Arrowroot Family Office’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Arrowroot Family Office’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	$376K	Sell	609 -114	-16%	-$72.2K	0.12%	116
2025 Q4	$436K	Sell	723 -45	-6%	-$26.9K	0.16%	95
2025 Q3	$458K	Sell	768 -2	-0.3%	-$1.17K	0.18%	88
2025 Q2	$436K	Buy	+770	New	+$413K	0.2%	87
2024 Q4	$526K	Sell	923 -7	-0.8%	-$4.1K	0.27%	76
2024 Q3	$530K	Sell	930 -5	-0.5%	-$2.75K	0.31%	71
2024 Q2	$500K	Sell	935 -79	-8%	-$42.5K	0.32%	72
2024 Q1	$564K	Buy	1,014 +49	+5%	+$25.4K	0.36%	69
2023 Q4	$490K	Sell	965 -71	-7%	-$33K	0.35%	69
2023 Q3	$473K	Hold	1,036	–	–	0.37%	62
2023 Q2	$496K	Buy	1,036 +17	+2%	+$7.74K	0.38%	69
2023 Q1	$467K	Buy	+1,019	New	+$475K	0.4%	62

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

Arrowroot Family Office's MDY Position: Q1 2026 in Review

Arrowroot Family Office reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 16% in Q1 2026, selling an estimated $72.2K and leaving 609 shares worth $376K. The position accounts for 0.12% of the portfolio, ranked #116.

Arrowroot Family Office first reported a position in MDY in Q1 2023 and has held it in 12 quarters since. The position peaked at $564K in Q1 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Arrowroot Family Office held 609 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $376K as of Q1 2026.
Arrowroot Family Office sold 114 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $72.2K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.12% of Arrowroot Family Office's portfolio in Q1 2026, its #116 holding.
Arrowroot Family Office first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and has held it in 12 quarters since.
Arrowroot Family Office's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $564K in Q1 2024.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.