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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,352 managers (1,367 13F filers) reported a position in MDY shares at 2025-09-30, 25,719,380 shares in all. 69 filers opened a position and 45 filers sold out during the quarter.

Managers
1,352
13F filers
1,367
New
69
Added
356
Reduced
483
Sold out
45
Shares held by filers
25,719,380

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Aldebaran Financial Inc.340$203K0.2%new13F-HRTimeline
OARSMAN CAPITAL, INC.340$203K0.03%new13F-HRTimeline
Keystone Global Partners, LLC339$202K0.1%-50913F-HRTimeline
FORBES J M & CO LLP338$201K0.02%new13F-HRTimeline
Graves Light Lenhart Wealth, Inc.336$200K0.02%new13F-HRTimeline
Silicon Valley Capital Partners335$200K0.02%+113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC332$198K0.03%013F-HRTimeline
MATHER GROUP, LLC.328$195K<0.01%new13F-HRTimeline
Arax Advisory Partners307$183K<0.01%+5513F-HRTimeline
Darwin Wealth Management, LLC304$182K0.06%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC303$181K0.01%new13F-HRTimeline
Pingora Partners LLC300$179K0.12%-5013F-HRTimeline
Mountain Hill Investment Partners Corp.300$179K0.16%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.298$178K0.11%013F-HRTimeline
Key Financial Inc296$177K0.03%013F-HRTimeline
Noble Wealth Management PBC292$174K0.09%13F-HRTimeline
Hoese & Co LLP290$173K0.13%-11013F-HRTimeline
UMB Bank, n.a.285$170K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHILTON CAPITAL MANAGEMENT LLC283$169K0.01%+25813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.260$155K0.05%+113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC250$149K0.02%013F-HRTimeline
Longview Financial Advisors LLC244$145K0.08%013F-HRTimeline
MASECO LLP242$144K0.01%+113F-HRTimeline
CITY HOLDING CO240$143K0.02%013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD234$139K<0.01%new13F-HRTimelineGroup
DAGCO, INC.227$135K0.03%013F-HRTimeline
Comprehensive Financial Planning, Inc./…210$125K0.09%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC209$125K<0.01%+1913F-HRTimelineGroup
Archer Investment Corp200$119K0.03%-5713F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.200$119K0.06%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…200$119K<0.01%+1113F-HRTimelineGroup
Mascoma Wealth Management LLC198$118K0.03%013F-HRTimeline
Fairman Group, LLC189$113K0.09%-8313F-HRTimeline
Vermillion Wealth Management, Inc.189$112K0.03%+113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST182$108K0.01%013F-HRTimeline
Bernard Wealth Management Corp.181$108K0.05%013F-HRTimeline
GODSEY & GIBB, INC180$107K0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC180$107K0.02%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC179$107K0.01%-2613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT174$104K<0.01%+12413F-HRTimeline
Costello Asset Management, INC172$103K0.03%013F-HRTimeline
AMERIFLEX GROUP, INC.172$103K0.04%+10713F-HRTimeline
Citizens National Bank Trust Department168$100K0.02%013F-HRTimeline
Indiana Trust & Investment Management Co164$97.7K0.03%013F-HRTimeline
Horizons Wealth Management164$97.7K0.07%013F-HRTimeline
Operose Advisors LLC163$97.2K0.02%-16613F-HRTimeline
LANARK FINANCIAL, INC.157$93.6K0.01%013F-HRTimeline
TD Capital Management LLC156$93.3K0.01%013F-HRTimeline
Accredited Wealth Management, LLC576$92.6K0.07%+42113F-HRTimeline
TOWER TRUST & INVESTMENT Co151$90K0.06%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.150$89.4K0.03%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.147$87.4K0.06%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/145$86.4K0.01%013F-HRTimeline
FSA Wealth Management LLC145$86.4K0.03%013F-HRTimeline
AllSquare Wealth Management LLC143$85.2K0.04%013F-HRTimeline
Richardson Capital Management LLC142$84.6K0.04%013F-HRTimeline
PINNEY & SCOFIELD, INC.134$79.9K0.05%013F-HRTimeline
MilWealth Group LLC132$78.7K0.02%013F-HRTimeline
ROGCO, LP130$77.5K0.03%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…129$77.4K0.02%013F-HRTimelineGroup
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC125$74.7K0.03%013F-HRTimeline
Washington Trust Advisors, Inc.125$74.5K0.01%013F-HRTimeline
Hilltop National Bank125$74.5K0.02%013F-HRTimeline
Clean Yield Group124$73.9K0.02%013F-HRTimeline
Measured Wealth Private Client Group, L…124$73.9K0.02%new13F-HRTimeline
MMA ASSET MANAGEMENT LLC123$73.3K0.02%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC121$72K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.116$69.2K0.06%013F-HRTimeline
Canton Hathaway, LLC115$69K0.01%013F-HRTimeline
SJS Investment Consulting Inc.113$67.4K0.01%-1813F-HRTimeline
AdvisorNet Financial, Inc110$65.6K<0.01%013F-HRTimeline
Texas Capital Bancshares Inc/TX110$65.6K0.03%new13F-HRTimeline
Innovative Advisory Group, LLC110$65.6K0.04%013F-HRTimeline
Newton One Investments LLC102$61K0.02%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK100$60K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.100$60K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tortoise Investment Management, LLC100$59.6K0.01%013F-HRTimeline
Anchor Investment Management, LLC100$59.6K<0.01%013F-HRTimeline
Security National Bank100$59.6K0.01%013F-HRTimeline
Parvin Asset Management, LLC100$59.6K0.05%013F-HRTimeline
Sunbelt Securities, Inc.98$58.4K<0.01%-11713F-HRTimeline
1 NORTH WEALTH SERVICES LLC98$58.4K0.02%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise92$55K<0.01%-313F-HRTimelineGroup
FIRST COMMUNITY TRUST NA90$53.6K0.04%013F-HRTimeline
Main Street Group, LTD90$53.6K0.02%013F-HRTimeline
Smallwood Wealth Investment Management,…90$53.6K0.03%013F-HRTimeline
Smartleaf Asset Management LLC89$53K<0.01%+113F-HRTimeline
GGM Financial LLC88$52.6K0.03%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC88$52.5K0.03%013F-HRTimeline
Perkins Coie Trust Co85$50.7K0.01%013F-HRTimeline
Tripletail Wealth Management, LLC82$49.4K0.06%new13F-HRTimeline
Bollard Group LLC80$48K<0.01%013F-HRTimeline
Winch Advisory Services, LLC79$47.1K0.01%013F-HRTimeline
RMG Wealth Management LLC78$46.4K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC70$41.7K<0.01%new13F-HRTimelineGroup
CoreFirst Bank & Trust70$41.7K0.02%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC70$41.7K0.02%013F-HRTimeline
Cloud Capital Management, LLC69$41K0.02%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.64$38.1K0.04%-3613F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.63$37.5K0.01%+3313F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.60$35.8K<0.01%013F-HRTimeline
Piscataqua Savings Bank56$33.4K0.03%013F-HRTimeline
Activest Wealth Management54$32.4K0.01%+3013F-HRTimeline
Evolution Advisers, Inc.54$32K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…51$30.4K0.03%013F-HRTimeline
CBIZ Investment Advisory Services, LLC50$30K<0.01%013F-HRTimeline
Aviso Financial Inc.50$29.8K<0.01%013F-HRTimeline
West Branch Capital LLC50$29.8K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.50$29.8K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.50$29.5K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners47$28.1K<0.01%013F-HRTimelineGroup
ALERUS FINANCIAL NA47$28K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC44$26.2K0.01%013F-HRTimeline
ORG Partners LLC43$25.6K<0.01%013F-HRTimeline
CURIO WEALTH, LLC41$24.4K0.01%013F-HRTimeline
WEBSTER BANK, N. A.35$20.9K<0.01%013F-HRTimeline
Clearstead Trust, LLC32$19.1K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC29$18K<0.01%-1613F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.30$17.9K<0.01%new13F-HRTimeline
Abich Financial Wealth Management LLC30$17.9K0.01%13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.28$16.7K0.05%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.27$16.1K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC27$15.9K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC26$15.2K0.01%+113F-HRTimeline
CGC Financial Services, LLC25$14.9K<0.01%new13F-HRTimeline
Painted Porch Advisors LLC25$14.9K0.01%013F-HRTimeline
Global Wealth Strategies & Associates24$14.3K<0.01%new13F-HRTimeline
CKW FINANCIAL GROUP20$12K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…20$11.9K0.02%-58713F-HRTimeline
Murphy & Mullick Capital Management Corp18$10.7K0.01%013F-HRTimeline
Sound Income Strategies, LLC18$10.7K<0.01%-1,45613F-HRTimeline
Bullock Wealth Management Group17$10.2K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC17$10K<0.01%013F-HRTimeline
NFSG Corp17$9.87K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…16$9.54K0.01%new13F-HRTimeline
Kentucky Trust Co16$9.54K0.01%013F-HRTimeline
Dunhill Financial, LLC14$8.34K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC13$7.75K<0.01%013F-HRTimeline
Northwest Capital Management Inc13$7.75K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.12$7.15K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc11$7K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.11$6.56K<0.01%new13F-HRTimeline
Rossby Financial, LCC10$5.98K<0.01%013F-HRTimeline
Solstein Capital, LLC10$5.96K<0.01%013F-HRTimeline
Fortitude Family Office, LLC10$5.96K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC8$4.77K<0.01%new13F-HRTimeline
Fairscale Capital, LLC8$4.77K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…7$4.21K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.7$4.17K<0.01%013F-HRTimeline
Coston, McIsaac & Partners7$3K<0.01%+613F-HRTimeline
JPL Wealth Management, LLC4$2.62K<0.01%new13F-HRTimeline
Hemington Wealth Management2$1K<0.01%013F-HRTimeline