MDYG — SPDR S&P MIDCAP 400 ETF Com

Ownership history in CHARTIST INC /CA/  ·  48 quarters on record

This page tracks every 13F SEC filing in which CHARTIST INC /CA/ reported a position in SPDR S&P MIDCAP 400 ETF Com (MDYG). 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
21.94% (2019 Q1)
Avg. % of fund
11.11%
First filed
2012 Q1
Last filed
2025 Q4
Quarters held
48
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,183 +24 +0.5% 2.12% $3.1M $92.43
2025 Q3 REDUCED 5,159 -54,150 -91.3% 2.10% $3.1M $91.37
2024 Q4 REDUCED 59,309 -1,757 -2.9% 17.50% $33.8M $86.21
2024 Q3 REDUCED 61,066 -3,393 -5.3% 17.87% $34.8M $86.83
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MDYG price (monthly, adj. close)

Other funds also holding MDYG

As of 2025 Q4 — sorted by position size

SFG Wealth Management, LLC. 3Y 5.82% BALANCED WEALTH GROUP LLC 4.7% Shakespeare Wealth Management, LLC 3Y 7Y 4.32% Marathon Mission, Inc. 4.26% Convergence Financial, LLC 3.63% FAS Wealth Partners, Inc. 3Y 7Y 2.97% Barden Capital Management, Inc. 3Y 1.79% Rodgers & Associates, LTD 3Y 1.79% NorthRock Partners, LLC 3Y 7Y 1.64% Heritage Wealth Management, Inc. /CA/ 1.64%
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