Clearstead Advisors, LLC

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

CIK 842775 CLEVELAND, OH

Position in MDY

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$26,945,010

+$181,097 QoQ

Shares Held

43,688

-1.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.054934993590917414.ToString("F0")% Shared 0.ToString("F0")% None 99.94506500640908.ToString("F0")%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$26,945,010	43,688	-1.5%	Shares	Sole	2026-05-06
2025-12-31	$26,763,913	44,364	-5.0%	Shares	Sole	2026-02-09
2025-09-30	$27,823,872	46,682	-0.7%	Shares	Sole	2025-11-10
2025-06-30	$26,633,057	47,015	-9.1%	Shares	Sole	2025-08-08
2025-03-31	$27,591,585	51,720	+0.7%	Shares	Sole	2025-05-13
2024-12-31	$29,254,767	51,362	-0.9%	Shares	Sole	2025-02-10
2024-09-30	$29,534,022	51,845	-3.4%	Shares	Sole	2024-11-13
2024-06-30	$28,720,954	53,676	+1.2%	Shares	Sole	2024-08-12
2024-03-31	$29,517,576	53,051	-1.4%	Shares	Sole	2024-05-14
2023-12-31	$27,301,103	53,808	-0.1%	Shares	Sole	2024-02-12
2023-09-30	$24,592,347	53,855	-0.2%	Shares	Sole	2023-11-13
2023-06-30	$25,840,067	53,956	-2.0%	Shares	Sole	2023-08-07
2023-03-31	$25,243,263	55,067	+6.0%	Shares	Sole	2023-05-09
2022-12-31	$23,005,597	51,956	+5.7%	Shares	Sole	2023-02-14
2022-09-30	$19,740,384	49,147	+1.1%	Shares	Sole	2022-11-15
2022-06-30	$20,095,614	48,600	+0.0%	Shares	Sole	2022-08-12
2022-03-31	$23,830,475	48,589	-0.4%	Shares	Sole	2022-05-04
2021-12-31	$25,262,266	48,799	-0.3%	Shares	Sole	2022-02-14
2021-09-30	$23,546,289	48,965	-1.2%	Shares	Sole	2021-11-12
2021-06-30	$24,322,671	49,536	+0.3%	Shares	Sole	2021-08-12
2021-03-31	$23,512,585	49,391	-0.2%	Shares	Sole	2021-05-14
2020-12-31	$20,778,061	49,481	-0.1%	Shares	Sole	2021-02-11
2020-09-30	$16,780,894	49,526	-8.0%	Shares	Sole	2020-11-12
2020-06-30	$17,464,376	53,821	-3.1%	Shares	Sole	2020-08-11
2020-03-31	$14,603,246	55,551	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.