Bank of Montreal’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
2025
Q1
Sell
-75,000
Closed -$42.7M 3644
2024
Q4
$42.7M Buy
+75,000
New +$44M 0.02% 505

Other funds holding MDY

Bank of Montreal's MDY Position: Q1 2026 in Review

Bank of Montreal reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.8% in Q1 2026, selling an estimated $15.7M and leaving 488,938 shares worth $302M. The position accounts for 0.11% of the portfolio, ranked #160.

Bank of Montreal first reported a position in MDY in Q2 2013 and has held it in 52 quarters since. The position peaked at $310M in Q4 2025. 1,450 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Bank of Montreal held 488,938 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $302M as of Q1 2026.
  • Bank of Montreal sold 24,852 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $15.7M.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of Bank of Montreal's portfolio in Q1 2026, its #160 holding.
  • Bank of Montreal first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $310M in Q4 2025.
  • 1,450 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.