MDY SPDR S&P MIDCAP 400 ETF TRUST

Ownership history in PITTENGER & ANDERSON INC  ·  51 quarters on record

AI Ownership Summary

PITTENGER & ANDERSON INC reported SPDR S&P MIDCAP 400 ETF TRUST (MDY) in 51 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.57% in 2023 Q4. The latest visible filing shows MDY at 1.51% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MDY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PITTENGER & ANDERSON INC's position in SPDR S&P MIDCAP 400 ETF TRUST, 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 1.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.57% 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 PITTENGER & ANDERSON INC held MDY — position size vs. price
% of Fund (quarterly)    MDY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 64,832 -5,186 -7.4% 1.51% $39.1M 2026-02-14 (Est.) $649.06
2025 Q3 ADDED 70,018 +201 +0.3% 1.53% $41.7M 2025-11-03 $589.12
2025 Q2 REDUCED 69,817 -258 -0.4% 1.45% $39.5M 2025-07-30 $577.10
2025 Q1 ADDED 70,075 +912 +1.3% 1.37% $37.4M 2025-05-01 $517.42
2024 Q4 ADDED 69,163 +3 +0.0% 1.43% $39.4M 2025-01-31 $582.23
2024 Q3 REDUCED 69,160 -180 -0.3% 1.48% $39.4M 2024-10-30 $562.90
2024 Q2 ADDED 69,340 +376 +0.5% 1.52% $37.1M 2024-08-09 $524.99
2024 Q1 ADDED 68,964 +111 +0.2% 1.56% $38.4M 2024-05-02 $517.12
2023 Q4 REDUCED 68,853 -963 -1.4% 1.57% $34.9M 2024-02-02 $491.75
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PITTENGER & ANDERSON INC and MDY

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

How long has PITTENGER & ANDERSON INC reported owning MDY?

PITTENGER & ANDERSON INC reported MDY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MDY position in PITTENGER & ANDERSON INC's portfolio?

The largest reported portfolio weight for MDY was 1.57% in 2023 Q4.

What is the latest reported MDY position on this page?

The most recent filing on this page is 2025 Q4, when PITTENGER & ANDERSON INC reported 64,832 shares, equal to 1.51% of portfolio, with an estimated market value of $39.1M.

What does the chart on this MDY ownership page compare?

The chart compares PITTENGER & ANDERSON INC'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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