D. SCOTT NEAL, INC. reported SPDR S&P 400 Mid Cap (MDY) in 48 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.35% in 2023 Q4. The latest visible filing shows MDY at 0.22% 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.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was D. SCOTT NEAL, INC.'s position in SPDR S&P 400 Mid Cap, 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.
MDY was reported at 0.22% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
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.
As of 2026 Q1 — sorted by position size
These are the practical questions this page is built to answer before you even open the full history table.
D. SCOTT NEAL, INC. reported MDY across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.
The largest reported portfolio weight for MDY was 0.35% in 2023 Q4.
The most recent filing on this page is 2025 Q3, when D. SCOTT NEAL, INC. reported 780 shares, equal to 0.22% of portfolio, with an estimated market value of $465K.
The chart compares D. SCOTT NEAL, INC.'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.
Based on 13F filing dates vs. subsequent MDY price moves, D. SCOTT NEAL, INC. correctly timed 15 out of 32 reported position changes (47%). The annualised alpha on MDY relative to SPY over the holding period was -4.0%.