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Focus Partners Wealth

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

CIK 1542153 ST LOUIS, MO

Position in MDY

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$66,452,189
-$6,704,560 QoQ
Shares Held
107,744
-11.1% QoQ
Ownership
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority Sole 57.41108682694218.ToString("F0")% Shared 0.ToString("F0")% None 42.58891317305782.ToString("F0")%

Common Shares in MDY Over Time

Shares Held

Position Value (USD)

All Filings in MDY

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $66,452,189 107,744
2025-12-31 $73,156,749 121,265
2025-09-30 $52,679,515 88,384
2025-06-30 $45,779,514 80,814
2025-03-31 $44,363,129 83,158
2024-12-31 $51,198,976 89,889
2024-09-30 $24,034,525 42,191
2024-06-30 $5,637,602 10,536
2024-03-31 $4,145,736 7,451
2023-12-31 $5,726,290 11,286