SEC 13F Intelligence

Johnson Midwest Financial, LLC / MDY

Johnson Midwest Financial, LLC’s State Str Spdr S&P Midcap 40 Position

Does Johnson Midwest Financial, LLC own State Str Spdr S&P Midcap 40 (MDY)? Not currently — the last reported position was 32.1K shares worth $16M in Q2 2021; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$16M
Q2 2021
Shares
32.1K
% of Portfolio
+15.50%
Quarters Held
2
position exited

Position History MDY

Reported value by quarter
Q1 ’21: $15MQ1 ’21Q2 ’21: $16MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202132.1K$16M+15.50%
Q1 202131.4K$15M+15.67%

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