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

Cadinha & Co’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 Q2	$248K	Hold	353	–	–	0.04%	96
2026 Q1	$218K	Hold	353	–	–	0.04%	100
2025 Q4	$213K	Sell	353 -50	-12%	-$29.9K	0.03%	100
2025 Q3	$240K	Sell	403 -60	-13%	-$35.2K	0.03%	95
2025 Q2	$262K	Sell	463 -279	-38%	-$150K	0.04%	89
2025 Q1	$396K	Hold	742	–	–	0.09%	64
2024 Q4	$423K	Buy	742 +246	+50%	+$144K	0.07%	71
2024 Q3	$283K	Hold	496	–	–	0.05%	83
2024 Q2	$265K	Sell	496 -150	-23%	-$80.7K	0.05%	86
2024 Q1	$359K	Sell	646 -2	-0.3%	-$1.04K	0.06%	74
2023 Q4	$329K	Sell	648 -25	-4%	-$11.6K	0.05%	80
2023 Q3	$307K	Buy	673 +40	+6%	+$19.2K	0.07%	75
2023 Q2	$303K	Sell	633 -50	-7%	-$22.8K	0.06%	79
2023 Q1	$313K	Buy	683 +10	+1%	+$4.66K	0.09%	76
2022 Q4	$298K	Buy	673 +125	+23%	+$55.3K	0.07%	79
2022 Q3	$220K	Buy	+548	New	+$242K	0.07%	83
2022 Q2	–	Sell	-8,726	Closed	-$4.28M	–	108
2022 Q1	$4.28M	Sell	8,726 -1,874	-18%	-$912K	0.62%	27
2021 Q4	$5.49M	Buy	10,600 +9,867	+1,346%	+$5.02M	0.74%	28
2021 Q3	$352K	Hold	733	–	–	0.05%	95
2021 Q2	$360K	Hold	733	–	–	0.05%	94
2021 Q1	$349K	Hold	733	–	–	0.05%	90
2020 Q4	$308K	Hold	733	–	–	0.04%	93
2020 Q3	$248K	Hold	733	–	–	0.04%	95
2020 Q2	$238K	Buy	+733	New	+$222K	0.04%	89
2020 Q1	–	Sell	-1,131	Closed	-$425K	–	112
2019 Q4	$425K	Hold	1,131	–	–	0.06%	90
2019 Q3	$399K	Buy	1,131 +25	+2%	+$8.76K	0.06%	89
2019 Q2	$392K	Buy	1,106 +20	+2%	+$6.99K	0.07%	85
2019 Q1	$375K	Sell	1,086 -186	-15%	-$62.6K	0.07%	83
2018 Q4	$385K	Sell	1,272 -558	-30%	-$186K	0.1%	71
2018 Q3	$672K	Hold	1,830	–	–	0.11%	75
2018 Q2	$650K	Sell	1,830 -30	-2%	-$10.5K	0.12%	71
2018 Q1	$636K	Hold	1,860	–	–	0.13%	68
2017 Q4	$642K	Sell	1,860 -149	-7%	-$50.2K	0.09%	75
2017 Q3	$656K	Hold	2,009	–	–	0.11%	71
2017 Q2	$638K	Hold	2,009	–	–	0.11%	73
2017 Q1	$628K	Sell	2,009 -140	-7%	-$43.4K	0.12%	69
2016 Q4	$648K	Sell	2,149 -20	-0.9%	-$5.78K	0.11%	67
2016 Q3	$612K	Hold	2,169	–	–	0.12%	75
2016 Q2	$590K	Hold	2,169	–	–	0.13%	72
2016 Q1	$570K	Sell	2,169 -200	-8%	-$48.7K	0.15%	68
2015 Q4	$602K	Sell	2,369 -465	-16%	-$121K	0.14%	66
2015 Q3	$705K	Sell	2,834 -92	-3%	-$24.4K	0.17%	60
2015 Q2	$799K	Sell	2,926 -299	-9%	-$83.1K	0.16%	62
2015 Q1	$894K	Sell	3,225 -50	-2%	-$13.5K	0.18%	60
2014 Q4	$865K	Sell	3,275 -964	-23%	-$247K	0.15%	63
2014 Q3	$1.06M	Hold	4,239	–	–	0.19%	56
2014 Q2	$1.1M	Sell	4,239 -328	-7%	-$82.1K	0.19%	53
2014 Q1	$1.14M	Sell	4,567 -275	-6%	-$67.4K	0.21%	48
2013 Q4	$1.18M	Sell	4,842 -6	-0.1%	-$1.41K	0.22%	48
2013 Q3	$1.1M	Buy	4,848 +1,975	+69%	+$439K	0.22%	45
2013 Q2	$604K	Buy	+2,873	New	+$608K	0.14%	53

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

Cadinha & Co's MDY Position: Q2 2026 in Review

Cadinha & Co held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 353 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #96.

Cadinha & Co first reported a position in MDY in Q2 2013 and has held it in 51 quarters since. The position peaked at $5.49M in Q4 2021. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Cadinha & Co held 353 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $248K as of Q2 2026.
Cadinha & Co left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Cadinha & Co's portfolio in Q2 2026, its #96 holding.
Cadinha & Co first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 51 quarters since.
Cadinha & Co's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $5.49M in Q4 2021.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Cadinha & Co's 13F filing for Q2 2026, filed 28 Jul 2026.