Brown, Lisle/Cummings’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Brown, Lisle/Cummings’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	–	Sell	-48	Closed	-$29K	–	1026
2025 Q4	$29K	Sell	48 -15	-24%	-$8.97K	0.01%	397
2025 Q3	$37.5K	Buy	63 +33	+110%	+$19.4K	0.01%	369
2025 Q2	$17K	Hold	30	–	–	﹤0.01%	439
2025 Q1	$16K	Hold	30	–	–	﹤0.01%	438
2024 Q4	$17.1K	Hold	30	–	–	0.01%	432
2024 Q3	$17.1K	Hold	30	–	–	0.01%	408
2024 Q2	$16.1K	Hold	30	–	–	0.01%	404
2024 Q1	$16.7K	Hold	30	–	–	0.01%	389
2023 Q4	$15.2K	Hold	30	–	–	0.01%	389
2023 Q3	$13.7K	Hold	30	–	–	0.01%	369
2023 Q2	$14.4K	Hold	30	–	–	0.01%	370
2023 Q1	$13.8K	Hold	30	–	–	0.01%	368
2022 Q4	$13.3K	Sell	30 -38	-56%	-$16.8K	0.01%	359
2022 Q3	$27.3K	Hold	68	–	–	0.02%	296
2022 Q2	$28.1K	Hold	68	–	–	0.02%	296
2022 Q1	$33.4K	Sell	68 -15	-18%	-$7.3K	0.02%	300
2021 Q4	$43K	Buy	+83	New	+$42.2K	0.02%	278

Other funds holding MDY

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

Morgan Stanley New York $1.89T AUM 35.08% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

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

Brown, Lisle/Cummings's MDY Position: Q1 2026 in Review

Brown, Lisle/Cummings sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 48 shares — an estimated $29K sold.

Brown, Lisle/Cummings first reported a position in MDY in Q4 2021 and held it in 17 quarters. The position peaked at $43K in Q4 2021. 1,451 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Brown, Lisle/Cummings reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
Brown, Lisle/Cummings sold 48 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $29K.
Brown, Lisle/Cummings first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and held it in 17 quarters.
Brown, Lisle/Cummings's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $43K in Q4 2021.
1,451 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.