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.
| 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 |
| 2024 Q2 | REDUCED | 64,459 | -1,278 | -1.9% | 17.89% | $34.5M | $83.01 |
| 2024 Q1 | REDUCED | 65,737 | -2,186 | -3.2% | 18.76% | $36.6M | $85.99 |
| 2023 Q4 | REDUCED | 67,923 | -2,387 | -3.4% | 18.74% | $34.5M | $74.42 |
| 2023 Q3 | REDUCED | 70,310 | -6,564 | -8.5% | 19.05% | $32.1M | $67.73 |
| 2023 Q2 | ADDED | 76,874 | +51,897 | +207.8% | 19.49% | $36.8M | $69.98 |
| 2023 Q1 | UNCHANGED | 24,977 | — | 0% | 10.23% | $10.3M | $66.63 |
As of 2025 Q4 — sorted by position size