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Crewe Advisors LLC

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

CIK 1730033 SALT LAKE CITY, UT

Position in MDY

as of Mar 31, 2026 · filed May 7, 2026
Position Value
$30,915,095
+$675,685 QoQ
Shares Held
50,125
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
7.12%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.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
2026-03-31 $30,915,095 50,125
2025-12-31 $30,239,410 50,125
2025-09-30 $29,872,427 50,119
2025-06-30 $28,570,418 50,435
2025-03-31 $27,182,406 50,953
2024-12-31 $29,028,075 50,964
2024-09-30 $29,275,397 51,391
2024-06-30 $25,960,476 48,517
2024-03-31 $26,956,467 48,448
2023-12-31 $24,755,070 48,790
2023-09-30 $22,314,626 48,867
2023-06-30 $23,380,865 48,821
2023-03-31 $22,387,369 48,837
2022-12-31 $21,620,992 48,829
2022-09-30 $19,162,796 47,709
2022-06-30 $3,524,175 8,523
2022-03-31 $4,161,468 8,485
2021-12-31 $4,403,386 8,506
2021-09-30 $4,811,685 10,006
2021-06-30 $4,913,046 10,006
2021-03-31 $4,789,539 10,061
2020-12-31 $4,222,715 10,056
2020-09-30 $3,336,797 9,848
2020-06-30 $3,309,473 10,199
2020-03-31 $2,588,579 9,847