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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,349 managers (1,362 13F filers) reported a position in MDY shares at 2025-03-31, 25,172,585 shares in all. 61 filers opened a position and 98 filers sold out during the quarter.

Managers
1,349
13F filers
1,362
New
61
Added
370
Reduced
490
Sold out
98
Shares held by filers
25,172,585

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CNB Bank344$184K0.09%+10913F-HRTimeline
Silicon Valley Capital Partners333$177K0.02%+113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC332$177K0.03%013F-HRTimeline
Operose Advisors LLC329$176K0.06%013F-HRTimeline
Fairman Group, LLC271$175K0.16%-3513F-HRTimeline
MATHER GROUP, LLC.328$175K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC303$173K0.06%013F-HRTimeline
LRI Investments, LLC324$173K0.02%+9213F-HRTimeline
Mountain Hill Investment Partners Corp.300$160K0.16%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.298$159K0.12%013F-HRTimeline
Key Financial Inc296$158K0.03%-1013F-HRTimeline
UMB Bank, n.a.285$152K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bernard Wealth Management Corp.281$150K0.07%013F-HRTimeline
Flaharty Asset Management, LLC278$148K0.02%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.268$143K0.06%+113F-HRTimeline
Archer Investment Corp257$137K0.04%+113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC250$134K0.02%013F-HRTimeline
Laurel Wealth Advisors LLC245$131K0.02%-3013F-HRTimeline
Longview Financial Advisors LLC244$130K0.09%013F-HRTimeline
Trivant Custom Portfolio Group, LLC236$126K0.07%-16513F-HRTimeline
DAGCO, INC.227$121K0.04%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST214$114K0.01%-5013F-HRTimeline
Comprehensive Financial Planning, Inc./…213$114K0.11%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC205$110K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.202$107K0.03%+113F-HRTimeline
PFG Private Wealth Management, LLC199$106K0.06%013F-HRTimeline
Mascoma Wealth Management LLC198$106K0.03%013F-HRTimeline
Noble Wealth Management PBC192$102K0.07%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…190$101K<0.01%+15513F-HRTimelineGroup
Sunbelt Securities, Inc.190$101K0.01%-2513F-HRTimeline
GODSEY & GIBB, INC185$98.7K0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC180$96K0.03%013F-HRTimeline
Tortoise Investment Management, LLC177$94.4K0.01%013F-HR/ATimeline
Arax Advisory Partners173$92.1K0.01%+14413F-HRTimeline
Costello Asset Management, INC172$91.8K0.04%013F-HRTimeline
Citizens National Bank Trust Department168$89.6K0.02%new13F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.165$88K0.03%13F-HRTimeline
Accredited Wealth Management, LLC164$87.7K0.07%+913F-HRTimeline
Indiana Trust & Investment Management Co164$87.5K0.03%013F-HRTimeline
Horizons Wealth Management164$87.5K0.07%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC159$84.8K<0.01%-3613F-HRTimelineGroup
Beacon Capital Management, LLC156$83.1K0.01%-2513F-HRTimeline
TD Capital Management LLC156$83K0.01%+113F-HRTimeline
LANARK FINANCIAL, INC.157$83K0.01%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.150$80.3K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.150$80K0.01%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.150$80K0.03%013F-HRTimeline
TOWER TRUST & INVESTMENT Co151$78.6K0.06%13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.147$78.2K0.05%013F-HRTimeline
FSA Wealth Management LLC145$77.4K0.03%013F-HRTimeline
AllSquare Wealth Management LLC143$76.3K0.05%+4413F-HRTimeline
Richardson Capital Management LLC142$75.8K0.05%+9013F-HRTimeline
PrairieView Partners, LLC135$72K0.01%-9013F-HRTimeline
Semmax Financial Advisors Inc.133$71.6K0.02%013F-HRTimeline
PINNEY & SCOFIELD, INC.134$71.5K0.05%013F-HRTimeline
MilWealth Group LLC131$70K0.02%013F-HRTimeline
SJS Investment Consulting Inc.131$69.9K0.01%-3113F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…129$69.7K0.02%+8613F-HRTimelineGroup
ROGCO, LP130$69.4K0.03%013F-HRTimeline
Washington Trust Advisors, Inc.125$66.7K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC120$64.3K<0.01%013F-HRTimeline
Canton Hathaway, LLC115$61K0.01%013F-HRTimeline
Innovative Advisory Group, LLC110$58.7K0.06%013F-HRTimeline
Quest 10 Wealth Builders, Inc.109$58.1K0.06%-2013F-HRTimeline
Continuum Advisory, LLC107$57.1K0.01%013F-HRTimeline
AdvisorNet Financial, Inc105$56K<0.01%013F-HRTimeline
Newton One Investments LLC102$54.6K0.02%-1913F-HRTimeline
Clean Yield Group100$53.3K0.02%013F-HRTimeline
Anchor Investment Management, LLC100$53.3K<0.01%013F-HRTimeline
Man Group plcin group Man Group plc100$53.3K<0.01%013F-HRTimelineGroup
Security National Bank100$53.3K0.01%013F-HRTimeline
Parvin Asset Management, LLC100$53.3K0.06%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK100$53K<0.01%013F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC98$52.3K0.02%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC98$52.3K0.04%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise95$51K<0.01%13F-HRTimelineGroup
Greenline Partners, LLC94$50.3K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.92$49.2K0.02%+913F-HRTimeline
Main Street Group, LTD90$48K0.02%013F-HRTimeline
FIRST COMMUNITY TRUST NA90$48K0.04%013F-HRTimeline
Smallwood Wealth Investment Management,…90$48K0.03%new13F-HRTimeline
CITY HOLDING CO90$48K0.01%+4013F-HRTimeline
Cloud Capital Management, LLC91$48K0.03%13F-HRTimeline
Smartleaf Asset Management LLC88$46.8K<0.01%013F-HRTimeline
Perkins Coie Trust Co85$45.3K0.01%013F-HRTimeline
Bollard Group LLC80$43K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC80$42.7K0.03%013F-HRTimeline
Winch Advisory Services, LLC79$42.1K0.01%013F-HRTimeline
Synergy Investment Management, LLC77$41.1K0.02%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.72$38.4K0.02%+6513F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC61$32.5K0.02%new13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management60$32K0.01%13F-HRTimelineGroup
Brooklyn Investment Group56$29.9K0.01%-813F-HRTimeline
Piscataqua Savings Bank56$29.9K0.03%013F-HRTimeline
Evolution Advisers, Inc.54$28K0.01%013F-HRTimeline
Activest Wealth Management51$27.2K0.01%-12513F-HRTimeline
Barnes Dennig Private Wealth Management…51$27.2K0.04%13F-HRTimeline
CBIZ Investment Advisory Services, LLC50$26.7K<0.01%013F-HR/ATimeline
West Branch Capital LLC50$26.7K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.50$26.7K<0.01%013F-HRTimeline
Aviso Financial Inc.50$26.7K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT50$26.5K<0.01%-14913F-HRTimeline
DiNuzzo Private Wealth, Inc.50$26.4K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners47$25K<0.01%013F-HRTimelineGroup
Ruedi Wealth Management, Inc.46$24.5K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC45$24K<0.01%+613F-HRTimelineGroup
Cherry Tree Wealth Management, LLC44$23.5K0.01%013F-HRTimeline
CURIO WEALTH, LLC2$23.4K0.17%-3913F-HRTimeline
ORG Partners LLC43$23.1K0.01%-8613F-HRTimeline
Bellwether Advisors, LLC41$21.9K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.35$18.7K<0.01%013F-HRTimeline
Amundiin group Amundi35$17.8K<0.01%013F-HRTimelineGroup
Clearstead Trust, LLC32$17.1K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC33$16.8K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.30$16K<0.01%013F-HRTimeline
Financial Connections Group, Inc.31$16K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.28$14.9K0.05%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.27$14.4K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC27$14.2K<0.01%new13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC25$13.5K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC25$13.3K<0.01%-3613F-HRTimeline
CarsonAllaria Wealth Management, Ltd.25$13.3K0.01%new13F-HRTimeline
Olistico Wealth, LLC25$13.3K0.01%-1013F-HRTimeline
Painted Porch Advisors LLC25$13.3K0.01%013F-HRTimeline
Ridgewood Investments LLC22$11.7K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC22$11.7K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …180$11.1K<0.01%13F-HRTimelineGroup
CKW FINANCIAL GROUP20$11K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC20$10.7K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc19$10K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp18$9.6K0.01%013F-HRTimeline
Capital A Wealth Management, LLC18$9.6K0.01%+113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17$9.07K<0.01%-9,50513F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC17$9K<0.01%013F-HRTimeline
NFSG Corp16$8.78K<0.01%013F-HRTimeline
Global Financial Private Client, LLC16$8.54K<0.01%013F-HRTimeline
Kentucky Trust Co16$8.54K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN15$8K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC13$6.94K<0.01%013F-HRTimeline
Stephens Consulting, LLC13$6.94K<0.01%013F-HRTimeline
Northwest Capital Management Inc13$6.93K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.12$6.4K<0.01%013F-HRTimeline
Solstein Capital, LLC10$5.33K<0.01%013F-HRTimeline
Fortitude Family Office, LLC10$5.33K<0.01%013F-HRTimeline
Fairscale Capital, LLC8$4.28K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…7$3.75K<0.01%013F-HRTimeline
Sound Income Strategies, LLC4$2.13K<0.01%013F-HRTimeline
Hemington Wealth Management2$1K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-26513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.