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Aspiriant LLC’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Aspiriant LLC’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 		$1.89M 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% +$7.29K 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 		$1.67M 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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aspiriant LLC's MDY Position: Q1 2026 in Review

Aspiriant LLC reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.9% in Q1 2026, selling an estimated $38K and leaving 3,063 shares worth $1.89M. The position accounts for 0.05% of the portfolio, ranked #115.

Aspiriant LLC first reported a position in MDY in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.92M in Q3 2025. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Aspiriant LLC held 3,063 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.89M as of Q1 2026.
  • Aspiriant LLC sold 60 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $38K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Aspiriant LLC's portfolio in Q1 2026, its #115 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 33 quarters since.
  • Aspiriant LLC's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.92M in Q3 2025.
  • 1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.