MDY — SPDR S&P MIDCAP 400 ETF TR

Ownership history in Hyperion Partners, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Hyperion Partners, 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
0.63% (2023 Q1)
Avg. % of fund
0.52%
First filed
2023 Q1
Last filed
2024 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 1,290 +4 +0.3% 0.47% $735K $559.45
2024 Q2 ADDED 1,286 +3 +0.2% 0.49% $688K $523.98
2024 Q1 ADDED 1,283 +4 +0.3% 0.52% $714K $542.82
2023 Q4 ADDED 1,279 +5 +0.4% 0.51% $649K $494.06
2023 Q3 ADDED 1,274 +4 +0.3% 0.50% $582K $443.00
2023 Q2 REDUCED 1,270 -256 -16.8% 0.51% $608K $463.08
2023 Q1 INITIATED 1,526 — — 0.63% $700K $441.84
% 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%
← Back to Hyperion Partners, LLC Holdings