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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,392 managers (1,407 13F filers) reported a position in MDY shares at 2024-12-31, 26,530,085 shares in all. 87 filers opened a position and 53 filers sold out during the quarter.

Managers
1,392
13F filers
1,407
New
87
Added
388
Reduced
422
Sold out
53
Shares held by filers
26,530,085

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

HolderSharesValue% of portfolioChangeSource
FORTEM FINANCIAL GROUP, LLC376$214K0.08%013F-HRTimeline
ATWOOD & PALMER INC373$212K0.01%-1913F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT372$212K0.01%013F-HRTimeline
Stokes Family Office, LLC372$212K0.02%-8013F-HRTimeline
BostonPremier Wealth LLC370$211K0.13%13F-HRTimeline
JACOBS & CO/CA370$210K0.02%013F-HRTimeline
YHB Investment Advisors, Inc.368$210K0.02%013F-HRTimeline
Asset Dedication, LLC367$209K0.02%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO352$208K0.07%new13F-HRTimeline
Saxony Capital Management, LLC365$208K0.18%-2,03613F-HRTimeline
LOWERY THOMAS, LLC365$208K0.14%+113F-HRTimeline
CORA CAPITAL ADVISORS LLC363$207K0.1%013F-HRTimeline
Accurate Wealth Management, LLC362$207K0.04%new13F-HRTimeline
First Heartland Consultants, Inc.362$206K0.02%-14013F-HRTimeline
Lumbard & Kellner, LLC360$205K0.09%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC359$204K0.02%013F-HRTimeline
Magnus Financial Group LLC358$204K0.02%new13F-HRTimeline
Aull & Monroe Investment Management Corp358$204K0.1%013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC358$204K0.04%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC355$202K0.02%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp354$201K0.01%-713F-HRTimelineGroup
AMERICAN CAPITAL MANAGEMENT INC353$201K0.01%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…352$200K0.07%new13F-HRTimeline
Guild Investment Management, Inc.350$200K0.22%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.349$200K0.09%+12113F-HRTimeline
BLACKHILL CAPITAL INC351$200K0.01%013F-HRTimeline
Pingora Partners LLC350$199K0.13%013F-HRTimeline
OARSMAN CAPITAL, INC.340$194K0.03%013F-HRTimeline
Eagle Bay Advisors LLC332$189K0.12%+33213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC332$189K0.04%013F-HRTimeline
Silicon Valley Capital Partners332$189K0.02%+113F-HRTimeline
Operose Advisors LLC329$187K0.06%013F-HRTimeline
Wingate Wealth Advisors, Inc.328$187K0.18%13F-HRTimeline
MATHER GROUP, LLC.328$187K<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC317$181K0.07%-24413F-HRTimeline
Fairman Group, LLC306$175K0.14%+113F-HRTimeline
Key Financial Inc306$174K0.04%+29613F-HRTimeline
Geneos Wealth Management Inc.304$173K0.01%-6213F-HRTimeline
Darwin Wealth Management, LLC303$173K0.06%-113F-HR/ATimeline
Pacific Capital Wealth Advisors, Inc.300$171K0.03%013F-HRTimeline
Mountain Hill Investment Partners Corp.300$171K0.17%13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.298$170K0.13%13F-HRTimeline
UMB Bank, n.a.285$162K<0.01%-3,80013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bernard Wealth Management Corp.281$160K0.08%13F-HR/ATimeline
Integrated Investment Consultants, LLC27,514$160K0.03%new13F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…265$159K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC275$157K0.02%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.267$152K0.06%+113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST264$150K0.02%-26513F-HRTimeline
Archer Investment Corp256$146K0.04%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC250$143K0.02%013F-HRTimeline
Longview Financial Advisors LLC244$139K0.09%13F-HRTimeline
CNB Bank235$134K0.06%013F-HRTimeline
GAMMA Investing LLC233$133K0.01%013F-HRTimeline
LRI Investments, LLC232$132K0.01%-74713F-HRTimeline
PrairieView Partners, LLC225$128K0.01%013F-HRTimeline
Sunbelt Securities, Inc.215$122K0.01%+2513F-HRTimeline
Comprehensive Financial Planning, Inc./…213$121K0.1%13F-HRTimeline
Northwest Bank & Trust Co191$118K0.09%-413F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC205$117K0.01%-4513F-HRTimeline
Vermillion Wealth Management, Inc.201$114K0.06%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT199$114K<0.01%013F-HRTimeline
PFG Private Wealth Management, LLC199$113K0.06%013F-HRTimeline
Mascoma Wealth Management LLC198$113K0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC195$111K<0.01%+10313F-HRTimelineGroup
Noble Wealth Management PBC192$109K0.08%13F-HRTimeline
GODSEY & GIBB, INC185$105K0.01%013F-HRTimeline
Beacon Capital Management, LLC181$103K0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC180$103K0.03%-5013F-HRTimeline
EnRich Financial Partners LLC180$103K0.03%013F-HRTimeline
Tortoise Investment Management, LLC177$101K0.01%013F-HR/ATimeline
Activest Wealth Management176$100K0.03%+4313F-HRTimeline
Costello Asset Management, INC172$98K0.06%013F-HRTimeline
Indiana Trust & Investment Management Co164$93.4K0.03%013F-HRTimeline
Horizons Wealth Management164$93.4K0.07%013F-HRTimeline
SJS Investment Consulting Inc.162$92.3K0.02%-2013F-HRTimeline
Accredited Wealth Management, LLC155$88.6K0.08%13F-HRTimeline
TD Capital Management LLC155$88.3K0.01%-4313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.150$85.8K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.150$85.4K0.01%new13F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.150$85.4K0.03%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.147$83.5K0.06%13F-HRTimeline
FSA Wealth Management LLC145$82.6K0.03%013F-HRTimeline
Semmax Financial Advisors Inc.133$77.7K0.02%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC136$77.5K0.04%013F-HRTimeline
PINNEY & SCOFIELD, INC.134$76.3K0.06%13F-HRTimeline
MilWealth Group LLC131$74.5K0.02%new13F-HRTimeline
ROGCO, LP130$74K0.03%013F-HRTimeline
ORG Partners LLC129$74K0.01%+4313F-HRTimeline
Quest 10 Wealth Builders, Inc.129$73.5K0.07%13F-HRTimeline
Washington Trust Advisors, Inc.125$71.2K0.01%013F-HRTimeline
Hilltop National Bank125$71.2K0.02%013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…122$70K<0.01%new13F-HRTimelineGroup
Kiely Wealth Advisory Group, Inc.119$69.7K0.04%013F-HRTimeline
Newton One Investments LLC121$69.1K0.03%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC120$68.5K<0.01%+2013F-HRTimeline
Canton Hathaway, LLC115$66K0.02%013F-HRTimeline
Innovative Advisory Group, LLC110$62.7K0.06%13F-HRTimeline
Sugarloaf Wealth Management, LLC109$62.4K0.01%-1613F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC114$61K0.04%013F-HRTimeline
Continuum Advisory, LLC107$60.9K0.01%+5713F-HRTimeline
AdvisorNet Financial, Inc105$59.8K0.01%+1513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/103$58.7K<0.01%+5013F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK100$57K<0.01%013F-HR/ATimelineGroup
Clean Yield Group100$57K0.02%013F-HRTimeline
Anchor Investment Management, LLC100$57K0.01%013F-HRTimeline
Man Group plcin group Man Group plc100$57K<0.01%-1,08613F-HRTimelineGroup
Security National Bank100$57K0.01%013F-HRTimeline
Parvin Asset Management, LLC100$57K0.06%13F-HRTimeline
AllSquare Wealth Management LLC99$56.4K0.03%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC98$55.8K0.04%013F-HRTimeline
Greenline Partners, LLC94$53.5K0.01%new13F-HRTimeline
Main Street Group, LTD90$51.3K0.02%013F-HRTimeline
FIRST COMMUNITY TRUST NA90$51.3K0.04%013F-HRTimeline
Ransom Advisory, Ltd90$51.3K0.02%013F-HRTimeline
Smartleaf Asset Management LLC88$50K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC87$49.6K0.03%13F-HRTimeline
AMERIFLEX GROUP, INC.83$49.2K0.02%13F-HRTimeline
Perkins Coie Trust Co85$48.4K0.01%013F-HRTimeline
Bollard Group LLC80$46K<0.01%013F-HRTimeline
Atlatl Advisers LLC80$45.6K0.03%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC80$45.6K0.03%13F-HRTimeline
Winch Advisory Services, LLC79$45K0.01%013F-HRTimeline
Synergy Investment Management, LLC77$43.9K0.02%13F-HRTimeline
CoreFirst Bank & Trust70$39.9K0.02%013F-HRTimeline
Brooklyn Investment Group64$36.5K0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC61$34.7K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…60$34.2K0.01%new13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC57$32.5K0.01%new13F-HRTimeline
Piscataqua Savings Bank56$31.9K0.03%013F-HRTimeline
Evolution Advisers, Inc.54$30K0.02%013F-HRTimeline
Richardson Capital Management LLC52$29.6K0.02%013F-HRTimeline
CITY HOLDING CO50$28.5K<0.01%013F-HRTimeline
West Branch Capital LLC50$28.5K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.50$28.5K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC50$28.5K<0.01%+113F-HRTimeline
DiNuzzo Private Wealth, Inc.50$28.2K<0.01%013F-HRTimeline
West Financial Advisors, LLC49$27.9K0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners47$26.6K<0.01%013F-HRTimelineGroup
Ruedi Wealth Management, Inc.46$26.2K0.01%013F-HRTimeline
J.Safra Asset Management Corp45$25.6K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC44$25.1K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding43$24.5K+7Timeline
Bellwether Advisors, LLC41$23.4K<0.01%new13F-HRTimeline
CURIO WEALTH, LLC41$23.4K0.01%13F-HRTimeline
TruNorth Capital Management, LLC40$22.8K0.01%-1013F-HRTimeline
Sugar Maple Asset Management, LLC40$22.8K0.02%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC39$22K<0.01%013F-HRTimelineGroup
Amundiin group Amundi35$20.1K<0.01%013F-HRTimelineGroup
WEBSTER BANK, N. A.35$19.9K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…35$19.9K<0.01%+2713F-HRTimelineGroup
Olistico Wealth, LLC35$19.9K0.01%013F-HRTimeline
Clearstead Trust, LLC32$18.2K<0.01%013F-HRTimeline
Tidemark, LLC31$17.7K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.30$17.1K0.01%013F-HRTimeline
Catherine Avery Investment Management L…30$17.1K0.02%13F-HR/ATimeline
Financial Connections Group, Inc.31$17K0.01%013F-HRTimeline
Arax Advisory Partners29$16.3K<0.01%-1713F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.27$15.4K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC25$14.4K0.01%013F-HRTimeline
City State Bank25$14.2K0.01%013F-HRTimeline
Painted Porch Advisors LLC25$14.2K0.01%013F-HRTimeline
Ridgewood Investments LLC22$12.5K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC22$12.5K<0.01%-3813F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC22$12.5K<0.01%013F-HRTimelineGroup
Stonebridge Financial Group, LLC20$11.4K<0.01%13F-HRTimeline
CKW FINANCIAL GROUP20$11K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc19$11K<0.01%013F-HRTimeline
WR Wealth Planners, LLC18$10.3K<0.01%+913F-HRTimeline
Murphy & Mullick Capital Management Corp18$10.3K0.01%13F-HRTimeline
Capital A Wealth Management, LLC17$9.68K0.02%13F-HRTimeline
NFSG Corp16$9.34K<0.01%013F-HRTimeline
Global Financial Private Client, LLC16$9.11K<0.01%013F-HRTimeline
Kentucky Trust Co16$9.11K0.01%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC17$9K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN15$8.54K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC14$7.96K<0.01%013F-HRTimeline
Northwest Capital Management Inc13$7.41K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC13$7.41K<0.01%013F-HRTimeline
Stephens Consulting, LLC13$7.41K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.12$6.83K<0.01%013F-HRTimeline
Solstein Capital, LLC10$5.7K<0.01%013F-HRTimeline
Fortitude Family Office, LLC10$5.7K<0.01%013F-HRTimeline
Fairscale Capital, LLC8$4.57K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…7$4K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.7$3.99K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC5$2.85K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC4$2.28K<0.01%-5,05413F-HRTimeline
Transcendent Capital Group LLC3$1.71K<0.01%013F-HRTimeline
Hemington Wealth Management2$1K<0.01%013F-HRTimeline
RE Dickinson Investment Advisors, LLC19$1080.01%013F-HR/ATimeline
Coston, McIsaac & Partners1$00%013F-HRTimelineValue filed as zero, left out of ratios.