Callan Family Office’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Callan Family Office’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	$11.4M	Sell	18,509 -444	-2%	-$281K	0.26%	78
2025 Q4	$11.4M	Sell	18,953 -16	-0.1%	-$9.57K	0.25%	79
2025 Q3	$11.3M	Sell	18,969 -906	-5%	-$532K	0.36%	52
2025 Q2	$11.3M	Sell	19,875 -292	-1%	-$157K	0.36%	54
2025 Q1	$10.8M	Sell	20,167 -556	-3%	-$316K	0.81%	23
2024 Q4	$11.8M	Buy	20,723 +11	+0.1%	+$6.45K	0.75%	25
2024 Q3	$11.8M	Buy	20,712 +1,594	+8%	+$878K	1.98%	12
2024 Q2	$10.2M	Buy	19,118 +7,479	+64%	+$4.02M	1.96%	12
2024 Q1	$6.48M	Buy	11,639 +1,511	+15%	+$783K	1.52%	15
2023 Q4	$5.14M	Hold	10,128	–	–	1.27%	16
2023 Q3	$4.62M	Buy	10,128 +30	+0.3%	+$14.4K	1.23%	16
2023 Q2	$4.84M	Buy	10,098 +2	+0%	+$911	1.28%	16
2023 Q1	$4.63M	Buy	10,096 +2,259	+29%	+$1.05M	1.12%	20
2022 Q4	$3.47M	Buy	+7,837	New	+$3.47M	1.12%	20

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

Callan Family Office's MDY Position: Q1 2026 in Review

Callan Family Office reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.3% in Q1 2026, selling an estimated $281K and leaving 18,509 shares worth $11.4M. The position accounts for 0.26% of the portfolio, ranked #78.

Callan Family Office first reported a position in MDY in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.8M in Q4 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Callan Family Office held 18,509 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $11.4M as of Q1 2026.
Callan Family Office sold 444 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $281K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.26% of Callan Family Office's portfolio in Q1 2026, its #78 holding.
Callan Family Office first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Callan Family Office's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $11.8M in Q4 2024.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.