Exchange Capital Management, Inc. MDY — SPDR S&P Midcap 400 ETF Trus ETF TR UTSER1 S&

Ownership history in Exchange Capital Management, Inc.  ·  62 quarters on record

AI Ownership Summary

Exchange Capital Management, Inc. reported SPDR S&P Midcap 400 ETF Trus ETF TR UTSER1 S& (MDY) in 62 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 2.02% in 2023 Q4. The latest visible filing shows MDY at 1.68% 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 Exchange Capital Management, Inc.'s position in SPDR S&P Midcap 400 ETF Trus ETF TR UTSER1 S&, 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
2025 Q2

MDY was reported at 1.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.02% in 2023 Q4

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 2025 Q2

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 Exchange Capital Management, Inc. fund profile Exchange Capital Management, Inc. full holdings
How Exchange Capital Management, Inc. 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED — — — 19,852 -179 -0.9% 1.68% $11.2M 2025-08-14 (Est.) $577.97
2025 Q1 REDUCED — — — 20,031 -234 -1.2% 1.73% $10.7M 2025-05-01 $517.42
2024 Q4 REDUCED — — — 20,265 -31 -0.2% 1.83% $11.5M 2025-02-04 $579.08
2024 Q3 REDUCED — — — 20,296 -473 -2.3% 1.84% $11.6M 2024-11-01 $556.63
2024 Q2 REDUCED — — — 20,769 -1,076 -4.9% 1.81% $11.1M 2024-07-23 $546.71
2024 Q1 REDUCED — — — 21,845 -307 -1.4% 1.98% $12.2M 2024-04-18 $503.94
2023 Q4 REDUCED — — — 22,152 -530 -2.3% 2.02% $11.2M 2024-02-08 $495.75
55 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% OFS Enterprise LLC 10.17% Hummer Financial Advisory Services Inc 3Y 7.51% Tiller Private Wealth, Inc. 3Y 7Y 7.14% Granite FO LLC 6.22% Alexis Investment Partners, LLC 5.84% Madison Park Capital Advisors, LLC 5.11% Winter & Associates, Inc. 4.95% IFG Advisors, LLC 3Y 4.47% jvl associates llc 3Y 4.07%

FAQ About Exchange Capital Management, Inc. and MDY

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

How long has Exchange Capital Management, Inc. reported owning MDY?

Exchange Capital Management, Inc. reported MDY across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported MDY position in Exchange Capital Management, Inc.'s portfolio?

The largest reported portfolio weight for MDY was 2.02% in 2023 Q4.

What is the latest reported MDY position on this page?

The most recent filing on this page is 2025 Q2, when Exchange Capital Management, Inc. reported 19,852 shares, equal to 1.68% of portfolio, with an estimated market value of $11.2M.

What does the chart on this MDY ownership page compare?

The chart compares Exchange Capital Management, 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.

How well did Exchange Capital Management, Inc. time their MDY position?

Based on 13F filing dates vs. subsequent MDY price moves, Exchange Capital Management, Inc. correctly timed 17 out of 49 reported position changes (35%).

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