Aspiriant LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.99M | Sell |
3,036
-27
| -0.9% | -$18.6K | 0.05% | 117 |
|
|
2026
Q2 | $2.15M | Hold |
3,063
| – | – | 0.05% | 111 |
|
|
2026
Q1 | $1.89M | Sell |
3,063
-60
| -2% | -$38K | 0.05% | 115 |
|
|
2025
Q4 | $1.88M | Sell |
3,123
-98
| -3% | -$58.6K | 0.05% | 116 |
|
|
2025
Q3 | $1.92M | Hold |
3,221
| – | – | 0.06% | 104 |
|
|
2025
Q2 | $1.82M | Hold |
3,221
| – | – | 0.06% | 107 |
|
|
2025
Q1 | $1.72M | Hold |
3,221
| – | – | 0.06% | 103 |
|
|
2024
Q4 | $1.83M | Hold |
3,221
| – | – | 0.07% | 101 |
|
|
2024
Q3 | $1.84M | Sell |
3,221
-8
| -0.2% | -$4.41K | 0.07% | 98 |
|
|
2024
Q2 | $1.73M | Buy |
3,229
+158
| +5% | +$85K | 0.07% | 98 |
|
|
2024
Q1 | $1.71M | Hold |
3,071
| – | – | 0.07% | 103 |
|
|
2023
Q4 | $1.56M | Hold |
3,071
| – | – | 0.07% | 106 |
|
|
2023
Q3 | $1.4M | Sell |
3,071
-5
| -0.2% | -$2.4K | 0.07% | 108 |
|
|
2023
Q2 | $1.47M | Hold |
3,076
| – | – | 0.07% | 102 |
|
|
2023
Q1 | $1.41M | Hold |
3,076
| – | – | 0.07% | 102 |
|
|
2022
Q4 | $1.36M | Sell |
3,076
-3
| -0.1% | -$1.33K | 0.07% | 104 |
|
|
2022
Q3 | $1.24M | Hold |
3,079
| – | – | 0.06% | 104 |
|
|
2022
Q2 | $1.27M | Buy |
3,079
+58
| +2% | +$26.2K | 0.06% | 105 |
|
|
2022
Q1 | $1.48M | Hold |
3,021
| – | – | 0.08% | 104 |
|
|
2021
Q4 | $1.56M | Buy |
3,021
+9
| +0.3% | +$4.58K | 0.08% | 105 |
|
|
2021
Q3 | $1.45M | Hold |
3,012
| – | – | 0.09% | 91 |
|
|
2021
Q2 | $1.48M | Sell |
3,012
-67
| -2% | -$33K | 0.08% | 91 |
|
|
2021
Q1 | $1.47M | Buy |
3,079
+16
| +0.5% | +$7.3K | 0.09% | 79 |
|
|
2020
Q4 | $1.29M | Buy |
3,063
+15
| +0.5% | +$5.78K | 0.09% | 84 |
|
|
2020
Q3 | $1.03M | Buy |
3,048
+159
| +6% | +$54.3K | 0.08% | 98 |
|
|
2020
Q2 | $938K | Sell |
2,889
-48
| -2% | -$14.6K | 0.09% | 86 |
|
|
2020
Q1 | $772K | Sell |
2,937
-181
| -6% | -$61.4K | 0.08% | 93 |
|
|
2019
Q4 | $1.17M | Hold |
3,118
| – | – | 0.11% | 83 |
|
|
2019
Q3 | $1.1M | Sell |
3,118
-1,879
| -38% | -$658K | 0.1% | 100 |
|
|
2019
Q2 | $1.77M | Buy |
4,997
+174
| +4% | +$60.8K | 0.15% | 81 |
|
|
2019
Q1 | $1.66M | Sell |
4,823
-27
| -0.6% | -$9.08K | 0.14% | 84 |
|
|
2018
Q4 | $1.47M | Buy |
4,850
+27
| +0.6% | +$8.99K | 0.11% | 94 |
|
|
2018
Q3 | $1.77M | Sell |
4,823
-49
| -1% | -$17.9K | 0.15% | 86 |
|
|
2018
Q2 | $1.73M | Buy |
4,872
+4,170
| +594% | +$1.47M | 0.15% | 86 |
|
|
2018
Q1 | $240K | Buy |
+702
| New | +$244K | 0.02% | 215 |
|
Other funds holding MDY
Aspiriant LLC's MDY Position: Q3 2026 in Review
Aspiriant LLC reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.88% in Q3 2026, selling an estimated $18.6K and leaving 3,036 shares worth $1.99M. The position accounts for 0.05% of the portfolio, ranked #117.
Aspiriant LLC first reported a position in MDY in Q1 2018 and has held it in 35 quarters since. The position peaked at $2.15M in Q2 2026. 978 funds tracked by Wall St. Rank hold MDY as of Q3 2026.
- Aspiriant LLC held 3,036 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.99M as of Q3 2026.
- Aspiriant LLC sold 27 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $18.6K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Aspiriant LLC's portfolio in Q3 2026, its #117 holding.
- Aspiriant LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2018 and has held it in 35 quarters since.
- Aspiriant LLC's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.15M in Q2 2026.
- 978 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.
Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.