SEC 13F Intelligence

Alpha Wealth Funds, LLC / MDY

Alpha Wealth Funds, LLC’s State Str Spdr S&P Midcap 40 Position

Does Alpha Wealth Funds, LLC own State Str Spdr S&P Midcap 40 (MDY)? Yes — 2.9K shares worth $2M (+1.19% of its 13F portfolio) as of Q1 2026, down from 3.0K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
2.9K
% of Portfolio
+1.19%
Quarters Held
5
currently held

Position History MDY

Reported value by quarter
Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.9K$2M+1.19%
Q4 20253.0K$2M+1.13%
Q3 20253.0K$2M+1.32%
Q2 20253.7K$2M+1.76%
Q1 20253.9K$2M+2.08%

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