MDY — SPDR S&P MIDCAP 400 ETF TR

Ownership history in Hummer Financial Advisory Services Inc  ·  25 quarters on record

This page tracks every 13F SEC filing in which Hummer Financial Advisory Services Inc 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
8.34% (2022 Q4)
Avg. % of fund
7.7%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 17,093 -96 -0.6% 7.31% $10.3M $603.28
2025 Q3 REDUCED 17,189 -39 -0.2% 7.48% $10.3M $593.89
2025 Q2 UNCHANGED 17,228 — 0% 7.35% $9.8M $562.94
2025 Q1 ADDED 17,228 +90 +0.5% 7.48% $9.2M $528.42
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% New Century Financial Group, LLC 7.12% Tiller Private Wealth, Inc. 3Y 7Y 7.01% Stonekeep Investments, LLC 6.75%
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