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Corient Private Wealth LLC

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

CIK 1948780 MIAMI, FL

Position in MDY

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$141,765,369
-$3,465,845 QoQ
Shares Held
229,855
-4.5% QoQ
Ownership
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority Sole 71.37195188270866.ToString("F0")% Shared 0.ToString("F0")% None 28.62804811729134.ToString("F0")%

Common Shares in MDY Over Time

Shares Held

Position Value (USD)

All Filings in MDY

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $141,765,369 229,855
2025-12-31 $145,231,214 240,736
2025-09-30 $140,412,746 235,580
2025-06-30 $135,645,901 239,454
2025-03-31 $130,424,123 244,478
2024-12-31 $144,947,287 254,481
2024-09-30 $145,674,024 255,721
2024-06-30 $138,858,075 259,509
2024-03-31 $143,053,222 257,105
2023-12-31 $130,453,993 257,113
2023-09-30 $115,708,466 253,391
2023-06-30 $119,988,984 250,546
2023-03-31 $112,133,502 244,614
2022-12-31 $57,601,222 130,087