STIFEL FINANCIAL CORP

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

CIK 720672 ST. LOUIS, MO

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Position in MDY

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$65,898,337

-$6,862,658 QoQ

Shares Held

106,846

-11.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 90.13159126219044.ToString("F0")% Shared 0.16565898583007319.ToString("F0")% None 9.702749751979486.ToString("F0")%

Common Shares in MDY Over Time

Shares Held

Position Value (USD)

All Filings in MDY

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.