Urban Financial Advisory Corp MDYG SPDR SER TR

Ownership history in Urban Financial Advisory Corp  ·  7 quarters on record

AI Ownership Summary

Urban Financial Advisory Corp reported SPDR SER TR (MDYG) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.06% in 2026 Q1. The latest visible filing shows MDYG at 0.06% 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 MDYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Urban Financial Advisory Corp'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

MDYG was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q1

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.

How Urban Financial Advisory Corp held MDYG — position size vs. price
% of Fund (quarterly)    MDYG 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 ADDED 1,872 +750 +66.8% 0.06% $180K 2026-05-08 $107.36
2025 Q4 ADDED 1,122 +2 +0.2% 0.04% $104K 2026-02-04 $96.23
2025 Q3 ADDED 1,120 +2 +0.2% 0.05% $103K 2025-11-21 $88.73
2025 Q2 ADDED 1,118 +3 +0.3% 0.05% $97K 2025-08-15 $88.38
2025 Q1 REDUCED 13.1% +9.6% 1,115 -168 -13.1% 0.05% $89K 2025-05-15 $84.66
2024 Q4 ADDED 1,283 +3 +0.2% 0.06% $111K 2025-02-14 $88.25
2024 Q3 INITIATED 1,280 0.06% $112K 2024-11-15 $88.23

FAQ About Urban Financial Advisory Corp and MDYG

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

How long has Urban Financial Advisory Corp reported owning MDYG?

Urban Financial Advisory Corp reported MDYG across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported MDYG position in Urban Financial Advisory Corp's portfolio?

The largest reported portfolio weight for MDYG was 0.06% in 2026 Q1.

What is the latest reported MDYG position on this page?

The most recent filing on this page is 2026 Q1, when Urban Financial Advisory Corp reported 1,872 shares, equal to 0.06% of portfolio, with an estimated market value of $180K.

What does the chart on this MDYG ownership page compare?

The chart compares Urban Financial Advisory Corp's quarterly MDYG 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 Urban Financial Advisory Corp time their MDYG position?

Based on 13F filing dates vs. subsequent MDYG price moves, Urban Financial Advisory Corp correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on MDYG relative to SPY over the holding period was -3.5%.

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