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Lido Advisors, LLC

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

CIK 1650150 Los Angeles, CA

Position in MDY

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$33,515,971
+$616,700 QoQ
Shares Held
54,342
-0.4% QoQ
Ownership
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 29.084317838872327.ToString("F0")% Shared 0.ToString("F0")% None 70.91568216112766.ToString("F0")%

Common Shares in MDY Over Time

Shares Held

Position Value (USD)

Derivatives in MDY

reported options exposure · as of Mar 31, 2023
CallValue
$0
CallShares
0
PutValue
$320,887
PutShares
700

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
30 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $33,515,971 54,342
2025-12-31 $32,899,271 54,534
2025-09-30 $34,014,836 57,069
2025-06-30 $21,573,824 38,084
2025-03-31 $20,485,632 38,400
2024-12-31 $22,312,157 39,173
2024-09-30 $16,610,146 29,158
2024-06-30 $17,184,629 32,116
2024-03-31 $14,300,592 25,702
2023-12-31 $13,372,506 26,356
2023-09-30 $13,106,481 28,702
2023-06-30 $13,460,243 28,106
2023-03-31 $320,887 700
2023-03-31 $12,118,984 26,437
2022-12-31 $309,953 700
2022-12-31 $3,293,472 7,438
2022-09-30 $2,807,603 6,990
2022-09-30 $281,162 700
2022-06-30 $206,745 500
2022-06-30 $2,886,987 6,982
2022-03-31 $245,225 500
2022-03-31 $3,238,441 6,603
2021-12-31 $2,656,216 5,131
2021-09-30 $2,334,191 4,854
2021-06-30 $2,383,362 4,854
2021-03-31 $2,596,376 5,454
2020-12-31 $2,176,865 5,184
2020-09-30 $1,052,405 3,106
2020-06-30 $1,007,865 3,106
2020-03-31 $867,504 3,300