MidAtlantic Capital Management, Inc. SLYG — SPDR SER TR

Ownership history in MidAtlantic Capital Management, Inc.  ·  7 quarters on record

AI Ownership Summary

MidAtlantic Capital Management, Inc. reported SPDR SER TR (SLYG) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.71% in 2024 Q3. The latest visible filing shows SLYG at 0.62% 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 SLYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MidAtlantic Capital Management, Inc.'s position in SPDR SER 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

SLYG was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 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.

SLYG stock page MidAtlantic Capital Management, Inc. fund profile MidAtlantic Capital Management, Inc. full holdings
How MidAtlantic Capital Management, Inc. held SLYG — position size vs. price
% of Fund (quarterly)    SLYG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 9,318 -22 -0.2% 0.62% $900K 2026-05-08 $109.28
2025 Q4 REDUCED — — — 9,340 -9 -0.1% 0.56% $880K 2026-02-10 $102.12
2025 Q3 REDUCED — — — 9,349 -2 -0.0% 0.60% $882K 2025-11-06 $92.29
2025 Q2 ADDED — — — 9,351 +59 +0.6% 0.59% $830K 2025-08-05 $89.03
2025 Q1 ADDED — — — 9,292 +30 +0.3% 0.61% $771K 2025-04-25 $79.88
2024 Q4 REDUCED — — — 9,262 -62 -0.7% 0.61% $837K 2025-01-30 $93.63
2024 Q3 INITIATED — — — 9,324 — — 0.71% $813K 2024-11-12 $96.83

🏢 Other funds also holding SLYG

As of 2026 Q1 — sorted by position size

Optimist Retirement Group LLC 5.7% Nvest Wealth Strategies, Inc. 4.75% Financial Concepts Unlimited, Inc. 4.29% Shakespeare Wealth Management, LLC 3Y 7Y 4.17% BALANCED WEALTH GROUP LLC 4.12% Rodgers & Associates, LTD 3Y 4.11% AIRE ADVISORS, LLC 3Y 4.02% HRC WEALTH MANAGEMENT, LLC 3.47% Roan Capital Partners 3.35% Grey Fox Wealth Advisors, LLC 3Y 3.3%

FAQ About MidAtlantic Capital Management, Inc. and SLYG

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

How long has MidAtlantic Capital Management, Inc. reported owning SLYG?

MidAtlantic Capital Management, Inc. reported SLYG across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SLYG position in MidAtlantic Capital Management, Inc.'s portfolio?

The largest reported portfolio weight for SLYG was 0.71% in 2024 Q3.

What is the latest reported SLYG position on this page?

The most recent filing on this page is 2026 Q1, when MidAtlantic Capital Management, Inc. reported 9,318 shares, equal to 0.62% of portfolio, with an estimated market value of $900K.

What does the chart on this SLYG ownership page compare?

The chart compares MidAtlantic Capital Management, Inc.'s quarterly SLYG 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.

How well did MidAtlantic Capital Management, Inc. time their SLYG position?

Based on 13F filing dates vs. subsequent SLYG price moves, MidAtlantic Capital Management, Inc. correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on SLYG relative to SPY over the holding period was -7.0%.

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