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MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,352 managers (1,367 13F filers) reported a position in MDY shares at 2025-09-30, 25,719,380 shares in all. 69 filers opened a position and 45 filers sold out during the quarter.

Managers
1,352
13F filers
1,367
New
69
Added
356
Reduced
483
Sold out
45
Shares held by filers
25,719,380

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/2,056,151$1.23B0.09%-181,82613F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,780,404$1.06B0.06%+458,37213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,256,091$749M0.15%-5,57513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,088,416$649M0.08%-12,26313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,056,887$630M0.09%+189,18713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\998,110$595M0.71%-17,67313F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC889,822$530M2.03%-7,42213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…788,274$470M0.31%+175,25513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…714,972$426M0.26%-8,57313F-HRTimelineGroup
UBS Group AGin group UBS Group AG636,918$380M0.07%+26,32613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC529,533$316M0.1%+2,99513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/502,730$300M0.12%+1,87913F-HRTimelineGroup
MOORE CAPITAL MANAGEMENT, LP340,000$203M4.03%-293,72513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA339,521$202M0.04%-97,97513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO334,973$200M0.01%-80,60113F-HR/ATimelineGroup
Creative Planningin group Creative Planning286,128$171M0.13%+22,32313F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.257,129$153M0.05%-7,84313F-HRTimeline
MAI Capital Management250,159$149M0.93%+1,14413F-HRTimeline
HighTower Advisors, LLC237,914$142M0.16%+13,23113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…236,837$141M0.34%+114,37613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP235,580$140M0.22%-3,87413F-HRTimelineGroup
Arvest Bank Trust Division232,628$139M7.69%+70413F-HRTimeline
Conservest Capital Advisors, Inc.217,689$130M12%-50613F-HRTimeline
LPL Financial LLC172,465$103M0.03%+25413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp171,927$102M0.02%-8113F-HRTimelineGroup
Welch & Forbes LLC168,530$100M1.21%-91713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…163,905$97.7M0.14%+24,39713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC155,506$92.7M0.03%+144,06313F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS154,349$92M0.07%-48,84313F-HRTimelineGroup
WADDELL & ASSOCIATES, LLC148,331$88.4M7.52%+4,76313F-HRTimeline
WHITTIER TRUST CO128,786$77.4M0.88%-3,86113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP125,891$75M0.1%+3,05213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC123,960$73.9M0.12%-4,96313F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co119,611$71.3M4.19%+44213F-HRTimelineGroup
FineMark National Bank & Trust116,467$69.4M2.27%-5,54713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC114,839$68.4M0.09%-3,88213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding112,824$67.2M+18,770Timeline
MIRAE ASSET SECURITIES (USA) INC.111,284$66.3M2.91%+55,90213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP108,905$64.9M0.06%+2,83613F-HRTimelineGroup
HRT FINANCIAL LP108,070$64.4M0.24%-85013F-HRTimeline
MONTAG A & ASSOCIATES INC105,201$62.9M2.89%-29313F-HRTimeline
Mariner, LLCin group Mariner, LLC105,154$62.7M0.08%-21113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.93,225$55.6M0.08%+19,35313F-HRTimelineGroup
Cetera Investment Advisers91,232$54.4M0.06%+22,09913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp89,998$53.6M1.01%-94413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC88,088$52.5M0.07%-13,46913F-HRTimeline
WASHINGTON TRUST Co87,927$52.4M1.72%-32813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…85,625$51M0.08%+4,67213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding82,742$49.3M+607Timeline
BLAIR WILLIAM & CO/IL77,101$46M0.12%-1,26513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC75,101$44.8M0.01%-2,15413F-HRTimelineGroup
Henshaw Capital LLC75,050$44.7M1.67%013F-HRTimeline
Divergent Planning, LLC74,284$44.6M11.86%+4,04113F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS71,760$42.8M0.09%-1,50913F-HRTimeline
PITTENGER & ANDERSON INC70,018$41.7M1.53%+20113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC67,859$40.8M0.87%-20713F-HRTimeline
Portland Global Advisors LLC67,000$39.9M4.46%-1,18513F-HRTimeline
Midwest Trust Co66,230$39.5M0.51%+2,01513F-HRTimeline
Ascent Wealth Partners, LLC63,632$37.9M4.4%+1,81913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC61,713$36.9M0.49%-9513F-HRTimeline
SMITH, MOORE & CO.60,281$35.9M2.75%-1513F-HRTimeline
MassMutual Private Wealth & Trust, FSB59,962$35.7M0.91%-16313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…59,770$35.6M0.49%-1,01113F-HRTimelineGroup
PINNACLE ASSOCIATES LTD58,366$34.8M0.46%-78113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC57,069$34.1M0.14%+18,98513F-HRTimelineGroup
Oldfather Financial Services, LLC54,950$32.8M10.2%+1,67513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP53,592$31.9M0.42%-413F-HRTimeline
SCS Capital Management LLC53,046$31.6M0.34%-2,50113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…52,656$31.4M0.06%+1,86213F-HRTimelineGroup
HERITAGE INVESTORS MANAGEMENT CORP50,510$30.1M0.9%-39713F-HRTimeline
Crewe Advisors LLC50,119$29.9M2.85%-31613F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…50,000$29.8M0.06%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.49,634$29.6M0.05%-1,54213F-HRTimelineGroup
Janney Montgomery Scott LLC47,144$28.1M0.07%-2,96013F-HRTimeline
IFG Advisors, LLC46,719$27.8M4.54%-1,28413F-HRTimeline
Clearstead Advisors, LLC46,682$27.8M0.41%-33313F-HRTimeline
Chicago Partners Investment Group LLC44,747$26.8M0.7%-15513F-HRTimeline
CUMBERLAND ADVISORS INC44,302$26.4M10.14%-40013F-HRTimeline
LCM Capital Management Inc43,817$26.1M12.53%-7413F-HRTimeline
Prescott Group Capital Management, L.L.…43,335$25.8M2.72%-5,98813F-HRTimeline
Klingman & Associates, LLC41,928$25M1.26%-45013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC41,707$24.9M0.04%+2,47513F-HRTimelineGroup
COMERICA BANK41,552$24.8M0.09%-2,75913F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC40,158$23.9M0.05%-42,32213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding39,616$23.6M+3,898Timeline
CONNING INC.in group CONNING INC.38,596$23M0.76%-1,58913F-HRTimelineGroup
BASSWOOD CAPITAL MANAGEMENT, L.L.C.38,082$22.7M1.05%013F-HRTimeline
Curi Capital, LLC37,794$22.6M0.41%-13913F-HRTimeline
SG Americas Securities, LLC37,030$22.1M0.08%-67,81013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC36,722$21.9M0.18%+31113F-HRTimeline
Composition Wealth, LLC36,687$21.9M0.33%-5,30113F-HRTimeline
1ST SOURCE BANK35,820$21.3M1.13%-31913F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC35,427$21.1M0.02%+26,87613F-HRTimelineGroup
FMR LLCin group FMR LLC34,767$20.7M<0.01%+3,50213F-HRTimelineGroup
Waldron Private Wealth LLC33,618$20M0.81%+2,72013F-HRTimeline
Steele Capital Management, Inc.33,331$19.9M0.88%-17613F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT32,194$19.2M1.25%-4313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC31,993$19.1M0.01%+15,48813F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding31,573$18.8M+8,529Timeline
Pinnacle Financial Partners Inc31,461$18.8M0.45%-1,47513F-HRTimeline
HANCOCK WHITNEY CORP31,356$18.7M0.34%-58013F-HRTimeline
VESTOR CAPITAL, LLC31,208$18.6M1.19%+30,75813F-HRTimeline
Curbstone Financial Management Corp31,178$18.6M3.57%+37213F-HRTimeline
Tandem Wealth Advisors LLC30,795$18.4M8.73%-1,03313F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …29,979$17.9M2.87%+40013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,796$17.8M0.02%-8,47713F-HRTimelineGroup
Tiller Private Wealth, Inc.28,835$17.2M6.12%+48113F-HRTimeline
Cambridge Investment Research Advisors,…27,554$16.4M0.05%+17713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp27,199$16.2M0.05%+10113F-HRTimelineGroup
Serenus Wealth Advisors, LLC26,601$15.9M2.71%-2,27813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK26,513$15.8M0.09%+5913F-HRTimelineGroup
Mesirow Financial Investment Management…25,355$15.1M0.27%-10913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV25,104$15M0.02%+5,87013F-HRTimeline
Wealth Alliance Advisory Group, LLC24,942$14.9M2.68%+11713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding24,770$14.8M-4,057Timeline
Simmons Bankin group Simmons Bank24,666$14.7M0.98%-94013F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC24,058$14.3M0.16%-5,10613F-HRTimelineGroup
Cresset Asset Management, LLC23,950$14.3M0.06%+2,38013F-HR/ATimeline
Glenmede Investment Management, LP23,750$14.2M0.07%013F-HRTimeline
MML INVESTORS SERVICES, LLC23,475$14M0.04%-36413F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…23,300$13.9M0.07%-25,10013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…22,948$13.7M3.52%-19813F-HRTimeline
Steward Partners Investment Advisory, L…22,354$13.3M0.08%-2,47213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,049$13.1M0.01%+9,33513F-HRTimelineGroup
Thrive Wealth Management, LLC21,492$12.8M1.93%+10113F-HRTimeline
MCF Advisors LLC21,225$12.7M0.78%-16613F-HRTimeline
Caldwell Trust Co21,099$12.6M1.18%-57113F-HRTimeline
OLD NATIONAL BANCORP /IN/20,775$12.4M0.21%-60113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC20,502$12.2M0.07%+16313F-HR/ATimelineGroup
Trifecta Capital Advisors, LLC20,189$12M1.83%-6513F-HRTimeline
Carnegie Investment Counsel19,893$11.9M0.22%-20913F-HRTimeline
jvl associates llc19,786$11.8M3.9%-1513F-HRTimeline
Cornerstone Planning Group LLC186,154$11.8M1.88%+186,12113F-HRTimeline
NorthCoast Asset Management LLC19,643$11.7M0.05%+2,27513F-HRTimeline
Wellspring Financial Advisors, LLC18,998$11.3M1.04%-71613F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC18,969$11.3M0.36%-90613F-HRTimelineGroup
Lutz Financial Services LLC18,852$11.2M0.81%-25513F-HRTimeline
Corsicana & Co.18,760$11.2M6.28%13F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC18,663$11.1M2.7%-4813F-HRTimeline
Csenge Advisory Group18,414$11M0.52%+1,20213F-HRTimeline
COUNTRY CLUB BANK18,418$11M0.65%-49313F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC17,289$10.3M2.22%+15313F-HRTimeline
Hummer Financial Advisory Services Inc17,189$10.3M7.48%-3913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO17,129$10.2M0.06%-8213F-HRTimelineGroup
Legacy Advisors, LLC17,097$10.2M1.26%new13F-HRTimeline
Canopy Partners, LLC17,092$10.2M3.4%-3513F-HRTimeline
Mill Creek Capital Advisors, LLC17,084$10.2M0.21%+5313F-HRTimeline
IEQ CAPITAL, LLC17,068$10.2M0.03%+2,85113F-HRTimeline
Cyndeo Wealth Partners, LLC16,773$10M0.56%-113F-HRTimeline
World Investment Advisors16,618$9.9M0.2%+61713F-HRTimeline
Harbour Trust & Investment Management Co16,061$9.57M0.99%-56413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.16,051$9.57M0.64%-47513F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION16,045$9.56M0.82%-23713F-HRTimeline
CWM, LLCin group CWM, LLC16,026$9.55M0.03%+1,28513F-HRTimelineGroup
Granite FO LLC16,021$9.55M5.19%-1213F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD15,999$9.54M0.04%-5513F-HRTimelineGroup
&PARTNERS15,950$9.51M0.06%+3,28913F-HRTimeline
Montz Harcus Wealth Management LLC15,860$9.45M4.13%+10813F-HRTimeline
ARVEST INVESTMENTS, INC.15,857$9.45M1.36%-31413F-HRTimeline
GFS Advisors, LLC15,808$9.42M1.2%-3013F-HRTimeline
Quantinno Capital Management LP15,742$9.38M0.03%-27913F-HRTimeline
FIRST MERCHANTS CORP15,694$9.35M0.35%-37913F-HRTimeline
Evercore Wealth Management, LLC15,684$9.35M0.14%-15013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,429$9.2M0.11%-93013F-HRTimelineGroup
Capstone Financial Advisors, Inc.15,340$9.14M0.5%-11013F-HRTimeline
Howard Capital Management, LLC15,243$9.09M0.12%-13513F-HRTimeline
NIXON PEABODY TRUST CO15,218$9.07M0.66%-1,25413F-HRTimeline
KCM INVESTMENT ADVISORS LLC14,982$8.93M0.29%+95513F-HRTimeline
RMR Wealth Builders14,905$8.88M0.74%+21913F-HRTimeline
Wealthspire Advisors, LLC14,893$8.88M0.05%-43513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources14,296$8.52M<0.01%-4,99913F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA14,223$8.48M0.02%-32213F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc14,200$8.46M<0.01%013F-HRTimelineGroup
SEEDS INVESTOR LLC14,137$8.43M1.78%-27513F-HRTimeline
CENTRAL BANK & TRUST CO14,068$8.38M1.32%-19013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH13,936$8.31M2.47%013F-HRTimeline
BEARING POINT CAPITAL, LLC13,921$8.3M1.43%-15013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding13,489$8.04M-3,586Timeline
Chesley Taft & Associates LLC13,488$8.04M0.34%-24513F-HRTimeline
TKG Advisors, LLC13,339$7.95M3.41%+30913F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC13,247$7.92M3.57%-54213F-HRTimeline
Busey Bank12,968$7.73M0.22%013F-HRTimeline
Pacific Center for Financial Services12,910$7.69M1.96%-10013F-HRTimeline
STALEY CAPITAL ADVISERS INC12,844$7.66M0.31%013F-HRTimeline
BOSTON FAMILY OFFICE LLC12,720$7.58M0.48%-20013F-HRTimeline
Meridian Wealth Advisors, LLC12,701$7.57M1.07%+3213F-HRTimeline
SYNOVUS FINANCIAL CORP12,640$7.53M0.09%+1,08613F-HRTimeline
Grove Bank & Trust12,447$7.42M0.87%+12213F-HRTimeline
Waverly Advisors, LLC12,210$7.28M0.07%+52013F-HRTimeline
INSPIRE TRUST CO, N.A.12,000$7.15M1.3%+1,00013F-HRTimeline
Sand Hill Global Advisors, LLC11,939$7.12M0.25%-26313F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC11,764$7.01M0.07%-1,74513F-HRTimeline
Mechanics Bank Trust Department11,737$7M0.98%-92013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…11,725$6.99M0.12%-13513F-HRTimelineGroup
Private Advisor Group, LLC11,592$6.91M0.03%-25113F-HRTimeline
Community Bank, N.A.11,541$6.88M0.83%-19813F-HRTimeline
Dakota Wealth Management11,438$6.82M0.14%-45113F-HR/ATimeline
HANOVER ADVISORS INC11,372$6.78M2.63%+3613F-HRTimeline
Allworth Financial LP11,314$6.74M0.03%+1,25713F-HRTimeline
FIRST HORIZON CORP11,282$6.72M0.32%13F-HRTimeline