SEC 13F Intelligence

Kowal Investment Group, LLC / MDY

Kowal Investment Group, LLC’s State Str Spdr S&P Midcap 40 Position

Does Kowal Investment Group, LLC own State Str Spdr S&P Midcap 40 (MDY)? Yes — 43.1K shares worth $25M (+4.52% of its 13F portfolio) as of Q3 2024, up from 42.1K shares the prior filed quarter.

Position Value
$25M
Q3 2024
Shares
43.1K
% of Portfolio
+4.52%
Quarters Held
10
currently held

Position History MDY

Reported value by quarter
Q3 ’21: $69,000Q3 ’21Q3 ’22: $2MQ4 ’22: $12MQ4 ’22Q1 ’23: $17MQ2 ’23: $19MQ2 ’23Q3 ’23: $19MQ4 ’23: $22MQ4 ’23Q1 ’24: $24MQ2 ’24: $23MQ2 ’24Q3 ’24: $25Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202443.1K$25M+4.52%
Q2 202442.1K$23M+4.49%
Q1 202442.6K$24M+5.12%
Q4 202342.4K$22M+5.03%
Q3 202340.7K$19M+5.01%
Q2 202339.6K$19M+5.07%
Q1 202337.1K$17M+4.82%
Q4 202226.2K$12M+3.46%
Q3 20224.3K$2M+0.59%
Q3 2021143$69,000+0.02%

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