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Disclosery

MD Financial Management Inc.: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MD Financial Management Inc. on SPY, newest first. How the timeline and the estimate are built.

MD Financial Management Inc. held 122,991 SPY shares at 2021-12-31 per its 13F-HR filed 2022-02-14.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 122,991 shares
    Change vs previous 13F 0 shares

    1.41% of the 13F portfolio, value $58,416,000.

    13F-HR 0001724264-22-000005 filed by MD Financial Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-09-30
    13F/A 122,991 shares
    Change vs previous 13F -322,619 shares

    1.34% of the 13F portfolio, value $52,780,000.

    13F-HR/A 0001724264-22-000003 filed by MD Financial Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-06-30
    13F 445,610 shares
    Change vs previous 13F -1,331,774 shares

    5.47% of the 13F portfolio, value $190,748,000.

    13F-HR 0001724264-21-000008 filed by MD Financial Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-03-31
    13F 1,777,384 shares
    Change vs previous 13F +9,361 shares

    20.55% of the 13F portfolio, value $704,431,000.

    13F-HR 0001724264-21-000006 filed by MD Financial Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2020-12-31
    13F 1,768,023 shares
    Change vs previous 13F +685,979 shares

    20.88% of the 13F portfolio, value $661,028,000.

    13F-HR 0001724264-21-000003 filed by MD Financial Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2020-09-30
    13F 1,082,044 shares
    Change vs previous 13F not available

    14.62% of the 13F portfolio, value $362,366,000.

    13F-HR 0001724264-20-000009 filed by MD Financial Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).