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

Arcadia Investment 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	$49.3K	Hold	80	–	–	0.01%	175
2025 Q4	$48.3K	Sell	80 -510	-86%	-$305K	0.01%	183
2025 Q3	$352K	Buy	590 +50	+9%	+$29.3K	0.05%	95
2025 Q2	$306K	Hold	540	–	–	0.05%	102
2025 Q1	$288K	Hold	540	–	–	0.05%	108
2024 Q4	$308K	Hold	540	–	–	0.05%	105
2024 Q3	$308K	Sell	540 -152	-22%	-$83.7K	0.05%	105
2024 Q2	$370K	Buy	692 +350	+102%	+$188K	0.06%	97
2024 Q1	$190K	Hold	342	–	–	0.03%	125
2023 Q4	$174K	Hold	342	–	–	0.03%	133
2023 Q3	$156K	Hold	342	–	–	0.03%	134
2023 Q2	$164K	Hold	342	–	–	0.03%	136
2023 Q1	$157K	Hold	342	–	–	0.03%	148
2022 Q4	$151K	Sell	342 -15	-4%	-$6.63K	0.04%	148
2022 Q3	$143K	Sell	357 -678	-66%	-$299K	0.03%	137
2022 Q2	$428K	Buy	1,035 +95	+10%	+$42.9K	0.1%	100
2022 Q1	$461K	Hold	940	–	–	0.09%	103
2021 Q4	$487K	Hold	940	–	–	0.08%	108
2021 Q3	$452K	Sell	940 -14	-1%	-$6.88K	0.08%	111
2021 Q2	$468K	Sell	954 -500	-34%	-$247K	0.09%	108
2021 Q1	$692K	Buy	1,454 +80	+6%	+$36.5K	0.14%	94
2020 Q4	$577K	Hold	1,374	–	–	0.12%	91
2020 Q3	$466K	Sell	1,374 -10	-0.7%	-$3.41K	0.1%	98
2020 Q2	$449K	Sell	1,384 -477	-26%	-$145K	0.11%	92
2020 Q1	$489K	Buy	1,861 +700	+60%	+$237K	0.15%	86
2019 Q4	$436K	Sell	1,161 -11	-0.9%	-$3.98K	0.11%	93
2019 Q3	$413K	Hold	1,172	–	–	0.11%	93
2019 Q2	$416K	Sell	1,172 -15	-1%	-$5.24K	0.11%	94
2019 Q1	$410K	Buy	1,187 +35	+3%	+$11.8K	0.12%	89
2018 Q4	$349K	Hold	1,152	–	–	0.12%	92
2018 Q3	$423K	Sell	1,152 -10	-0.9%	-$3.66K	0.11%	92
2018 Q2	$413K	Sell	1,162 -25	-2%	-$8.79K	0.12%	93
2018 Q1	$406K	Sell	1,187 -100	-8%	-$34.8K	0.11%	94
2017 Q4	$445K	Buy	1,287 +175	+16%	+$59K	0.12%	93
2017 Q3	$363K	Hold	1,112	–	–	0.11%	100
2017 Q2	$353K	Sell	1,112 -60	-5%	-$18.9K	0.11%	105
2017 Q1	$366K	Hold	1,172	–	–	0.12%	105
2016 Q4	$354K	Buy	1,172 +320	+38%	+$92.5K	0.12%	100
2016 Q3	$240K	Hold	852	–	–	0.08%	109
2016 Q2	$232K	Sell	852 -75	-8%	-$20K	0.08%	106
2016 Q1	$244K	Sell	927 -50	-5%	-$12.2K	0.08%	101
2015 Q4	$248K	Sell	977 -40	-4%	-$10.4K	0.08%	104
2015 Q3	$253K	Buy	1,017 +50	+5%	+$13.2K	0.08%	95
2015 Q2	$264K	Hold	967	–	–	0.07%	97
2015 Q1	$268K	Hold	967	–	–	0.08%	92
2014 Q4	$255K	Buy	967 +10	+1%	+$2.56K	0.07%	94
2014 Q3	$239K	Buy	957 +25	+3%	+$6.42K	0.07%	94
2014 Q2	$243K	Sell	932 -475	-34%	-$119K	0.07%	91
2014 Q1	$353K	Sell	1,407 -233	-14%	-$57.1K	0.1%	89
2013 Q4	$400K	Buy	1,640 +550	+50%	+$129K	0.09%	90
2013 Q3	$247K	Buy	+1,090	New	+$242K	0.06%	99

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

Arcadia Investment Management's MDY Position: Q1 2026 in Review

Arcadia Investment Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 80 shares worth $49.3K. The position accounts for 0.01% of the portfolio, ranked #175.

Arcadia Investment Management first reported a position in MDY in Q3 2013 and has held it in 51 quarters since. The position peaked at $692K in Q1 2021. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Arcadia Investment Management held 80 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $49.3K as of Q1 2026.
Arcadia Investment 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 0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #175 holding.
Arcadia Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2013 and has held it in 51 quarters since.
Arcadia Investment Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $692K in Q1 2021.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.