SEC 13F Intelligence

Resource Management, LLC / MDY

Resource Management, LLC’s State Str Spdr S&P Midcap 40 Position

Does Resource Management, LLC own State Str Spdr S&P Midcap 40 (MDY)? Yes270.6K shares worth $140M (+14.45% of its 13F portfolio) as of Q4 2021, up from 269.0K shares the prior filed quarter.

Position Value
$140M
Q4 2021
Shares
270.6K
% of Portfolio
+14.45%
Quarters Held
13
currently held

Position History MDY

Reported value by quarter
Q4 ’18: $95MQ4 ’18Q1 ’19: $107MQ2 ’19: $112MQ2 ’19Q3 ’19: $111MQ4 ’19: $118MQ4 ’19Q1 ’20: $79MQ2 ’20: $91MQ2 ’20Q3 ’20: $93MQ4 ’20: $115MQ4 ’20Q1 ’21: $131MQ2 ’21: $132MQ2 ’21Q3 ’21: $129MQ4 ’21: $140MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2021270.6K$140M+14.45%
Q3 2021269.0K$129M+14.77%
Q2 2021267.9K$132M+15.06%
Q1 2021275.4K$131M+15.78%
Q4 2020274.6K$115M+15.76%
Q3 2020275.7K$93M+15.23%
Q2 2020279.6K$91M+15.70%
Q1 2020298.8K$79M+16.60%
Q4 2019313.2K$118M+18.90%
Q3 2019315.2K$111M+19.38%
Q2 2019317.1K$112M+19.48%
Q1 2019311.2K$107M+19.33%
Q4 2018314.4K$95M+19.95%

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