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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,438 managers (1,455 13F filers) reported a position in MDY shares at 2026-03-31, 24,850,491 shares in all. 95 filers opened a position and 69 filers sold out during the quarter.

Managers
1,438
13F filers
1,455
New
95
Added
324
Reduced
543
Sold out
69
Shares held by filers
24,850,491

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SeaCrest Wealth Management, LLC373$230K0.02%013F-HRTimeline
ATWOOD & PALMER INC373$230K0.01%013F-HRTimeline
Accurate Wealth Management, LLC356$230K0.03%+1013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT372$229K0.01%013F-HRTimeline
Stokes Family Office, LLC372$229K0.02%013F-HRTimeline
PATTEN & PATTEN INC/TN370$228K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC370$228K0.09%new13F-HRTimeline
JACOBS & CO/CA370$228K0.02%013F-HRTimeline
Financial Futures Ltd Liability Co.368$227K0.1%+713F-HRTimeline
Enclave Advisors LLC366$226K0.03%new13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC365$225K0.04%new13F-HRTimeline
PURSUE WEALTH PARTNERS LLC365$225K0.13%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS363$224K0.01%013F-HRTimelineGroup
Tradition Wealth Management, LLC361$223K0.02%013F-HRTimeline
Lumbard & Kellner, LLC360$222K0.08%013F-HRTimeline
Magnus Financial Group LLC359$222K0.02%013F-HRTimeline
FORBES J M & CO LLP358$221K0.02%013F-HRTimeline
Nordwand Advisors, LLC357$220K0.04%+1513F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …356$219K<0.01%-5313F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC355$219K0.02%013F-HRTimeline
Proficio Capital Partners LLC353$218K0.01%013F-HRTimeline
CADINHA & CO LLC353$218K0.04%013F-HRTimeline
AMERICAN CAPITAL MANAGEMENT INC353$218K0.01%013F-HRTimeline
Cynosure Group, LLC353$218K0.03%new13F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.352$217K0.04%-113F-HRTimeline
Kapstone Financial Advisors LLC352$217K0.11%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP352$217K0.03%-3913F-HRTimeline
BLACKHILL CAPITAL INC351$216K0.01%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC351$216K0.03%013F-HRTimeline
CNB Bank351$216K0.09%+713F-HRTimeline
Modern Wealth Management, LLC348$216K<0.01%013F-HRTimeline
Madden Advisory Services, Inc.350$216K0.09%-1413F-HRTimeline
Purkiss Capital Advisors LLC350$216K0.09%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC350$216K0.05%+113F-HRTimeline
Breakwater Investment Management349$215K0.08%-3113F-HRTimeline
Flagship Private Wealth, LLC349$215K0.09%-8213F-HRTimeline
Great Waters Wealth Management348$215K0.02%013F-HRTimeline
First Interstate Bank346$213K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC344$212K0.01%-3313F-HRTimeline
JB Capital LLC343$212K0.01%-3013F-HRTimeline
One Capital Management, LLC342$211K0.01%-2313F-HRTimeline
Strategic Family Wealth Counselors, L.L…342$211K0.06%+113F-HRTimeline
Guild Investment Management, Inc.340$210K0.15%013F-HRTimeline
Glaxis Capital Management, LLC340$210K0.26%-1,00013F-HRTimeline
OARSMAN CAPITAL, INC.340$210K0.03%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC339$209K0.04%013F-HRTimeline
Integrated Wealth Management337$208K0.24%013F-HRTimeline
Silicon Valley Capital Partners337$208K0.02%+113F-HRTimeline
Windsor Capital Management, LLC336$207K0.06%-613F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…310$207K0.15%new13F-HRTimeline
Strategent Financial, LLC334$206K0.14%013F-HRTimeline
Occidental Asset Management, LLC333$205K0.02%013F-HRTimeline
Silver Oak Advisory Group, Inc.333$205K0.09%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC332$205K0.03%013F-HRTimeline
First Bank & Trust332$205K0.03%013F-HRTimeline
FourThought Financial Partners, LLC330$204K0.02%new13F-HRTimeline
Keebeck Wealth Management329$203K0.02%new13F-HRTimeline
Richmond Investment Services, LLC328$202K0.03%new13F-HRTimeline
Garrett Wealth Advisory Group, LLC328$202K0.04%new13F-HRTimeline
Eagle Bluffs Wealth Management LLC327$202K0.08%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV327$202K0.01%-13013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC327$202K0.03%new13F-HRTimeline
Crescent Grove Advisors, LLC325$201K0.02%new13F-HRTimeline
Bank Pictet & Cie (Europe) AG325$200K<0.01%new13F-HRTimeline
YHB Investment Advisors, Inc.325$200K0.01%-3013F-HRTimeline
MRA Advisory Group325$200K0.08%new13F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …325$200K0.03%-2713F-HRTimelineGroup
Wingate Wealth Advisors, Inc.325$200K0.11%new13F-HRTimeline
Advyzon Investment Management, LLC315$194K0.02%new13F-HRTimeline
Darwin Wealth Management, LLC305$188K0.06%+113F-HRTimeline
Pingora Partners LLC300$185K0.11%013F-HRTimeline
Mountain Hill Investment Partners Corp.300$185K0.11%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.298$184K0.11%013F-HRTimeline
Key Financial Inc296$183K0.03%013F-HRTimeline
Noble Wealth Management PBC292$180K0.09%013F-HRTimeline
Hoese & Co LLP290$179K0.13%013F-HRTimeline
Beaird Harris Wealth Management, LLC281$173K0.01%-30713F-HRTimeline
BAYBAN273$168K0.15%-6713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.259$160K0.05%+113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC250$155K0.02%013F-HRTimeline
Acropolis Investment Management, LLC249$154K0.01%new13F-HRTimeline
Longview Financial Advisors LLC244$150K0.08%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…241$149K<0.01%+4513F-HRTimelineGroup
CITY HOLDING CO240$148K0.02%013F-HRTimeline
Align Financial, LLC238$147K0.08%-143,34313F-HRTimeline
DAGCO, INC.227$140K0.03%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.217$134K0.02%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…213$132K0.09%+313F-HRTimeline
Lloyd Advisory Services, LLC.213$131K0.04%+13213F-HRTimeline
Kingdom Financial Group LLC.213$131K0.04%+11613F-HRTimeline
Holos Integrated Wealth LLC200$125K0.06%new13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.199$123K0.12%013F-HRTimeline
Mascoma Wealth Management LLC198$122K0.03%013F-HRTimeline
Fairman Group, LLC190$118K0.1%+113F-HRTimeline
Vermillion Wealth Management, Inc.190$117K0.05%+113F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding187$115K+58Timeline
Claris Financial LLC186$115K0.06%new13F-HRTimeline
LANARK FINANCIAL, INC.185$114K0.01%+1513F-HRTimeline
GODSEY & GIBB, INC180$111K0.01%013F-HRTimeline
Community Financial Services Group, LLC175$109K0.02%new13F-HRTimeline
Costello Asset Management, INC172$106K0.04%013F-HRTimeline
Bernard Wealth Management Corp.171$105K0.04%-1013F-HRTimeline
AMERIFLEX GROUP, INC.171$105K0.05%-3113F-HRTimeline
Citizens National Bank Trust Department168$104K0.02%013F-HRTimeline
Indiana Trust & Investment Management Co164$101K0.03%013F-HRTimeline
Horizons Wealth Management164$101K0.07%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST162$99.9K0.01%-2013F-HRTimeline
TD Capital Management LLC157$97.1K0.01%013F-HRTimeline
Legend Capital Advisors LLC157$96.8K0.06%new13F-HRTimeline
Meramec Financial Planners, LLC140$93.7K0.04%013F-HRTimeline
TOWER TRUST & INVESTMENT Co151$93.1K0.06%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.150$92.5K0.03%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.148$91K0.06%+113F-HRTimeline
Richardson Capital Management LLC142$87.6K0.04%013F-HRTimeline
HHM Wealth Advisors, LLC138$85.1K0.01%+12513F-HRTimeline
PINNEY & SCOFIELD, INC.134$82.6K0.04%013F-HRTimeline
MilWealth Group LLC133$81.9K0.02%+113F-HRTimeline
Sankala Group LLC132$80.9K0.07%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC125$77.3K0.04%013F-HRTimeline
Washington Trust Advisors, Inc.125$77.1K0.01%013F-HRTimeline
Hilltop National Bank125$77.1K0.02%013F-HRTimeline
Valor Advisors LLC126$76.3K0.06%013F-HRTimeline
Investment Research & Advisory Group, I…122$74.9K0.03%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC121$74.7K<0.01%013F-HRTimeline
S&T Bank/PA120$74K0.03%013F-HRTimeline
Archer Investment Corp119$73.4K0.02%013F-HRTimeline
Burk Holdings LLC119$73.4K0.03%new13F-HRTimeline
Bullock Wealth Management Group118$73.4K0.04%+10113F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.117$72.2K0.01%013F-HRTimeline
AdvisorNet Financial, Inc117$72.2K<0.01%+1213F-HRTimeline
Harbor Asset Planning, Inc.117$72K0.06%+113F-HRTimeline
Canton Hathaway, LLC115$70.9K0.01%013F-HRTimeline
SJS Investment Consulting Inc.113$69.7K0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/110$67.8K0.02%new13F-HRTimelineGroup
Fairway Wealth LLC106$65.4K0.02%new13F-HRTimeline
Newton One Investments LLC102$63.1K0.02%013F-HRTimeline
NATIXISin group Natixis Investment Managers101$62.3K<0.01%-18013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.100$62K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Anchor Investment Management, LLC100$61.7K0.01%013F-HRTimeline
Parvin Asset Management, LLC100$61.7K0.05%013F-HRTimeline
Essential Partners LLC100$61.7K0.02%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC98$60.4K0.02%013F-HRTimeline
FIRST COMMUNITY TRUST NA90$55.5K0.04%013F-HRTimeline
Smallwood Wealth Investment Management,…90$55.5K0.03%013F-HRTimeline
Main Street Group, LTD90$55.5K0.02%new13F-HRTimeline
GGM Financial LLC89$54.8K0.03%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC88$54.3K0.03%013F-HRTimeline
LRI Investments, LLC87$53.7K<0.01%-44513F-HRTimeline
ALBION FINANCIAL GROUP /UT85$52.7K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC88$52.7K<0.01%013F-HRTimeline
RMG Wealth Management LLC78$52.5K0.01%new13F-HRTimeline
Perkins Coie Trust Co85$52.4K0.01%013F-HRTimeline
Tripletail Wealth Management, LLC82$51K0.07%013F-HRTimeline
Dorato Capital Management77$49.6K0.04%-2913F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI80$49.3K0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC80$49.3K0.01%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST80$49.3K0.02%13F-HRTimeline
Winch Advisory Services, LLC79$49K0.01%013F-HRTimeline
Bollard Group LLC80$49K<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC79$48.8K0.01%013F-HRTimeline
Synergy Investment Management, LLC77$47.8K0.02%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC76$47.1K<0.01%-10313F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise74$46K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC70$43.2K<0.01%013F-HRTimelineGroup
CoreFirst Bank & Trust70$43.2K0.02%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC70$43.2K0.02%013F-HRTimeline
Hanson & Doremus Investment Management69$43K<0.01%-15613F-HRTimeline
KELLEHER FINANCIAL ADVISORS70$39.7K0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.62$38.2K0.03%-213F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC61$37.6K0.02%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…56$34.8K0.01%-1513F-HRTimeline
High Point Wealth Management, LLC56$34.8K0.03%013F-HRTimeline
Piscataqua Savings Bank56$34.5K0.02%013F-HRTimeline
Forum Finance Group S.A.66$33K0.02%13F-HRTimeline
Evolution Advisers, Inc.54$33K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…53$32.7K<0.01%-2,32013F-HRTimelineGroup
Barnes Dennig Private Wealth Management…51$31.5K0.03%013F-HRTimeline
CBIZ Investment Advisory Services, LLC50$31.1K<0.01%013F-HRTimeline
Sound Income Strategies, LLC50$31.1K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT50$31K<0.01%013F-HRTimeline
Aviso Financial Inc.50$30.8K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.50$30.8K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.50$30.6K<0.01%013F-HRTimeline
Clean Yield Group49$30.2K0.01%013F-HRTimeline
Security National Bank48$29.6K<0.01%013F-HRTimeline
PlanVest Financial, Inc47$29.2K0.02%13F-HRTimeline
ALERUS FINANCIAL NA47$29K<0.01%013F-HRTimeline
POM Investment Strategies, LLC47$29K0.04%new13F-HRTimeline
Cherry Tree Wealth Management, LLC44$27.1K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.42$25.9K<0.01%013F-HRTimeline
CURIO WEALTH, LLC41$25.3K0.01%013F-HRTimeline
Monetary Solutions, Ltd40$24.7K0.02%013F-HRTimeline
SHP Wealth Management37$22.8K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC34$22.3K<0.01%+113F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC36$22.2K<0.01%-5913F-HRTimeline
Versant Capital Management, Inc36$22.2K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.35$21.6K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.30$18.5K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.28$17.3K0.05%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.27$16.7K0.01%013F-HRTimeline