MDY SPDR S&P MIDCAP 400 ETF

Ownership history in UNIONVIEW, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which UNIONVIEW, LLC reported a position in SPDR S&P MIDCAP 400 ETF (MDY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.34% (2024 Q1)
Avg. % of fund
5.98%
First filed
2021 Q4
Last filed
2024 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 13,534 -188 -1.4% 5.65% $7.7M $561.43
2024 Q3 ADDED 13,722 +28 +0.2% 6.08% $7.8M $559.45
2024 Q2 REDUCED 13,694 -75 -0.5% 5.98% $7.3M $523.98
2024 Q1 ADDED 13,769 +32 +0.2% 6.34% $7.7M $542.82
2023 Q4 REDUCED 13,737 -717 -5.0% 6.26% $7.0M $494.06
2023 Q3 ADDED 14,454 +373 +2.6% 6.24% $6.6M $443.00
2023 Q2 ADDED 14,081 +176 +1.3% 6.16% $6.7M $463.08
2023 Q1 ADDED 13,905 +83 +0.6% 5.98% $6.4M $441.84
2022 Q4 ADDED 13,822 +919 +7.1% 6.12% $6.1M $425.64
2022 Q3 ADDED 12,903 +171 +1.3% 5.92% $5.2M $384.66
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MDY price (monthly, adj. close)
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