SEC 13F Intelligence

One Plus One Wealth Management, LLC / MDY

One Plus One Wealth Management, LLC’s State Str Spdr S&P Midcap 40 Position

Does One Plus One Wealth Management, LLC own State Str Spdr S&P Midcap 40 (MDY)? Not currently — the last reported position was 9.7K shares worth $4M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q1 2023
Shares
9.7K
% of Portfolio
+3.16%
Quarters Held
2
position exited

Position History MDY

Reported value by quarter
Q4 ’22: $4MQ4 ’22Q1 ’23: $4MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20239.7K$4M+3.16%
Q4 20228.7K$4M+2.70%

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