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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,392 managers (1,407 13F filers) reported a position in MDY shares at 2024-12-31, 26,530,085 shares in all. 87 filers opened a position and 53 filers sold out during the quarter.

Managers
1,392
13F filers
1,407
New
87
Added
388
Reduced
422
Sold out
53
Shares held by filers
26,530,085

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,082,895$1.19B0.11%-41,80513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,370,369$781M0.19%+65,49313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,127,257$642M0.04%-87,04313F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,114,024$635M0.09%+1,56013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,045,963$596M0.78%-18,00113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC932,820$531M0.1%-207,54013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC906,139$516M2.28%-13,16613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…756,730$431M0.29%-12,11213F-HRTimelineGroup
UBS Group AGin group UBS Group AG679,497$387M0.09%+48,51413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC576,599$328M0.12%13F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…556,152$317M0.27%+14,98813F-HRTimelineGroup
MOORE CAPITAL MANAGEMENT, LP527,000$300M5.62%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/516,733$294M0.15%+20,98113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA491,661$280M0.06%-241,06713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO401,198$229M0.02%+61,06213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC395,484$225M0.21%+273,86413F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…378,239$215M0.5%+269,18013F-HR/ATimeline
SG Americas Securities, LLC265,731$151M0.66%+248,14613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS263,160$150M0.12%+111,05513F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.260,324$148M0.05%-19,76713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP254,481$145M0.24%-1,24013F-HRTimelineGroup
Creative Planningin group Creative Planning248,635$142M0.14%+65413F-HRTimelineGroup
MAI Capital Management247,280$141M1.05%+7,88913F-HRTimeline
Arvest Bank Trust Division234,511$134M8.05%-6,03413F-HRTimeline
Conservest Capital Advisors, Inc.223,959$128M13.18%-16,68713F-HRTimeline
BW Gestao de Investimentos Ltda.221,400$126M5.89%new13F-HRTimeline
HighTower Advisors, LLC219,217$125M0.17%+75,42613F-HRTimeline
Welch & Forbes LLC171,847$97.9M1.26%+31,53713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp170,928$97.4M0.02%+23313F-HRTimelineGroup
LPL Financial LLC165,022$94M0.04%+21,35313F-HRTimeline
Employees Retirement System of Texas141,500$80.6M0.69%+33,00013F-HR/ATimeline
WADDELL & ASSOCIATES, LLC140,263$79.9M8.14%+1,49413F-HR/ATimeline
WHITTIER TRUST CO137,997$78.6M1.04%-72213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC133,729$76.2M0.02%+42,50813F-HRTimelineGroup
FineMark National Bank & Trust124,044$70.7M2.46%-54813F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co120,611$68.7M5.17%-36813F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC118,181$67.3M0.09%-3,76713F-HRTimelineGroup
SPX Gestao de Recursos Ltdain group SPX Gestao de Recursos Ltda113,906$64.9M9.79%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP112,677$64.2M0.1%+5,30613F-HRTimelineGroup
MONTAG A & ASSOCIATES INC108,391$62M2.94%-2,04213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP105,174$59.9M0.06%+35,66513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC103,203$58.8M0.09%-30,27813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC101,612$57.9M0.13%+4,06313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC100,637$57.3M0.1%-76213F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD100,000$57M0.05%013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding98,766$56.3M+47,079Timeline
Sandy Spring Bank93,059$53M2.15%-1,06513F-HRTimeline
WASHINGTON TRUST Co92,634$52.8M1.89%-3,57713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…86,535$49.3M0.09%+5,39313F-HR/ATimeline
MetLife Investment Management, LLCin group MetLife Investment Management…86,200$49.1M0.27%+67,90013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding79,711$45.4M+4,840Timeline
Madison Asset Management, LLCgroup of 2 filers holding79,684$45.4M+65,181Timeline
Henshaw Capital LLC75,050$42.7M1.78%013F-HRTimeline
Portland Global Advisors LLC70,064$39.9M5.05%-1,59713F-HRTimeline
PITTENGER & ANDERSON INC69,163$39.4M1.43%+313F-HRTimeline
BLAIR WILLIAM & CO/IL69,120$39.4M0.11%-35913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC66,432$37.8M0.93%-13213F-HRTimeline
FINANCIAL COUNSELORS INC65,536$37.3M0.54%-13213F-HRTimeline
Divergent Planning, LLC64,928$36.7M12.56%+1,09813F-HRTimeline
Cetera Investment Advisers62,875$35.8M0.07%-3,18713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC61,850$35.4M0.51%+20013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS61,863$35.2M0.1%-35213F-HRTimeline
PINNACLE ASSOCIATES LTD61,318$34.9M0.47%-3,82413F-HRTimeline
SMITH, MOORE & CO.60,370$34.4M3.14%-24213F-HRTimeline
MassMutual Private Wealth & Trust, FSB60,087$34.2M0.96%-99913F-HRTimeline
Ascent Wealth Partners, LLC59,463$33.9M4.57%+2513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56,929$32.4M0.07%-3,01813F-HR/ATimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP54,389$31M0.45%-2,39113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.53,599$30.5M<0.01%+15,59413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.53,075$30.2M0.06%-79313F-HRTimelineGroup
HERITAGE INVESTORS MANAGEMENT CORP51,967$29.6M0.96%-34613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC51,628$29.4M0.05%+18,38113F-HRTimelineGroup
Oldfather Financial Services, LLC51,589$29.4M11.2%-20013F-HRTimeline
Clearstead Advisors, LLC51,362$29.3M0.45%-48313F-HRTimeline
Crewe Advisors LLC50,964$29M4%-42713F-HRTimeline
CUMBERLAND ADVISORS INC49,482$28.2M11.25%+2,11513F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK47,932$27.3M0.89%-1,95513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…47,146$26.8M0.07%-24613F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…46,519$26.5M0.52%-1,59613F-HRTimelineGroup
Retirement Systems of Alabama46,351$26.4M0.1%+6413F-HRTimeline
COMERICA BANK45,212$25.8M0.1%+10,20013F-HR/ATimeline
Holt Capital Advisors, L.L.C. dba Holt …44,805$25.5M3.86%-4113F-HRTimeline
Chicago Partners Investment Group LLC44,343$25.4M0.85%-5,22213F-HRTimeline
IFG Advisors, LLC44,418$25.3M5.03%+2,08513F-HRTimeline
Granite Bay Wealth Management, LLC44,326$25.2M9.35%+1,56213F-HRTimeline
Janney Montgomery Scott LLC43,930$25M0.07%+3,43513F-HRTimeline
LCM Capital Management Inc42,861$24.4M13.77%-29513F-HRTimeline
Klingman & Associates, LLC42,281$24.1M1.48%-1,31813F-HRTimeline
Cercano Management LLC41,196$23.5M0.6%new13F-HRTimeline
CONNING INC.in group CONNING INC.40,185$22.9M0.8%+41713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC39,173$22.4M0.14%+10,01513F-HRTimelineGroup
Edge Capital Group, LLC38,509$21.9M1.12%-42413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC36,283$20.7M0.2%+52113F-HRTimeline
Cresset Asset Management, LLC36,133$20.6M0.1%-14,18713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,190$20.6M0.03%-52,19313F-HRTimelineGroup
1ST SOURCE BANK36,156$20.6M1.18%+15113F-HRTimeline
Waldron Private Wealth LLC35,333$20.1M0.81%-1,81013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding34,564$19.7M+1,804Timeline
Prescott Group Capital Management, L.L.…34,323$19.5M2.65%+17,24013F-HR/ATimeline
Steele Capital Management, Inc.34,002$19.4M1.01%-13513F-HRTimeline
Pinnacle Financial Partners Inc33,590$19.1M0.39%+26613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp32,437$18.5M0.06%-35113F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT32,192$18.3M1.36%013F-HRTimeline
VESTOR CAPITAL, LLC32,081$18.3M1.39%-22113F-HRTimeline
Wealth Alliance Advisory Group, LLC32,078$18.3M3.86%-17513F-HRTimeline
Cambridge Investment Research Advisors,…31,730$18.1M0.06%-14,35913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC31,533$18M0.01%-5213F-HR/ATimelineGroup
Serenus Wealth Advisors, LLC31,287$17.8M3.1%13F-HRTimeline
EP Wealth Advisors, LLC30,798$17.5M0.14%-2,45613F-HRTimeline
FMR LLCin group FMR LLC30,537$17.4M<0.01%+2,80613F-HRTimelineGroup
OMERS ADMINISTRATION Corp30,400$17.3M0.15%new13F-HRTimeline
Curbstone Financial Management Corp30,356$17.3M3.66%-1013F-HRTimeline
Composition Wealth, LLC30,065$17.1M0.35%-1,80013F-HRTimeline
Curi Capital, LLC29,909$17M0.39%-58113F-HRTimeline
HANCOCK WHITNEY CORP29,218$16.6M0.53%+84013F-HRTimeline
Passaic Partners LLC29,170$16.6M2.41%new13F-HRTimeline
Tandem Wealth Advisors LLC28,466$16.2M8.27%-4,33913F-HRTimeline
Simmons Bankin group Simmons Bank28,458$16.2M1.19%-31313F-HRTimelineGroup
Atria Wealth Solutions, Inc.28,105$16.1M0.18%-41313F-HRTimeline
MML INVESTORS SERVICES, LLC27,919$15.9M0.05%+97013F-HRTimeline
Tiller Private Wealth, Inc.27,063$15.4M6.53%+45213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK26,690$15.2M0.09%-18213F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding26,240$14.9M-2,221Timeline
Mesirow Financial Investment Management…25,593$14.6M0.29%+10013F-HRTimeline
Steward Partners Investment Advisory, L…25,381$14.5M0.13%-20613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC25,217$14.4M0.11%-21113F-HRTimelineGroup
Atlantic Edge Private Wealth Management…24,639$14M4.35%-6513F-HRTimeline
ALTFEST L J & CO INC24,469$13.9M1.78%+22,33213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC24,410$13.9M0.01%-6,58313F-HRTimelineGroup
Wellspring Financial Advisors, LLC24,317$13.9M1.45%-59213F-HRTimeline
Carnegie Investment Counsel23,520$13.4M0.38%-55713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.23,396$13.3M0.08%+69113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC23,216$13.2M0.01%new13F-HRTimelineGroup
MCF Advisors LLC22,941$13.1M0.92%-7613F-HRTimeline
Caldwell Trust Co22,586$12.9M1.34%-28913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding22,034$12.5M+897Timeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA21,793$12.4M0.06%-8,83913F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC20,723$11.8M0.75%+1113F-HRTimelineGroup
Trifecta Capital Advisors, LLC20,629$11.7M2.32%+1513F-HRTimeline
Sageworth Trust Co20,347$11.6M0.72%+10,76513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…19,098$11.6M0.02%-2,37613F-HRTimelineGroup
Exchange Capital Management, Inc.20,265$11.5M1.83%-3113F-HRTimeline
OLD NATIONAL BANCORP /IN/20,225$11.5M0.27%-32213F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC20,194$11.5M3.09%-26713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC20,090$11.4M3.01%13F-HRTimeline
jvl associates llc19,865$11.3M4.29%-4613F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC19,583$11.2M2.67%+51113F-HRTimeline
Lutz Financial Services LLC19,208$10.9M0.88%-31013F-HRTimeline
COUNTRY CLUB BANK19,146$10.9M0.73%-22013F-HRTimeline
Mill Creek Capital Advisors, LLC18,845$10.7M0.26%-2,29613F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION18,584$10.6M0.99%-1,14413F-HRTimeline
Canopy Partners, LLC18,552$10.6M4.03%+2,74613F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding18,149$10.3M+10,750Timeline
CENTRAL BANK & TRUST CO18,074$10.3M1.56%+27513F-HRTimeline
NorthCoast Asset Management LLC17,828$10.2M0.05%-313F-HR/ATimeline
NIXON PEABODY TRUST CO17,711$10.1M0.83%-78713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.17,674$10.1M0.7%-12613F-HRTimelineGroup
Harbour Trust & Investment Management Co17,573$10M1.14%-3913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO17,305$9.86M0.07%+15313F-HRTimelineGroup
Pachira Investments Inc.17,339$9.85M6.03%+16,88313F-HRTimeline
Bordeaux Wealth Advisors LLC17,296$9.85M1.58%-2,02813F-HR/ATimeline
YOUSIF CAPITAL MANAGEMENT, LLC17,227$9.81M0.11%+10,34813F-HRTimeline
Hummer Financial Advisory Services Inc17,138$9.8M7.75%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC17,200$9.8M0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,092$9.74M0.14%+16,20013F-HRTimelineGroup
Legacy Advisors, LLC17,072$9.72M0.94%+713F-HRTimeline
FIRST MERCHANTS CORP16,865$9.61M0.37%-14913F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD16,824$9.58M0.05%-19413F-HRTimelineGroup
Evercore Wealth Management, LLC16,633$9.47M0.14%+5513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources16,583$9.45M<0.01%+47613F-HRTimelineGroup
Howard Capital Management, LLC16,571$9.44M0.15%+513F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC16,512$9.4M0.28%+33213F-HRTimeline
Mechanics Bank Trust Department16,378$9.33M1.24%-53613F-HRTimeline
ARVEST INVESTMENTS, INC.16,255$9.26M1.48%-1,59213F-HRTimeline
BlueCrest Capital Management Ltd16,200$9.23M0.52%+3,70013F-HRTimeline
World Investment Advisors15,840$9.02M0.25%+14613F-HRTimeline
Wealthspire Advisors, LLC15,835$9.02M0.09%+82913F-HRTimeline
Capstone Financial Advisors, Inc.15,734$8.96M0.55%-37813F-HRTimeline
Essential Planning, LLC.15,261$8.93M0.06%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA15,547$8.86M0.03%-1213F-HRTimelineGroup
GFS Advisors, LLC15,488$8.82M1.34%-65513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,088$8.59M0.02%-1,50013F-HRTimeline
KCM INVESTMENT ADVISORS LLC15,028$8.56M0.3%-37313F-HRTimeline
Granite FO LLC14,986$8.54M4.88%+23013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC14,945$8.51M0.01%-7,35513F-HRTimeline
Montz Harcus Wealth Management LLC14,575$8.3M4.64%+38613F-HRTimeline
Csenge Advisory Group14,478$8.25M0.45%+23513F-HRTimeline
MEANS INVESTMENT CO., INC.14,468$8.24M0.86%-4913F-HRTimeline
BEARING POINT CAPITAL, LLC14,357$8.18M1.7%13F-HRTimeline
CWM, LLCin group CWM, LLC14,258$8.12M0.03%-8,12013F-HRTimelineGroup
RMR Wealth Builders14,250$8.12M0.84%+22413F-HR/ATimeline
Legal & General Group Plcin group Legal & General Group Plc14,200$8.09M<0.01%013F-HRTimelineGroup
NewEdge Wealth, LLC14,075$8.02M0.14%+13,07313F-HRTimeline
Chesley Taft & Associates LLC14,011$7.98M0.37%-7013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH13,936$7.94M2.21%+25613F-HRTimeline
Smith Anglin Financial, LLC13,696$7.8M0.73%-4413F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC13,638$7.8M3.65%-23513F-HRTimeline
BOSTON FAMILY OFFICE LLC13,682$7.79M0.54%-49813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.13,519$7.76M0.01%-71613F-HRTimelineGroup
UNIONVIEW, LLC13,534$7.71M5.65%-18813F-HRTimeline