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WADDELL & ASSOCIATES, LLC

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

CIK 1776757 MEMPHIS, TN

Position in MDY

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$108,824,984
+$14,088,798 QoQ
Shares Held
154,726
+0.7% QoQ
Ownership
of shares outstanding
% of Portfolio
10.22%
of 13F equity value
Holder Rank
#29
of 1,514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 6% Shared 0% None 94%

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 $108,824,984 154,726
2026-03-31 $94,736,186 153,603
2025-12-31 $90,692,288 150,332
2025-09-30 $88,409,725 148,331
2025-06-30 $81,328,400 143,568
2025-03-31 $75,534,366 141,588
2024-12-31 $79,890,999 140,263
2024-09-30 $79,051,148 138,769
2024-06-30 $72,982,771 136,396
2024-03-31 $75,039,998 134,867
2023-12-31 $69,674,436 137,322
2023-09-30 $62,956,956 137,870
2023-06-30 $65,475,138 136,717
2023-03-31 $62,092,551 135,452
2022-12-31 $60,149,479 135,842
2022-09-30 $53,673,825 133,630
2022-06-30 $54,174,219 131,017
2022-03-31 $64,290,638 131,085
2021-12-31 $66,538,963 128,533
2021-09-30 $61,165,531 127,195
2021-06-30 $61,596,713 125,449
2021-03-31 $59,381,524 124,738
2020-12-31 $51,034,557 121,534
2020-09-30 $40,549,141 119,674
2020-06-30 $38,216,809 117,775
2020-03-31 $29,004,076 110,332