STIFEL FINANCIAL CORP

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

CIK 720672 ST. LOUIS, MO

Back to MDY Full portfolio

Position in MDY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$51,016,061

-$14,882,276 QoQ

Shares Held

72,534

-32.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#52

of 1,514 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 87% Shared 0% None 13%

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	Change	Type	Discretion	Filed
2026-06-30	$51,016,061	72,534	-32.1%	Shares	Defined	2026-08-12
2026-03-31	$65,898,337	106,846	-11.4%	Shares	Defined	2026-05-12
2025-12-31	$72,760,995	120,609	+10.7%	Shares	Defined	2026-02-13
2025-09-30	$64,910,645	108,905	+2.7%	Shares	Defined	2025-11-12
2025-06-30	$60,085,964	106,069	-5.4%	Shares	Defined	2025-08-14
2025-03-31	$59,829,780	112,150	+6.6%	Shares	Defined	2025-05-14
2024-12-31	$59,905,005	105,174	+51.3%	Shares	Defined	2025-02-13
2024-09-30	$39,596,495	69,509	+23.2%	Shares	Defined	2024-11-14
2024-06-30	$30,183,325	56,409	+8.4%	Shares	Defined	2024-08-13
2024-03-31	$28,950,047	52,031	-17.9%	Shares	Defined	2024-05-14
2023-12-31	$32,163,324	63,391	+9.8%	Shares	Defined	2024-02-12
2023-09-30	$26,360,911	57,728	-5.4%	Shares	Defined	2023-11-13
2023-06-30	$29,211,113	60,995	-3.2%	Shares	Defined	2023-08-14
2023-03-31	$28,878,911	62,998	-23.1%	Shares	Defined	2023-05-12
2022-12-31	$36,297,265	81,974	+32.7%	Shares	Defined	2023-02-13
2022-09-30	$24,804,512	61,755	-1.5%	Shares	Defined	2022-11-14
2022-06-30	$25,910,936	62,664	+35.8%	Shares	Defined	2022-08-15
2022-03-31	$22,625,437	46,132	-8.1%	Shares	Defined	2022-05-13
2021-12-31	$25,984,946	50,195	-16.2%	Shares	Defined	2022-02-14
2021-09-30	$28,801,825	59,894	+41.3%	Shares	Defined	2021-11-15
2021-06-30	$20,819,805	42,402	-13.6%	Shares	Defined	2021-08-13
2021-03-31	$23,368,816	49,089	+29.1%	Shares	Defined	2021-05-14
2020-12-31	$15,970,816	38,033	-4.3%	Shares	Defined	2021-02-12
2020-09-30	$13,460,020	39,725	+1.9%	Shares	Defined	2020-11-16
2020-06-30	$12,647,645	38,977	-20.9%	Shares	Defined	2020-08-14
2020-03-31	$12,947,364	49,252	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.