Ascent Wealth Partners, LLC
Position in MDY — Spdr S&P Midcap 400 ETF Trust
CIK 1546865
NEW HARTFORD, NY
Position in MDY
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$25,615,276
-$13,192,519 QoQ
Shares Held
41,532
-35.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.04%
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)
All Filings in MDY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,615,276 | 41,532 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $38,807,795 | 64,328 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $37,926,580 | 63,632 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $35,015,828 | 61,813 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $32,707,658 | 61,310 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $33,868,935 | 59,463 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $33,859,451 | 59,438 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $31,455,212 | 58,786 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $32,940,549 | 59,203 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $29,324,027 | 57,795 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $25,480,968 | 55,801 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $26,829,974 | 56,023 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $24,547,855 | 53,550 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $23,224,335 | 52,450 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $20,772,650 | 51,717 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,276,360 | 53,874 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $26,108,124 | 53,233 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $26,827,212 | 51,822 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $23,780,958 | 49,453 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $23,451,619 | 47,762 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $21,783,571 | 45,759 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $18,093,093 | 43,087 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $13,776,488 | 40,659 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $12,270,589 | 37,815 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $9,821,196 | 37,360 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||