SMITH, MOORE & CO.

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

CIK 200724 CLAYTON, MO

Position in MDY

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$37,947,392

+$1,813,937 QoQ

Shares Held

61,527

+2.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

8.25%

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	$37,947,392	61,527	+2.7%	Shares	Sole	2026-05-05
2025-12-31	$36,133,455	59,895	-0.6%	Shares	Sole	2026-01-23
2025-09-30	$35,929,284	60,281	-0.0%	Shares	Sole	2025-11-12
2025-06-30	$34,156,478	60,296	-0.3%	Shares	Sole	2025-08-13
2025-03-31	$32,271,272	60,492	+0.2%	Shares	Sole	2025-05-15
2024-12-31	$34,385,544	60,370	-0.4%	Shares	Sole	2025-02-13
2024-09-30	$34,528,231	60,612	+0.3%	Shares	Sole	2024-11-12
2024-06-30	$32,333,814	60,428	+0.9%	Shares	Sole	2024-08-14
2024-03-31	$33,332,254	59,907	+1.0%	Shares	Sole	2024-05-13
2023-12-31	$30,083,574	59,292	+1.1%	Shares	Sole	2024-02-13
2023-09-30	$26,779,196	58,644	+0.8%	Shares	Sole	2023-11-15
2023-06-30	$27,863,941	58,182	-1.3%	Shares	Sole	2023-08-11
2023-03-31	$27,011,350	58,924	-0.4%	Shares	Sole	2023-05-12
2022-12-31	$26,193,242	59,155	+0.5%	Shares	Sole	2023-02-13
2022-09-30	$23,652,954	58,888	+4.8%	Shares	Sole	2022-11-14
2022-06-30	$23,228,214	56,176	-2.2%	Shares	Sole	2022-08-12
2022-03-31	$28,158,696	57,414	+0.7%	Shares	Sole	2022-05-12
2021-12-31	$29,502,065	56,989	+0.6%	Shares	Sole	2022-02-08
2021-09-30	$27,237,043	56,640	+2.0%	Shares	Sole	2021-11-12
2021-06-30	$27,258,911	55,516	-1.0%	Shares	Sole	2021-08-10
2021-03-31	$26,694,027	56,074	+4.3%	Shares	Sole	2021-05-14
2020-12-31	$22,568,180	53,744	-3.4%	Shares	Sole	2021-02-16
2020-09-30	$18,846,741	55,623	+0.3%	Shares	Sole	2020-11-12
2020-06-30	$17,997,513	55,464	-2.1%	Shares	Sole	2020-08-10
2020-03-31	$14,899,512	56,678	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.