AllSquare Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $85.2K | Hold |
143
| – | – | 0.05% | 171 |
|
|
2025
Q2 | $81K | Hold |
143
| – | – | 0.05% | 172 |
|
|
2025
Q1 | $76.3K | Buy |
143
+44
| +44% | +$25K | 0.05% | 172 |
|
|
2024
Q4 | $56.4K | Hold |
99
| – | – | 0.03% | 201 |
|
|
2024
Q3 | $56.4K | Buy |
99
+43
| +77% | +$23.7K | 0.03% | 200 |
|
|
2024
Q2 | $30K | Buy |
56
+50
| +833% | +$26.9K | 0.02% | 262 |
|
|
2024
Q1 | $3.34K | Hold |
6
| – | – | ﹤0.01% | 446 |
|
|
2023
Q4 | $3.04K | Hold |
6
| – | – | ﹤0.01% | 452 |
|
|
2023
Q3 | $2.74K | Hold |
6
| – | – | ﹤0.01% | 457 |
|
|
2023
Q2 | $2.68K | Hold |
6
| – | – | ﹤0.01% | 469 |
|
|
2023
Q1 | $2.75K | Hold |
6
| – | – | ﹤0.01% | 461 |
|
|
2022
Q4 | $2.66K | Hold |
6
| – | – | ﹤0.01% | 449 |
|
|
2022
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 458 |
|
|
2022
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 465 |
|
|
2022
Q1 | $3K | Hold |
6
| – | – | ﹤0.01% | 450 |
|
|
2021
Q4 | $3K | Hold |
6
| – | – | ﹤0.01% | 454 |
|
|
2021
Q3 | $3K | Hold |
6
| – | – | ﹤0.01% | 437 |
|
|
2021
Q2 | $3K | Hold |
6
| – | – | ﹤0.01% | 455 |
|
|
2021
Q1 | $3K | Hold |
6
| – | – | ﹤0.01% | 444 |
|
|
2020
Q4 | $3K | Hold |
6
| – | – | ﹤0.01% | 407 |
|
|
2020
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 431 |
|
|
2020
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 429 |
|
|
2020
Q1 | $2K | Sell |
6
-3
| -33% | -$1.02K | ﹤0.01% | 408 |
|
|
2019
Q4 | $3K | Hold |
9
| – | – | ﹤0.01% | 400 |
|
|
2019
Q3 | $3K | Hold |
9
| – | – | ﹤0.01% | 400 |
|
|
2019
Q2 | $3K | Hold |
9
| – | – | ﹤0.01% | 411 |
|
|
2019
Q1 | $3K | Sell |
9
-33
| -79% | -$11.1K | ﹤0.01% | 415 |
|
|
2018
Q4 | $13K | Hold |
42
| – | – | 0.01% | 286 |
|
|
2018
Q3 | $15K | Hold |
42
| – | – | 0.01% | 297 |
|
|
2018
Q2 | $15K | Sell |
42
-192
| -82% | -$67.5K | 0.01% | 299 |
|
|
2018
Q1 | $80K | Hold |
234
| – | – | 0.06% | 121 |
|
|
2017
Q4 | $81K | Hold |
234
| – | – | 0.06% | 119 |
|
|
2017
Q3 | $76K | Hold |
234
| – | – | 0.06% | 119 |
|
|
2017
Q2 | $74K | Buy |
234
+36
| +18% | +$11.3K | 0.08% | 63 |
|
|
2017
Q1 | $62K | Buy |
198
+130
| +191% | +$40.3K | 0.05% | 121 |
|
|
2016
Q4 | $21K | Buy |
68
+45
| +196% | +$13K | 0.02% | 187 |
|
|
2016
Q3 | $6K | Buy |
+23
| New | +$6.48K | 0.01% | 249 |
|
Other funds holding MDY
AllSquare Wealth Management's MDY Position: Q3 2025 in Review
AllSquare Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2025 at 143 shares worth $85.2K. The position accounts for 0.05% of the portfolio, ranked #171.
AllSquare Wealth Management first reported a position in MDY in Q3 2016 and has held it in 37 quarters since. 1,363 funds tracked by Wall St. Rank hold MDY as of Q3 2025.
- AllSquare Wealth Management held 143 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $85.2K as of Q3 2025.
- AllSquare Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2025.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of AllSquare Wealth Management's portfolio in Q3 2025, its #171 holding.
- AllSquare Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2016 and has held it in 37 quarters since.
- 1,363 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.