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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,349 managers (1,362 13F filers) reported a position in MDY shares at 2025-03-31, 25,172,585 shares in all. 61 filers opened a position and 98 filers sold out during the quarter.

Managers
1,349
13F filers
1,362
New
61
Added
370
Reduced
490
Sold out
98
Shares held by filers
25,172,585

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,253,693$1.2B0.11%+170,79813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,288,023$687M0.17%-82,34613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,116,167$595M0.09%+2,14313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,051,544$561M0.04%-75,71313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,035,651$552M0.74%-10,31213F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC903,747$482M2.09%-2,39213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…744,696$397M0.21%-12,03413F-HRTimelineGroup
UBS Group AGin group UBS Group AG671,791$358M0.08%-7,70613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC631,644$337M0.06%-301,17613F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…576,635$308M0.25%+20,48313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC553,938$296M0.11%-22,66113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/498,941$266M0.14%-17,79213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO429,365$229M0.02%+28,16713F-HRTimelineGroup
MOORE CAPITAL MANAGEMENT, LP365,925$195M6.53%-161,07513F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA364,358$194M0.04%-127,30313F-HR/ATimelineGroup
Creative Planningin group Creative Planning323,637$173M0.16%+75,00213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS258,837$138M0.11%-4,32313F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.254,171$136M0.05%-6,15313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP244,478$130M0.21%-10,00313F-HRTimelineGroup
MAI Capital Management244,385$130M0.99%-2,89513F-HRTimeline
Arvest Bank Trust Division231,152$123M7.8%-3,35913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC223,342$119M0.12%-172,14213F-HRTimelineGroup
Conservest Capital Advisors, Inc.222,910$119M12.49%-1,04913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…217,984$116M0.28%-160,25513F-HRTimeline
HighTower Advisors, LLC217,367$116M0.16%-1,85013F-HRTimeline
SG Americas Securities, LLC207,845$111M0.38%-57,88613F-HRTimeline
Welch & Forbes LLC169,884$90.6M1.19%-1,96313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp169,477$90.4M0.02%-1,45113F-HRTimelineGroup
LPL Financial LLC158,036$84.3M0.03%-6,98613F-HRTimeline
WADDELL & ASSOCIATES, LLC141,588$75.5M9.17%+1,32513F-HR/ATimeline
WHITTIER TRUST CO135,602$72.3M1.01%-2,39513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC132,087$70.5M0.14%+30,47513F-HRTimelineGroup
FineMark National Bank & Trust124,050$66.2M2.42%+613F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co120,356$64.2M4.52%-25513F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC118,178$63M0.09%-313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP117,384$62.6M0.1%+4,70713F-HRTimelineGroup
Qube Research & Technologies Ltd114,692$61.2M0.09%+111,55913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP112,150$59.8M0.06%+6,97613F-HRTimelineGroup
MONTAG A & ASSOCIATES INC107,443$57.5M2.87%-94813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC106,833$57M0.08%+3,63013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC102,111$54.5M0.05%+78,89513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC101,544$54.2M0.09%+90713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding97,858$52.2M-908Timeline
Sandy Spring Bank92,031$49.1M2.06%-1,02813F-HRTimeline
WASHINGTON TRUST Co88,308$47.1M1.81%-4,32613F-HRTimeline
SPX Gestao de Recursos Ltdain group SPX Gestao de Recursos Ltda86,698$46.3M5.98%-27,20813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…81,630$43.5M0.08%-4,90513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding80,989$43.2M+1,278Timeline
MetLife Investment Management, LLCin group MetLife Investment Management…78,200$41.7M0.23%-8,00013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS75,860$40.5M0.1%+13,99713F-HRTimeline
BLAIR WILLIAM & CO/IL75,681$40.4M0.12%+6,56113F-HRTimeline
Henshaw Capital LLC75,050$40M1.76%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.73,572$39.3M0.09%+16,64313F-HRTimelineGroup
PITTENGER & ANDERSON INC70,075$37.4M1.37%+91213F-HRTimeline
Portland Global Advisors LLC69,301$37M4.66%-76313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC69,204$36.9M0.01%-64,52513F-HRTimelineGroup
Divergent Planning, LLC66,502$36.2M12.02%+1,57413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC67,732$36.1M0.91%+1,30013F-HRTimeline
Starr Indemnity & Liability Co67,400$36M17.41%new13F-HRTimeline
FINANCIAL COUNSELORS INC65,600$35M0.53%+6413F-HRTimeline
PINNACLE ASSOCIATES LTD62,751$33.5M0.49%+1,43313F-HRTimeline
Cetera Investment Advisers62,623$33.4M0.06%-25213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC61,708$33M0.49%-14213F-HRTimeline
SCS Capital Management LLC61,505$32.9M0.42%new13F-HR/ATimeline
Ascent Wealth Partners, LLC61,310$32.7M4.39%+1,84713F-HRTimeline
SMITH, MOORE & CO.60,492$32.3M2.99%+12213F-HRTimeline
MassMutual Private Wealth & Trust, FSB60,252$32.1M0.93%+16513F-HRTimeline
COMERICA BANK53,998$28.8M0.12%+8,78613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP53,719$28.7M0.43%-67013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.52,354$27.9M<0.01%-1,24513F-HRTimelineGroup
Oldfather Financial Services, LLC51,922$27.7M10.51%+33313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.51,747$27.6M0.05%-1,32813F-HRTimelineGroup
Clearstead Advisors, LLC51,720$27.6M0.43%+35813F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP51,469$27.5M0.94%-49813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,191$27.3M0.04%+15,00113F-HRTimelineGroup
Crewe Advisors LLC50,953$27.2M3.82%-1113F-HRTimeline
Granite Bay Wealth Management, LLC50,398$26.9M9.34%+6,07213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…48,724$26M0.06%+1,57813F-HRTimelineGroup
CUMBERLAND ADVISORS INC48,437$25.8M11.71%-1,04513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…46,445$24.8M0.49%-7413F-HRTimelineGroup
IFG Advisors, LLC46,397$24.8M4.77%+1,97913F-HRTimeline
Retirement Systems of Alabama46,240$24.7M0.1%-11113F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …45,467$24.3M3.7%+66213F-HRTimeline
Chicago Partners Investment Group LLC44,380$23.6M0.79%+3713F-HRTimeline
LCM Capital Management Inc43,787$23.4M13.72%+92613F-HRTimeline
Klingman & Associates, LLC42,360$22.6M1.38%+7913F-HRTimeline
C V STARR & CO INC42,100$22.5M17.31%new13F-HRTimeline
Janney Montgomery Scott LLC41,865$22.3M0.06%-2,06513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC40,326$21.5M0.04%-11,30213F-HRTimelineGroup
Weiss Asset Management LPin group Weiss Asset Management LP40,210$21.5M0.57%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
CONNING INC.in group CONNING INC.40,185$21.4M0.75%013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC38,400$20.5M0.12%-77313F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC36,316$19.4M0.19%+3313F-HRTimeline
1ST SOURCE BANK36,020$19.2M1.13%-13613F-HRTimeline
Waldron Private Wealth LLC35,034$18.7M0.88%-29913F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC34,904$18.6M0.21%-4,93813F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC34,335$18.3M0.04%+32,91513F-HR/ATimelineGroup
Prescott Group Capital Management, L.L.…34,323$18.3M2.66%013F-HRTimeline
Steele Capital Management, Inc.33,876$18.1M0.94%-12613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding33,385$17.8M-1,179Timeline
Pinnacle Financial Partners Inc33,140$17.7M0.36%-45013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT32,290$17.2M1.28%+9813F-HRTimeline
VESTOR CAPITAL, LLC32,231$17.2M1.41%+15013F-HRTimeline
EP Wealth Advisors, LLC31,311$16.7M0.13%+51313F-HRTimeline
Serenus Wealth Advisors, LLC30,923$16.5M2.74%-36413F-HRTimeline
FMR LLCin group FMR LLC30,443$16.2M<0.01%-9413F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp30,013$16M0.06%-2,42413F-HRTimelineGroup
Composition Wealth, LLC29,831$15.9M0.32%-23413F-HRTimeline
Curbstone Financial Management Corp29,806$15.9M3.35%-55013F-HRTimeline
HANCOCK WHITNEY CORP29,252$15.6M0.51%+3413F-HRTimeline
Tandem Wealth Advisors LLC29,251$15.6M8.16%+78513F-HRTimeline
Curi Capital, LLC28,362$15.2M0.37%-1,54713F-HRTimeline
Tiller Private Wealth, Inc.28,021$14.9M6.23%+95813F-HRTimeline
Cambridge Investment Research Advisors,…27,581$14.7M0.05%-4,14913F-HRTimeline
MML INVESTORS SERVICES, LLC27,065$14.4M0.05%-85413F-HRTimeline
Simmons Bankin group Simmons Bank26,716$14.3M1.07%-1,74213F-HRTimelineGroup
Mesirow Financial Investment Management…26,716$14.3M0.28%+1,12313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK26,289$14M0.09%-40113F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding25,611$13.7M-629Timeline
Atlantic Edge Private Wealth Management…24,446$13M3.99%-19313F-HRTimeline
Steward Partners Investment Advisory, L…24,338$13M0.11%-1,04313F-HRTimeline
Wealth Alliance Advisory Group, LLC23,934$12.8M2.65%-8,14413F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC23,816$12.7M0.15%+6,58913F-HRTimeline
Cresset Asset Management, LLC23,208$12.4M0.06%-12,92513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.22,996$12.3M0.07%-40013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA22,925$12.2M0.07%+1,13213F-HRTimelineGroup
Wellspring Financial Advisors, LLC22,850$12.2M1.36%-1,46713F-HRTimeline
Caldwell Trust Co22,252$11.9M1.27%-33413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding22,044$11.8M+10Timeline
MCF Advisors LLC21,764$11.6M0.84%-1,17713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…19,098$11.5M0.03%013F-HR/ATimelineGroup
Savant Capital, LLCin group Savant Capital, LLC20,316$10.8M0.09%-4,90113F-HR/ATimelineGroup
Trifecta Capital Advisors, LLC20,254$10.8M2.26%-37513F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC20,167$10.8M0.81%-55613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV20,149$10.7M0.02%+5,06113F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC20,066$10.7M3%-12813F-HRTimeline
Exchange Capital Management, Inc.20,031$10.7M1.73%-23413F-HRTimeline
OLD NATIONAL BANCORP /IN/19,965$10.7M0.28%-26013F-HRTimeline
jvl associates llc19,829$10.6M4.27%-3613F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC19,252$10.3M2.6%-33113F-HRTimeline
Lutz Financial Services LLC19,111$10.2M0.83%-9713F-HRTimeline
Carnegie Investment Counsel21,112$10.1M0.24%-2,40813F-HRTimeline
Financial & Tax Architects, LLC18,520$9.88M2.48%new13F-HRTimeline
COUNTRY CLUB BANK18,473$9.83M0.66%-67313F-HRTimeline
GFS Advisors, LLC17,988$9.6M1.93%+2,50013F-HRTimeline
Quantinno Capital Management LP17,930$9.57M0.06%+16,29413F-HRTimeline
NorthCoast Asset Management LLC17,797$9.49M0.05%-3113F-HR/ATimeline
Canopy Partners, LLC17,527$9.35M3.64%-1,02513F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP17,495$9.33M0.84%+13,82313F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.17,455$9.31M0.67%-21913F-HRTimelineGroup
Bordeaux Wealth Advisors LLC17,296$9.23M1.71%013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding17,275$9.22M-874Timeline
Hummer Financial Advisory Services Inc17,228$9.21M7.48%+9013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO17,236$9.2M0.06%-6913F-HRTimelineGroup
Atria Wealth Solutions, Inc.17,084$9.13M0.11%-11,02113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources17,088$9.12M<0.01%+50513F-HRTimelineGroup
Legacy Advisors, LLC17,082$9.11M0.95%+1013F-HRTimeline
Harbour Trust & Investment Management Co16,780$8.95M1.08%-79313F-HRTimeline
Wealthspire Advisors, LLC16,769$8.95M0.05%+93413F-HRTimeline
FIRST MERCHANTS CORP16,616$8.86M0.35%-24913F-HRTimeline
NIXON PEABODY TRUST CO16,558$8.83M0.75%-1,15313F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION16,408$8.75M0.85%-2,17613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,365$8.73M0.13%-72713F-HRTimelineGroup
World Investment Advisors16,207$8.65M0.22%+36713F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD16,149$8.62M0.05%-67513F-HRTimelineGroup
Howard Capital Management, LLC16,130$8.6M0.22%-44113F-HRTimeline
ARVEST INVESTMENTS, INC.16,073$8.57M1.35%-18213F-HRTimeline
Evercore Wealth Management, LLC15,839$8.45M0.14%-79413F-HRTimeline
Mechanics Bank Trust Department15,779$8.42M1.15%-59913F-HRTimeline
Csenge Advisory Group16,723$8.39M0.48%+2,24513F-HRTimeline
Montz Harcus Wealth Management LLC15,718$8.39M4.58%+1,14313F-HRTimeline
Capstone Financial Advisors, Inc.15,663$8.36M0.52%-7113F-HRTimeline
Granite FO LLC15,278$8.15M4.63%+29213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,273$8.15M0.01%-9,13713F-HRTimelineGroup
CENTRAL BANK & TRUST CO15,189$8.1M1.35%-2,88513F-HRTimeline
Mill Creek Capital Advisors, LLC15,090$8.05M0.19%-3,75513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA14,944$7.97M0.02%-60313F-HRTimelineGroup
MEANS INVESTMENT CO., INC.14,676$7.83M0.83%+20813F-HRTimeline
CWM, LLCin group CWM, LLC14,662$7.82M0.03%+40413F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC14,495$7.73M0.01%-45013F-HRTimeline
KCM INVESTMENT ADVISORS LLC14,454$7.71M0.28%-57413F-HRTimeline
RMR Wealth Builders14,363$7.66M0.81%+11313F-HRTimeline
IEQ CAPITAL, LLC14,333$7.65M0.06%+3,85713F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc14,200$7.57M<0.01%013F-HRTimelineGroup
BEARING POINT CAPITAL, LLC14,062$7.5M1.6%-29513F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH13,936$7.43M2.38%013F-HRTimeline
Chesley Taft & Associates LLC13,866$7.4M0.36%-14513F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC13,812$7.39M3.46%+17413F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA13,804$7.37M0.02%+3,53613F-HR/ATimelineGroup
Smith Anglin Financial, LLC13,633$7.27M0.77%-6313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC13,500$7.2M0.01%-3,70013F-HRTimeline
TKG Advisors, LLC13,112$6.99M3.45%+60813F-HRTimeline
Pacific Center for Financial Services13,069$6.97M1.85%-25313F-HRTimeline
STALEY CAPITAL ADVISERS INC12,969$6.92M0.31%-13313F-HRTimeline
Busey Bank12,968$6.92M0.23%-54813F-HRTimeline
BOSTON FAMILY OFFICE LLC12,937$6.9M0.49%-74513F-HRTimeline
Meridian Wealth Advisors, LLC12,788$6.82M1.16%+4713F-HRTimeline
Linscomb Wealth, Inc.12,743$6.8M0.34%-73413F-HRTimeline
Grove Bank & Trust12,733$6.79M0.91%-14613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC12,481$6.66M<0.01%-19,05213F-HR/ATimelineGroup