SEC 13F Intelligence

Veritable, L.P. / MDY

Veritable, L.P.’s State Str Spdr S&P Midcap 40 Position

Does Veritable, L.P. own State Str Spdr S&P Midcap 40 (MDY)? Not currently — the last reported position was 966.3K shares worth $463M in Q2 2023; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$463M
Q2 2023
Shares
966.3K
% of Portfolio
+7.16%
Quarters Held
14
position exited

Position History MDY

Reported value by quarter
Q1 ’20: $332MQ1 ’20Q2 ’20: $395MQ3 ’20: $395MQ3 ’20Q4 ’20: $452MQ1 ’21: $496MQ1 ’21Q2 ’21: $507MQ3 ’21: $493MQ3 ’21Q4 ’21: $527MQ1 ’22: $496MQ1 ’22Q2 ’22: $418MQ3 ’22: $400MQ3 ’22Q4 ’22: $431MQ1 ’23: $445MQ1 ’23Q2 ’23: $463Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023966.3K$463M+7.16%
Q1 2023971.2K$445M+7.31%
Q4 2022973.9K$431M+7.37%
Q3 2022995.0K$400M+7.76%
Q2 20221.01M$418M+7.53%
Q1 20221.01M$496M+7.61%
Q4 20211.02M$527M+7.80%
Q3 20211.03M$493M+7.94%
Q2 20211.03M$507M+8.11%
Q1 20211.04M$496M+8.44%
Q4 20201.08M$452M+8.30%
Q3 20201.17M$395M+7.92%
Q2 20201.22M$395M+8.54%
Q1 20201.26M$332M+8.05%

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