Curi Capital, LLC

Position in MDY — Spdr S&P Midcap 400 ETF Trust

CIK 1332905 CHICAGO, IL

Position in MDY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$23,460,932

+$637,644 QoQ

Shares Held

38,039

+0.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 43.55529850942454.ToString("F0")% Shared 0.ToString("F0")% None 56.44470149057547.ToString("F0")%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$23,460,932	38,039	+0.5%	Shares	Other	2026-05-15
2025-12-31	$22,823,288	37,832	+0.1%	Shares	Sole	2026-02-17
2025-09-30	$22,526,357	37,794	-0.4%	Shares	Sole	2025-11-13
2025-06-30	$21,488,285	37,933	+33.7%	Shares	Sole	2025-08-14
2025-03-31	$15,130,559	28,362	-5.2%	Shares	Sole	2025-05-15
2024-12-31	$17,035,568	29,909	-1.9%	Shares	Sole	2025-02-13
2024-09-30	$17,368,933	30,490	-3.3%	Shares	Sole	2024-11-06
2024-06-30	$16,864,116	31,517	-0.4%	Shares	Sole	2024-08-13
2024-03-31	$17,606,721	31,644	+27.5%	Shares	Sole	2024-05-15
2023-12-31	$12,590,634	24,815	-4.3%	Shares	Sole	2024-02-14
2023-09-30	$11,846,611	25,943	-1.2%	Shares	Sole	2023-11-13
2023-06-30	$12,568,992	26,245	-0.8%	Shares	Sole	2023-08-11
2023-03-31	$12,123,569	26,447	+3.1%	Shares	Sole	2023-05-11
2022-12-31	$11,358,449	25,652	-2.1%	Shares	Sole	2023-02-14
2022-09-30	$10,519,877	26,191	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$10,821,446	26,171	-2.3%	Shares	Sole	2022-08-16
2022-03-31	$13,131,798	26,775	-2.0%	Shares	Sole	2022-05-06
2021-12-31	$14,144,570	27,323	+3.7%	Shares	Sole	2022-01-26
2021-09-30	$12,674,073	26,356	-1.0%	Shares	Sole	2021-10-20
2021-06-30	$13,072,159	26,623	-3.2%	Shares	Sole	2021-08-13
2021-03-31	$13,097,087	27,512	-0.7%	Shares	Sole	2021-05-12
2020-12-31	$11,631,364	27,699	+6.7%	Shares	Sole	2021-02-11
2020-09-30	$8,794,332	25,955	-0.2%	Shares	Sole	2020-11-10
2020-06-30	$8,439,984	26,010	-20.1%	Shares	Sole	2020-08-05
2020-03-31	$8,562,001	32,570	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.