Public ownership evidence

State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) Ownership Disclosures

Read MDY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

State Street SPDR S&P MIDCAP 400 ETF Trust: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
4,634
Value (USD)
$2,471,897
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read MDY fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read MDY fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-294,634$2,471,897None
Corient Private Wealth LP2026-06-302026-08-28226,432$159,258,168None
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co2026-06-302026-08-28310$218,889None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28356$250,389None
Dakota Wealth Management2025-09-302026-08-2711,438$6,817,220None
Dakota Wealth Management2025-12-312026-08-2711,709$7,063,702None
Dakota Wealth Management2026-03-312026-08-2711,004$6,786,811None
Advus Financial Partners, LLC2026-06-302026-08-262,730$1,920,234None
Advus Financial Partners, LLC2026-03-312026-08-262,730$1,683,857None
Advus Financial Partners, LLC2025-12-312026-08-262,730$1,647,054None
Advus Financial Partners, LLC2025-09-302026-08-262,730$1,627,260None
Advus Financial Partners, LLC2025-06-302026-08-262,739$1,551,682None
Advus Financial Partners, LLC2025-03-312026-08-262,739$1,461,290None
Advus Financial Partners, LLC2024-12-312026-08-262,767$1,576,122None
Advus Financial Partners, LLC2024-09-302026-08-262,769$1,577,483None
Advus Financial Partners, LLC2024-06-302026-08-262,769$1,481,725None
Advus Financial Partners, LLC2024-03-312026-08-262,769$1,540,763None
Advus Financial Partners, LLC2023-12-312026-08-262,810$1,425,822None
Advus Financial Partners, LLC2023-09-302026-08-262,810$1,283,234None
Advus Financial Partners, LLC2023-06-302026-08-262,834$1,357,310None
Advus Financial Partners, LLC2023-03-312026-08-262,834$1,299,144None
Advus Financial Partners, LLC2022-12-312026-08-262,868$1,269,850None
Advus Financial Partners, LLC2022-09-302026-08-262,889$1,160,243None
Advus Financial Partners, LLC2022-06-302026-08-262,923$1,208,818None
Advus Financial Partners, LLC2022-03-312026-08-262,762$1,354,781None
Advus Financial Partners, LLC2021-09-302026-08-262,762$1,429,913None
Bernard Wealth Management Corp.2026-06-302026-08-22169$118,865None
Rehmann Capital Advisory Group2026-06-302026-08-21793$558,375None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-211,870$1,315,246None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-2118$12,660None
Kingsview Wealth Management, LLC2026-06-302026-08-20109$76,680Call
Kingsview Wealth Management, LLC2026-06-302026-08-203,283$2,308,803None
Fox Hill Wealth Management2026-06-302026-08-20286$201,286None
Archer Investment Corp2026-06-302026-08-20119$83,697None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-20126$88,621None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-201,857$1,306,102None
Field & Main Bank2026-06-302026-08-20714$502,185None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2044,808$31,515,302None
Sankala Group LLC2026-06-302026-08-19132$93,430None
Beacon Pointe Advisors, LLC2026-06-302026-08-199,893$6,958,516None
JDM Financial Group LLC2026-06-302026-08-19689$484,601None
Orion Capital Management LLC2026-06-302026-08-19374$262,697None
RB Capital Management, LLC2026-06-302026-08-191,526$1,072,997None
Glenview Trust Co2026-06-302026-08-191,241$872,844None
NORTH STAR ASSET MANAGEMENT INC2026-06-302026-08-191,151$809,544None
Maxele Advisors, LLC2026-06-302026-08-18758$533,132None
WNY Asset Management, LLC2026-06-302026-08-18324$227,882None
Coastal Bridge Advisors, LLC2026-06-302026-08-181,478$1,039,532None
Parvin Asset Management, LLC2026-06-302026-08-18100$70,334None
Ruggaard & Associates LLC2026-06-302026-08-18613$431,147None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co ↗TUCKER ASSET MANAGEMENT LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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