SEC 13F Intelligence

Clear Point Advisors Inc. / MDY

Clear Point Advisors Inc.’s State Str Spdr S&P Midcap 40 Position

Does Clear Point Advisors Inc. own State Str Spdr S&P Midcap 40 (MDY)? Not currently — the last reported position was 5.9K shares worth $4M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q4 2025
Shares
5.9K
% of Portfolio
+2.76%
Quarters Held
8
position exited

Position History MDY

Reported value by quarter
Q1 ’24: $3MQ1 ’24Q2 ’24: $3MQ2 ’24Q3 ’24: $4MQ3 ’24Q4 ’24: $4MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20255.9K$4M+2.76%
Q3 20256.1K$4M+2.83%
Q2 20256.1K$3M+2.92%
Q1 20256.3K$3M+3.00%
Q4 20246.3K$4M+3.04%
Q3 20246.2K$4M+2.74%
Q2 20246.2K$3M+2.73%
Q1 20246.2K$3M+2.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clear Point Advisors Inc.’s full portfolio or all institutional holders of MDY.