	$268K	0.19%	+7	13F-HR Timeline
Oder Investment Management, LLC	443	$267K	0.19%	0	13F-HR Timeline
Federation des caisses Desjardins du Qu…	443	$267K	<0.01%	-5	13F-HR Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/	443	$267K	<0.01%	+32	13F-HR Timeline Group
TD Asset Management Inc	442	$267K	<0.01%	-100	13F-HR Timeline
BlueChip Wealth Advisors LLC	442	$267K	0.11%	+29	13F-HR Timeline
Heritage Wealth Management, Inc.	441	$266K	0.07%	0	13F-HR Timeline
Belpointe Asset Management LLC	439	$265K	0.01%	new	13F-HR Timeline
SHUFRO ROSE & CO LLC	436	$263K	0.02%	+10	13F-HR Timeline
SIGNATUREFD, LLC	436	$263K	<0.01%	0	13F-HR Timeline
Factor Wealth Management LTD	436	$263K	0.06%	+1	13F-HR Timeline
Vision Retirement, LLC	434	$262K	0.07%		13F-HR Timeline
Inscription Capital, LLC	434	$262K	0.03%	+1	13F-HR Timeline
Bedell Frazier Investment Counselling, …	433	$261K	0.05%	-40	13F-HR Timeline
Simplicity Wealth,LLC	432	$261K	0.02%	-1,141	13F-HR Timeline
Briaud Financial Planning Inc	432	$261K	0.06%	new	13F-HR Timeline
Allegheny Financial Group	431	$261K	0.04%	-15	13F-HR Timeline
Symphony Financial, Ltd. Co.	427	$261K	0.03%	+1	13F-HR Timeline
William Mack & Associates, Inc.	431	$260K	0.12%	0	13F-HR Timeline
Flagship Private Wealth, LLC	431	$260K	0.1%	+1	13F-HR Timeline
VAN STRUM & TOWNE INC.	430	$259K	0.07%	0	13F-HR Timeline
NOESIS CAPITAL MANGEMENT CORP	430	$259K	0.04%	new	13F-HR Timeline
Broadway Wealth Solutions, Inc.	427	$258K	0.14%	0	13F-HR Timeline
Legacy Trust	426	$257K	0.05%	-5	13F-HR Timeline
Unified Investment Management	425	$256K	0.26%	0	13F-HR Timeline
First Nebraska Trust Co	425	$256K	0.02%	0	13F-HR Timeline
INVESTMENT PARTNERS, LTD.	424	$256K	0.09%	0	13F-HR Timeline
Edgestream Partners, L.P.	423	$255K	0.01%	new	13F-HR Timeline
CapWealth Advisors, LLC	422	$255K	0.02%	-7	13F-HR/A Timeline
Pinnacle Wealth Planning Services, Inc.	422	$255K	0.03%	0	13F-HR Timeline
EXCALIBUR MANAGEMENT CORP	421	$254K	0.09%	-1	13F-HR Timeline
TCV Trust & Wealth Management, Inc.	420	$253K	0.02%	0	13F-HR Timeline
LOWERY THOMAS, LLC	419	$253K	0.14%	-49	13F-HR Timeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT	414	$250K	0.01%	-90	13F-HR Timeline Group
Trust Co	411	$248K	0.02%	0	13F-HR Timeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …	409	$246K	<0.01%	-63	13F-HR Timeline Group
First Pacific Financial	408	$246K	0.03%	-24	13F-HR Timeline
Powerhouse Assets LLC	408	$246K	0.22%		13F-HR Timeline
GREAT LAKES ADVISORS, LLC	406	$245K	<0.01%	new	13F-HR Timeline
OxenFree Capital LLC	405	$244K	0.13%	new	13F-HR Timeline
Geneos Wealth Management Inc.	404	$244K	0.01%	0	13F-HR Timeline
Alexander Randolph Advisory, Inc.	404	$244K	0.2%	0	13F-HR Timeline
Cordatus Wealth Management LLC	400	$241K	0.06%	0	13F-HR Timeline
SkyOak Wealth, LLC	400	$241K	0.04%	0	13F-HR Timeline
Rockwood Wealth Management, LLC	400	$241K	0.02%	0	13F-HR Timeline
Counterweight Ventures, LLC	400	$241K	0.14%	0	13F-HR Timeline
Alpha Zero LLC	400	$241K	0.13%	0	13F-HR Timeline
Stonebridge Financial Group, LLC / MO	398	$240K	0.21%		13F-HR Timeline
Objective Capital Management, LLC	397	$240K	0.24%	+1	13F-HR Timeline
HENGEHOLD CAPITAL MANAGEMENT LLC	397	$240K	0.02%	0	13F-HR Timeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…	395	$238K	0.01%	-75	13F-HR Timeline Group
FSM Wealth Advisors, LLC	395	$238K	0.03%	-21	13F-HR Timeline
ELEVATION POINT WEALTH PARTNERS, LLC	393	$238K	0.01%	-70	13F-HR Timeline
WealthShield Partners, LLC	394	$238K	0.03%	+47	13F-HR Timeline
Summit Financial Wealth Advisors, LLC	393	$237K	0.03%	+1	13F-HR Timeline
IAG Wealth Partners, LLC	392	$236K	0.03%	0	13F-HR Timeline
DEBUSSY CAPITAL MANAGEMENT LP	391	$236K	0.03%	+6	13F-HR Timeline
RiverFront Investment Group, LLC	389	$235K	<0.01%	new	13F-HR Timeline
Everhart Financial Group, Inc.	388	$234K	0.02%	-2	13F-HR Timeline
ASSETMARK, INCin group ASSETMARK, INC	388	$234K	<0.01%	+179	13F-HR Timeline Group
SeaCrest Wealth Management, LLC	373	$233K	0.02%	-8	13F-HR Timeline