SEC 13F Intelligence

Drive Wealth Management, LLC / MDY

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

Does Drive Wealth Management, LLC own State Str Spdr S&P Midcap 40 (MDY)? Not currently — the last reported position was 2.6K shares worth $1M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q3 2022
Shares
2.6K
% of Portfolio
+1.18%
Quarters Held
1
position exited

Position History MDY

Reported value by quarter
Q3 ’22: $1MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20222.6K$1M+1.18%

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