MDY STATE STR SPDR S&P MIDCAP 40

SHS (fund), issuer CIK 936958

1,525 managers (1,542 13F filers) reported a position in MDY shares at 2026-06-30, 24,747,701 shares in all. 139 filers opened a position and 47 filers sold out during the quarter.

Managers: 1,525
13F filers: 1,542
New: 139
Added: 346
Reduced: 537
Sold out: 47
Shares held by filers: 24,747,701

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Federation des caisses Desjardins du Qu…	393	$276K	<0.01%	-50	13F-HR Timeline
IAG Wealth Partners, LLC	392	$276K	0.03%	0	13F-HR Timeline
First Pacific Financial	390	$274K	0.03%	-19	13F-HR Timeline
SHUFRO ROSE & CO LLC	387	$272K	0.02%	0	13F-HR Timeline
QUADRANT CAPITAL GROUP LLC	385	$271K	0.01%	0	13F-HR Timeline
Private Capital Management, LLC	385	$271K	0.02%	0	13F-HR Timeline
Stonebridge Financial Group, LLC / MO	384	$270K	0.18%	-14	13F-HR Timeline
Advisory Alpha, LLC	383	$270K	0.01%	-27	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	383	$269K	0.01%	0	13F-HR Timeline
HENGEHOLD CAPITAL MANAGEMENT LLC	383	$269K	0.02%	-14	13F-HR Timeline
CONTINUUM WEALTH ADVISORS, LLC	382	$269K	0.09%	new	13F-HR Timeline
Foster Group, Inc.	381	$268K	0.01%	0	13F-HR Timeline
Advyzon Investment Management, LLC	380	$267K	0.02%	+65	13F-HR Timeline
NOESIS CAPITAL MANGEMENT CORP	380	$267K	0.03%	0	13F-HR Timeline
Westside Investment Management, Inc.	380	$267K	0.04%	0	13F-HR Timeline
First Heartland Consultants, Inc.	379	$267K	0.02%	new	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	377	$265K	0.01%	+50	13F-HR Timeline
Confluence Wealth Services, Inc.	377	$265K	0.01%	0	13F-HR Timeline
Arjuna Capital	375	$264K	0.06%	0	13F-HR Timeline
J. L. Bainbridge & Co., Inc.	375	$264K	0.02%	0	13F-HR Timeline
Stokes Family Office, LLC	375	$264K	0.03%	+3	13F-HR Timeline
FULTON BREAKEFIELD BROENNIMAN LLC	374	$263K	0.02%	0	13F-HR Timeline
Team Hewins, LLC	373	$263K	0.07%	0	13F-HR Timeline
Orion Capital Management LLC	374	$263K	0.08%	0	13F-HR Timeline
Paragon Capital Management LLC	372	$262K	0.12%	-191	13F-HR Timeline
Verum Partners LLC	371	$261K	0.04%	new	13F-HR Timeline
PATTEN & PATTEN INC/TN	370	$260K	0.01%	0	13F-HR Timeline
Weaver Consulting Group	370	$260K	0.05%	new	13F-HR Timeline
Lotus Asset Management LLC	370	$260K	0.23%		13F-HR Timeline
JACOBS & CO/CA	370	$260K	0.02%	0	13F-HR Timeline
Financial Futures Ltd Liability Co.	368	$259K	0.1%	0	13F-HR Timeline
Enclave Advisors LLC	366	$257K	0.03%	0	13F-HR Timeline
MAGNOLIA CAPITAL ADVISORS LLC	365	$257K	0.04%	0	13F-HR Timeline
PURSUE WEALTH PARTNERS LLC	365	$257K	0.14%	0	13F-HR Timeline
WealthShield Partners, LLC	364	$257K	0.04%	-28	13F-HR Timeline
Copper Harbor Investment Advisors, LLC	364	$256K	0.05%		13F-HR Timeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS	363	$255K	0.01%	0	13F-HR Timeline Group
Tradition Wealth Management, LLC	361	$254K	0.02%	0	13F-HR Timeline
Sandy Cove Advisors, LLC	361	$254K	0.06%	new	13F-HR Timeline
Lumbard & Kellner, LLC	360	$253K	0.08%	0	13F-HR Timeline
Ruggiero Investments, Inc.	360	$253K	0.22%	-33	13F-HR Timeline
FORBES J M & CO LLP	358	$252K	0.02%	0	13F-HR Timeline
Magnus Financial Group LLC	357	$251K	0.02%	-2	13F-HR Timeline
Nordwand Advisors, LLC	357	$251K	0.04%	0	13F-HR Timeline
Indivisible Partners	357	$251K	0.01%	new	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	356	$250K	0.06%	new	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	355	$250K	0.02%	0	13F-HR Timeline
First County Bank /CT/	355	$250K	0.12%	new	13F-HR Timeline
THOMPSON DAVIS & CO., INC.	354	$249K	0.15%	-30	13F-HR Timeline
Proficio Capital Partners LLC	353	$249K	0.01%	0	13F-HR Timeline
CADINHA & CO LLC	353	$248K	0.04%	0	13F-HR Timeline
AMERICAN CAPITAL MANAGEMENT INC	353	$248K	0.01%	0	13F-HR Timeline
Clark Capital Management Group, Inc.	353	$248K	<0.01%	new	13F-HR Timeline
Cynosure Group, LLC	353	$248K	0.04%	0	13F-HR Timeline
OARSMAN CAPITAL, INC.	352	$248K	0.03%	+12	13F-HR Timeline
Kapstone Financial Advisors LLC	352	$248K	0.1%	0	13F-HR Timeline
BLACKHILL CAPITAL INC	351	$247K	0.01%	0	13F-HR Timeline
DIMENSION CAPITAL MANAGEMENT LLC	351	$247K	0.03%	0	13F-HR Timeline
CNB Bank	351	$247K	0.1%	0	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	350	$246K	0.05%	0	13F-HR Timeline
Purkiss Capital Advisors LLC	350	$246K	0.09%	0	13F-HR Timeline
Breakwater Investment Management	349	$245K	0.08%	0	13F-HR Timeline
Great Waters Wealth Management	348	$245K	0.02%	0	13F-HR Timeline
First Interstate Bank	346	$243K	0.01%	0	13F-HR Timeline
SYON CAPITAL LLC	345	$243K	0.01%	new	13F-HR Timeline
Madden Advisory Services, Inc.	344	$242K	0.09%	-6	13F-HR Timeline
Armstrong, Fleming & Moore, Inc	343	$241K	0.08%	new	13F-HR Timeline
Strategic Family Wealth Counselors, L.L…	342	$241K	0.06%	0	13F-HR Timeline
Advisor OS, LLCin group Advisor OS, LLC	342	$240K	0.02%	new	13F-HR Timeline Group
Guild Investment Management, Inc.	340	$239K	0.16%	0	13F-HR Timeline
Silicon Valley Capital Partners	338	$237K	0.02%	+1	13F-HR Timeline
Sherry Group, Inc.	340	$237K	0.23%	new	13F-HR Timeline
Windsor Capital Management, LLC	335	$236K	0.06%	-1	13F-HR Timeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …	335	$236K	0.01%	0	13F-HR Timeline Group
FINANCIAL DISCOVERY GROUP INC	334	$235K	0.5%	new	13F-HR Timeline
Financial & Tax Architects, LLC	334	$235K	0.05%	-7,356	13F-HR Timeline
Occidental Asset Management, LLC	333	$234K	0.02%	0	13F-HR Timeline
Silver Oak Advisory Group, Inc.	333	$234K	0.09%	0	13F-HR Timeline
First Bank & Trust	332	$234K	0.03%	0	13F-HR Timeline
MARINO, STRAM & ASSOCIATES LLC	331	$232K	0.04%	-8	13F-HR Timeline
RiverFront Investment Group, LLC	330	$232K	<0.01%	new	13F-HR Timeline
Madison Wealth Partners, Inc	330	$232K	0.03%	new	13F-HR Timeline
Keebeck Wealth Management	329	$232K	0.02%	0	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	329	$232K	0.01%	-15	13F-HR Timeline
Garrett Wealth Advisory Group, LLC	328	$231K	0.04%	0	13F-HR Timeline
Eagle Bluffs Wealth Management LLC	327	$231K	0.08%	0	13F-HR Timeline
D L CARLSON INVESTMENT GROUP INC	328	$230K	0.04%	+1	13F-HR Timeline
Crescent Grove Advisors, LLC	325	$229K	0.02%	0	13F-HR Timeline
Bank Pictet & Cie (Europe) AG	325	$229K	<0.01%	0	13F-HR Timeline
MRA Advisory Group	325	$229K	0.08%	0	13F-HR Timeline
FourThought Financial Partners, LLC	325	$229K	0.02%	-5	13F-HR Timeline
Integrated Wealth Management	325	$229K	0.24%	-12	13F-HR Timeline
Wingate Wealth Advisors, Inc.	325	$229K	0.1%	0	13F-HR Timeline
WNY Asset Management, LLC	324	$228K	0.02%	new	13F-HR Timeline
JB Capital LLC	324	$228K	0.01%	-19	13F-HR Timeline
Family Office Research LLC	322	$226K	0.08%	new	13F-HR Timeline
Kelsey Financial, LLC	321	$226K	0.17%	new	13F-HR Timeline
Mason & Associates Inc	319	$224K	0.04%	new	13F-HR Timeline
CORA CAPITAL ADVISORS LLC	318	$224K	0.06%	new	13F-HR Timeline
Vantus Wealth LLC	317	$223K	0.12%		13F-HR Timeline
YHB Investment Advisors, Inc.	315	$222K	0.01%	-10	13F-HR Timeline
Mystic Asset Management, Inc.	314	$221K	0.05%	new	13F-HR Timeline
Columbia Bank	314	$221K	0.05%	new	13F-HR Timeline
Flagship Private Wealth, LLC	313	$220K	0.08%	-36	13F-HR Timeline
Fulton Bank, N.A.	313	$220K	0.01%	new	13F-HR Timeline
BostonPremier Wealth LLC	313	$220K	0.09%	new	13F-HR Timeline
Level Wealth Management LLC	311	$220K	0.09%	new	13F-HR Timeline
Strategent Financial, LLC	312	$219K	0.13%	-22	13F-HR Timeline
Capital Advisors Wealth Management, LLC	312	$219K	0.03%	new	13F-HR Timeline
BCGM Wealth Management, LLC	312	$219K	0.05%	new	13F-HR Timeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…	310	$219K	0.12%	0	13F-HR Timeline
RAM Investment Partners, LLC	310	$218K	0.03%	new	13F-HR Timeline
Vision Capital Management, Inc.	310	$218K	0.02%	new	13F-HR Timeline
WINEBRENNER CAPITAL MANAGEMENT LLC	310	$218K	0.13%	new	13F-HR Timeline
GREAT LAKES ADVISORS, LLC	308	$217K	<0.01%	new	13F-HR Timeline
Horizon Wealth Management, LLC	308	$217K	0.03%	new	13F-HR Timeline
BlueChip Wealth Advisors LLC	308	$217K	0.08%	-134	13F-HR Timeline
Darwin Wealth Management, LLC	305	$215K	0.06%	0	13F-HR Timeline
Geneos Wealth Management Inc.	305	$214K	<0.01%	-100	13F-HR Timeline
Cornerstone Advisory, LLC	304	$214K	0.02%	new	13F-HR Timeline
Bluesphere Advisors LLC	303	$213K	0.07%	new	13F-HR Timeline
BOS Asset Management, LLC	303	$213K	0.05%	new	13F-HR Timeline
BALDWIN WEALTH PARTNERS LLC/MA	302	$212K	0.01%	new	13F-HR Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp	301	$212K	0.01%	new	13F-HR Timeline Group
Beaird Harris Wealth Management, LLC	301	$212K	0.01%	+20	13F-HR Timeline
Cooke Wealth Management, LLC	301	$212K	0.17%	new	13F-HR Timeline
Atlanta Consulting Group Advisors, LLC	300	$212K	0.03%	new	13F-HR Timeline
One Capital Management, LLC	342	$211K	0.01%	0	13F-HR Timeline
Boston Common Asset Management, LLC	300	$211K	0.01%	new	13F-HR Timeline
Corundum Group, Inc.	300	$211K	0.06%	new	13F-HR Timeline
JT Stratford LLC	300	$211K	0.02%	new	13F-HR Timeline
Pacific Capital Wealth Advisors, Inc.	300	$211K	0.03%	new	13F-HR Timeline
Systematic Alpha Investments, LLC	300	$211K	0.01%	new	13F-HR Timeline
Kearns & Associates LLC	300	$211K	0.1%	new	13F-HR Timeline
LJI Wealth Management, LLC	300	$211K	0.03%	new	13F-HR Timeline
Pingora Partners LLC	300	$211K	0.12%	0	13F-HR Timeline
Mountain Hill Investment Partners Corp.	300	$211K	0.12%	0	13F-HR Timeline
BEACON HILL WEALTH MANAGEMENT LTD.	300	$211K	0.15%		13F-HR Timeline
GREENUP STREET WEALTH MANAGEMENT LLC	299	$210K	0.03%	new	13F-HR Timeline
SOUTH PLAINS FINANCIAL, INC.	298	$210K	0.11%	0	13F-HR Timeline
Financial Advisory Corp	297	$209K	0.03%	new	13F-HR Timeline
EVERPAR ADVISORS LLC	297	$209K	0.06%	new	13F-HR Timeline
VISTA CAPITAL PARTNERS, INC.	296	$208K	0.02%	new	13F-HR Timeline
Key Financial Inc	296	$208K	0.03%	0	13F-HR Timeline
Acropolis Investment Management, LLC	294	$207K	0.01%	+45	13F-HR/A Timeline
Tactive Advisors, LLC	294	$207K	0.05%	new	13F-HR Timeline
Laurel Wealth Advisors LLC	293	$206K	0.02%	new	13F-HR Timeline
NerdWallet Wealth Partners, LLC	293	$206K	0.07%	new	13F-HR Timeline
McElhenny Sheffield Capital Management,…	292	$205K	0.05%	-153	13F-HR Timeline
Trust Co of the South	292	$205K	0.03%	new	13F-HR Timeline
ALEXANDER LABRUNERIE & CO., INC.	292	$205K	0.07%	new	13F-HR Timeline
Noble Wealth Management PBC	292	$205K	0.09%	0	13F-HR Timeline
Integrity Wealth Solutions LLC	291	$205K	0.08%	new	13F-HR Timeline
CASCADE INVESTMENT GROUP, INC.	291	$205K	0.11%	new	13F-HR Timeline
Rossmore Private Capital	290	$204K	0.02%	new	13F-HR Timeline
DENVER WEALTH MANAGEMENT, INC.	290	$204K	0.06%	new	13F-HR Timeline
Aldebaran Financial Inc.	290	$204K	0.17%	new	13F-HR Timeline
COWA, LLC	290	$204K	0.05%	new	13F-HR Timeline
James J. Burns & Company, LLC	290	$204K	0.02%	new	13F-HR Timeline
Hoese & Co LLP	290	$204K	0.13%	0	13F-HR Timeline
Shakespeare Wealth Management, LLC	289	$203K	0.05%	new	13F-HR Timeline
KAVAR CAPITAL PARTNERS GROUP, LLC	288	$203K	0.02%	new	13F-HR Timeline
IHT Wealth Management, LLC	288	$203K	<0.01%	-151	13F-HR Timeline
MMA ASSET MANAGEMENT LLC	287	$202K	0.06%	new	13F-HR Timeline
Smith Partners Wealth Management, LLC	287	$202K	0.16%	new	13F-HR Timeline
Fox Hill Wealth Management	286	$201K	0.08%	new	13F-HR Timeline
Chesapeake Wealth Management	285	$200K	0.06%	new	13F-HR Timeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	282	$198K	0.02%	-50	13F-HR Timeline
BAYBAN	273	$192K	0.15%	0	13F-HR Timeline
Providence Capital Advisors, LLC	270	$190K	0.03%	new	13F-HR Timeline
Jackson, Grant Investment Advisers, Inc.	254	$179K	0.06%	-5	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	250	$176K	0.02%	0	13F-HR Timeline
Longview Financial Advisors LLC	244	$172K	0.08%	0	13F-HR Timeline
CITY HOLDING CO	240	$169K	0.02%	0	13F-HR Timeline
Align Financial, LLC	238	$167K	0.08%	0	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	227	$160K	<0.01%	-14	13F-HR Timeline Group
Comprehensive Financial Planning, Inc./…	226	$159K	0.08%	+13	13F-HR Timeline
ATWOOD & PALMER INC	223	$156K	0.01%	-150	13F-HR Timeline
ATLAS CAPITAL ADVISORS INC.	217	$153K	0.02%	0	13F-HR/A Timeline
Three Bearings Fiduciary Advisors, Inc.	199	$140K	0.13%	0	13F-HR Timeline
Mascoma Wealth Management LLC	198	$139K	0.03%	0	13F-HR Timeline
Holos Integrated Wealth LLC	200	$138K	0.06%	0	13F-HR Timeline
Fairman Group, LLC	190	$134K	0.11%	0	13F-HR Timeline
Vermillion Wealth Management, Inc.	190	$134K	0.03%	0	13F-HR Timeline
LANARK FINANCIAL, INC.	185	$130K	0.01%	0	13F-HR Timeline
GODSEY & GIBB, INC	180	$127K	0.01%	0	13F-HR Timeline
AMERIFLEX GROUP, INC.	176	$124K	0.05%	+5	13F-HR Timeline
Community Financial Services Group, LLC	175	$122K	0.02%	0	13F-HR Timeline
Costello Asset Management, INC	172	$121K	0.04%	0	13F-HR Timeline
Bernard Wealth Management Corp.	169	$119K	0.04%	-2	13F-HR Timeline
Citizens National Bank Trust Department	168	$118K	0.02%	0	13F-HR Timeline
Indiana Trust & Investment Management Co	164	$115K	0.03%	0	13F-HR Timeline
TOWER TRUST & INVESTMENT Co	151	$106K	0.06%	0	13F-HR Timeline
Thomas J. Herzfeld Advisors, Inc.	150	$106K	0.03%	0	13F-HR Timeline
Strategic Investment Advisors / MI	150	$105K	0.01%	new	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	148	$104K	0.06%	0	13F-HR Timeline
Richardson Capital Management LLC	142	$99.9K	0.04%	0	13F-HR Timeline
HHM Wealth Advisors, LLC	138	$97.1K	0.01%	0	13F-HR Timeline
Meramec Financial Planners, LLC	140	$97K	0.04%	0	13F-HR Timeline
PINNEY & SCOFIELD, INC.	134	$94.2K	0.05%	0	13F-HR Timeline