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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,525 managers (1,542 13F filers) reported a position in MDY shares at 2026-06-30, 24,747,701 shares in all. 139 filers opened a position and 47 filers sold out during the quarter.

Managers
1,525
13F filers
1,542
New
139
Added
346
Reduced
537
Sold out
47
Shares held by filers
24,747,701

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MilWealth Group LLC133$93.7K0.02%013F-HRTimeline
Sankala Group LLC132$93.4K0.06%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise131$92K<0.01%+5713F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST129$90.7K0.01%-3313F-HRTimeline
Valor Advisors LLC126$88.8K0.07%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC125$88.1K0.04%013F-HRTimeline
Washington Trust Advisors, Inc.125$87.9K0.01%013F-HRTimeline
Hilltop National Bank125$87.9K0.02%013F-HRTimeline
Truvestments Capital LLC124$87.2K0.01%new13F-HRTimeline
Investment Research & Advisory Group, I…122$85.7K0.03%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC121$85.3K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding120$85.2K-67Timeline
First Bancorp, Inc /ME/121$85.1K0.03%new13F-HRTimeline
S&T Bank/PA120$84.4K0.03%013F-HRTimeline
Archer Investment Corp119$83.7K0.02%013F-HR/ATimeline
Harbor Asset Planning, Inc.117$82.3K0.06%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.117$82.3K0.01%013F-HRTimeline
Continuum Advisory, LLC116$81.6K0.01%new13F-HRTimeline
Canton Hathaway, LLC115$80.9K0.02%013F-HRTimeline
SJS Investment Consulting Inc.113$79.5K0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/110$77.4K0.02%013F-HRTimelineGroup
Buck Wealth Strategies, LLC108$76.2K0.01%new13F-HRTimeline
Fairway Wealth LLC106$74.6K0.02%013F-HRTimeline
AdvisorNet Financial, Inc105$73.9K<0.01%-1213F-HRTimeline
NATIXISin group Natixis Investment Managers101$71K<0.01%013F-HRTimelineGroup
SECURITY NATIONAL BANK OF SIOUX CITY IO…100$70.3K0.03%new13F-HRTimeline
Anchor Investment Management, LLC100$70.3K0.01%013F-HRTimeline
Parvin Asset Management, LLC100$70.3K0.06%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.100$70K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
1 NORTH WEALTH SERVICES LLC98$68.9K0.02%013F-HRTimeline
Kingdom Financial Group LLC.97$68.4K0.02%-11613F-HRTimeline
Newton One Investments LLC96$67.8K0.02%-613F-HRTimeline
FIRST COMMUNITY TRUST NA90$63.3K0.03%013F-HRTimeline
Main Street Group, LTD90$63.3K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…90$63.3K0.03%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC88$61.9K0.03%013F-HRTimeline
Smartleaf Asset Management LLC88$61.4K<0.01%013F-HRTimeline
LRI Investments, LLC87$61.2K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT85$60.1K<0.01%013F-HRTimeline
Perkins Coie Trust Co85$59.8K0.01%013F-HRTimeline
Burk Holdings LLC84$59.1K0.02%-3513F-HRTimeline
Lloyd Advisory Services, LLC.81$57.3K0.02%-13213F-HRTimeline
Highland Investment Advisors LLC81$57.1K0.02%13F-HRTimeline
Tripletail Wealth Management, LLC82$56.9K0.07%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC80$56.3K0.01%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST80$56.3K0.02%013F-HRTimeline
Atlatl Advisers LLC80$56.3K0.01%new13F-HRTimeline
Winch Advisory Services, LLC80$56K0.01%+113F-HRTimeline
Bollard Group LLC80$56K<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC79$55.7K0.01%013F-HRTimeline
RMG Wealth Management LLC78$55.5K0.01%013F-HRTimeline
Synergy Investment Management, LLC77$54.5K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC76$53.6K<0.01%013F-HRTimeline
Dorato Capital Management77$53.1K0.04%013F-HRTimeline
VESTOR CAPITAL, LLC2,500$50K<0.01%-28,31013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC70$49.2K<0.01%013F-HRTimelineGroup
CoreFirst Bank & Trust70$49.2K0.02%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC70$49.2K0.02%013F-HRTimeline
Quest 10 Wealth Builders, Inc.62$43.6K0.03%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC61$42.9K0.02%013F-HRTimeline
City State Bank58$40.8K0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC57$40K<0.01%+3013F-HRTimeline
High Point Wealth Management, LLC57$39.8K0.03%+113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…56$39.7K0.01%013F-HRTimeline
Piscataqua Savings Bank56$39.4K0.03%013F-HRTimeline
ROGCO, LP55$38.7K0.01%new13F-HRTimeline
Evolution Advisers, Inc.54$37K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…51$35.9K0.03%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT50$35.4K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.50$34.9K<0.01%013F-HRTimeline
Clean Yield Group49$34.5K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners47$33.3K<0.01%new13F-HRTimelineGroup
PlanVest Financial, Inc47$33.3K0.02%013F-HRTimeline
ALERUS FINANCIAL NA47$33.1K<0.01%013F-HRTimeline
TD Capital Management LLC46$32K<0.01%-11113F-HRTimeline
Security National Bank45$31.6K<0.01%-313F-HRTimeline
CBIZ Investment Advisory Services, LLC50$31.1K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC44$30.9K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.42$29.5K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC41$28.8K<0.01%new13F-HRTimeline
Monetary Solutions, Ltd40$28.1K0.02%013F-HRTimeline
SHP Wealth Management37$26K<0.01%013F-HRTimeline
Versant Capital Management, Inc36$25.3K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.35$24.6K<0.01%013F-HRTimeline
MTM Investment Management, LLC33$23.2K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC33$23K<0.01%-113F-HRTimeline
GGM Financial LLC31$21.5K0.01%-5813F-HRTimeline
Steigerwald, Gordon & Koch Inc.30$21.1K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.28$19.7K0.04%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.27$19K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC25$17.6K<0.01%-1113F-HRTimeline
Bullseye Investment Management, LLC25$17.6K0.01%013F-HRTimeline
CGC Financial Services, LLC25$17.6K<0.01%013F-HRTimeline
Signature Equity Partners, LLC25$17.6K0.01%013F-HRTimeline
Activest Wealth Management24$16.9K<0.01%013F-HRTimeline
CVA Family Office, LLC23$16.2K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC23$16K<0.01%013F-HRTimelineGroup
Olistico Wealth, LLC20$14.1K0.01%013F-HRTimeline
CKW FINANCIAL GROUP20$14K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC18$12.7K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp18$12.7K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC17$12.5K<0.01%-813F-HRTimeline
VALLEY NATIONAL ADVISERS INC17$12K<0.01%013F-HRTimeline
NFSG Corp17$11.7K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…16$11.3K0.01%013F-HRTimeline
Kentucky Trust Co16$11.3K0.01%013F-HRTimeline
Nova Wealth Management, Inc.15$10.6K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC14$9.85K0.01%013F-HRTimeline
Downshift Financial, LLC14$9.85K<0.01%new13F-HRTimeline
Dunhill Financial, LLC14$9.85K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.12$8.44K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc11$8K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.11$7.67K<0.01%013F-HRTimeline
Solstein Capital, LLC10$7.03K<0.01%013F-HRTimeline
Rossby Financial, LCC10$7.03K<0.01%013F-HRTimeline
Timmons Wealth Management, LLC9$6.19K<0.01%013F-HRTimeline
Fairscale Capital, LLC8$5.64K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.7$4.92K<0.01%013F-HRTimeline
Coston, McIsaac & Partners6$4K<0.01%013F-HRTimeline
Heritage Wealth Advisors5$3.52K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.2$1.41K<0.01%new13F-HRTimeline
Byrne Asset Management LLC2$1.41K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC2$1.41K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$703<0.01%-5213F-HRTimelineGroup
GFS Advisors, LLC15,201$26.2K-7513F-HR/ATimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.