Creative Planning

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

CIK 1540235 OVERLAND PARK, KS

Back to MDY Full portfolio

Position in MDY

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$153,376,492

-$13,469,037 QoQ

Shares Held

248,681

-10.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in MDY Over Time

Shares Held

Position Value (USD)

Derivatives in MDY

reported options exposure · as of Sep 30, 2025

CallValue

CallShares

PutValue

$238,412

PutShares

400

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

All Filings in MDY

Export CSV

34 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$153,376,492	248,681	-10.1%	Shares	Defined	2026-05-12
2025-12-31	$166,845,529	276,564	-3.3%	Shares	Sole	2026-02-17
2025-09-30	$170,540,871	286,128	+71432.0%	Shares	Sole	2025-11-14
2025-09-30	$238,412	400	0.0%	Put	Sole	2025-11-14
2025-06-30	$226,592	400	-99.8%	Put	Sole	2025-08-08
2025-06-30	$149,440,255	263,805	-18.5%	Shares	Defined	2025-08-08
2025-03-31	$172,653,866	323,637	+30.2%	Shares	Defined	2025-05-15
2024-12-31	$141,617,523	248,635	+0.3%	Shares	Defined	2025-02-14
2024-09-30	$141,264,855	247,981	-4.4%	Shares	Sole	2024-10-11
2024-06-30	$138,865,029	259,522	-2.2%	Shares	Defined	2024-08-15
2024-03-31	$147,709,176	265,473	+1.8%	Shares	Defined	2024-05-13
2023-12-31	$132,366,816	260,883	-3.9%	Shares	Defined	2024-02-14
2023-09-30	$124,027,989	271,610	-12.4%	Shares	Sole	2023-11-16
2023-06-30	$148,443,422	309,961	+309861.0%	Shares	Sole	2023-07-21
2023-03-31	$45,841	100	-100.0%	Call	Sole	2023-05-15
2023-03-31	$194,156,804	423,544	-3.1%	Shares	Sole	2023-05-15
2022-12-31	$193,565,648	437,150	+437050.0%	Shares	Sole	2023-02-10
2022-12-31	$44,279	100	-100.0%	Call	Sole	2023-02-10
2022-09-30	$165,218,422	411,339	-8.6%	Shares	Sole	2022-11-03
2022-06-30	$186,151,544	450,196	+221.7%	Shares	Sole	2022-08-15
2022-03-31	$68,642,891	139,959	+12.3%	Shares	Sole	2022-05-16
2021-12-31	$64,536,059	124,664	+3.1%	Shares	Sole	2022-02-11
2021-09-30	$58,159,069	120,943	-1.0%	Shares	Sole	2021-11-10
2021-06-30	$60,013,696	122,225	+3.5%	Shares	Sole	2021-08-04
2021-03-31	$56,210,079	118,076	+5522.7%	Shares	Sole	2021-04-30
2021-03-31	$999,705	2,100	-98.2%	Put	Sole	2021-04-30
2020-12-31	$49,285,170	117,368	+2247.4%	Shares	Sole	2021-01-29
2020-12-31	$2,099,600	5,000	-96.3%	Put	Sole	2021-01-29
2020-09-30	$45,497,753	134,279	+6294.2%	Shares	Sole	2020-11-05
2020-09-30	$711,543	2,100	0.0%	Put	Sole	2020-11-05
2020-06-30	$681,429	2,100	-98.4%	Put	Sole	2020-07-23
2020-06-30	$43,703,611	134,684	+6313.5%	Shares	Sole	2020-07-23
2020-03-31	$552,048	2,100	-98.5%	Put	Sole	2020-05-05
2020-03-31	$37,640,998	143,187	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.