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

Clearstead Trust’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 Q4	–	Sell	-32	Closed	-$19.1K	–	1319
2025 Q3	$19.1K	Hold	32	–	–	﹤0.01%	443
2025 Q2	$18.1K	Hold	32	–	–	﹤0.01%	446
2025 Q1	$17.1K	Hold	32	–	–	﹤0.01%	379
2024 Q4	$18.2K	Hold	32	–	–	﹤0.01%	323
2024 Q3	$18.2K	Hold	32	–	–	﹤0.01%	312
2024 Q2	$17.1K	Hold	32	–	–	﹤0.01%	323
2024 Q1	$17.8K	Buy	+32	New	+$16.6K	﹤0.01%	319
2023 Q2	–	Sell	-192	Closed	-$88K	–	396
2023 Q1	$88K	Hold	192	–	–	0.03%	188
2022 Q4	$85K	Hold	192	–	–	0.03%	193
2022 Q3	$77K	Buy	+192	New	+$84.8K	0.03%	192
2019 Q4	–	Sell	-18	Closed	-$6K	–	189
2019 Q3	$6K	Hold	18	–	–	﹤0.01%	170
2019 Q2	$6K	Buy	+18	New	+$6.29K	﹤0.01%	168
2018 Q4	–	Sell	-125	Closed	-$46K	–	231
2018 Q3	$46K	Sell	125 -60	-32%	-$22K	0.04%	134
2018 Q2	$66K	Buy	+185	New	+$65K	0.06%	127
2018 Q1	–	Sell	-200	Closed	-$69K	–	161
2017 Q4	$69K	Hold	200	–	–	0.05%	143
2017 Q3	$65K	Hold	200	–	–	0.05%	154
2017 Q2	$64K	Buy	+200	New	+$63K	0.05%	149

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Clearstead Trust's MDY Position: Q4 2025 in Review

Clearstead Trust sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2025, closing a stake of 32 shares — an estimated $19.1K sold.

Clearstead Trust first reported a position in MDY in Q2 2017 and held it in 17 quarters. The position peaked at $88K in Q1 2023. 1,433 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

Clearstead Trust reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 32 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2025, an estimated $19.1K.
Clearstead Trust first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2017 and held it in 17 quarters.
Clearstead Trust's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $88K in Q1 2023.
1,433 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.