Skip to content

MDY STATE STR SPDR S&P MIDCAP 40

Follow

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.

HolderSharesValue% of portfolioChangeSource
VALLEY NATIONAL ADVISERS INC17$10K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…16$9.65K0.01%013F-HR/ATimeline
Kentucky Trust Co16$9.65K0.01%013F-HRTimeline
OPTIMA CAPITAL LLC15$9.25K<0.01%-60213F-HRTimeline
Dunhill Financial, LLC14$8.45K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC13$7.84K<0.01%013F-HRTimeline
Estate Planners Group, LLC13$7.68K<0.01%13F-HRTimeline
GHP Investment Advisors, Inc.12$7.24K<0.01%013F-HRTimeline
Planning Project LLC12$7.24K<0.01%13F-HRTimeline
Roble, Belko & Company, Inc11$7K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.11$6.64K<0.01%013F-HRTimeline
Solstein Capital, LLC10$6.03K<0.01%013F-HRTimeline
Rossby Financial, LCC10$6.03K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…8$4.88K<0.01%+113F-HRTimeline
Fairscale Capital, LLC8$4.84K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.7$4.22K<0.01%013F-HRTimeline
Coston, McIsaac & Partners7$3K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC2$1.21K<0.01%new13F-HRTimeline
Align Financial, LLC143,581$144K13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
LM Advisors LLC2,340$3.86K-1,54413F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.