Caldwell Sutter Capital’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Caldwell Sutter Capital’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	$4.92K	Hold	7	–	–	﹤0.01%	688
2026 Q1	$4.32K	Hold	7	–	–	﹤0.01%	657
2025 Q4	$4.22K	Hold	7	–	–	﹤0.01%	646
2025 Q3	$4.17K	Hold	7	–	–	﹤0.01%	648
2025 Q2	$3.96K	Sell	7 -65	-90%	-$34.9K	﹤0.01%	637
2025 Q1	$38.4K	Buy	72 +65	+929%	+$36.9K	0.02%	391
2024 Q4	$3.99K	Hold	7	–	–	﹤0.01%	666
2024 Q3	$3.99K	Hold	7	–	–	﹤0.01%	666
2024 Q2	$3.75K	Hold	7	–	–	﹤0.01%	672
2024 Q1	$3.9K	Hold	7	–	–	﹤0.01%	655
2023 Q4	$3.55K	Hold	7	–	–	﹤0.01%	669
2023 Q3	$3.2K	Hold	7	–	–	﹤0.01%	660
2023 Q2	$3.35K	Buy	+7	New	+$3.19K	﹤0.01%	666

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

Caldwell Sutter Capital's MDY Position: Q2 2026 in Review

Caldwell Sutter Capital held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 7 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Caldwell Sutter Capital first reported a position in MDY in Q2 2023 and has held it in 13 quarters since. The position peaked at $38.4K in Q1 2025. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Caldwell Sutter Capital held 7 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $4.92K as of Q2 2026.
Caldwell Sutter Capital 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 ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #688 holding.
Caldwell Sutter Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $38.4K in Q1 2025.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.