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

Creekside Partners’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	$546K	Sell	886 -3	-0.3%	-$1.9K	0.23%	97
2025 Q4	$536K	Sell	889 -6	-0.7%	-$3.59K	0.23%	93
2025 Q3	$534K	Buy	895 +1	+0.1%	+$587	0.24%	88
2025 Q2	$506K	Buy	894 +2	+0.2%	+$1.07K	0.24%	90
2025 Q1	$476K	Buy	892 +2	+0.2%	+$1.14K	0.25%	92
2024 Q4	$507K	Buy	890 +2	+0.2%	+$1.17K	0.26%	87
2024 Q3	$506K	Buy	888 +2	+0.2%	+$1.1K	0.26%	89
2024 Q2	$474K	Buy	+886	New	+$476K	0.26%	90

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

Creekside Partners's MDY Position: Q1 2026 in Review

Creekside Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.34% in Q1 2026, selling an estimated $1.9K and leaving 886 shares worth $546K. The position accounts for 0.23% of the portfolio, ranked #97.

Creekside Partners first reported a position in MDY in Q2 2024 and has held it in 8 quarters since. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Creekside Partners held 886 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $546K as of Q1 2026.
Creekside Partners sold 3 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $1.9K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.23% of Creekside Partners's portfolio in Q1 2026, its #97 holding.
Creekside Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2024 and has held it in 8 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 Creekside Partners's 13F filing for Q1 2026, filed 22 Apr 2026.