SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (70)

SONATA CAPITAL GROUP INC
Value ($000) $4,487 Shares 7,438
SummitTX Capital, L.P.
Value ($000) $22,844 Shares 37,867
Sollinda Capital Management LLC
Value ($000) $1,874 Shares 3,107
FIRST NATIONAL BANK OF OMAHA
Value ($000) $10,960 Shares 17,983
BOYUM WEALTH ARCHITECTS LLC
Value ($000) $671 Shares 1,054
Eagle Bay Advisors LLC
Value ($000) $371 Shares 613
FNY Investment Advisers, LLC
Value ($000) $1 Shares 2,400
Quarry LP
Value ($000) $1,403 Shares 2,325
GHE, LLC
Value ($000) $724 Shares 1,200
Laird Norton Wetherby Trust Company, LLC
Value ($000) $5,674 Shares 9,371
Intrua Financial, LLC
Value ($000) $1,792 Shares 2,970
RFG - Bristol Wealth Advisors, LLC
Value ($000) $636 Shares 1,054
GOLDEN ROAD ADVISORS LLC
Value ($000) $306 Shares 508
Berkshire Money Management, Inc.
Value ($000) $1,305 Shares 2,163
GENESIS PRIVATE WEALTH, LLC
Value ($000) $405 Shares 672
Milestone Asset Management Group, LLC
Value ($000) $225 Shares 373
Strategent Financial, LLC
Value ($000) $201 Shares 334
OxenFree Capital LLC
Value ($000) $244 Shares 405
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
Value ($000) $1,572 Shares 2,606
KINTRA WEALTH, LLC
Value ($000) $462 Shares 766

Increased Positions (253)

Tandem Wealth Advisors LLC
Value ($000) $25,473 (+38.8%) Shares 41,299 (+34.1%)
TradeLink Capital LLC
Value ($000) $1 (+44.6%) Shares 1,300 (+42.9%)
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P
Value ($000) $26,786 (+49.9%) Shares 44,400 (+48.1%)
Tiller Private Wealth, Inc.
Value ($000) $19,696 (+14.6%) Shares 32,648 (+13.2%)
Divergent Planning, LLC
Value ($000) $46,608 (+4.5%) Shares 76,242 (+2.6%)
WADDELL & ASSOCIATES, LLC
Value ($000) $90,693 (+2.6%) Shares 150,332 (+1.3%)
Nicollet Investment Management, Inc.
Value ($000) $5 (+592.5%) Shares 8,448 (+584.6%)
Houlihan Financial Resource Group, Ltd.
Value ($000) $4,083 (+113.6%) Shares 6,647 (+107.3%)
Granite FO LLC
Value ($000) $10,031 (+5.0%) Shares 16,627 (+3.8%)
PEDDOCK CAPITAL ADVISORS, LLC
Value ($000) $11,809 (+14.6%) Shares 19,574 (+13.2%)
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Value ($000) $382,013 (+170.6%) Shares 633,310 (+167.4%)
Crescent Sterling, Ltd.
Value ($000) $2,995 (+5.9%) Shares 4,964 (+4.6%)
Alexis Investment Partners, LLC
Value ($000) $7,051 (+6.3%) Shares 11,570 (+3.9%)
Providence First Trust Co
Value ($000) $2,948 (+205.9%) Shares 4,887 (+202.2%)
Newport Capital Group, LLC
Value ($000) $6,212 (+3.4%) Shares 10,284 (+2.1%)
Ascent Wealth Partners, LLC
Value ($000) $38,808 (+2.3%) Shares 64,328 (+1.1%)
Montz Harcus Wealth Management LLC
Value ($000) $9,675 (+2.3%) Shares 16,037 (+1.1%)
Wealth Alliance Advisory Group, LLC
Value ($000) $15,393 (+3.5%) Shares 25,516 (+2.3%)
Madison Asset Management, LLC
Value ($000) $50,278 (+250.6%) Shares 83,341 (+246.4%)
Black Maple Capital Management LP
Value ($000) $1,207 (+102.4%) Shares 2,000 (+100.0%)

Decreased Positions (357)

Cornerstone Planning Group LLC
Value ($000) $21 (-99.8%) Shares 33 (-100.0%)
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.
Value ($000) $11,015 (-57.4%) Shares 18,259 (-57.9%)
ARBOR TRUST WEALTH ADVISORS, LLC
Value ($000) $6,197 (-21.7%) Shares 10,234 (-22.7%)
Lionsbridge Wealth Management LLC
Value ($000) $2,734 (-16.0%) Shares 4,532 (-17.0%)
Gridiron Partners, LLC
Value ($000) $1,909 (+1.2%) Shares 3,164 (-99.0%)
Providence Financial Advisors, LLC
Value ($000) $3,133 (-9.2%) Shares 5,193 (-10.2%)
Conservest Capital Advisors, Inc.
Value ($000) $129,298 (-0.3%) Shares 214,319 (-1.5%)
Midwest Financial Group LLC
Value ($000) $4,422 (-13.5%) Shares 7,330 (-14.6%)
Glaxis Capital Management, LLC
Value ($000) $808 (-30.4%) Shares 1,340 (-31.3%)
WealthSpring Partners, LLC
Value ($000) $853 (-51.5%) Shares 1,414 (-63.3%)
Canopy Partners, LLC
Value ($000) $9,958 (-2.2%) Shares 16,507 (-3.4%)
IFG Advisors, LLC
Value ($000) $27,523 (-1.2%) Shares 45,622 (-2.3%)
Thrive Wealth Management, LLC
Value ($000) $10,971 (-14.4%) Shares 18,185 (-15.4%)
Hills Bank & Trust Co
Value ($000) $70,937 (-0.5%) Shares 117,586 (-1.7%)
Atlantic Edge Private Wealth Management, LLC
Value ($000) $13,565 (-0.8%) Shares 22,486 (-2.0%)
Clear Point Advisors Inc.
Value ($000) $3,562 (-2.3%) Shares 5,904 (-3.5%)
Tandem Investment Partners LLC
Value ($000) $3,722 (-1.0%) Shares 6,170 (-2.2%)
MONTAG A & ASSOCIATES INC
Value ($000) $62,645 (-0.4%) Shares 103,466 (-1.6%)
Pathstone Holdings, LLC
Value ($000) $511,223 (-3.6%) Shares 846,872 (-4.8%)
Audent Global Asset Management, LLC
Value ($000) $3,509 (-1.4%) Shares 5,795 (-2.6%)

Exited Positions (57)

MOORE CAPITAL MANAGEMENT, LP
Value ($000) $202,650 Shares 340,000
Murphy, Middleton, Hinkle & Parker, Inc.
Value ($000) $5,077 Shares 8,518
INSPIRE TRUST CO, N.A.
Value ($000) $7,152 Shares 12,000
Aster Capital Management (DIFC) Ltd
Value ($000) $2,221 Shares 3,727
Farrow Financial, Inc.
Value ($000) $1,845 Shares 3,095
Runnymede Capital Advisors, Inc.
Value ($000) $1,155 Shares 1,937
Blue Barn Wealth, LLC
Value ($000) $739 Shares 1,239
Compass Wealth Management LLC
Value ($000) $1,604 Shares 2,691
QP WEALTH MANAGEMENT, LLC
Value ($000) $272 Shares 595
SHAPIRO CAPITAL MANAGEMENT LLC
Value ($000) $6,556 Shares 11,000
Miller Investment Management, LP
Value ($000) $3,100 Shares 5,201
SUMMIT WEALTH GROUP LLC / CO
Value ($000) $1,999 Shares 4,377
Future Fund LLC
Value ($000) $573 Shares 961
McCarthy & Cox
Value ($000) $505 Shares 847
Aldebaran Financial Inc.
Value ($000) $203 Shares 340
Accelerate Investment Advisors LLC
Value ($000) $230 Shares 387
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
Value ($000) $328 Shares 550
TABLEAUX LLC
Value ($000) $238 Shares 400
Pachira Investments Inc.
Value ($000) $204 Shares 342
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
Value ($000) $29,802 Shares 50,000