SEC 13F Intelligence

Klingman & Associates, LLC / MDY

Klingman & Associates, LLC’s State Str Spdr S&P Midcap 40 Position

Does Klingman & Associates, LLC own State Str Spdr S&P Midcap 40 (MDY)? Yes — 41.7K shares worth $26M (+1.23% of its 13F portfolio) as of Q1 2026, down from 41.8K shares the prior filed quarter.

Position Value
$26M
Q1 2026
Shares
41.7K
% of Portfolio
+1.23%
Quarters Held
30
currently held

Position History MDY

Reported value by quarter
Q4 ’18: $15MQ4 ’18Q1 ’19: $17MQ2 ’19: $6MQ3 ’19: $18MQ4 ’19: $19MQ4 ’19Q1 ’20: $13MQ2 ’20: $15MQ3 ’20: $16MQ4 ’20: $20MQ4 ’20Q1 ’21: $22MQ2 ’21: $22MQ3 ’21: $21MQ4 ’21: $23MQ4 ’21Q1 ’22: $22MQ2 ’22: $19MQ3 ’22: $19MQ4 ’22: $21MQ4 ’22Q1 ’23: $21MQ2 ’23: $22MQ3 ’23: $21MQ4 ’23: $23MQ4 ’23Q1 ’24: $25MQ2 ’24: $24MQ3 ’24: $25MQ4 ’24: $24MQ4 ’24Q1 ’25: $23MQ2 ’25: $24MQ3 ’25: $25MQ4 ’25: $25MQ4 ’25Q1 ’26: $26Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202641.7K$26M+1.23%
Q4 202541.8K$25M+1.22%
Q3 202541.9K$25M+1.26%
Q2 202542.4K$24M+1.32%
Q1 202542.4K$23M+1.38%
Q4 202442.3K$24M+1.48%
Q3 202443.6K$25M+1.54%
Q2 202444.4K$24M+1.60%
Q1 202444.6K$25M+1.72%
Q4 202345.5K$23M+1.69%
Q3 202345.7K$21M+1.69%
Q2 202346.1K$22M+1.78%
Q1 202346.2K$21M+1.82%
Q4 202246.3K$21M+1.80%
Q3 202246.4K$19M+1.83%
Q2 202245.8K$19M+1.85%
Q1 202244.9K$22M+1.87%
Q4 202144.6K$23M+1.98%
Q3 202144.6K$21M+2.00%
Q2 202144.9K$22M+2.11%
Q1 202145.7K$22M+2.25%
Q4 202047.1K$20M+2.28%
Q3 202047.2K$16M+2.15%
Q2 202047.5K$15M+2.36%
Q1 202048.1K$13M+2.58%
Q4 201949.4K$19M+3.04%
Q3 201949.7K$18M+3.13%
Q2 201915.8K$6M+2.90%
Q1 201949.8K$17M+3.35%
Q4 201849.8K$15M+3.39%

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