Berkshire Money Management’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
Q1 | – | Sell |
-2,163
| Closed | -$1.31M | – | 91 |
|
|
2025
Q4 | $1.31M | Buy |
+2,163
| New | +$1.29M | 0.12% | 42 |
|
|
2025
Q3 | – | Sell |
-1,401
| Closed | -$794K | – | 94 |
|
|
2025
Q2 | $794K | Hold |
1,401
| – | – | 0.08% | 49 |
|
|
2025
Q1 | $748K | Sell |
1,401
-4
| -0.3% | -$2.27K | 0.08% | 41 |
|
|
2024
Q4 | $800K | Buy |
+1,405
| New | +$824K | 0.09% | 37 |
|
|
2024
Q2 | – | Sell |
-1,405
| Closed | -$782K | – | 61 |
|
|
2024
Q1 | $782K | Buy |
+1,405
| New | +$728K | 0.09% | 39 |
|
|
2020
Q3 | – | Sell |
-1,735
| Closed | -$563K | – | 34 |
|
|
2020
Q2 | $563K | Sell |
1,735
-43
| -2% | -$13K | 0.12% | 30 |
|
|
2020
Q1 | $467K | Sell |
1,778
-118,600
| -99% | -$40.2M | 0.11% | 29 |
|
|
2019
Q4 | $45.2M | Sell |
120,378
-24,505
| -17% | -$8.86M | 8.8% | 4 |
|
|
2019
Q3 | $51.1M | Buy |
144,883
+3,733
| +3% | +$1.31M | 10.56% | 3 |
|
|
2019
Q2 | $50M | Buy |
141,150
+2,313
| +2% | +$808K | 10.58% | 3 |
|
|
2019
Q1 | $48M | Buy |
138,837
+36,536
| +36% | +$12.3M | 10.62% | 4 |
|
|
2018
Q4 | $31M | Sell |
102,301
-190
| -0.2% | -$63.3K | 7.71% | 5 |
|
|
2018
Q3 | $37.7M | Buy |
102,491
+2,802
| +3% | +$1.03M | 8.32% | 6 |
|
|
2018
Q2 | $36.1M | Sell |
99,689
-1,311
| -1% | -$461K | 8.41% | 5 |
|
|
2018
Q1 | $34.5M | Sell |
101,000
-70,503
| -41% | -$24.5M | 8.62% | 5 |
|
|
2017
Q4 | $59.2M | Buy |
171,503
+4,966
| +3% | +$1.67M | 14.83% | 2 |
|
|
2017
Q3 | $55.6M | Buy |
166,537
+54
| +0% | +$17.2K | 14.5% | 2 |
|
|
2017
Q2 | $52.9M | Buy |
166,483
+4,043
| +2% | +$1.27M | 14.91% | 2 |
|
|
2017
Q1 | $50.7M | Buy |
162,440
+2,030
| +1% | +$630K | 15.24% | 2 |
|
|
2016
Q4 | $48.4M | Buy |
160,410
+1,918
| +1% | +$554K | 14.35% | 2 |
|
|
2016
Q3 | $44.7M | Buy |
158,492
+92,147
| +139% | +$26M | 13.73% | 2 |
|
|
2016
Q2 | $18.1M | Sell |
66,345
-3,420
| -5% | -$914K | 6.21% | 5 |
|
|
2016
Q1 | $18.3M | Sell |
69,765
-3,841
| -5% | -$935K | 5.58% | 6 |
|
|
2015
Q4 | $18.7M | Buy |
+73,606
| New | +$19.2M | 5.69% | 6 |
|
|
2014
Q2 | – | Sell |
-134,750
| Closed | -$33.8M | – | 16 |
|
|
2014
Q1 | $33.8M | Buy |
134,750
+6,243
| +5% | +$1.53M | 15.45% | 2 |
|
|
2013
Q4 | $31.4M | Buy |
128,507
+27,277
| +27% | +$6.42M | 11.48% | 4 |
|
|
2013
Q3 | $22.9M | Buy |
101,230
+64,767
| +178% | +$14.4M | 9.96% | 5 |
|
|
2013
Q2 | $7.66M | Buy |
+36,463
| New | +$7.71M | 3.63% | 9 |
|
Other funds holding MDY
Berkshire Money Management's MDY Position: Q1 2026 in Review
Berkshire Money Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 2,163 shares — an estimated $1.31M sold.
Berkshire Money Management first reported a position in MDY in Q2 2013 and held it in 28 quarters. The position peaked at $59.2M in Q4 2017. 1,450 funds tracked by Wall St. Rank hold MDY as of Q1 2026.
- Berkshire Money Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
- Berkshire Money Management sold 2,163 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $1.31M.
- Berkshire Money Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and held it in 28 quarters.
- Berkshire Money Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $59.2M in Q4 2017.
- 1,450 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.
Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.