MDY STATE STR SPDR S&P MIDCAP 40

SHS (fund), issuer CIK 936958

1,420 managers (1,436 13F filers) reported a position in MDY shares at 2025-12-31, 25,509,486 shares in all. 71 filers opened a position and 57 filers sold out during the quarter.

Managers: 1,420
13F filers: 1,436
New: 71
Added: 357
Reduced: 490
Sold out: 57
Shares held by filers: 25,509,486

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Private Capital Management, LLC	385	$232K	0.02%	0	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	383	$231K	0.01%	0	13F-HR Timeline
Westside Investment Management, Inc.	380	$231K	0.04%	-70	13F-HR Timeline
Foster Group, Inc.	381	$230K	0.01%	0	13F-HR Timeline
Breakwater Investment Management	380	$229K	0.08%	0	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	377	$228K	0.01%	0	13F-HR Timeline
Confluence Wealth Services, Inc.	377	$227K	0.01%	0	13F-HR Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP	375	$226K	<0.01%	new	13F-HR Timeline Group
J. L. Bainbridge & Co., Inc.	375	$226K	0.02%	-109	13F-HR Timeline
QUADRANT CAPITAL GROUP LLC	375	$226K	0.01%	+72	13F-HR Timeline
FULTON BREAKEFIELD BROENNIMAN LLC	374	$226K	0.01%	-150	13F-HR Timeline
Orion Capital Management LLC	374	$225K	0.08%	-300	13F-HR Timeline
Milestone Asset Management Group, LLC	373	$225K	0.13%	new	13F-HR Timeline
JB Capital LLC	373	$225K	0.01%	new	13F-HR Timeline
ATWOOD & PALMER INC	373	$225K	0.01%	0	13F-HR Timeline
NORTHEAST INVESTMENT MANAGEMENT	372	$224K	0.01%	0	13F-HR Timeline
Stokes Family Office, LLC	372	$224K	0.02%	0	13F-HR Timeline
PATTEN & PATTEN INC/TN	370	$223K	0.01%	0	13F-HR Timeline
JACOBS & CO/CA	370	$223K	0.02%	0	13F-HR Timeline
Smith Partners Wealth Management, LLC	367	$221K	0.2%		13F-HR Timeline
One Capital Management, LLC	365	$221K	0.01%	-916	13F-HR Timeline
PURSUE WEALTH PARTNERS LLC	365	$220K	0.11%	0	13F-HR Timeline
Madden Advisory Services, Inc.	364	$220K	0.09%	0	13F-HR Timeline
Mystic Asset Management, Inc.	364	$220K	0.05%	0	13F-HR Timeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS	363	$219K	0.01%	+18	13F-HR Timeline Group
Financial Futures Ltd Liability Co.	361	$218K	0.1%	-52	13F-HR Timeline
Tradition Wealth Management, LLC	361	$218K	0.02%	0	13F-HR Timeline
Accurate Wealth Management, LLC	346	$217K	0.03%	new	13F-HR Timeline
Lumbard & Kellner, LLC	360	$217K	0.08%	0	13F-HR Timeline
Stonekeep Investments, LLC	359	$217K	0.14%	0	13F-HR/A Timeline
Magnus Financial Group LLC	359	$217K	0.02%	-37	13F-HR Timeline
FORBES J M & CO LLP	358	$216K	0.02%	+20	13F-HR Timeline
Strategic Family Wealth Counselors, L.L…	341	$215K	0.05%	+1	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	355	$214K	0.02%	0	13F-HR Timeline
YHB Investment Advisors, Inc.	355	$214K	0.01%	-13	13F-HR Timeline
Proficio Capital Partners LLC	353	$213K	0.01%	new	13F-HR Timeline
CADINHA & CO LLC	353	$213K	0.03%	-50	13F-HR Timeline
AMERICAN CAPITAL MANAGEMENT INC	353	$213K	0.01%	0	13F-HR Timeline
Mendel Money Management	353	$213K	0.09%	-64	13F-HR Timeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	353	$213K	0.04%	-6	13F-HR Timeline
Kapstone Financial Advisors LLC	352	$212K	0.11%	0	13F-HR Timeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …	352	$212K	0.04%	-42	13F-HR Timeline Group
BLACKHILL CAPITAL INC	351	$212K	0.01%	0	13F-HR Timeline
DIMENSION CAPITAL MANAGEMENT LLC	351	$212K	0.03%	0	13F-HR Timeline
Purkiss Capital Advisors LLC	350	$211K	0.1%	0	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	349	$211K	0.05%	0	13F-HR Timeline
Great Waters Wealth Management	348	$210K	0.02%	0	13F-HR Timeline
Modern Wealth Management, LLC	348	$210K	<0.01%	new	13F-HR Timeline
First Interstate Bank	346	$209K	0.01%	0	13F-HR Timeline
MERITAGE PORTFOLIO MANAGEMENT	345	$208K	0.01%	-1	13F-HR Timeline
CNB Bank	344	$208K	0.08%	0	13F-HR Timeline
Sherry Group, Inc.	340	$207K	0.22%		13F-HR Timeline
Nordwand Advisors, LLC	342	$206K	0.04%	0	13F-HR Timeline
Windsor Capital Management, LLC	342	$206K	0.06%	-26	13F-HR Timeline
Guild Investment Management, Inc.	340	$205K	0.15%	0	13F-HR Timeline
OARSMAN CAPITAL, INC.	340	$205K	0.03%	0	13F-HR Timeline
BAYBAN	340	$205K	0.18%		13F-HR Timeline
Keystone Global Partners, LLC	339	$205K	0.09%	0	13F-HR Timeline
MARINO, STRAM & ASSOCIATES LLC	339	$204K	0.04%	-9	13F-HR Timeline
Integrated Wealth Management	337	$203K	0.23%		13F-HR Timeline
TRUST CO OF TOLEDO NA /OH/	336	$203K	0.02%	+191	13F-HR Timeline
Silicon Valley Capital Partners	336	$203K	0.02%	+1	13F-HR Timeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …	335	$202K	0.01%	new	13F-HR Timeline Group
Strategent Financial, LLC	334	$201K	0.13%	new	13F-HR Timeline
Family Office Research LLC	329	$201K	0.08%	new	13F-HR Timeline
Occidental Asset Management, LLC	333	$201K	0.02%	new	13F-HR Timeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	332	$200K	0.03%	0	13F-HR Timeline
First Bank & Trust	332	$200K	0.03%	-11	13F-HR Timeline
Silver Oak Advisory Group, Inc.	333	$200K	0.09%	new	13F-HR Timeline
Darwin Wealth Management, LLC	304	$184K	0.06%	0	13F-HR Timeline
Pingora Partners LLC	300	$181K	0.11%	0	13F-HR Timeline
Mountain Hill Investment Partners Corp.	300	$181K	0.13%	0	13F-HR Timeline
SOUTH PLAINS FINANCIAL, INC.	298	$180K	0.11%	0	13F-HR Timeline
Key Financial Inc	296	$179K	0.03%	0	13F-HR Timeline
Noble Wealth Management PBC	292	$176K	0.09%	0	13F-HR Timeline
Hoese & Co LLP	290	$175K	0.12%	0	13F-HR Timeline
NATIXISin group Natixis Investment Managers	281	$170K	<0.01%	-373	13F-HR Timeline Group
Jackson, Grant Investment Advisers, Inc.	258	$156K	0.05%	-2	13F-HR Timeline
Garner Asset Management Corp	252	$152K	0.06%	new	13F-HR Timeline
SageView Advisory Group, LLC	252	$152K	0.01%	new	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	250	$151K	0.02%	0	13F-HR Timeline
Laurel Wealth Advisors LLC	245	$148K	0.02%	new	13F-HR Timeline
Longview Financial Advisors LLC	244	$147K	0.08%	0	13F-HR Timeline
MASECO LLP	243	$146K	0.01%	+1	13F-HR Timeline
CITY HOLDING CO	240	$145K	0.02%	0	13F-HR Timeline
DAGCO, INC.	227	$137K	0.03%	0	13F-HR Timeline
Hanson & Doremus Investment Management	225	$136K	0.02%	-250	13F-HR Timeline
Comprehensive Financial Planning, Inc./…	210	$127K	0.08%	0	13F-HR Timeline
Three Bearings Fiduciary Advisors, Inc.	199	$125K	0.12%		13F-HR Timeline
AMERIFLEX GROUP, INC.	202	$122K	0.06%	+30	13F-HR Timeline
Mascoma Wealth Management LLC	198	$119K	0.03%	0	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	196	$118K	<0.01%	-4	13F-HR Timeline Group
Fairman Group, LLC	189	$115K	0.09%	0	13F-HR Timeline
Vermillion Wealth Management, Inc.	189	$114K	0.05%	0	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	182	$110K	0.01%	0	13F-HR Timeline
Bernard Wealth Management Corp.	181	$109K	0.04%	0	13F-HR Timeline
GODSEY & GIBB, INC	180	$109K	0.01%	0	13F-HR Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC	179	$108K	0.01%	0	13F-HR Timeline
Costello Asset Management, INC	172	$104K	0.03%	0	13F-HR Timeline
LANARK FINANCIAL, INC.	170	$103K	0.01%	+13	13F-HR Timeline
Citizens National Bank Trust Department	168	$101K	0.02%	0	13F-HR Timeline
Indiana Trust & Investment Management Co	164	$98.9K	0.03%	0	13F-HR Timeline
Horizons Wealth Management	164	$98.9K	0.07%	0	13F-HR Timeline
Operose Advisors LLC	163	$98.3K	0.02%	0	13F-HR Timeline
TD Capital Management LLC	157	$94.7K	0.01%	+1	13F-HR Timeline
Meramec Financial Planners, LLC	140	$91.7K	0.04%		13F-HR Timeline
TOWER TRUST & INVESTMENT Co	151	$91.1K	0.06%	0	13F-HR Timeline
Thomas J. Herzfeld Advisors, Inc.	150	$90.5K	0.03%	0	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	147	$88.7K	0.06%	0	13F-HR Timeline
Sankala Group LLC	132	$86.5K	0.07%		13F-HR Timeline
Richardson Capital Management LLC	142	$85.7K	0.04%	0	13F-HR Timeline
PINNEY & SCOFIELD, INC.	134	$80.8K	0.05%	0	13F-HR Timeline
MilWealth Group LLC	132	$79.9K	0.02%	0	13F-HR Timeline
ROGCO, LP	130	$78.4K	0.03%	0	13F-HR Timeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…	129	$78.4K	0.02%	0	13F-HR Timeline Group
Valor Advisors LLC	126	$76.3K	0.06%		13F-HR Timeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	125	$75.7K	0.04%	0	13F-HR Timeline
Washington Trust Advisors, Inc.	125	$75.4K	0.01%	0	13F-HR Timeline
Hilltop National Bank	125	$75.4K	0.02%	0	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	121	$73K	<0.01%	0	13F-HR Timeline
S&T Bank/PA	120	$72.4K	0.02%	new	13F-HR Timeline
Archer Investment Corp	119	$71.8K	0.02%	-81	13F-HR Timeline
THOMPSON INVESTMENT MANAGEMENT, INC.	117	$70.6K	0.01%	+57	13F-HR Timeline
Harbor Asset Planning, Inc.	116	$70.2K	0.06%	0	13F-HR Timeline
Canton Hathaway, LLC	115	$69.4K	0.01%	0	13F-HR Timeline
SJS Investment Consulting Inc.	113	$68.2K	0.01%	0	13F-HR Timeline
Dorato Capital Management	106	$67.2K	0.05%		13F-HR Timeline
Innovative Advisory Group, LLC	110	$66.4K	0.04%	0	13F-HR Timeline
ORG Partners LLC	109	$65.8K	0.01%	+66	13F-HR Timeline
AdvisorNet Financial, Inc	105	$63.3K	<0.01%	-5	13F-HR Timeline
Newton One Investments LLC	102	$61.8K	0.02%	0	13F-HR Timeline
Anchor Investment Management, LLC	100	$60.3K	<0.01%	0	13F-HR Timeline
Parvin Asset Management, LLC	100	$60.3K	0.05%	0	13F-HR Timeline
HANTZ FINANCIAL SERVICES, INC.	100	$60K	<0.01%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
1 NORTH WEALTH SERVICES LLC	98	$59.1K	0.02%	0	13F-HR Timeline
Kingdom Financial Group LLC.	97	$58.4K	0.02%	new	13F-HR Timeline
CHILTON CAPITAL MANAGEMENT LLC	95	$57.3K	<0.01%	-188	13F-HR Timeline
FIRST COMMUNITY TRUST NA	90	$54.3K	0.04%	0	13F-HR Timeline
Smallwood Wealth Investment Management,…	90	$54.3K	0.03%	0	13F-HR Timeline
Ransom Advisory, Ltd	90	$54.3K	0.02%	new	13F-HR Timeline
Smartleaf Asset Management LLC	88	$53.6K	<0.01%	-1	13F-HR Timeline
GGM Financial LLC	89	$53.4K	0.03%	+1	13F-HR Timeline
ISLAY CAPITAL MANAGEMENT, LLC	88	$53.1K	0.03%	0	13F-HR Timeline
ALBION FINANCIAL GROUP /UT	85	$51.6K	<0.01%	new	13F-HR Timeline
Perkins Coie Trust Co	85	$51.3K	0.01%	0	13F-HR Timeline
Timmons Wealth Management, LLC	84	$50.8K	0.05%		13F-HR Timeline
Tripletail Wealth Management, LLC	82	$49.5K	0.06%	0	13F-HR Timeline
Lloyd Advisory Services, LLC.	81	$48.8K	0.02%	new	13F-HR Timeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI	80	$48.3K	0.01%	-510	13F-HR Timeline
MONETARY MANAGEMENT GROUP INC	80	$48.3K	0.01%	-100	13F-HR Timeline
Bollard Group LLC	80	$48K	<0.01%	0	13F-HR Timeline
Acumen Wealth Advisors, LLC	79	$47.8K	0.01%		13F-HR Timeline
Winch Advisory Services, LLC	79	$47.8K	0.01%	0	13F-HR Timeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise	74	$45K	<0.01%	-18	13F-HR Timeline Group
THURSTON, SPRINGER, MILLER, HERD & TITA…	71	$43.1K	0.02%	+51	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	70	$42.2K	<0.01%	0	13F-HR Timeline Group
CoreFirst Bank & Trust	70	$42.2K	0.02%	0	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	70	$42.2K	0.02%	0	13F-HR Timeline
EFG International AGin group EFG International AG	66	$39.8K	<0.01%		13F-HR Timeline Group
Quest 10 Wealth Builders, Inc.	64	$38.6K	0.03%	0	13F-HR Timeline
High Point Wealth Management, LLC	56	$33.9K	0.03%		13F-HR Timeline
Piscataqua Savings Bank	56	$33.8K	0.02%	0	13F-HR Timeline
Activest Wealth Management	54	$32.8K	0.01%	0	13F-HR Timeline
Evolution Advisers, Inc.	54	$32K	0.01%	0	13F-HR Timeline
Sound Income Strategies, LLC	50	$32K	<0.01%	+32	13F-HR Timeline
Barnes Dennig Private Wealth Management…	51	$30.8K	0.03%	0	13F-HR Timeline
CBIZ Investment Advisory Services, LLC	50	$30.5K	<0.01%	0	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	50	$30.2K	<0.01%	-124	13F-HR Timeline
Sunbelt Securities, Inc.	50	$30.2K	<0.01%	-48	13F-HR Timeline
West Branch Capital LLC	50	$30.2K	0.01%	0	13F-HR Timeline
Aviso Financial Inc.	50	$30.2K	<0.01%	0	13F-HR Timeline
DiNuzzo Private Wealth, Inc.	50	$29.9K	<0.01%	0	13F-HR Timeline
Clean Yield Group	49	$29.6K	0.01%	-75	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	48	$29K	0.01%	-15	13F-HR Timeline
Security National Bank	48	$29K	<0.01%	-52	13F-HR Timeline
Concord Wealth Partnersin group Concord Wealth Partners	47	$28.5K	<0.01%	0	13F-HR Timeline Group
ALERUS FINANCIAL NA	47	$28.4K	<0.01%	0	13F-HR Timeline
Cherry Tree Wealth Management, LLC	44	$26.5K	0.01%	0	13F-HR Timeline
Physician Wealth Advisors, Inc.	42	$25.3K	<0.01%	-8	13F-HR Timeline
CURIO WEALTH, LLC	41	$25.2K	0.01%	0	13F-HR Timeline
Monetary Solutions, Ltd	40	$24.1K	0.02%		13F-HR Timeline
SHP Wealth Management	37	$22.3K	<0.01%		13F-HR Timeline
WEBSTER BANK, N. A.	35	$21.1K	<0.01%	0	13F-HR Timeline
Cornerstone Planning Group LLC	33	$21.1K	<0.01%	-186,121	13F-HR Timeline
VESTOR CAPITAL, LLC	850	$19K	1.86%	-30,358	13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	30	$18.1K	<0.01%	0	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	29	$18K	<0.01%	0	13F-HR/A Timeline Group
CONSULTIVA WEALTH MANAGEMENT, CORP.	28	$16.9K	0.05%	0	13F-HR Timeline
GABLES CAPITAL MANAGEMENT INC.	27	$16.3K	0.01%	0	13F-HR Timeline
N.E.W. Advisory Services LLC	27	$16.1K	<0.01%	0	13F-HR Timeline
BURKETT FINANCIAL SERVICES, LLC	25	$15.4K	0.01%	-1	13F-HR Timeline
Bullseye Investment Management, LLC	25	$15.1K	0.01%	new	13F-HR Timeline
CGC Financial Services, LLC	25	$15.1K	<0.01%	0	13F-HR Timeline
Signature Equity Partners, LLC	25	$15.1K	0.01%		13F-HR Timeline
Global Wealth Strategies & Associates	20	$12.1K	<0.01%	-4	13F-HR Timeline
Olistico Wealth, LLC	20	$12.1K	0.01%	new	13F-HR Timeline
CKW FINANCIAL GROUP	20	$12K	<0.01%	0	13F-HR Timeline
Murphy & Mullick Capital Management Corp	18	$10.9K	0.01%	0	13F-HR Timeline
Bullock Wealth Management Group	17	$10.3K	0.01%	0	13F-HR Timeline
NFSG Corp	17	$10K	<0.01%	0	13F-HR Timeline