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

Chicago Partners 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 		$30.3M Buy
45,646
+64
+0.1% +$40.6K 0.68% 24
2025
Q4 		$29M Buy
45,582
+835
+2% +$500K 0.71% 25
2025
Q3 		$26.8M Sell
44,747
-155
-0.3% -$91K 0.7% 24
2025
Q2 		$26.4M Buy
44,902
+522
+1% +$280K 0.76% 24
2025
Q1 		$23.6M Buy
44,380
+37
+0.1% +$21K 0.79% 24
2024
Q4 		$25.4M Sell
44,343
-5,222
-11% -$3.06M 0.85% 26
2024
Q3 		$28.3M Sell
49,565
-813
-2% -$448K 1.01% 22
2024
Q2 		$28.4M Buy
50,378
+2,693
+6% +$1.45M 1.1% 19
2024
Q1 		$25.3M Buy
47,685
+805
+2% +$417K 1.07% 18
2023
Q4 		$23.5M Buy
46,880
+642
+1% +$298K 1.09% 18
2023
Q3 		$20M Buy
46,238
+1,659
+4% +$795K 1.08% 15
2023
Q2 		$21.9M Buy
44,579
+1,398
+3% +$637K 1.14% 15
2023
Q1 		$19.7M Buy
43,181
+1,005
+2% +$468K 1.15% 16
2022
Q4 		$20.7M Sell
42,176
-90
-0.2% -$39.8K 1.27% 15
2022
Q3 		$18.7M Buy
42,266
+1,558
+4% +$688K 1.34% 15
2022
Q2 		$18.7M Buy
40,708
+810
+2% +$366K 1.35% 15
2022
Q1 		$17.4M Sell
39,898
-272
-0.7% -$132K 1.33% 15
2021
Q4 		$19.3M Buy
40,170
+521
+1% +$265K 1.37% 16
2021
Q3 		$20.9M Sell
39,649
-379
-0.9% -$186K 1.47% 13
2021
Q2 		$19.5M Sell
40,028
-577
-1% -$285K 1.45% 13
2021
Q1 		$20.4M Buy
40,605
+2,223
+6% +$1.01M 1.68% 12
2020
Q4 		$17.2M Sell
38,382
-361
-0.9% -$139K 1.63% 12
2020
Q3 		$14M Buy
38,743
+52
+0.1% +$17.7K 1.66% 13
2020
Q2 		$13.2M Sell
38,691
-1,879
-5% -$570K 1.64% 13
2020
Q1 		$11.5M Sell
40,570
-842
-2% -$286K 1.78% 13
2019
Q4 		$15.8M Buy
41,412
+289
+0.7% +$104K 1.95% 13
2019
Q3 		$14.6M Sell
41,123
-31
-0.1% -$10.9K 2.06% 12
2019
Q2 		$14.5M Sell
41,154
-692
-2% -$242K 2.08% 12
2019
Q1 		$14.9M Buy
41,846
+383
+0.9% +$129K 2.2% 12
2018
Q4 		$13.3M Sell
41,463
-2,629
-6% -$875K 1.97% 13
2018
Q3 		$14.3M Buy
44,092
+767
+2% +$281K 2.13% 12
2018
Q2 		$15.4M Buy
43,325
+410
+1% +$144K 2.39% 9
2018
Q1 		$14.7M Buy
42,915
+1,513
+4% +$527K 2.51% 9
2017
Q4 		$14.3M Buy
41,402
+816
+2% +$275K 2.34% 9
2017
Q3 		$13.2M Buy
40,586
+4,592
+13% +$1.46M 2.26% 10
2017
Q2 		$11.1M Buy
35,994
+10,384
+41% +$3.27M 2.9% 6
2017
Q1 		$8M Buy
25,610
+4,017
+19% +$1.25M 2.27% 11
2016
Q4 		$6.51M Buy
21,593
+86
+0.4% +$24.9K 2.37% 10
2016
Q3 		$6.07M Buy
21,507
+1,097
+5% +$309K 2.41% 7
2016
Q2 		$5.56M Sell
20,410
-2,550
-11% -$682K 2.68% 9
2016
Q1 		$6.03M Buy
22,960
+155
+0.7% +$37.7K 3.13% 7
2015
Q4 		$5.79M Buy
22,805
+141
+0.6% +$36.7K 2.76% 5
2015
Q3 		$5.64M Buy
22,664
+350
+2% +$92.7K 3.15% 6
2015
Q2 		$6.1M Sell
22,314
-370
-2% -$103K 2.77% 7
2015
Q1 		$5.99M Buy
22,684
+462
+2% +$125K 2.64% 10
2014
Q4 		$5.87M Buy
+22,222
New +$5.69M 2.48% 10

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

Chicago Partners Investment Group's MDY Position: Q1 2026 in Review

Chicago Partners Investment Group increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.14% in Q1 2026, buying an estimated $40.6K and bringing the position to 45,646 shares worth $30.3M. The position accounts for 0.68% of the portfolio, ranked #24.

Chicago Partners Investment Group first reported a position in MDY in Q4 2014 and has held it in 46 quarters since. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Chicago Partners Investment Group held 45,646 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $30.3M as of Q1 2026.
  • Chicago Partners Investment Group bought 64 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $40.6K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.68% of Chicago Partners Investment Group's portfolio in Q1 2026, its #24 holding.
  • Chicago Partners Investment Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and has held it in 46 quarters since.
  • 1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.