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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,120,329$1.28B0.09%+64,17813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,343,298$810M0.16%+87,20713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,115,655$673M0.04%-664,74913F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,074,994$649M0.08%-13,42213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,028,201$620M0.09%-28,68613F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\980,650$592M0.69%-17,46013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC846,872$511M1.97%-42,95013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…830,031$501M0.32%+41,75713F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…704,633$425M0.23%-10,33913F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…633,310$382M1.03%+396,47313F-HRTimeline
UBS Group AGgroup of 2 filers holding608,857$367M-28,061Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC557,992$337M0.1%+28,45913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/513,790$310M0.12%+11,06013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO370,619$224M0.02%+35,64613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA352,323$213M0.04%+12,80213F-HRTimelineGroup
Creative Planningin group Creative Planning276,564$167M0.12%-9,56413F-HRTimelineGroup
MAI Capital Management265,202$160M0.93%+15,04313F-HRTimeline
ALLIANCEBERNSTEIN L.P.258,554$156M0.05%+1,42513F-HRTimeline
HRT FINANCIAL LP250,582$151M0.48%+142,51213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS245,251$148M0.09%+90,90213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP240,736$145M0.2%+5,15613F-HR/ATimelineGroup
HighTower Advisors, LLC236,091$142M0.16%-1,82313F-HRTimeline
Arvest Bank Trust Division231,907$140M7.58%-72113F-HRTimeline
Conservest Capital Advisors, Inc.214,319$129M11.66%-3,37013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…177,104$107M0.15%+13,19913F-HRTimelineGroup
LPL Financial LLC174,446$105M0.03%+1,98113F-HRTimeline
Welch & Forbes LLC166,753$101M1.22%-1,77713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp163,633$98.7M0.02%-8,29413F-HRTimelineGroup
WADDELL & ASSOCIATES, LLC150,332$90.7M6.12%+2,00113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding134,187$81M+21,363Timeline
WHITTIER TRUST CO127,976$80.4M0.87%-81013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC131,552$79.4M0.12%+7,59213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP120,928$73M0.1%-4,96313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP120,609$72.8M0.07%+11,70413F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co117,586$70.9M4.12%-2,02513F-HRTimelineGroup
FineMark National Bank & Trust116,109$70M2.19%-35813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC113,788$68.6M0.1%-1,05113F-HRTimelineGroup
MIRAE ASSET SECURITIES (USA) INC.111,131$67M2.65%-15313F-HRTimeline
Mariner, LLCin group Mariner, LLC104,560$63.1M0.08%-59413F-HRTimelineGroup
MONTAG A & ASSOCIATES INC103,466$62.6M2.86%-1,73513F-HRTimeline
TSG Advice Partners, LLC103,151$62.2M9.5%13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management90,763$54.8M0.1%+86,31913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…86,951$54.7M0.07%+1,32613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.89,938$54.3M0.08%-3,28713F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC89,237$53.8M0.08%+47,53013F-HRTimelineGroup
Cetera Investment Advisers86,834$52.4M0.06%-4,39813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp86,561$52.2M0.98%-3,43713F-HRTimelineGroup
WASHINGTON TRUST Co85,815$51.8M1.69%-2,11213F-HRTimeline
SG Americas Securities, LLC85,760$51.7M0.07%+48,73013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding83,834$50.6M+1,092Timeline
Madison Asset Management, LLCin group Madison Asset Management, LLC83,341$50.3M0.58%+59,28313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC82,041$49.5M0.01%+6,94013F-HRTimelineGroup
Divergent Planning, LLC76,242$46.6M11.9%+1,95813F-HRTimeline
BLAIR WILLIAM & CO/IL75,368$45.5M0.12%-1,73313F-HRTimeline
Henshaw Capital LLC75,050$45.3M1.63%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC67,830$42.6M0.88%-2913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC70,521$42.5M0.06%-17,56713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS67,994$41M0.08%-3,76613F-HRTimeline
Portland Global Advisors LLC66,505$40.1M4.31%-49513F-HRTimeline
Midwest Trust Co65,015$39.2M0.49%-1,21513F-HRTimeline
PITTENGER & ANDERSON INC64,832$39.1M1.51%-5,18613F-HRTimeline
Ascent Wealth Partners, LLC64,328$38.8M4.47%+69613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC63,317$38.3M0.5%+1,60413F-HRTimeline
SMITH, MOORE & CO.59,895$36.1M2.73%-38613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…59,213$35.7M0.48%-55713F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB58,149$35.1M0.9%-1,81313F-HRTimeline
PINNACLE ASSOCIATES LTD57,751$34.8M0.45%-61513F-HRTimeline
Oldfather Financial Services, LLC55,249$33.3M9.92%+29913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC54,534$32.7M0.13%-2,53513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…53,349$32.2M0.06%+69313F-HR/ATimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP53,158$32.1M0.4%-43413F-HRTimeline
Janney Montgomery Scott LLC52,670$31.8M0.07%+5,52613F-HRTimeline
SCS Capital Management LLC52,453$31.7M0.34%-59313F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…52,300$31.6M0.15%+29,00013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.50,502$30.5M0.05%+86813F-HRTimelineGroup
Crewe Advisors LLC50,125$30.2M2.68%+613F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP49,921$30.1M0.88%-58913F-HRTimeline
Chicago Partners Investment Group LLC45,582$29M0.71%+83513F-HRTimeline
IFG Advisors, LLC45,622$27.5M4.58%-1,09713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …44,594$26.9M0.2%13F-HR/ATimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …44,400$26.8M3.59%+14,42113F-HRTimeline
Clearstead Advisors, LLC44,364$26.8M0.34%-2,31813F-HRTimeline
CUMBERLAND ADVISORS INC43,947$26.5M10.05%-35513F-HRTimeline
COMERICA BANK43,694$26.4M0.11%+2,14213F-HRTimeline
LCM Capital Management Inc43,573$26.3M12.7%-24413F-HRTimeline
Tandem Wealth Advisors LLC41,299$25.5M11.42%+10,50413F-HRTimeline
Klingman & Associates, LLC41,828$25.2M1.22%-10013F-HRTimeline
CONNING INC.in group CONNING INC.38,596$23.3M0.78%013F-HRTimelineGroup
BASSWOOD CAPITAL MANAGEMENT, L.L.C.38,082$23M1.01%013F-HRTimeline
Curi Capital, LLC37,832$22.9M0.4%+3813F-HRTimeline
SummitTX Capital, L.P.37,867$22.8M0.69%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC37,726$22.8M0.19%+1,00413F-HRTimeline
FMR LLCin group FMR LLC36,750$22.2M<0.01%+1,98313F-HRTimelineGroup
1ST SOURCE BANK35,986$21.7M1.14%+16613F-HRTimeline
Composition Wealth, LLC34,390$20.7M0.3%-2,29713F-HRTimeline
Cambridge Investment Research Advisors,…33,836$20.4M0.05%+6,28213F-HRTimeline
EP Wealth Advisors, LLC33,406$20.2M0.1%13F-HRTimeline
Steele Capital Management, Inc.33,223$20.1M0.86%-10813F-HRTimeline
HANCOCK WHITNEY CORP32,988$19.9M0.36%+1,63213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,820$19.8M0.02%+3,02413F-HRTimelineGroup
Tiller Private Wealth, Inc.32,648$19.7M7.01%+3,81313F-HRTimeline
Waldron Private Wealth LLC32,643$19.7M0.78%-97513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC32,607$19.7M0.01%+61413F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT32,124$19.4M1.22%-7013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP32,062$19.3M0.02%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding31,464$19M-8,152Timeline
M&T Bank Corpin group M&T Bank Corp31,325$18.9M0.06%+4,12613F-HR/ATimelineGroup
Curbstone Financial Management Corp31,318$18.9M3.61%+14013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV28,772$17.4M0.03%+3,66813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC27,612$16.7M0.01%+5,56313F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK26,616$16.1M0.09%+10313F-HRTimelineGroup
Cresset Asset Management, LLC26,294$15.9M0.07%+2,34413F-HRTimeline
Serenus Wealth Advisors, LLC26,345$15.9M3.08%-25613F-HRTimeline
Wealth Alliance Advisory Group, LLC25,516$15.4M2.64%+57413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC24,976$15.1M0.01%-130,53013F-HRTimelineGroup
Simmons Bankin group Simmons Bank24,514$14.8M0.99%-15213F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding24,265$14.6M-505Timeline
MML INVESTORS SERVICES, LLC24,099$14.5M0.04%+62413F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding23,880$14.4M+10,391Timeline
Qube Research & Technologies Ltd23,671$14.3M0.02%+16,56213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA23,172$14M0.07%13F-HRTimelineGroup
Steward Partners Investment Advisory, L…22,729$13.7M0.08%+37513F-HRTimeline
Atlantic Edge Private Wealth Management…22,486$13.6M3.37%-46213F-HRTimeline
HighPoint Advisor Group LLC22,105$13.3M0.29%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding22,023$13.3M-9,550Timeline
Savant Capital, LLCin group Savant Capital, LLC22,021$13.3M0.08%+1,51913F-HRTimelineGroup
Mesirow Financial Investment Management…22,000$13.3M0.27%-3,35513F-HRTimeline
MCF Advisors LLC21,143$12.8M0.71%-8213F-HRTimeline
IMC-Chicago, LLC20,869$12.6M0.22%new13F-HRTimeline
Caldwell Trust Co20,814$12.6M1.12%-28513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources20,694$12.5M<0.01%+6,39813F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/20,058$12.1M0.2%-71713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.19,879$12M<0.01%+12,25513F-HRTimelineGroup
jvl associates llc19,689$11.9M3.87%-9713F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC19,574$11.8M2.47%+2,28513F-HRTimeline
Trifecta Capital Advisors, LLC19,564$11.8M1.75%-62513F-HRTimeline
Carnegie Investment Counsel19,470$11.7M0.22%-42313F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC18,953$11.4M0.25%-1613F-HRTimelineGroup
Corsicana & Co.18,580$11.2M6.29%-18013F-HRTimeline
Lutz Financial Services LLC18,573$11.2M0.76%-27913F-HRTimeline
CWM, LLCin group CWM, LLC18,548$11.2M0.03%+2,52213F-HRTimelineGroup
Csenge Advisory Group18,514$11.2M0.51%+10013F-HRTimeline
Wellspring Financial Advisors, LLC18,484$11.2M0.88%-51413F-HRTimeline
Prescott Group Capital Management, L.L.…18,259$11M1.02%-25,07613F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC18,205$11M2.64%-45813F-HRTimeline
Thrive Wealth Management, LLC18,185$11M1.61%-3,30713F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA17,983$11M0.32%new13F-HRTimelineGroup
IEQ CAPITAL, LLC17,432$10.5M0.03%+36413F-HRTimeline
&PARTNERS17,334$10.5M0.05%+1,38413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO17,272$10.4M0.06%+14313F-HRTimelineGroup
Hummer Financial Advisory Services Inc17,093$10.3M7.31%-9613F-HRTimeline
Torrey-Payne Wealth Management, LLC15,800$10M9%13F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION16,649$10M0.83%+60413F-HRTimeline
World Investment Advisors16,630$10M0.16%+1213F-HR/ATimeline
Granite FO LLC16,627$10M5.35%+60613F-HRTimeline
Canopy Partners, LLC16,507$9.96M3.24%-58513F-HRTimeline
Cyndeo Wealth Partners, LLC16,273$9.82M0.53%-50013F-HRTimeline
Quantinno Capital Management LP16,224$9.79M0.02%+48213F-HRTimeline
ARVEST INVESTMENTS, INC.16,147$9.74M1.37%+29013F-HRTimeline
Montz Harcus Wealth Management LLC16,037$9.67M3.92%+17713F-HRTimeline
Harbour Trust & Investment Management Co15,979$9.64M0.98%-8213F-HRTimeline
Legacy Advisors, LLC15,922$9.61M1.03%-1,17513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,884$9.58M0.11%+45513F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD15,794$9.53M0.04%-20513F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.15,730$9.49M0.63%-32113F-HRTimelineGroup
TIAAgroup of 2 filers holding15,685$9.46M+1,462Timeline
GFS Advisors, LLC15,628$9.43M1.12%-18013F-HRTimeline
FIRST MERCHANTS CORP15,567$9.39M0.35%-12713F-HRTimeline
Evercore Wealth Management, LLC15,560$9.39M0.14%-12413F-HRTimeline
Howard Capital Management, LLC15,193$9.17M0.12%-5013F-HRTimeline
Capstone Financial Advisors, Inc.15,181$9.16M0.49%-15913F-HRTimeline
NIXON PEABODY TRUST CO14,945$9.02M0.68%-27313F-HRTimeline
CENTRAL BANK & TRUST CO14,841$8.95M1.38%+77313F-HRTimeline
Chesley Taft & Associates LLC14,568$8.79M0.35%+1,08013F-HRTimeline
KCM INVESTMENT ADVISORS LLC14,456$8.72M0.28%-52613F-HRTimeline
RMR Wealth Builders14,395$8.68M0.69%-51013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc14,200$8.57M<0.01%013F-HRTimelineGroup
Mill Creek Capital Advisors, LLC13,994$8.44M0.17%-3,09013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH13,936$8.41M2.43%013F-HRTimeline
BEARING POINT CAPITAL, LLC13,808$8.33M1.3%-11313F-HRTimeline
TKG Advisors, LLC13,309$8.03M3.24%-3013F-HRTimeline
Busey Bank13,070$7.88M0.21%+10213F-HRTimeline
SEEDS INVESTOR LLC12,880$7.77M1.49%-1,25713F-HRTimeline
STALEY CAPITAL ADVISERS INC12,844$7.75M0.32%013F-HRTimeline
Pacific Center for Financial Services12,910$7.69M1.96%013F-HRTimeline
Waverly Advisors, LLC12,547$7.57M0.06%+33713F-HRTimeline
Grove Bank & Trust12,427$7.5M0.84%-2013F-HRTimeline
Sand Hill Global Advisors, LLC11,929$7.2M0.25%-1013F-HRTimeline
CMG Global Holdings, LLC11,217$7.16M3.18%+7113F-HRTimeline
Wealthspire Advisors, LLC11,822$7.13M0.06%-3,07113F-HRTimeline
Meridian Wealth Advisors, LLC11,753$7.09M0.98%-94813F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…11,747$7.09M0.11%+2213F-HRTimelineGroup
Dakota Wealth Management11,709$7.06M0.13%+27113F-HR/ATimeline
Alexis Investment Partners, LLC11,570$7.05M2.62%+43213F-HRTimeline
BOSTON FAMILY OFFICE LLC11,555$6.97M0.44%-1,16513F-HRTimeline
Mechanics Bank Trust Department11,542$6.96M0.91%-19513F-HRTimeline
Badgley Phelps Wealth Managers, LLC11,478$6.95M0.13%+1,22913F-HRTimeline
Paulson Wealth Management Inc.11,421$6.89M1.59%+78613F-HRTimeline
NewEdge Wealth, LLC11,338$6.84M0.08%+9,32613F-HRTimeline
Private Advisor Group, LLC11,337$6.84M0.03%-25513F-HRTimeline