CWM, LLC

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

CIK 1535847 OMAHA, NE

Position in MDY

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$11,320,629

+$130,992 QoQ

Shares Held

18,355

-1.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,320,629	18,355	-1.0%	Shares	Sole	2026-05-14
2025-12-31	$11,189,637	18,548	+15.7%	Shares	Sole	2026-01-26
2025-09-30	$9,551,976	16,026	+8.7%	Shares	Sole	2025-10-15
2025-06-30	$8,350,481	14,741	+0.5%	Shares	Sole	2025-07-25
2025-03-31	$7,821,883	14,662	+2.8%	Shares	Sole	2025-05-01
2024-12-31	$8,121,071	14,258	-36.3%	Shares	Sole	2025-02-04
2024-09-30	$12,747,851	22,378	+8.1%	Shares	Sole	2024-10-08
2024-06-30	$11,072,410	20,693	+2.1%	Shares	Sole	2024-07-10
2024-03-31	$11,281,566	20,276	-4.4%	Shares	Sole	2024-04-05
2023-12-31	$10,765,081	21,217	+37.2%	Shares	Sole	2024-02-01
2023-09-30	$7,063,307	15,468	+22.2%	Shares	Sole	2023-10-11
2023-06-30	$6,062,521	12,659	+0.3%	Shares	Sole	2023-08-03
2023-03-31	$5,783,758	12,617	+43.1%	Shares	Sole	2023-05-01
2022-12-31	$3,903,636	8,816	+57.0%	Shares	Sole	2023-02-01
2022-09-30	$2,254,919	5,614	+0.1%	Shares	Sole	2022-10-27
2022-06-30	$2,318,851	5,608	+1.4%	Shares	Sole	2022-07-28
2022-03-31	$2,712,188	5,530	-8.8%	Shares	Sole	2022-04-21
2021-12-31	$3,139,729	6,065	+34.1%	Shares	Sole	2022-01-31
2021-06-30	$2,221,329	4,524	0.0%	Shares	Sole	2021-09-15
2021-03-31	$2,153,650	4,524	0.0%	Shares	Sole	2021-09-15
2020-12-31	$1,899,718	4,524	0.0%	Shares	Sole	2021-09-15
2020-09-30	$1,532,866	4,524	0.0%	Shares	Sole	2021-09-15
2020-06-30	$1,467,992	4,524	0.0%	Shares	Sole	2021-09-15
2020-03-31	$1,189,269	4,524	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.