SEC 13F Intelligence

Expressive Wealth LLC / MDY

Expressive Wealth LLC’s State Str Spdr S&P Midcap 40 Position

Does Expressive Wealth LLC own State Str Spdr S&P Midcap 40 (MDY)? Yes3.8K shares worth $3M (+2.49% of its 13F portfolio) as of Q1 2026, up from 3.8K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
3.8K
% of Portfolio
+2.49%
Quarters Held
2
currently held

Position History MDY

Reported value by quarter
Q4 ’25: $2MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.8K$3M+2.49%
Q4 20253.8K$2M+2.45%

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