SEC 13F Intelligence

Clearstead Advisors, LLC / MDY

Clearstead Advisors, LLC’s State Str Spdr S&P Midcap 40 Position

Does Clearstead Advisors, LLC own State Str Spdr S&P Midcap 40 (MDY)? Yes — 43.7K shares worth $27M (+0.25% of its 13F portfolio) as of Q1 2026, down from 44.4K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
43.7K
% of Portfolio
+0.25%
Quarters Held
30
currently held

Position History MDY

Reported value by quarter
Q4 ’18: $20MQ4 ’18Q1 ’19: $22MQ2 ’19: $24MQ3 ’19: $24MQ4 ’19: $26MQ4 ’19Q1 ’20: $15MQ2 ’20: $17MQ3 ’20: $17MQ4 ’20: $21MQ4 ’20Q1 ’21: $24MQ2 ’21: $24MQ3 ’21: $24MQ4 ’21: $25MQ4 ’21Q1 ’22: $24MQ2 ’22: $20MQ3 ’22: $20MQ4 ’22: $23MQ4 ’22Q1 ’23: $25MQ2 ’23: $26MQ3 ’23: $49MQ4 ’23: $27MQ4 ’23Q1 ’24: $29MQ2 ’24: $29MQ3 ’24: $30MQ4 ’24: $29MQ4 ’24Q1 ’25: $28MQ2 ’25: $27MQ3 ’25: $28MQ4 ’25: $27MQ4 ’25Q1 ’26: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202643.7K$27M+0.25%
Q4 202544.4K$27M+0.34%
Q3 202546.7K$28M+0.37%
Q2 202547.0K$27M+0.37%
Q1 202551.7K$28M+0.43%
Q4 202451.4K$29M+0.44%
Q3 202451.8K$30M+0.46%
Q2 202453.7K$29M+0.49%
Q1 202453.1K$29M+1.44%
Q4 202353.8K$27M+1.45%
Q3 2023107.7K$49M+1.43%
Q2 202354.0K$26M+1.57%
Q1 202355.1K$25M+1.84%
Q4 202252.0K$23M+1.80%
Q3 202249.1K$20M+1.82%
Q2 202248.6K$20M+1.57%
Q1 202248.6K$24M+1.62%
Q4 202148.8K$25M+1.72%
Q3 202149.0K$24M+1.76%
Q2 202149.5K$24M+1.87%
Q1 202149.4K$24M+1.96%
Q4 202049.5K$21M+1.89%
Q3 202049.5K$17M+1.80%
Q2 202053.8K$17M+2.02%
Q1 202055.6K$15M+2.13%
Q4 201969.4K$26M+3.16%
Q3 201968.4K$24M+3.23%
Q2 201968.5K$24M+3.23%
Q1 201964.7K$22M+3.08%
Q4 201867.4K$20M+3.18%

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