MDYV β€” SPDR SER TR

Ownership history in Sharper & Granite LLC  Β·  10 quarters on record

AI Ownership Summary

Sharper & Granite LLC reported SPDR SER TR (MDYV) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.3% in 2025 Q4. The latest visible filing shows MDYV at 0.29% 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 MDYV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sharper & Granite LLC'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

MDYV was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2025 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 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 Sharper & Granite LLC held MDYV β€” position size vs. price
% of Fund (quarterly)    MDYV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 10,095 β€” 0% 0.29% $860K 2026-04-08 $88.44
2025 Q4 ADDED 10,095 +380 +3.9% 0.30% $855K 2026-01-27 $88.13
2025 Q3 ADDED 9,715 +2,915 +42.9% 0.29% $810K 2025-10-16 $81.43
2025 Q2 ADDED 6,800 +230 +3.5% 0.21% $557K 2025-07-31 $79.14
2025 Q1 ADDED 6,570 +30 +0.5% 0.21% $506K 2025-04-30 $72.18
2024 Q4 ADDED 6,540 +1,225 +23.0% 0.23% $525K 2025-01-14 $79.34
2024 Q3 ADDED 5,315 +30 +0.6% 0.19% $422K 2024-10-31 $77.30
2024 Q2 REDUCED 5,285 -470 -8.2% 0.18% $385K 2024-08-12 $71.58
2024 Q1 ADDED 5,755 +425 +8.0% 0.21% $427K 2024-04-18 $67.80
2023 Q4 INITIATED 5,330 β€” β€” 0.20% $391K 2024-01-19 $68.41

FAQ About Sharper & Granite LLC and MDYV

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

How long has Sharper & Granite LLC reported owning MDYV?

Sharper & Granite LLC reported MDYV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MDYV position in Sharper & Granite LLC's portfolio?

The largest reported portfolio weight for MDYV was 0.30% in 2025 Q4.

What is the latest reported MDYV position on this page?

The most recent filing on this page is 2026 Q1, when Sharper & Granite LLC reported 10,095 shares, equal to 0.29% of portfolio, with an estimated market value of $860K.

What does the chart on this MDYV ownership page compare?

The chart compares Sharper & Granite LLC's quarterly MDYV 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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