SEC 13F Intelligence

Pinnacle Associates Ltd / MDY

Pinnacle Associates Ltd’s State Str Spdr S&P Midcap 40 Position

Does Pinnacle Associates Ltd own State Str Spdr S&P Midcap 40 (MDY)? Yes — 57.4K shares worth $35M (+0.45% of its 13F portfolio) as of Q1 2026, down from 57.8K shares the prior filed quarter.

Position Value
$35M
Q1 2026
Shares
57.4K
% of Portfolio
+0.45%
Quarters Held
30
currently held

Position History MDY

Reported value by quarter
Q4 ’18: $30MQ4 ’18Q1 ’19: $34MQ2 ’19: $35MQ3 ’19: $35MQ4 ’19: $37MQ4 ’19Q1 ’20: $24MQ2 ’20: $25MQ3 ’20: $26MQ4 ’20: $31MQ4 ’20Q1 ’21: $35MQ2 ’21: $36MQ3 ’21: $35MQ4 ’21: $37MQ4 ’21Q1 ’22: $34MQ2 ’22: $29MQ3 ’22: $27MQ4 ’22: $30MQ4 ’22Q1 ’23: $31MQ2 ’23: $32MQ3 ’23: $30MQ4 ’23: $33MQ4 ’23Q1 ’24: $36MQ2 ’24: $35MQ3 ’24: $33MQ4 ’24: $35MQ4 ’24Q1 ’25: $33MQ2 ’25: $34MQ3 ’25: $35MQ4 ’25: $35MQ4 ’25Q1 ’26: $35Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202657.4K$35M+0.45%
Q4 202557.8K$35M+0.45%
Q3 202558.4K$35M+0.46%
Q2 202559.1K$34M+0.49%
Q1 202562.8K$33M+0.49%
Q4 202461.3K$35M+0.47%
Q3 202465.1K$33M+0.56%
Q2 202464.6K$35M+0.54%
Q1 202464.9K$36M+0.57%
Q4 202365.1K$33M+0.56%
Q3 202365.8K$30M+0.56%
Q2 202367.1K$32M+0.56%
Q1 202367.1K$31M+0.63%
Q4 202267.8K$30M+0.65%
Q3 202268.2K$27M+0.63%
Q2 202269.4K$29M+0.63%
Q1 202269.6K$34M+0.60%
Q4 202171.1K$37M+0.63%
Q3 202172.5K$35M+0.64%
Q2 202173.9K$36M+0.66%
Q1 202174.5K$35M+0.68%
Q4 202074.8K$31M+0.64%
Q3 202075.6K$26M+0.61%
Q2 202076.2K$25M+0.61%
Q1 202089.8K$24M+0.72%
Q4 201997.8K$37M+0.80%
Q3 201998.5K$35M+0.82%
Q2 201999.6K$35M+0.83%
Q1 201998.9K$34M+0.77%
Q4 201897.8K$30M+0.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Pinnacle Associates Ltd’s full portfolio or all institutional holders of MDY.