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OSAIC HOLDINGS, INC.

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

CIK 1677044 SCOTTSDALE, AZ

Position in MDY

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$67,816,040
+$21,003,340 QoQ
Shares Held
96,420
+27.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#43
of 1,514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 12% Shared 0% None 88%

Common Shares in MDY Over Time

Shares Held

Position Value (USD)

All Filings in MDY

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $67,816,040 96,420
2026-03-31 $46,812,700 75,901
2025-12-31 $54,257,795 89,938
2025-09-30 $55,564,895 93,225
2025-06-30 $41,847,010 73,872
2025-03-31 $39,249,189 73,572
2024-12-31 $32,425,619 56,929
2024-09-30 $34,149,405 59,947
2024-06-30 $35,878,716 67,053
2024-03-31 $32,458,146 58,336
2023-12-31 $26,636,432 52,498
2023-09-30 $38,857,319 85,094
2023-06-30 $34,241,101 71,498
2023-03-31 $36,746,142 80,160
2022-12-31 $34,412,748 77,718
2022-09-30 $28,129,854 70,034
2022-06-30 $27,983,345 67,676
2022-03-31 $26,896,483 61,079
2021-12-31 $32,375,703 62,540
2021-09-30 $39,814,454 82,795
2021-06-30 $45,130,197 91,913
2021-03-31 $42,877,341 90,069
2020-12-31 $25,899,401 61,677
2020-09-30 $21,621,753 63,813
2020-06-30 $18,144,828 55,918
2020-03-31 $16,214,635 291,817