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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,339 managers (1,352 13F filers) reported a position in MDY shares at 2025-06-30, 25,123,586 shares in all. 68 filers opened a position and 67 filers sold out during the quarter.

Managers
1,339
13F filers
1,352
New
68
Added
330
Reduced
520
Sold out
67
Shares held by filers
25,123,586

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Silicon Valley Capital Partners334$189K0.02%+113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC332$188K0.03%013F-HRTimeline
Operose Advisors LLC329$186K0.05%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC309$175K0.01%new13F-HR/ATimeline
Darwin Wealth Management, LLC304$172K0.06%+113F-HRTimeline
Mountain Hill Investment Partners Corp.300$170K0.14%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.298$169K0.12%013F-HRTimeline
Key Financial Inc296$168K0.03%013F-HRTimeline
UMB Bank, n.a.285$161K<0.01%013F-HR/ATimeline
Fairman Group, LLC272$155K0.13%+113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.259$147K0.05%-913F-HRTimeline
Archer Investment Corp257$145K0.03%013F-HRTimeline
Arax Advisory Partners252$143K0.01%+7913F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC250$142K0.02%013F-HRTimeline
Longview Financial Advisors LLC244$138K0.09%013F-HRTimeline
MASECO LLP241$137K0.01%13F-HRTimeline
CITY HOLDING CO240$136K0.02%+15013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC227$129K0.02%new13F-HRTimeline
DAGCO, INC.227$129K0.04%013F-HRTimeline
Sunbelt Securities, Inc.215$122K0.01%+2513F-HRTimeline
Comprehensive Financial Planning, Inc./…210$119K0.09%-313F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC205$116K0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.200$113K0.06%new13F-HRTimeline
Mascoma Wealth Management LLC198$112K0.03%013F-HRTimeline
Riggs Asset Managment Co. Inc.196$111K0.03%-42713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC190$108K<0.01%+3113F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…189$107K<0.01%-113F-HRTimelineGroup
Vermillion Wealth Management, Inc.188$106K0.05%-1413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST182$103K0.01%-3213F-HRTimeline
Bernard Wealth Management Corp.181$103K0.05%-10013F-HRTimeline
GODSEY & GIBB, INC180$102K0.01%-513F-HRTimeline
MONETARY MANAGEMENT GROUP INC180$102K0.03%013F-HRTimeline
Costello Asset Management, INC172$97.4K0.04%013F-HRTimeline
Citizens National Bank Trust Department168$95.2K0.02%013F-HRTimeline
Indiana Trust & Investment Management Co164$92.9K0.03%013F-HRTimeline
Horizons Wealth Management164$92.9K0.07%013F-HRTimeline
MARSHALL & SULLIVAN INC /WA/157$88.9K0.04%new13F-HRTimeline
TD Capital Management LLC156$88.4K0.01%013F-HRTimeline
Accredited Wealth Management, LLC155$88.1K0.07%-913F-HRTimeline
LANARK FINANCIAL, INC.157$88K0.01%013F-HRTimeline
TOWER TRUST & INVESTMENT Co151$85.5K0.06%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.150$85.3K0.01%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.150$85K0.03%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.147$83.1K0.06%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/145$82.1K0.01%new13F-HRTimeline
FSA Wealth Management LLC145$82.1K0.03%013F-HRTimeline
AllSquare Wealth Management LLC143$81K0.05%013F-HRTimeline
Richardson Capital Management LLC142$80.4K0.04%013F-HRTimeline
PrairieView Partners, LLC135$76K0.01%013F-HRTimeline
Semmax Financial Advisors Inc.133$76K0.02%013F-HRTimeline
PINNEY & SCOFIELD, INC.134$75.9K0.05%013F-HRTimeline
MilWealth Group LLC132$74.6K0.02%+113F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…129$74.5K0.02%013F-HRTimelineGroup
SJS Investment Consulting Inc.131$74.2K0.01%013F-HRTimeline
ROGCO, LP130$73.6K0.03%013F-HRTimeline
VESTOR CAPITAL, LLC450$73K0.01%-31,78113F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC125$71K0.03%new13F-HRTimeline
Washington Trust Advisors, Inc.125$70.8K0.01%013F-HRTimeline
Hilltop National Bank125$70.8K0.02%13F-HRTimeline
Clean Yield Group124$70.2K0.02%+2413F-HRTimeline
ROTHSCHILD INVESTMENT LLC121$68.3K<0.01%+113F-HRTimeline
Harbor Asset Planning, Inc.116$65.5K0.06%13F-HRTimeline
Canton Hathaway, LLC115$65K0.01%013F-HRTimeline
AdvisorNet Financial, Inc110$62.3K<0.01%+513F-HRTimeline
Innovative Advisory Group, LLC110$62.3K0.05%013F-HRTimeline
Beacon Capital Management, LLC107$60.5K0.01%-4913F-HRTimeline
Newton One Investments LLC102$58K0.02%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK100$57K<0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC100$56.6K0.01%-7713F-HRTimeline
Anchor Investment Management, LLC100$56.6K<0.01%013F-HRTimeline
Security National Bank100$56.6K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.100$56.6K0.06%-913F-HRTimeline
Parvin Asset Management, LLC100$56.6K0.06%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC98$55.5K0.02%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise95$54K<0.01%013F-HRTimelineGroup
FIRST COMMUNITY TRUST NA90$51K0.04%013F-HRTimeline
Smallwood Wealth Investment Management,…90$51K0.03%013F-HRTimeline
Main Street Group, LTD90$51K0.02%013F-HRTimeline
Smartleaf Asset Management LLC88$49.9K<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC88$49.9K0.03%-1013F-HRTimeline
Perkins Coie Trust Co85$48.1K0.01%013F-HRTimeline
RMG Wealth Management LLC78$45.2K0.01%13F-HRTimeline
Bollard Group LLC80$45K<0.01%013F-HRTimeline
Winch Advisory Services, LLC79$44.8K0.01%013F-HRTimeline
CoreFirst Bank & Trust70$39.7K0.02%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC70$39.7K0.03%-1013F-HRTimeline
AMERIFLEX GROUP, INC.65$36.7K0.02%-2713F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.60$34K<0.01%-9013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management60$34K0.01%013F-HRTimelineGroup
Piscataqua Savings Bank56$31.7K0.03%013F-HRTimeline
Evolution Advisers, Inc.54$30K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…51$28.9K0.03%013F-HRTimeline
CBIZ Investment Advisory Services, LLC50$28.5K<0.01%013F-HRTimeline
Aviso Financial Inc.50$28.3K<0.01%013F-HRTimeline
West Branch Capital LLC50$28.3K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.50$28.3K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT50$28.2K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.50$28.1K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners47$26.6K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC45$25K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC44$24.9K0.01%013F-HRTimeline
ORG Partners LLC43$24.7K0.01%013F-HRTimeline
Bellwether Advisors, LLC41$23.2K<0.01%013F-HRTimeline
CURIO WEALTH, LLC41$23.2K0.01%+3913F-HRTimeline
WEBSTER BANK, N. A.35$19.8K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC33$19K<0.01%013F-HRTimeline
Clearstead Trust, LLC32$18.1K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.30$17K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.28$15.9K0.05%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.27$15.3K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC27$15.1K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC25$14.4K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC25$14.2K<0.01%013F-HRTimeline
Olistico Wealth, LLC25$14.2K0.01%013F-HRTimeline
Painted Porch Advisors LLC25$14.2K0.01%013F-HRTimeline
Activest Wealth Management24$13.6K<0.01%-2713F-HRTimeline
Ridgewood Investments LLC22$12.5K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC22$12.5K<0.01%013F-HRTimelineGroup
CKW FINANCIAL GROUP20$11K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp18$10.4K0.01%013F-HRTimeline
Bullock Wealth Management Group17$9.75K0.01%new13F-HRTimeline
NFSG Corp17$9.35K<0.01%+113F-HRTimeline
Kentucky Trust Co16$9.06K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC17$9K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC13$7.37K<0.01%013F-HRTimeline
Northwest Capital Management Inc13$7.36K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.12$6.8K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc11$6K<0.01%-813F-HRTimeline
Solstein Capital, LLC10$5.67K<0.01%013F-HRTimeline
Fortitude Family Office, LLC10$5.67K<0.01%013F-HRTimeline
Rossby Financial, LCC10$5.67K<0.01%new13F-HRTimeline
Fairscale Capital, LLC8$4.61K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…7$3.99K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.7$3.96K<0.01%-6513F-HRTimeline
Family Legacy Financial Solutions, LLC5$2.84K<0.01%13F-HRTimeline
Hemington Wealth Management2$1K<0.01%013F-HRTimeline
Coston, McIsaac & Partners1$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Fiduciary Wealth Partners, LLC0$00%-41313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.