MDYV — Spdr S&P 400 Mid Cap

Ownership history in Asset Dedication, LLC  ·  41 quarters on record

This page tracks every 13F SEC filing in which Asset Dedication, LLC reported a position in Spdr S&P 400 Mid Cap (MDYV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.37% (2022 Q2)
Avg. % of fund
1.46%
First filed
2015 Q4
Last filed
2025 Q4
Quarters held
41
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 232,310 -1,823 -0.8% 1.29% $19.7M $84.65
2025 Q3 ADDED 234,133 +11,569 +5.2% 1.31% $19.5M $83.03
2025 Q2 REDUCED 222,564 -3,452 -1.5% 1.28% $17.7M $78.70
2025 Q1 REDUCED 226,016 -51,342 -18.5% 1.41% $17.4M $75.93
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MDYV price (monthly, adj. close)

Other funds also holding MDYV

As of 2025 Q4 — sorted by position size

Marathon Mission, Inc. 6.06% BALANCED WEALTH GROUP LLC 4.8% Lutz Financial Services LLC 3Y 7Y 4.51% First Pacific Financial 3Y 4.09% Convergence Financial, LLC 3.78% FAS Wealth Partners, Inc. 3Y 7Y 3.34% CANANDAIGUA NATIONAL BANK & TRUST CO 3Y 7Y 3.09% ERn Financial, LLC 3Y 7Y 2.8% Private Wealth Management Group, LLC 2.78% CAPITAL WEALTH MANAGEMENT, LLC 3Y 7Y 2.49%
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