MDY — SPDR S&P MIDCAP 400 ETF TR

Ownership history in Future Fund LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Future Fund LLC reported a position in SPDR S&P MIDCAP 400 ETF TR (MDY). 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.

Peak position
0.24% (2025 Q2)
Avg. % of fund
0.22%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 961 — 0% 0.20% $573K $592.43
2025 Q2 INITIATED 961 — — 0.24% $544K $561.55
% of Fund (quarterly)    MDY price (monthly, adj. close)

Other funds also holding MDY

As of 2025 Q4 — sorted by position size

LCM Capital Management Inc 3Y 12.7% Divergent Planning, LLC 3Y 11.9% Conservest Capital Advisors, Inc. 3Y 7Y 11.66% Tandem Wealth Advisors LLC 3Y 11.42% CUMBERLAND ADVISORS INC 3Y 7Y 10.05% Oldfather Financial Services, LLC 3Y 9.92% Torrey-Payne Wealth Management, LLC 9.0% Hummer Financial Advisory Services Inc 3Y 7.31% New Century Financial Group, LLC 7.12% Tiller Private Wealth, Inc. 3Y 7Y 7.01%
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