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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,339 managers (1,352 13F filers) reported a position in MDY shares at 2025-06-30, 25,123,586 shares in all. 68 filers opened a position and 67 filers sold out during the quarter.

Managers
1,339
13F filers
1,352
New
68
Added
330
Reduced
520
Sold out
67
Shares held by filers
25,123,586

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,237,977$1.27B0.1%-15,71613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,322,032$749M0.05%+270,48813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,261,666$715M0.16%-26,35713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,100,679$624M0.09%-15,48813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,015,783$575M0.72%-19,86813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC897,244$507M2.01%-6,50313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC867,700$492M0.08%+236,05613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…723,545$410M0.26%-21,15113F-HRTimelineGroup
MOORE CAPITAL MANAGEMENT, LP633,725$359M7.16%+267,80013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…613,019$347M0.25%+36,38413F-HRTimelineGroup
UBS Group AGin group UBS Group AG610,592$346M0.07%-61,19913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC526,538$298M0.1%-27,40013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/500,851$284M0.14%+1,91013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA437,496$248M0.05%+73,13813F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO415,574$235M0.02%-13,79113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.264,972$150M0.05%+10,80113F-HRTimeline
Creative Planningin group Creative Planning263,805$149M0.13%-59,83213F-HRTimelineGroup
MAI Capital Management249,015$141M0.98%+4,63013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP239,454$136M0.18%-5,02413F-HR/ATimelineGroup
Arvest Bank Trust Division231,924$131M7.66%+77213F-HRTimeline
HighTower Advisors, LLC224,683$127M0.16%+7,31613F-HRTimeline
Conservest Capital Advisors, Inc.218,195$124M12.21%-4,71513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS203,192$115M0.09%-55,64513F-HRTimelineGroup
LPL Financial LLC172,211$97.6M0.03%+14,17513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp172,008$97.4M0.02%+2,53113F-HRTimelineGroup
Welch & Forbes LLC169,447$96M1.2%-43713F-HRTimeline
WADDELL & ASSOCIATES, LLC143,568$81.3M8.68%+1,98013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…139,508$79M0.12%+88,31713F-HRTimelineGroup
WHITTIER TRUST CO132,647$75.1M0.91%-2,95513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC128,923$73M0.13%-3,16413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP122,839$69.6M0.1%+5,45513F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…122,461$69.4M0.17%-95,52313F-HRTimeline
FineMark National Bank & Trust122,014$69.1M2.35%-2,03613F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co119,169$67.5M4.25%-1,18713F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC118,721$67.3M0.09%+54313F-HRTimelineGroup
HRT FINANCIAL LP108,920$61.7M0.27%+105,96113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP106,069$60.1M0.06%-6,08113F-HRTimelineGroup
MONTAG A & ASSOCIATES INC105,494$60M2.92%-1,94913F-HRTimeline
Mariner, LLCin group Mariner, LLC105,365$59.7M0.09%+3,82113F-HRTimelineGroup
SG Americas Securities, LLC104,840$59.4M0.26%-103,00513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC101,557$57.5M0.08%-5,27613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding94,054$53.3M-3,804Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp90,942$51.5M1.18%new13F-HRTimelineGroup
WASHINGTON TRUST Co88,255$50M1.77%-5313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…80,953$47.1M0.08%-67713F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC82,480$46.7M0.1%+48,14513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding82,135$46.5M+1,146Timeline
BLAIR WILLIAM & CO/IL78,366$44.4M0.12%+2,68513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC77,255$43.7M0.01%+8,05113F-HRTimelineGroup
Henshaw Capital LLC75,050$42.5M1.69%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.73,872$41.9M0.07%+30013F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS73,269$41.5M0.09%-2,59113F-HRTimeline
Divergent Planning, LLC70,243$40.3M11.91%+3,74113F-HR/ATimeline
PITTENGER & ANDERSON INC69,817$39.5M1.45%-25813F-HRTimeline
Cetera Investment Advisers69,133$39.2M0.07%+6,51013F-HRTimeline
Portland Global Advisors LLC68,185$38.6M4.55%-1,11613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC68,066$38.6M0.87%+33413F-HRTimeline
Midwest Trust Co64,215$36.4M0.5%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC61,808$35.1M0.49%+10013F-HRTimeline
Ascent Wealth Partners, LLC61,813$35M4.32%+50313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…60,781$34.4M0.55%+14,33613F-HRTimelineGroup
SMITH, MOORE & CO.60,296$34.2M2.87%-19613F-HRTimeline
MassMutual Private Wealth & Trust, FSB60,125$34.1M0.91%-12713F-HRTimeline
PINNACLE ASSOCIATES LTD59,147$33.5M0.49%-3,60413F-HRTimeline
SCS Capital Management LLC55,547$31.5M0.35%-5,95813F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.55,382$31.4M1.38%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP53,596$30.4M0.43%-12313F-HRTimeline
Oldfather Financial Services, LLC53,275$30.2M10.37%+1,35313F-HRTimeline
Granite Bay Wealth Management, LLC51,486$29.2M9.37%+1,08813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.51,176$29M0.05%-57113F-HRTimelineGroup
HERITAGE INVESTORS MANAGEMENT CORP50,907$28.8M0.91%-56213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…50,794$28.8M0.06%+2,07013F-HR/ATimelineGroup
Crewe Advisors LLC50,435$28.6M4.04%-51813F-HRTimeline
Janney Montgomery Scott LLC50,104$28.4M0.07%+8,23913F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…50,000$28.3M0.06%new13F-HRTimeline
Prescott Group Capital Management, L.L.…49,323$27.9M3.3%+15,00013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…48,400$27.4M0.16%-29,80013F-HRTimelineGroup
IFG Advisors, LLC48,003$27.2M4.57%+1,60613F-HRTimeline
Clearstead Advisors, LLC47,015$26.6M0.37%-4,70513F-HRTimeline
Chicago Partners Investment Group LLC44,902$26.4M0.76%+52213F-HRTimeline
CUMBERLAND ADVISORS INC44,702$25.3M10.65%-3,73513F-HRTimeline
COMERICA BANK44,311$25.1M0.1%-9,68713F-HRTimeline
LCM Capital Management Inc43,891$24.9M12.92%+10413F-HRTimeline
Klingman & Associates, LLC42,378$24M1.32%+1813F-HRTimeline
Composition Wealth, LLC41,988$23.8M0.4%+12,15713F-HRTimeline
CONNING INC.in group CONNING INC.40,185$22.8M0.78%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.39,525$22.4M<0.01%-12,82913F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC39,232$22.2M0.04%-1,09413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,273$21.7M0.03%+34,82813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC38,084$21.6M0.11%-31613F-HRTimelineGroup
BASSWOOD CAPITAL MANAGEMENT, L.L.C.38,082$21.6M1.07%new13F-HRTimeline
Curi Capital, LLC37,933$21.6M0.41%+9,57113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC36,411$20.6M0.19%+9513F-HRTimeline
1ST SOURCE BANK36,139$20.5M1.13%+11913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding35,718$20.2M+2,333Timeline
Steele Capital Management, Inc.33,507$19M0.91%-36913F-HRTimeline
Pinnacle Financial Partners Inc32,936$18.7M0.39%-20413F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT32,237$18.3M1.26%-5313F-HRTimeline
HANCOCK WHITNEY CORP31,936$18.1M0.35%+2,68413F-HRTimeline
Tandem Wealth Advisors LLC31,828$18M8.92%+2,57713F-HRTimeline
FMR LLCin group FMR LLC31,265$17.7M<0.01%+82213F-HRTimelineGroup
Waldron Private Wealth LLC30,898$17.5M0.76%-4,13613F-HRTimeline
Curbstone Financial Management Corp30,806$17.5M3.58%+1,00013F-HRTimeline
Qube Research & Technologies Ltd29,707$16.8M0.02%-84,98513F-HRTimeline
EP Wealth Advisors, LLC29,627$16.8M0.11%-1,68413F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …29,579$16.8M2.89%-15,88813F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC29,164$16.5M0.18%-5,74013F-HRTimelineGroup
Serenus Wealth Advisors, LLC28,879$16.4M2.78%-2,04413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding28,827$16.3M+3,216Timeline
Tiller Private Wealth, Inc.28,354$16.1M6.11%+33313F-HRTimeline
Cambridge Investment Research Advisors,…27,377$15.5M0.05%-20413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp27,098$15.4M0.05%-2,91513F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK26,454$15M0.09%+16513F-HRTimelineGroup
Simmons Bankin group Simmons Bank25,606$14.5M1.03%-1,11013F-HRTimelineGroup
Mesirow Financial Investment Management…25,464$14.4M0.28%-1,25213F-HRTimeline
Steward Partners Investment Advisory, L…24,826$14.1M0.11%+48813F-HRTimeline
Wealth Alliance Advisory Group, LLC24,825$14.1M2.68%+89113F-HRTimeline
MML INVESTORS SERVICES, LLC23,839$13.5M0.04%-3,22613F-HRTimeline
Glenmede Investment Management, LP23,750$13.5M0.07%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.23,526$13.3M0.07%+53013F-HRTimeline
Atlantic Edge Private Wealth Management…23,146$13.1M3.6%-1,30013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding23,044$13.1M+1,000Timeline
Caldwell Trust Co21,670$12.3M1.23%-58213F-HRTimeline
Cresset Asset Management, LLC21,570$12.3M0.06%-1,63813F-HR/ATimeline
MCF Advisors LLC21,391$12.1M0.8%-37313F-HRTimeline
Thrive Wealth Management, LLC21,391$12.1M1.96%+20,53513F-HRTimeline
OLD NATIONAL BANCORP /IN/21,376$12.1M0.22%+1,41113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC20,339$11.5M0.08%+2313F-HR/ATimelineGroup
Trifecta Capital Advisors, LLC20,254$11.5M1.91%013F-HRTimeline
Carnegie Investment Counsel20,102$11.4M0.23%-1,01013F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC19,875$11.3M0.36%-29213F-HRTimelineGroup
Exchange Capital Management, Inc.19,852$11.2M1.68%-17913F-HRTimeline
jvl associates llc19,801$11.2M4.03%-2813F-HRTimeline
Wellspring Financial Advisors, LLC19,714$11.2M1.12%-3,13613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources19,295$10.9M<0.01%+2,20713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV19,234$10.9M0.02%-91513F-HRTimeline
Lutz Financial Services LLC19,107$10.8M0.84%-413F-HRTimeline
COUNTRY CLUB BANK18,911$10.7M0.67%+43813F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC18,711$10.6M2.77%-1,35513F-HRTimeline
NorthCoast Asset Management LLC17,368$9.84M0.04%-42913F-HRTimeline
Hummer Financial Advisory Services Inc17,228$9.79M7.35%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO17,211$9.75M0.06%-2513F-HRTimelineGroup
PEDDOCK CAPITAL ADVISORS, LLC17,136$9.71M2.24%-2,11613F-HRTimeline
Canopy Partners, LLC17,127$9.7M3.56%-40013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …17,075$9.67M0.13%-20013F-HRTimelineGroup
Mill Creek Capital Advisors, LLC17,031$9.65M0.21%+1,94113F-HRTimeline
Cyndeo Wealth Partners, LLC16,774$9.5M0.56%+5,07213F-HRTimeline
Csenge Advisory Group17,212$9.44M0.5%+48913F-HRTimeline
Harbour Trust & Investment Management Co16,625$9.42M1.04%-15513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.16,526$9.36M0.64%-92913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC16,505$9.35M0.01%+1,23213F-HRTimelineGroup
Bordeaux Wealth Advisors LLC16,500$9.35M1.2%-79613F-HRTimeline
NIXON PEABODY TRUST CO16,472$9.33M0.72%-8613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,359$9.27M0.12%-613F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION16,282$9.22M0.81%-12613F-HRTimeline
ARVEST INVESTMENTS, INC.16,171$9.16M1.38%+9813F-HRTimeline
FIRST MERCHANTS CORP16,073$9.11M0.35%-54313F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD16,054$9.09M0.04%-9513F-HRTimelineGroup
Granite FO LLC16,033$9.08M5.14%+75513F-HRTimeline
Quantinno Capital Management LP16,021$9.08M0.04%-1,90913F-HRTimeline
Twin Tree Management, LP16,013$9.07M0.23%new13F-HRTimeline
World Investment Advisors16,001$9.06M0.21%-20613F-HRTimeline
GFS Advisors, LLC15,838$8.97M1.23%-2,15013F-HRTimeline
Evercore Wealth Management, LLC15,834$8.97M0.14%-513F-HRTimeline
Montz Harcus Wealth Management LLC15,752$8.92M4.31%+3413F-HRTimeline
OLD MISSION CAPITAL LLC15,542$8.8M0.23%new13F-HRTimeline
Capstone Financial Advisors, Inc.15,450$8.75M0.51%-21313F-HRTimeline
Howard Capital Management, LLC15,378$8.71M0.13%-75213F-HRTimeline
Wealthspire Advisors, LLC15,328$8.68M0.05%-1,44113F-HRTimeline
CWM, LLCin group CWM, LLC14,741$8.35M0.03%+7913F-HRTimelineGroup
RMR Wealth Builders14,686$8.32M0.76%+32313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA14,545$8.24M0.02%-39913F-HRTimelineGroup
SEEDS INVESTOR LLC14,412$8.16M1.92%+8,31713F-HRTimeline
MEANS INVESTMENT CO., INC.14,409$8.16M0.77%-26713F-HRTimeline
CENTRAL BANK & TRUST CO14,258$8.08M1.32%-93113F-HRTimeline
IEQ CAPITAL, LLC14,217$8.05M0.05%-11613F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc14,200$8.05M<0.01%013F-HRTimelineGroup
BEARING POINT CAPITAL, LLC14,071$7.97M1.47%+913F-HRTimeline
KCM INVESTMENT ADVISORS LLC14,027$7.95M0.27%-42713F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH13,936$7.89M2.48%013F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC13,789$7.84M3.83%-2313F-HRTimeline
CW Advisors, LLC13,794$7.81M0.08%+2,31613F-HRTimeline
Chesley Taft & Associates LLC13,733$7.78M0.35%-13313F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC13,509$7.65M0.08%-10,30713F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP13,250$7.51M0.63%-4,24513F-HRTimelineGroup
Smith Anglin Financial, LLC13,071$7.4M0.67%-56213F-HRTimeline
TKG Advisors, LLC13,030$7.38M3.31%-8213F-HRTimeline
Pacific Center for Financial Services13,010$7.37M2%-5913F-HRTimeline
Busey Bank12,968$7.35M0.22%013F-HRTimeline
BOSTON FAMILY OFFICE LLC12,920$7.32M0.49%-1713F-HRTimeline
STALEY CAPITAL ADVISERS INC12,844$7.28M0.31%-12513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,714$7.2M0.01%+6,29713F-HRTimelineGroup
Meridian Wealth Advisors, LLC12,669$7.18M1.13%-11913F-HRTimeline
&PARTNERS12,661$7.17M0.06%+5,71013F-HRTimeline
Mechanics Bank Trust Department12,657$7.17M1.03%-3,12213F-HRTimeline
Grove Bank & Trust12,325$6.98M0.87%-40813F-HRTimeline
Sand Hill Global Advisors, LLC12,202$6.91M0.26%-1713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,984$6.79M0.01%-1,22613F-HRTimelineGroup
Dakota Wealth Management11,889$6.73M0.14%-10813F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…11,860$6.72M0.06%+213F-HRTimelineGroup