Pinnacle Associates Ltd

SEC CIK: 0000743127
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Pinnacle Associates Ltd, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDY overview All 13F holders of MDY Full Q2 2026 holdings

Shares (Q2 2026): 56,215
Value: $39.5M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of MDY by Pinnacle Associates Ltd, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	56,215	$39.5M	0.4%	−1,165−2.0%	Reduced	Holders
Q1 2026	57,380	$35.4M	0.5%	−371−0.6%	Reduced	Holders
Q4 2025	57,751	$34.8M	0.4%	−615−1.1%	Reduced	Holders
Q3 2025	58,366	$34.8M	0.5%	−781−1.3%	Reduced	Holders
Q2 2025	59,147	$33.5M	0.5%	−3,604−5.7%	Reduced	Holders
Q1 2025	62,751	$33.5M	0.5%	+1,433+2.3%	Added	Holders
Q4 2024	61,318	$34.9M	0.5%	−3,824−5.9%	Reduced	Holders
Q3 2024	65,142	$33.1M	0.6%	+513+0.8%	Added	Holders
Q2 2024	64,629	$34.6M	0.5%	−268−0.4%	Reduced	Holders
Q1 2024	64,897	$36.1M	0.6%	−245−0.4%	Reduced	Holders
Q4 2023	65,142	$33.1M	0.6%	−622−0.9%	Reduced	Holders
Q3 2023	65,764	$30.0M	0.6%	−1,375−2.0%	Reduced	Holders
Q2 2023	67,139	$32.2M	0.6%	+30.0%	Added	Holders
Q1 2023	67,136	$30.8M	0.6%	−629−0.9%	Reduced	Holders
Q4 2022	67,765	$30.0M	0.7%	−397−0.6%	Reduced	Holders
Q3 2022	68,162	$27.4M	0.6%	−1,279−1.8%	Reduced	Holders
Q2 2022	69,441	$28.7M	0.6%	−192−0.3%	Reduced	Holders
Q1 2022	69,633	$34.2M	0.6%	−1,446−2.0%	Reduced	Holders
Q4 2021	71,079	$36.8M	0.6%	−1,376−1.9%	Reduced	Holders
Q3 2021	72,455	$34.8M	0.6%	−1,469−2.0%	Reduced	Holders
Q2 2021	73,924	$36.3M	0.7%	−526−0.7%	Reduced	Holders
Q1 2021	74,450	$35.4M	0.7%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.