MDY STATE STR SPDR S&P MIDCAP 40

SHS (fund), issuer CIK 936958

Filings received so far for Q3 2026: 91 13F filers report a position in MDY shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
MassMutual Private Wealth & Trust, FSB	51,162	$33.6M	0.89%	-3,074	13F-HR Timeline
jvl associates llc	19,689	$12.9M	3.72%	0	13F-HR Timeline
Shulman DeMeo Asset Management LLC	17,627	$11.8M	2.34%	-246	13F-HR Timeline
CENTRAL BANK & TRUST CO	17,479	$11.5M	1.64%	+469	13F-HR Timeline
Hummer Financial Advisory Services Inc	17,189	$11.3M	7.4%	0	13F-HR Timeline
FIRST FINANCIAL BANK - TRUST DIVISION	17,010	$11.2M	0.81%	-83	13F-HR Timeline
Montz Harcus Wealth Management LLC	15,157	$9.95M	3.49%	-768	13F-HR Timeline
Grove Bank & Trust	11,389	$7.48M	0.74%	-1,320	13F-HR Timeline
DIVERSIFIED MANAGEMENT INC	10,982	$7.21M	1.26%	+69	13F-HR Timeline
Breakwater Capital Group	7,339	$4.82M	0.57%	+42	13F-HR Timeline
Bank of New Hampshire	7,164	$4.7M	1.02%	-296	13F-HR Timeline
Roan Capital Partners	5,883	$3.86M	2.83%	+329	13F-HR Timeline
Apella Capital, LLC	5,523	$3.67M	0.05%	+243	13F-HR Timeline
EASTERN BANK	5,378	$3.53M	0.05%	-70	13F-HR Timeline
Farther Finance Advisors, LLC	5,358	$3.52M	0.02%	+1,737	13F-HR Timeline
Veracity Capital LLC	4,359	$2.86M	0.77%	0	13F-HR Timeline
DAVIDSON TRUST CO	3,965	$2.6M	1.03%	+227	13F-HR Timeline
Baron Financial Group, LLC	3,885	$2.55M	1.24%	+5	13F-HR Timeline
STEPH & CO	3,800	$2.5M	0.64%	-933	13F-HR Timeline
RVW Wealth, LLC	3,521	$2.31M	0.15%	-249	13F-HR Timeline
RFG - Bristol Wealth Advisors, LLC	3,275	$2.15M	0.51%	+1,422	13F-HR Timeline
Coastline Trust Co	3,203	$2.1M	0.2%	-2,040	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Gridiron Partners, LLC	3,123	$2.05M	1.03%	0	13F-HR Timeline
CX Institutional	2,472	$1.62M	0.04%	+187	13F-HR Timeline
Montecito Bank & Trust	2,294	$1.51M	0.23%	-10	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	2,239	$1.47M	0.1%	0	13F-HR Timeline Group
GAMMA Investing LLC	2,151	$1.41M	0.05%	0	13F-HR Timeline
ROCKLAND TRUST CO	2,109	$1.39M	0.05%	0	13F-HR Timeline
Emprise Bank	2,096	$1.38M	0.53%	0	13F-HR Timeline
Global Wealth Strategies & Associates	2,065	$1.36M	0.25%	0	13F-HR Timeline
Bill Few Associates, Inc.	2,023	$1.33M	0.28%	-2	13F-HR Timeline
Castle Rock Wealth Management, LLC	1,801	$1.22M	0.23%	-275	13F-HR Timeline
PARK NATIONAL CORP /OH/	1,684	$1.11M	0.03%	-54	13F-HR Timeline
Legacy Private Trust Co.	1,665	$1.09M	0.06%	0	13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	1,604	$1.05M	0.11%	-2,579	13F-HR Timeline
Paragon Capital Management Ltd	1,486	$976K	0.18%	-25	13F-HR Timeline
General Partner, Inc.	1,484	$975K	0.52%	0	13F-HR Timeline
Apeiron RIA LLC	1,463	$970K	0.22%	+87	13F-HR Timeline
Prosperity Planning, Inc.	1,406	$923K	0.2%	+2	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	1,399	$919K	0.26%	-6	13F-HR Timeline
Mirador Capital Partners LP	1,264	$830K	0.1%	+14	13F-HR Timeline
Kaydan Wealth Management, Inc.	1,156	$759K	0.26%	-33	13F-HR Timeline
BOYUM WEALTH ARCHITECTS LLC	1,054	$706K	0.29%	0	13F-HR Timeline
RTD Financial Advisors, Inc.	1,062	$697K	0.08%	0	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	1,036	$680K	0.1%	+1	13F-HR Timeline
Venture Visionary Partners LLC	1,022	$671K	0.02%	-43	13F-HR Timeline
Valeo Financial Advisors, LLC	1,008	$663K	0.01%	0	13F-HR Timeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC	994	$653K	0.39%	0	13F-HR Timeline
CONGRESS ASSET MANAGEMENT CO	873	$573K	<0.01%	0	13F-HR Timeline
Marquette Asset Management, LLC	854	$561K	0.07%	+54	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	845	$555K	0.04%	-52	13F-HR Timeline
CoreCap Advisors, LLC	824	$541K	0.02%	+36	13F-HR Timeline
Wedmont Private Capital	754	$503K	0.01%	+188	13F-HR Timeline
LAWOOD & CO	710	$466K	0.32%	0	13F-HR Timeline
Hickory Point Bank & Trust	703	$462K	0.28%	0	13F-HR Timeline
Heartwood Wealth Advisors LLC	688	$452K	0.04%	0	13F-HR Timeline
AVITY INVESTMENT MANAGEMENT INC.	621	$408K	0.03%	-15	13F-HR Timeline
First Heartland Consultants, Inc.	516	$339K	0.02%	+137	13F-HR Timeline
Gladwyn Financial Advisors, Inc.	486	$319K	0.2%	+9	13F-HR Timeline
Friday Financial	477	$316K	0.06%	0	13F-HR Timeline
Councilor Wealth, LLC	474	$311K	0.13%	-13	13F-HR Timeline
SAPIENT CAPITAL LLC	457	$301K	<0.01%	0	13F-HR Timeline
ALKEME WEALTH, LLC	450	$296K	0.11%	0	13F-HR Timeline
American National Bank of Texas	450	$296K	0.27%	0	13F-HR Timeline
INSPIRION WEALTH ADVISORS, LLC	445	$292K	0.03%	0	13F-HR Timeline
OxenFree Capital LLC	405	$273K	0.12%	0	13F-HR Timeline
Trust Co	411	$270K	0.02%	0	13F-HR Timeline
WINEBRENNER CAPITAL MANAGEMENT LLC	410	$270K	0.17%	+100	13F-HR Timeline
Factor Wealth Management LTD	409	$268K	0.04%	0	13F-HR Timeline
Tactive Advisors, LLC	373	$245K	0.06%	+79	13F-HR Timeline
Weaver Consulting Group	370	$243K	0.05%	0	13F-HR Timeline
JACOBS & CO/CA	370	$242K	0.02%	0	13F-HR Timeline
Great Waters Wealth Management	348	$229K	0.02%	0	13F-HR Timeline
MRA Advisory Group	325	$213K	0.08%	0	13F-HR Timeline
Sherry Group, Inc.	318	$209K	0.2%	-22	13F-HR Timeline
Capital Advisors Wealth Management, LLC	312	$205K	0.02%	0	13F-HR Timeline
Acropolis Investment Management, LLC	294	$193K	0.01%	0	13F-HR Timeline
Polaris Financial Partners	2,006	$183K	0.08%		13F-HR Timeline
Noble Wealth Management PBC	257	$169K	0.08%	-35	13F-HR Timeline
Bangor Savings Bank	232	$152K	0.01%	-290	13F-HR Timeline
ATWOOD & PALMER INC	223	$146K	0.01%	0	13F-HR Timeline
Horizons Wealth Management	164	$108K	0.07%		13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	129	$84.7K	0.01%	0	13F-HR Timeline
Versant Capital Management, Inc	126	$82.7K	0.01%	+90	13F-HR Timeline
FIRST COMMUNITY TRUST NA	90	$59.1K	0.02%	0	13F-HR Timeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH	85	$56K	0.01%	new	13F-HR Timeline
Dorato Capital Management	77	$51.1K	0.03%	0	13F-HR Timeline
BURKETT FINANCIAL SERVICES, LLC	17	$11.7K	<0.01%	0	13F-HR Timeline
MJT & Associates Financial Advisory Gro…	16	$10.5K	0.01%	0	13F-HR Timeline
Olistico Wealth, LLC	12	$7.88K	<0.01%	-8	13F-HR Timeline
Byrne Asset Management LLC	2	$1.33K	<0.01%	0	13F-HR Timeline