SEC 13F Intelligence

Piershale Financial Group, Inc. / MDY

Piershale Financial Group, Inc.’s State Str Spdr S&P Midcap 40 Position

Does Piershale Financial Group, Inc. own State Str Spdr S&P Midcap 40 (MDY)? Not currently — the last reported position was 36.1K shares worth $17M in Q1 2021; the fund’s latest 13F (Q2 2023) no longer reports it.

Position Value
$17M
Q1 2021
Shares
36.1K
% of Portfolio
+7.43%
Quarters Held
1
position exited

Position History MDY

Reported value by quarter
Q1 ’21: $17MQ1 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202136.1K$17M+7.43%

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