MDY — SPDR S&P Midcap 400

Ownership history in Curbstone Financial Management Corp  ·  49 quarters on record

AI Ownership Summary

Curbstone Financial Management Corp reported SPDR S&P Midcap 400 (MDY) in 49 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.7% in 2024 Q3. The latest visible filing shows MDY at 3.68% 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 Curbstone Financial Management Corp's position in SPDR S&P Midcap 400, 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 3.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.7% in 2024 Q3

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 Curbstone Financial Management Corp fund profile Curbstone Financial Management Corp full holdings
How Curbstone Financial Management Corp 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 31,188 -130 -0.4% 3.68% $19.2M 2026-04-15 $651.40
2025 Q4 ADDED 31,318 +140 +0.4% 3.61% $18.9M 2026-01-23 $634.59
2025 Q3 ADDED 31,178 +372 +1.2% 3.57% $18.6M 2025-10-15 $591.33
2025 Q2 ADDED 30,806 +1,000 +3.4% 3.58% $17.5M 2025-07-29 $580.59
2025 Q1 REDUCED 29,806 -550 -1.8% 3.35% $15.9M 2025-04-15 $496.98
2024 Q4 REDUCED 30,356 -10 -0.0% 3.66% $17.3M 2025-01-22 $590.00
2024 Q3 REDUCED 30,366 -70 -0.2% 3.70% $17.3M 2024-10-03 $553.87
2024 Q2 REDUCED 30,436 -36 -0.1% 3.54% $16.3M 2024-07-03 $521.84
2024 Q1 REDUCED 30,472 -90 -0.3% 3.66% $17.0M 2024-04-09 $535.74
2023 Q4 REDUCED 30,562 -160 -0.5% 3.52% $15.5M 2024-01-08 $488.43
39 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

OFS Enterprise LLC 10.17% Hummer Financial Advisory Services Inc 3Y 7.51% Granite FO LLC 6.22% Winter & Associates, Inc. 4.95% IFG Advisors, LLC 3Y 4.47% jvl associates llc 3Y 4.07% Crescent Sterling, Ltd. 3Y 3.05% Roan Capital Partners 2.97% PEDDOCK CAPITAL ADVISORS, LLC 3Y 7Y 2.78% Murphy, Middleton, Hinkle & Parker, Inc. 3Y 7Y 2.41%

FAQ About Curbstone Financial Management Corp and MDY

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

How long has Curbstone Financial Management Corp reported owning MDY?

Curbstone Financial Management Corp reported MDY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MDY position in Curbstone Financial Management Corp's portfolio?

The largest reported portfolio weight for MDY was 3.70% in 2024 Q3.

What is the latest reported MDY position on this page?

The most recent filing on this page is 2026 Q1, when Curbstone Financial Management Corp reported 31,188 shares, equal to 3.68% of portfolio, with an estimated market value of $19.2M.

What does the chart on this MDY ownership page compare?

The chart compares Curbstone Financial Management Corp'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.

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