Allred Capital Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Allred Capital Management’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.4M	Hold	2,263	–	–	0.51%	47
2025 Q4	$1.37M	Hold	2,263	–	–	0.49%	49
2025 Q3	$1.35M	Hold	2,263	–	–	0.47%	51
2025 Q2	$1.28M	Hold	2,263	–	–	0.48%	49
2025 Q1	$1.21M	Hold	2,263	–	–	0.48%	49
2024 Q4	$1.29M	Hold	2,263	–	–	0.5%	47
2024 Q3	$1.29M	Hold	2,263	–	–	0.51%	45
2024 Q2	$1.21M	Hold	2,263	–	–	0.46%	46
2024 Q1	$1.26M	Sell	2,263 -869	-28%	-$450K	0.49%	46
2023 Q4	$1.59M	Buy	+3,132	New	+$1.45M	0.69%	32
2021 Q2	–	Sell	-82	Closed	-$39K	–	529
2021 Q1	$39K	Buy	+82	New	+$37.4K	0.02%	430
2020 Q1	–	Sell	-601	Closed	-$226K	–	471
2019 Q4	$226K	Sell	601 -35	-6%	-$12.7K	0.12%	140
2019 Q3	$219K	Hold	636	–	–	0.13%	151
2019 Q2	$225K	Hold	636	–	–	0.13%	161
2019 Q1	$222K	Buy	+636	New	+$214K	0.13%	163

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allred Capital Management's MDY Position: Q1 2026 in Review

Allred Capital Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 2,263 shares worth $1.4M. The position accounts for 0.51% of the portfolio, ranked #47.

Allred Capital Management first reported a position in MDY in Q1 2019 and has held it in 15 quarters since. The position peaked at $1.59M in Q4 2023. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Allred Capital Management held 2,263 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.4M as of Q1 2026.
Allred Capital Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.51% of Allred Capital Management's portfolio in Q1 2026, its #47 holding.
Allred Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2019 and has held it in 15 quarters since.
Allred Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.59M in Q4 2023.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.