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

Berkeley Inc’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	$302K	Sell	489 -97	-17%	-$61.5K	0.1%	69
2025 Q4	$354K	Hold	586	–	–	0.11%	68
2025 Q3	$349K	Hold	586	–	–	0.11%	64
2025 Q2	$332K	Hold	586	–	–	0.12%	67
2025 Q1	$313K	Hold	586	–	–	0.15%	58
2024 Q4	$334K	Sell	586 -586	-50%	-$343K	0.17%	56
2024 Q3	$668K	Buy	1,172 +586	+100%	+$323K	0.19%	56
2024 Q2	$314K	Sell	586 -100	-15%	-$53.8K	0.19%	53
2024 Q1	$382K	Hold	686	–	–	0.23%	50
2023 Q4	$348K	Sell	686 -50	-7%	-$23.2K	0.22%	56
2023 Q3	$336K	Hold	736	–	–	0.23%	62
2023 Q2	$352K	Hold	736	–	–	0.24%	62
2023 Q1	$337K	Sell	736 -53	-7%	-$24.7K	0.24%	62
2022 Q4	$349K	Hold	789	–	–	0.26%	61
2022 Q3	$317K	Hold	789	–	–	0.27%	64
2022 Q2	$326K	Sell	789 -42	-5%	-$19K	0.26%	66
2022 Q1	$408K	Hold	831	–	–	0.28%	66
2021 Q4	$430K	Hold	831	–	–	0.29%	64
2021 Q3	$400K	Sell	831 -45	-5%	-$22.1K	0.29%	60
2021 Q2	$430K	Hold	876	–	–	0.31%	58
2021 Q1	$417K	Sell	876 -50	-5%	-$22.8K	0.31%	57
2020 Q4	$389K	Buy	+926	New	+$357K	0.31%	56

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

Berkeley Inc's MDY Position: Q1 2026 in Review

Berkeley Inc reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 17% in Q1 2026, selling an estimated $61.5K and leaving 489 shares worth $302K. The position accounts for 0.1% of the portfolio, ranked #69.

Berkeley Inc first reported a position in MDY in Q4 2020 and has held it in 22 quarters since. The position peaked at $668K in Q3 2024. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Berkeley Inc held 489 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $302K as of Q1 2026.
Berkeley Inc sold 97 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $61.5K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.1% of Berkeley Inc's portfolio in Q1 2026, its #69 holding.
Berkeley Inc first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 22 quarters since.
Berkeley Inc's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $668K in Q3 2024.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Berkeley Inc's 13F filing for Q1 2026, filed 24 Apr 2026.