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

Aull & Monroe 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
2025 Q1	–	Sell	-358	Closed	-$204K	–	125
2024 Q4	$204K	Hold	358	–	–	0.1%	122
2024 Q3	$204K	Sell	358 -48	-12%	-$26.4K	0.09%	127
2024 Q2	$217K	Hold	406	–	–	0.11%	124
2024 Q1	$226K	Hold	406	–	–	0.1%	121
2023 Q4	$206K	Buy	+406	New	+$189K	0.1%	126

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Aull & Monroe Investment Management's MDY Position: Q1 2025 in Review

Aull & Monroe Investment Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2025, closing a stake of 358 shares — an estimated $204K sold.

Aull & Monroe Investment Management first reported a position in MDY in Q4 2023 and held it in 5 quarters. The position peaked at $226K in Q1 2024. 1,361 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

Aull & Monroe Investment Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2025 after selling out during the quarter.
Aull & Monroe Investment Management sold 358 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2025, an estimated $204K.
Aull & Monroe Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and held it in 5 quarters.
Aull & Monroe Investment Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $226K in Q1 2024.
1,361 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on Aull & Monroe Investment Management's 13F filing for Q1 2025, filed 14 May 2025.