SEC 13F Intelligence

Ground Swell Capital, LLC / MDY

Ground Swell Capital, LLC’s State Str Spdr S&P Midcap 40 Position

Does Ground Swell Capital, LLC own State Str Spdr S&P Midcap 40 (MDY)? Yes — 1.2K shares worth $765,399 (+1.51% of its 13F portfolio) as of Q1 2026, down from 1.4K shares the prior filed quarter.

Position Value
$765,399
Q1 2026
Shares
1.2K
% of Portfolio
+1.51%
Quarters Held
3
currently held

Position History MDY

Reported value by quarter
Q3 ’22: $362,000Q3 ’22Q3 ’24: $792,967Q3 ’24Q1 ’26: $765,399Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.2K$765,399+1.51%
Q3 20241.4K$792,967+0.70%
Q3 2022901$362,000+1.03%

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