SEC 13F Intelligence

Alexis Investment Partners, LLC / MDY

Alexis Investment Partners, LLC’s State Str Spdr S&P Midcap 40 Position

Does Alexis Investment Partners, LLC own State Str Spdr S&P Midcap 40 (MDY)? Yes — 14.2K shares worth $8M (+5.84% of its 13F portfolio) as of Q1 2026, up from 11.6K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
14.2K
% of Portfolio
+5.84%
Quarters Held
6
currently held

Position History MDY

Reported value by quarter
Q4 ’24: $6MQ4 ’24Q1 ’25: $6MQ1 ’25Q2 ’25: $6MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.2K$8M+5.84%
Q4 202511.6K$7M+2.62%
Q3 202511.1K$7M+0.57%
Q2 20259.8K$6M+2.39%
Q1 202511.2K$6M+2.86%
Q4 202410.7K$6M+2.98%

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