MDY β€” SPDR S&P MIDCAP 400 ETF TR

Ownership history in Maren Capital LLC  Β·  9 quarters on record

AI Ownership Summary

Maren Capital LLC reported SPDR S&P MIDCAP 400 ETF TR (MDY) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.06% in 2023 Q4. The latest visible filing shows MDY at 0.03% 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 Maren Capital 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
2025 Q4

MDY was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% 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 Q4

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 Maren Capital 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 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 964 β€” 0% 0.03% $582K 2026-02-14 (Est.) $649.06
2025 Q3 UNCHANGED 964 β€” 0% 0.03% $575K 2025-11-13 $583.83
2025 Q2 UNCHANGED 964 β€” 0% 0.03% $546K 2025-08-13 $585.79
2025 Q1 UNCHANGED 964 β€” 0% 0.04% $514K 2025-05-14 $550.86
2024 Q4 UNCHANGED 964 β€” 0% 0.04% $549K 2025-02-13 $575.96
2024 Q3 UNCHANGED 964 β€” 0% 0.05% $549K 2024-11-14 $582.04
2024 Q2 UNCHANGED 964 β€” 0% 0.05% $516K 2024-08-14 $528.38
2024 Q1 UNCHANGED 964 β€” 0% 0.05% $536K 2024-05-14 $538.32
2023 Q4 INITIATED 964 β€” β€” 0.06% $489K 2024-02-13 $491.73

FAQ About Maren Capital 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 Maren Capital LLC reported owning MDY?

Maren Capital LLC reported MDY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MDY position in Maren Capital LLC's portfolio?

The largest reported portfolio weight for MDY was 0.06% in 2023 Q4.

What is the latest reported MDY position on this page?

The most recent filing on this page is 2025 Q4, when Maren Capital LLC reported 964 shares, equal to 0.03% of portfolio, with an estimated market value of $582K.

What does the chart on this MDY ownership page compare?

The chart compares Maren Capital 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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