CORTLAND ASSOCIATES INC/MO MDY — SPDR S&P MIDCAP 400 ETF

Ownership history in CORTLAND ASSOCIATES INC/MO  ·  28 quarters on record

AI Ownership Summary

CORTLAND ASSOCIATES INC/MO reported SPDR S&P MIDCAP 400 ETF (MDY) in 28 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows MDY at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MDY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CORTLAND ASSOCIATES INC/MO's position in SPDR S&P MIDCAP 400 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MDY was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MDY stock page CORTLAND ASSOCIATES INC/MO fund profile CORTLAND ASSOCIATES INC/MO full holdings
How CORTLAND ASSOCIATES INC/MO held MDY — position size vs. price
% of Fund (quarterly)    MDY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 616 +36 +6.2% 0.05% $380K 2026-04-30 $664.17
2025 Q4 UNCHANGED — — — 580 — 0% 0.04% $350K 2026-01-28 $632.76
2025 Q3 ADDED — — — 580 +36 +6.6% 0.04% $346K 2025-10-23 $595.67
2025 Q2 ADDED — — — 544 +2 +0.4% 0.04% $308K 2025-07-23 $582.92
2025 Q1 REDUCED 11.9% +6.5% ❌ 542 -73 -11.9% 0.03% $289K 2025-05-01 $517.42
2024 Q4 UNCHANGED — — — 615 — 0% 0.04% $350K 2025-01-23 $589.97
2024 Q3 UNCHANGED — — — 615 — 0% 0.04% $350K 2024-10-29 $563.71
2024 Q2 UNCHANGED — — — 615 — 0% 0.04% $329K 2024-07-29 $548.88
2024 Q1 REDUCED — — — 615 -4 -0.6% 0.04% $342K 2024-04-22 $510.72
2023 Q4 ADDED — — — 619 +40 +6.9% 0.05% $314K 2024-01-30 $494.55
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MDY

As of 2026 Q1 — sorted by position size

LCM Capital Management Inc 3Y 13.53% Conservest Capital Advisors, Inc. 3Y 7Y 11.84% Nitorum Capital, L.P. 3Y 7Y 11.49% Tandem Wealth Advisors LLC 3Y 11.18% CUMBERLAND ADVISORS INC 3Y 7Y 10.82% OFS Enterprise LLC 10.17% Torrey-Payne Wealth Management, LLC 8.96% Arvest Bank Trust Division 3Y 7Y 7.63% Hummer Financial Advisory Services Inc 3Y 7.51% DC Investments Management, LLC 3Y 7Y 7.24%

FAQ About CORTLAND ASSOCIATES INC/MO and MDY

These are the practical questions this page is built to answer before you even open the full history table.

How long has CORTLAND ASSOCIATES INC/MO reported owning MDY?

CORTLAND ASSOCIATES INC/MO reported MDY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MDY position in CORTLAND ASSOCIATES INC/MO's portfolio?

The largest reported portfolio weight for MDY was 0.05% in 2026 Q1.

What is the latest reported MDY position on this page?

The most recent filing on this page is 2026 Q1, when CORTLAND ASSOCIATES INC/MO reported 616 shares, equal to 0.05% of portfolio, with an estimated market value of $380K.

What does the chart on this MDY ownership page compare?

The chart compares CORTLAND ASSOCIATES INC/MO's quarterly MDY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CORTLAND ASSOCIATES INC/MO time their MDY position?

Based on 13F filing dates vs. subsequent MDY price moves, CORTLAND ASSOCIATES INC/MO correctly timed 9 out of 16 reported position changes (56%). The annualised alpha on MDY relative to SPY over the holding period was -5.0%.

← Back to CORTLAND ASSOCIATES INC/MO Holdings