Broadview Financial Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Broadview Financial 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
2026 Q1	$611K	Buy	990 +4	+0.4%	+$2.54K	0.42%	32
2025 Q4	$595K	Sell	986 -6	-0.6%	-$3.59K	0.4%	32
2025 Q3	$591K	Sell	992 -41	-4%	-$24.1K	0.4%	32
2025 Q2	$585K	Sell	1,033 -5	-0.5%	-$2.68K	0.4%	33
2025 Q1	$554K	Sell	1,038 -33	-3%	-$18.7K	0.41%	32
2024 Q4	$610K	Sell	1,071 -12	-1%	-$7.03K	0.44%	31
2024 Q3	$617K	Sell	1,083 -16	-1%	-$8.81K	0.42%	33
2024 Q2	$588K	Sell	1,099 -6	-0.5%	-$3.23K	0.43%	32
2024 Q1	$615K	Sell	1,105 -39	-3%	-$20.2K	0.45%	32
2023 Q4	$580K	Sell	1,144 -6	-0.5%	-$2.79K	0.45%	32
2023 Q3	$525K	Buy	1,150 +4	+0.3%	+$1.92K	0.49%	28
2023 Q2	$549K	Buy	1,146 +3	+0.3%	+$1.37K	0.47%	29
2023 Q1	$524K	Sell	1,143 -117	-9%	-$54.5K	0.46%	32
2022 Q4	$558K	Buy	1,260 +5	+0.4%	+$2.21K	0.5%	32
2022 Q3	$504K	Sell	1,255 -117	-9%	-$51.7K	0.51%	30
2022 Q2	$567K	Buy	1,372 +4	+0.3%	+$1.81K	0.53%	30
2022 Q1	$671K	Buy	1,368 +4	+0.3%	+$1.95K	0.5%	34
2021 Q4	$706K	Buy	1,364 +4	+0.3%	+$2.04K	0.5%	33
2021 Q3	$654K	Buy	1,360 +3	+0.2%	+$1.47K	0.51%	30
2021 Q2	$666K	Buy	1,357 +3	+0.2%	+$1.48K	0.5%	30
2021 Q1	$645K	Sell	1,354 -44	-3%	-$20.1K	0.5%	31
2020 Q4	$587K	Sell	1,398 -117	-8%	-$45.1K	0.45%	34
2020 Q3	$513K	Buy	1,515 +36	+2%	+$12.3K	0.43%	33
2020 Q2	$480K	Sell	1,479 -104	-7%	-$31.5K	0.38%	36
2020 Q1	$416K	Buy	1,583 +13	+0.8%	+$4.41K	0.37%	35
2019 Q4	$589K	Buy	1,570 +6	+0.4%	+$2.17K	0.41%	36
2019 Q3	$551K	Buy	1,564 +341	+28%	+$119K	0.41%	35
2019 Q2	$434K	Buy	1,223 +3	+0.2%	+$1.05K	0.33%	36
2019 Q1	$421K	Buy	1,220 +4	+0.3%	+$1.35K	0.33%	36
2018 Q4	$368K	Buy	1,216 +79	+7%	+$26.3K	0.33%	39
2018 Q3	$418K	Buy	1,137 +3	+0.3%	+$1.1K	0.38%	31
2018 Q2	$403K	Sell	1,134 -29	-2%	-$10.2K	0.39%	31
2018 Q1	$397K	Sell	1,163 -24	-2%	-$8.35K	0.39%	31
2017 Q4	$410K	Buy	+1,187	New	+$400K	0.4%	29

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

Broadview Financial Management's MDY Position: Q1 2026 in Review

Broadview Financial Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.41% in Q1 2026, buying an estimated $2.54K and bringing the position to 990 shares worth $611K. The position accounts for 0.42% of the portfolio, ranked #32.

Broadview Financial Management first reported a position in MDY in Q4 2017 and has held it in 34 quarters since. The position peaked at $706K in Q4 2021. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Broadview Financial Management held 990 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $611K as of Q1 2026.
Broadview Financial Management bought 4 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $2.54K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.42% of Broadview Financial Management's portfolio in Q1 2026, its #32 holding.
Broadview Financial Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 34 quarters since.
Broadview Financial Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $706K in Q4 2021.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.