MDY β€” SPDR S&P MIDCAP 400 ETF TR

Ownership history in Longview Financial Advisors LLC  Β·  4 quarters on record

AI Ownership Summary

Longview Financial Advisors LLC reported SPDR S&P MIDCAP 400 ETF TR (MDY) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.09% in 2025 Q2. The latest visible filing shows MDY at 0.08% 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.

What this MDY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Longview Financial Advisors LLC's position in SPDR S&P MIDCAP 400 ETF TR, 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
2026 Q1

MDY was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

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.

How Longview Financial Advisors LLC held MDY β€” position size vs. price
% of Fund (quarterly)    MDY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 244 β€” 0% 0.08% $150K 2026-04-20 $669.58
2025 Q4 UNCHANGED 244 β€” 0% 0.08% $147K 2026-01-14 $632.75
2025 Q3 UNCHANGED 244 β€” 0% 0.08% $145K 2025-11-10 $592.96
2025 Q2 INITIATED 244 β€” β€” 0.09% $138K 2025-08-06 $567.47

FAQ About Longview Financial Advisors LLC and MDY

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

How long has Longview Financial Advisors LLC reported owning MDY?

Longview Financial Advisors LLC reported MDY across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported MDY position in Longview Financial Advisors LLC's portfolio?

The largest reported portfolio weight for MDY was 0.09% in 2025 Q2.

What is the latest reported MDY position on this page?

The most recent filing on this page is 2026 Q1, when Longview Financial Advisors LLC reported 244 shares, equal to 0.08% of portfolio, with an estimated market value of $150K.

What does the chart on this MDY ownership page compare?

The chart compares Longview Financial Advisors LLC'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.

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