Klingman & Associates, LLC

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

CIK 1662449 New York, NY

Position in MDY

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

Position Value

$25,699,155

+$465,160 QoQ

Shares Held

41,668

-0.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

5.92%

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")%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$25,699,155	41,668	-0.4%	Shares	Sole	2026-05-14
2025-12-31	$25,233,995	41,828	-0.2%	Shares	Sole	2026-01-29
2025-09-30	$24,990,345	41,928	-1.1%	Shares	Sole	2025-10-27
2025-06-30	$24,006,289	42,378	+0.0%	Shares	Sole	2025-07-30
2025-03-31	$22,598,212	42,360	+0.2%	Shares	Sole	2025-05-13
2024-12-31	$24,082,411	42,281	-3.0%	Shares	Sole	2025-01-31
2024-09-30	$24,836,606	43,599	-1.8%	Shares	Sole	2024-11-01
2024-06-30	$23,754,876	44,395	-0.6%	Shares	Sole	2024-07-30
2024-03-31	$24,841,034	44,646	-1.8%	Shares	Sole	2024-05-01
2023-12-31	$23,060,421	45,450	-0.7%	Shares	Sole	2024-01-29
2023-09-30	$20,890,823	45,749	-0.8%	Shares	Sole	2023-10-30
2023-06-30	$22,077,272	46,099	-0.2%	Shares	Sole	2023-07-31
2023-03-31	$21,167,540	46,176	-0.3%	Shares	Sole	2023-05-03
2022-12-31	$20,514,017	46,329	-0.2%	Shares	Sole	2023-02-03
2022-09-30	$18,652,287	46,438	+1.5%	Shares	Sole	2022-10-28
2022-06-30	$18,922,129	45,762	+1.9%	Shares	Sole	2022-07-27
2022-03-31	$22,034,447	44,927	+0.8%	Shares	Sole	2022-05-06
2021-12-31	$23,077,656	44,579	-0.1%	Shares	Sole	2022-01-31
2021-09-30	$21,461,674	44,630	-0.5%	Shares	Sole	2021-11-01
2021-06-30	$22,032,600	44,872	-1.8%	Shares	Sole	2021-07-27
2021-03-31	$21,757,389	45,704	-2.9%	Shares	Sole	2021-04-29
2020-12-31	$19,758,915	47,054	-0.3%	Shares	Sole	2021-02-09
2020-09-30	$15,996,503	47,211	-0.6%	Shares	Sole	2020-11-03
2020-06-30	$15,419,115	47,518	-1.2%	Shares	Sole	2020-08-04
2020-03-31	$12,647,945	48,113	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.