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Disclosery

MDY STATE STR SPDR S&P MIDCAP 40

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SHS (fund), issuer CIK 936958

1,438 managers (1,455 13F filers) reported a position in MDY shares at 2026-03-31, 24,850,491 shares in all. 95 filers opened a position and 69 filers sold out during the quarter.

Managers
1,438
13F filers
1,455
New
95
Added
324
Reduced
543
Sold out
69
Shares held by filers
24,850,491

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/2,047,984$1.26B0.09%-72,34513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,543,597$952M0.06%+427,94213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,193,336$736M0.15%-149,96213F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,061,192$655M0.09%-13,80213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\969,958$598M0.73%-10,69213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC881,942$544M0.07%-146,25913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…864,768$533M0.33%+34,73713F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC840,196$518M2.06%-6,67613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…699,307$431M0.25%-5,32613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding641,492$396M+32,635Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC497,191$307M0.09%-60,80113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/488,938$302M0.13%-24,85213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS317,029$196M0.13%+71,77813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA299,723$185M0.04%-52,60013F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…298,766$184M0.54%-334,54413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO304,162$182M0.01%-66,45713F-HR/ATimelineGroup
MAI Capital Management264,073$163M0.92%-1,12913F-HRTimeline
Creative Planningin group Creative Planning248,681$153M0.1%-27,88313F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.251,130$152M0.05%-7,42413F-HRTimeline
HighTower Advisors, LLC235,008$145M0.15%-1,08313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…234,686$145M0.19%+57,58213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP229,855$142M0.2%-10,88113F-HRTimelineGroup
Arvest Bank Trust Division227,616$140M7.63%-4,29113F-HRTimeline
Conservest Capital Advisors, Inc.211,706$131M11.84%-2,61313F-HRTimeline
LPL Financial LLC163,404$101M0.03%-11,04213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp162,619$100M0.02%-1,01413F-HRTimelineGroup
Welch & Forbes LLC161,554$99.6M1.29%-5,19913F-HRTimeline
Generali Asset Management SPA SGR158,983$98.1M2.05%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC153,603$94.7M5.35%+3,27113F-HRTimeline
SG Americas Securities, LLC153,398$94.6M0.1%+67,63813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK141,154$87.1M0.42%+114,53813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC138,738$85.6M0.12%+7,18613F-HRTimelineGroup
WHITTIER TRUST CO133,073$83.2M0.94%+5,09713F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management124,317$76.7M0.15%+33,55413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding120,256$74.3M-13,931Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP118,348$73M0.1%-2,58013F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co115,410$71.2M3.44%-2,17613F-HRTimelineGroup
EP Wealth Advisors, LLC111,747$68.9M0.34%+78,34113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC111,398$68.7M0.11%-2,39013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP106,846$65.9M0.06%-13,76313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC106,752$65.7M0.08%+2,19213F-HRTimelineGroup
MONTAG A & ASSOCIATES INC104,126$64.4M2.99%+66013F-HRTimeline
Cetera Investment Advisers89,367$55.1M0.06%+2,53313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC87,418$53.9M0.01%+5,37713F-HR/ATimelineGroup
WASHINGTON TRUST Co85,504$52.7M1.78%-31113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding84,442$52.1M+608Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp84,363$52M1%-2,19813F-HRTimelineGroup
MIRAE ASSET SECURITIES (USA) INC.83,318$51.4M2.43%-27,81313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.75,901$46.9M0.07%-14,03713F-HRTimelineGroup
BLAIR WILLIAM & CO/IL75,677$46.7M0.13%+30913F-HRTimeline
Henshaw Capital LLC75,050$46.3M1.72%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC72,103$44.5M0.06%+1,58213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS67,864$41.9M0.07%-13013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC63,092$41.7M0.53%-22513F-HRTimeline
Portland Global Advisors LLC65,441$40.4M4.3%-1,06413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC63,514$39.7M0.81%-4,31613F-HRTimeline
Midwest Trust Co63,739$39.3M0.49%-1,27613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding62,100$38.3M+37,835Timeline
SMITH, MOORE & CO.61,527$37.9M2.76%+1,63213F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC59,247$36.5M0.45%-24,09413F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…59,036$36.4M0.51%-17713F-HRTimelineGroup
PITTENGER & ANDERSON INC58,782$36.3M1.44%-6,05013F-HRTimeline
PINNACLE ASSOCIATES LTD57,380$35.4M0.45%-37113F-HRTimeline
MassMutual Private Wealth & Trust, FSB57,054$35.2M0.96%-1,09513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…56,520$34.9M0.06%+3,17113F-HRTimelineGroup
OFS Enterprise LLC56,110$34.6M10.17%13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…55,700$34.4M0.18%+3,40013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC54,342$33.6M0.13%-19213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.53,888$33.2M0.05%+3,38613F-HRTimelineGroup
SummitTX Capital, L.P.53,484$33M1.05%+15,61713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC51,445$31.7M0.02%+18,83813F-HRTimelineGroup
SCS Capital Management LLC50,341$31M0.33%-2,11213F-HRTimeline
Crewe Advisors LLC50,125$30.9M2.64%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP49,887$30.8M0.39%-3,27113F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP49,152$30.3M0.92%-76913F-HRTimeline
Chicago Partners Investment Group LLC45,646$30.3M0.68%+6413F-HRTimeline
GTS SECURITIES LLC47,969$29.6M1.05%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …47,547$29.3M0.22%+2,95313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…45,685$28.4M0.06%-41,26613F-HRTimeline
CUMBERLAND ADVISORS INC44,807$27.6M10.82%+86013F-HRTimeline
Janney Montgomery Scott LLC44,437$27.4M0.07%-8,23313F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …44,301$27.3M3.68%-9913F-HRTimeline
IFG Advisors, LLC44,274$27.3M4.47%-1,34813F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC44,240$27.3M0.02%+35,66513F-HRTimelineGroup
LCM Capital Management Inc43,713$27M13.53%+14013F-HRTimeline
Clearstead Advisors, LLC43,688$26.9M0.25%-67613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding43,178$26.6M+11,714Timeline
Klingman & Associates, LLC41,668$25.7M1.23%-16013F-HRTimeline
Ascent Wealth Partners, LLC41,532$25.6M2.98%-22,79613F-HRTimeline
Tandem Wealth Advisors LLC40,661$25.1M11.18%-63813F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP40,412$24.9M0.03%+8,35013F-HRTimelineGroup
FMR LLCin group FMR LLC39,253$24.2M<0.01%+2,50313F-HRTimelineGroup
Curi Capital, LLC38,039$23.5M0.42%+20713F-HRTimeline
CONNING INC.in group CONNING INC.38,022$23.5M0.78%-57413F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC37,076$22.9M0.18%-65013F-HRTimeline
Cambridge Investment Research Advisors,…37,048$22.9M0.06%+3,21213F-HRTimeline
1ST SOURCE BANK35,980$22.2M1.14%-613F-HRTimeline
TSG Advice Partners, LLC35,383$21.8M3.27%-67,76813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC34,643$21.4M0.03%-54,59413F-HRTimelineGroup
HANCOCK WHITNEY CORP32,253$21.2M0.37%-73513F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC33,832$20.9M0.31%new13F-HRTimelineGroup
Steele Capital Management, Inc.33,057$20.4M0.85%-16613F-HRTimeline
Composition Wealth, LLC33,113$20.4M0.28%-1,27713F-HRTimeline
Tiller Private Wealth, Inc.32,568$20.1M7.14%-8013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC32,825$19.7M0.01%+5,21313F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT31,740$19.6M1.26%-38413F-HRTimeline
Waldron Private Wealth LLC31,646$19.5M0.76%-99713F-HRTimeline
Curbstone Financial Management Corp31,188$19.2M3.68%-13013F-HRTimeline
VESTOR CAPITAL, LLC30,810$19M1.38%+29,96013F-HRTimeline
DC Investments Management, LLC30,673$18.9M7.24%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management30,417$18.8M0.21%+14,53313F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp27,479$16.9M0.06%-3,84613F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV26,915$16.6M0.02%-1,85713F-HRTimeline
Mesirow Financial Investment Management…26,910$16.6M0.27%+4,91013F-HRTimeline
Serenus Wealth Advisors, LLC26,012$16M3.2%-33313F-HRTimeline
Simmons Bankin group Simmons Bank24,461$15.1M1.01%-5313F-HRTimelineGroup
IMC-Chicago, LLC24,334$15M0.23%+3,46513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources23,951$14.8M<0.01%+3,25713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.23,092$14.2M<0.01%+3,21313F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding23,023$14.2M+1,000Timeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA22,878$14.1M0.07%-29413F-HRTimelineGroup
Atlantic Edge Private Wealth Management…22,356$13.8M3.4%-13013F-HRTimeline
HighPoint Advisor Group LLC22,107$13.6M0.57%+213F-HRTimeline
Steward Partners Investment Advisory, L…22,022$13.6M0.07%-70713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC21,907$13.5M0.07%-11413F-HRTimelineGroup
Caldwell Trust Co21,591$13.3M1.19%+77713F-HRTimeline
Nitorum Capital, L.P.21,216$13.1M11.49%new13F-HRTimeline
MCF Advisors LLC21,018$13M0.57%-12513F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC20,471$12.6M2.78%+89713F-HRTimeline
MML INVESTORS SERVICES, LLC20,434$12.6M0.03%-3,66513F-HRTimeline
jvl associates llc19,689$12.1M4.07%013F-HRTimeline
OLD NATIONAL BANCORP /IN/19,167$11.8M0.2%-89113F-HRTimeline
Carnegie Investment Counsel19,010$11.7M0.23%-46013F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC18,509$11.4M0.26%-44413F-HRTimelineGroup
CWM, LLCin group CWM, LLC18,355$11.3M0.03%-19313F-HRTimelineGroup
Trifecta Capital Advisors, LLC18,311$11.3M1.75%-1,25313F-HRTimeline
Lutz Financial Services LLC18,190$11.2M0.75%-38313F-HRTimeline
Csenge Advisory Group18,185$11.2M0.51%-32913F-HRTimeline
Shulman DeMeo Asset Management LLC17,967$11.1M2.35%new13F-HRTimeline
Thrive Wealth Management, LLC17,760$11M1.63%-42513F-HRTimeline
IEQ CAPITAL, LLC17,709$10.9M0.05%+27713F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA18,205$10.9M0.34%+22213F-HRTimelineGroup
&PARTNERS17,655$10.9M0.05%+32113F-HRTimeline
Wellspring Financial Advisors, LLC17,601$10.9M0.82%-88313F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC17,585$10.8M2.71%-62013F-HRTimeline
Hummer Financial Advisory Services Inc17,189$10.6M7.51%+9613F-HRTimeline
Granite FO LLC17,037$10.5M6.22%+41013F-HR/ATimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO16,948$10.5M0.06%-32413F-HRTimelineGroup
Corsicana & Co.19,154$10.2M6.47%+57413F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…16,300$10.1M0.02%new13F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION16,286$10M0.81%-36313F-HRTimeline
World Investment Advisors16,225$10M0.16%-40513F-HRTimeline
Cyndeo Wealth Partners, LLC16,073$9.91M0.52%-20013F-HRTimeline
Montz Harcus Wealth Management LLC16,071$9.91M4%+3413F-HRTimeline
Legacy Advisors, LLC15,932$9.83M1.16%+1013F-HRTimeline
Harbour Trust & Investment Management Co15,902$9.81M1.04%-7713F-HRTimeline
Torrey-Payne Wealth Management, LLC15,836$9.77M8.96%+3613F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD15,569$9.6M0.04%-22513F-HRTimelineGroup
CENTRAL BANK & TRUST CO15,560$9.6M1.51%+71913F-HRTimeline
Canopy Partners, LLC15,548$9.59M3.29%-95913F-HRTimeline
FIRST MERCHANTS CORP15,514$9.57M0.36%-5313F-HRTimeline
ARVEST INVESTMENTS, INC.15,505$9.56M1.3%-64213F-HRTimeline
Evercore Wealth Management, LLC15,390$9.49M0.15%-17013F-HRTimeline
GFS Advisors, LLC15,276$9.42M1.2%-35213F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.15,209$9.38M0.61%-52113F-HRTimelineGroup
Capstone Financial Advisors, Inc.15,178$9.36M0.5%-313F-HRTimeline
Quantinno Capital Management LP15,027$9.27M0.02%-1,19713F-HRTimeline
Howard Capital Management, LLC14,964$9.23M0.15%-22913F-HRTimeline
Cresset Asset Management, LLC14,768$9.13M0.04%-11,52613F-HRTimeline
Chesley Taft & Associates LLC14,362$8.86M0.37%-20613F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc14,200$8.76M<0.01%013F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC14,012$8.64M0.29%-44413F-HRTimeline
RMR Wealth Builders13,966$8.61M0.68%-42913F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH13,936$8.6M2.64%013F-HRTimeline
AMG National Trust Bank13,814$8.52M0.18%+5,36013F-HRTimeline
Mill Creek Capital Advisors, LLC13,787$8.5M0.17%-20713F-HRTimeline
Alexis Investment Partners, LLC14,164$8.48M5.84%+2,59413F-HRTimeline
BEARING POINT CAPITAL, LLC13,736$8.47M1.33%-7213F-HRTimeline
TKG Advisors, LLC13,235$8.16M3.37%-7413F-HRTimeline
TIAAgroup of 4 filers holding13,169$8.12M-2,516Timeline
Busey Bank13,070$8.06M0.22%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,133$7.94M0.05%+3,43013F-HRTimelineGroup
STALEY CAPITAL ADVISERS INC12,844$7.92M0.34%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC12,720$7.85M0.01%new13F-HRTimeline
SEEDS INVESTOR LLC11,906$7.78M1.06%-97413F-HRTimeline
Paulson Wealth Management Inc.12,465$7.69M1.8%+1,04413F-HRTimeline
Pacific Center for Financial Services12,353$7.62M1.93%-55713F-HRTimeline
Sanctuary Advisors, LLC12,193$7.52M0.04%+1,17813F-HRTimeline
Grove Bank & Trust12,190$7.52M0.85%-23713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,410$7.5M<0.01%+1,97313F-HRTimelineGroup
Waverly Advisors, LLC12,125$7.48M0.06%-42213F-HRTimeline
Badgley Phelps Wealth Managers, LLC11,919$7.37M0.15%+44113F-HRTimeline
Meridian Wealth Advisors, LLC11,906$7.34M0.97%+15313F-HRTimeline
Sand Hill Global Advisors, LLC11,886$7.33M0.25%-4313F-HRTimeline
Wealthspire Advisors, LLC11,853$7.31M0.06%+3113F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…11,746$7.24M0.12%-113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.11,732$7.24M0.11%+2,02313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC11,361$7.01M0.69%+3613F-HRTimeline
Mechanics Bank Trust Department11,328$6.99M0.97%-21413F-HRTimeline
CMG Global Holdings, LLC11,164$6.89M3.28%-5313F-HRTimeline