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MDY icon

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

Certuity’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
2025
Q1 		– Sell
-689
Closed -$392K – 423
2024
Q4 		$392K Sell
689
-1
-0.1% -$586 0.04% 218
2024
Q3 		$393K Sell
690
-31,472
-98% -$17.3M 0.04% 212
2024
Q2 		$17.2M Sell
32,162
-634
-2% -$341K 1.37% 19
2024
Q1 		$18.2M Sell
32,796
-328
-1% -$170K 1.6% 17
2023
Q4 		$16.8M Sell
33,124
-378
-1% -$176K 1.7% 15
2023
Q3 		$15.3M Sell
33,502
-70
-0.2% -$33.5K 1.8% 15
2023
Q2 		$16.1M Sell
33,572
-38
-0.1% -$17.3K 1.83% 17
2023
Q1 		$15.4M Sell
33,610
-355
-1% -$165K 2.28% 13
2022
Q4 		$15M Sell
33,965
-367
-1% -$162K 2.38% 12
2022
Q3 		$13.8M Sell
34,332
-1,290
-4% -$570K 3.2% 6
2022
Q2 		$14.7M Buy
35,622
+499
+1% +$225K 3.84% 6
2022
Q1 		$17.2M Sell
35,123
-7
-0% -$3.41K 3.71% 7
2021
Q4 		$18.2M Sell
35,130
-344
-1% -$175K 3.9% 5
2021
Q3 		$17.1M Sell
35,474
-20
-0.1% -$9.82K 3.4% 5
2021
Q2 		$17.4M Sell
35,494
-26
-0.1% -$12.8K 4.02% 4
2021
Q1 		$16.9M Sell
35,520
-638
-2% -$291K 4.54% 4
2020
Q4 		$15.2M Sell
36,158
-543
-1% -$209K 4.89% 4
2020
Q3 		$12.4M Sell
36,701
-173
-0.5% -$59K 4.91% 4
2020
Q2 		$12M Sell
36,874
-1,263
-3% -$383K 5.57% 3
2020
Q1 		$10M Buy
38,137
+304
+0.8% +$103K 5.56% 3
2019
Q4 		$14.2M Buy
+37,833
New +$13.7M 6.79% 3

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Certuity's MDY Position: Q1 2025 in Review

Certuity sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2025, closing a stake of 689 shares — an estimated $392K sold.

Certuity first reported a position in MDY in Q4 2019 and held it in 21 quarters. The position peaked at $18.2M in Q1 2024. 1,361 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

  • Certuity reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2025 after selling out during the quarter.
  • Certuity sold 689 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2025, an estimated $392K.
  • Certuity first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and held it in 21 quarters.
  • Certuity's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $18.2M in Q1 2024.
  • 1,361 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on Certuity's 13F filing for Q1 2025, filed 13 May 2025.