MONTAG A & ASSOCIATES INC

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

CIK 829407 ATLANTA, GA

Position in MDY

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$64,220,751

+$1,801,783 QoQ

Shares Held

104,126

+0.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

4.61%

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	$64,220,751	104,126	+0.6%	Shares	Sole	2026-04-29
2025-12-31	$62,418,968	103,466	-1.6%	Shares	Sole	2026-02-02
2025-09-30	$62,702,952	105,201	-0.3%	Shares	Sole	2025-11-12
2025-06-30	$59,760,241	105,494	-1.8%	Shares	Sole	2025-08-07
2025-03-31	$57,318,691	107,443	-0.9%	Shares	Sole	2025-05-05
2024-12-31	$61,737,345	108,391	-1.8%	Shares	Sole	2025-01-30
2024-09-30	$62,909,262	110,433	+1.2%	Shares	Sole	2024-11-05
2024-06-30	$58,364,921	109,077	-1.2%	Shares	Sole	2024-07-31
2024-03-31	$61,403,747	110,359	+0.2%	Shares	Sole	2024-05-07
2023-12-31	$55,866,597	110,108	+0.4%	Shares	Sole	2024-02-07
2023-09-30	$50,097,974	109,710	-0.1%	Shares	Sole	2023-11-09
2023-06-30	$52,609,700	109,853	-0.2%	Shares	Sole	2023-08-09
2023-03-31	$50,472,774	110,104	-0.6%	Shares	Sole	2023-05-11
2022-12-31	$49,043,863	110,761	-1.3%	Shares	Sole	2023-02-02
2022-09-30	$45,060,227	112,185	-2.1%	Shares	Sole	2022-11-09
2022-06-30	$47,372,308	114,567	-0.9%	Shares	Sole	2022-08-10
2022-03-31	$56,724,466	115,658	-1.4%	Shares	Sole	2022-05-02
2021-12-31	$60,697,462	117,249	-1.1%	Shares	Sole	2022-02-09
2021-09-30	$57,003,034	118,539	-2.4%	Shares	Sole	2021-11-08
2021-06-30	$59,650,349	121,485	-1.4%	Shares	Sole	2021-08-03
2021-03-31	$58,641,743	123,184	-0.3%	Shares	Sole	2021-05-14
2020-12-31	$51,905,891	123,609	+0.0%	Shares	Sole	2021-02-12
2020-09-30	$41,866,173	123,561	-2.7%	Shares	Sole	2020-11-12
2020-06-30	$41,185,893	126,925	-2.4%	Shares	Sole	2020-08-04
2020-03-31	$34,179,920	130,021	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.