Financial Advisory Group / MDY
Financial Advisory Group’s State Str Spdr S&P Midcap 40 Position
Does Financial Advisory Group own State Str Spdr S&P Midcap 40 (MDY)? Yes — 45.3K shares worth $25M (+4.45% of its 13F portfolio) as of Q1 2024, down from 45.8K shares the prior filed quarter.
Position Value
$25M
Q1 2024
Shares
45.3K
% of Portfolio
+4.45%
Quarters Held
21
currently held
Position History MDY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2024 | 45.3K | $25M | +4.45% |
| Q4 2023 | 45.8K | $23M | +4.41% |
| Q2 2023 | 46.5K | $22M | +4.40% |
| Q1 2023 | 47.0K | $22M | +4.35% |
| Q4 2022 | 47.9K | $21,215 | +4.50% |
| Q3 2022 | 49.3K | $20M | +4.46% |
| Q2 2022 | 48.7K | $20M | +4.28% |
| Q1 2022 | 48.7K | $24M | +4.63% |
| Q4 2021 | 49.2K | $25M | +5.02% |
| Q3 2021 | 50.0K | $24M | +5.32% |
| Q2 2021 | 50.9K | $25M | +5.97% |
| Q1 2021 | 52.6K | $25M | +6.41% |
| Q4 2020 | 54.6K | $23M | +5.97% |
| Q3 2020 | 57.2K | $19M | +6.25% |
| Q2 2020 | 63.0K | $20M | +7.02% |
| Q1 2020 | 63.5K | $17M | +5.45% |
| Q4 2019 | 74.5K | $28M | +7.33% |
| Q3 2019 | 93.0K | $33M | +9.08% |
| Q2 2019 | 94.9K | $33M | +8.85% |
| Q1 2019 | 93.2K | $32M | +8.88% |
| Q4 2018 | 90.9K | $28M | +8.45% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Financial Advisory Group’s full portfolio or all institutional holders of MDY.