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Charter Research & Investment Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Charter Research & Investment Group’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 		$3.92M Buy
6,350
+16
+0.3% +$10.1K 2.61% 11
2025
Q4 		$3.82M Buy
6,334
+86
+1% +$51.5K 2.55% 12
2025
Q3 		$3.72M Buy
6,248
+76
+1% +$44.6K 2.58% 10
2025
Q2 		$3.5M Sell
6,172
-106
-2% -$56.9K 2.61% 9
2025
Q1 		$3.35M Buy
6,278
+66
+1% +$37.5K 2.56% 11
2024
Q4 		$3.54M Sell
6,212
-134
-2% -$78.5K 2.69% 10
2024
Q3 		$3.62M Buy
6,346
+157
+3% +$86.5K 2.67% 12
2024
Q2 		$3.31M Sell
6,189
-138
-2% -$74.2K 2.61% 11
2024
Q1 		$3.52M Buy
6,327
+20
+0.3% +$10.4K 2.79% 11
2023
Q4 		$3.2M Buy
6,307
+12
+0.2% +$5.57K 2.66% 11
2023
Q3 		$2.87M Sell
6,295
-86
-1% -$41.2K 2.59% 9
2023
Q2 		$3.06M Buy
6,381
+161
+3% +$73.3K 2.54% 11
2023
Q1 		$2.85M Buy
6,220
+230
+4% +$107K 2.5% 12
2022
Q4 		$2.65M Sell
5,990
-22
-0.4% -$9.73K 2.54% 13
2022
Q3 		$2.42M Sell
6,012
-180
-3% -$79.5K 2.44% 14
2022
Q2 		$2.56M Sell
6,192
-67
-1% -$30.3K 2.33% 15
2022
Q1 		$3.07M Buy
6,259
+93
+2% +$45.2K 2.49% 10
2021
Q4 		$3.19M Buy
6,166
+98
+2% +$49.9K 2.51% 10
2021
Q3 		$2.92M Buy
6,068
+7
+0.1% +$3.44K 2.42% 13
2021
Q2 		$2.98M Sell
6,061
-41
-0.7% -$20.2K 2.47% 14
2021
Q1 		$2.9M Buy
6,102
+3
+0% +$1.37K 2.54% 11
2020
Q4 		$2.56M Buy
6,099
+255
+4% +$98.2K 2.46% 10
2020
Q3 		$1.98M Buy
5,844
+245
+4% +$83.6K 2.17% 15
2020
Q2 		$1.82M Sell
5,599
-11
-0.2% -$3.34K 2.09% 16
2020
Q1 		$1.48M Buy
5,610
+234
+4% +$79.3K 1.94% 20
2019
Q4 		$2.02M Buy
5,376
+245
+5% +$88.6K 2.05% 14
2019
Q3 		$1.81M Buy
5,131
+121
+2% +$42.4K 1.96% 17
2019
Q2 		$1.78M Sell
5,010
-4
-0.1% -$1.4K 1.98% 17
2019
Q1 		$1.73M Buy
5,014
+138
+3% +$46.4K 1.92% 17
2018
Q4 		$1.48M Buy
4,876
+50
+1% +$16.6K 1.86% 21
2018
Q3 		$1.77M Buy
4,826
+724
+18% +$265K 1.93% 16
2018
Q2 		$1.46M Buy
4,102
+120
+3% +$42.2K 1.67% 26
2018
Q1 		$1.36M Buy
3,982
+240
+6% +$83.5K 1.62% 28
2017
Q4 		$1.29M Buy
+3,742
New +$1.26M 1.45% 30
2016
Q3 		$896K Buy
3,173
+80
+3% +$22.5K 1.05% 32
2016
Q2 		$842K Buy
3,093
+270
+10% +$72.2K 0.96% 35
2016
Q1 		$742K Hold
2,823
– – 0.85% 36
2015
Q4 		$717K Buy
2,823
+285
+11% +$74.2K 0.83% 37
2015
Q3 		$632K Buy
2,538
+10
+0.4% +$2.65K 0.83% 37
2015
Q2 		$691K Buy
2,528
+8
+0.3% +$2.22K 0.77% 37
2015
Q1 		$699K Hold
2,520
– – 0.77% 37
2014
Q4 		$665K Buy
+2,520
New +$645K 0.73% 40

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charter Research & Investment Group's MDY Position: Q1 2026 in Review

Charter Research & Investment Group increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.25% in Q1 2026, buying an estimated $10.1K and bringing the position to 6,350 shares worth $3.92M. The position accounts for 2.61% of the portfolio, ranked #11.

Charter Research & Investment Group first reported a position in MDY in Q4 2014 and has held it in 42 quarters since. 1,449 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Charter Research & Investment Group held 6,350 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.92M as of Q1 2026.
  • Charter Research & Investment Group bought 16 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $10.1K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 2.61% of Charter Research & Investment Group's portfolio in Q1 2026, its #11 holding.
  • Charter Research & Investment Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and has held it in 42 quarters since.
  • 1,449 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.