D. Scott Neal’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

D. Scott Neal’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 Q3	$465K	Hold	780	–	–	0.22%	38
2025 Q2	$442K	Hold	780	–	–	0.22%	34
2025 Q1	$416K	Hold	780	–	–	0.23%	34
2024 Q4	$446K	Hold	780	–	–	0.24%	35
2024 Q3	$446K	Hold	780	–	–	0.24%	36
2024 Q2	$419K	Hold	780	–	–	0.23%	42
2024 Q1	$435K	Hold	780	–	–	0.28%	43
2023 Q4	$397K	Hold	780	–	–	0.35%	39
2023 Q3	$357K	Hold	780	–	–	0.31%	39
2023 Q2	$374K	Hold	780	–	–	0.28%	40
2023 Q1	$358K	Hold	780	–	–	0.2%	43
2022 Q4	$345K	Hold	780	–	–	0.17%	43
2022 Q3	$313K	Hold	780	–	–	0.13%	45
2022 Q2	$323K	Hold	780	–	–	0.13%	44
2022 Q1	$383K	Sell	780 -17,083	-96%	-$8.31M	0.15%	46
2021 Q4	$9.25M	Sell	17,863 -317	-2%	-$161K	3.49%	10
2021 Q3	$8.74M	Sell	18,180 -313	-2%	-$154K	3.7%	8
2021 Q2	$9.08M	Sell	18,493 -45	-0.2%	-$22.2K	4.12%	7
2021 Q1	$8.82M	Buy	18,538 +17,489	+1,667%	+$7.97M	3.96%	8
2020 Q4	$440K	Hold	1,049	–	–	0.22%	24
2020 Q3	$355K	Hold	1,049	–	–	0.2%	24
2020 Q2	$340K	Sell	1,049 -20	-2%	-$6.07K	0.21%	26
2020 Q1	$281K	Sell	1,069 -36,858	-97%	-$12.5M	0.17%	25
2019 Q4	$14.2M	Sell	37,927 -2,791	-7%	-$1.01M	6.87%	5
2019 Q3	$14.4M	Sell	40,718 -2,016	-5%	-$706K	7.39%	5
2019 Q2	$15.2M	Sell	42,734 -1,164	-3%	-$407K	8.23%	5
2019 Q1	$15.2M	Sell	43,898 -2,061	-4%	-$693K	7.93%	5
2018 Q4	$13.9M	Sell	45,959 -22,220	-33%	-$7.4M	7.59%	5
2018 Q3	$25.1M	Sell	68,179 -22,228	-25%	-$8.14M	12.66%	3
2018 Q2	$32.1M	Sell	90,407 -1,855	-2%	-$652K	17.93%	1
2018 Q1	$31.5M	Sell	92,262 -1,235	-1%	-$430K	17.9%	1
2017 Q4	$32.3M	Buy	93,497 +19,598	+27%	+$6.6M	19.36%	1
2017 Q3	$24.1M	Buy	73,899 +39,177	+113%	+$12.5M	14.54%	1
2017 Q2	$11M	Buy	34,722 +68	+0.2%	+$21.4K	7.51%	6
2017 Q1	$10.8M	Buy	34,654 +8,281	+31%	+$2.57M	6.97%	6
2016 Q4	$7.96M	Sell	26,373 -745	-3%	-$215K	5.67%	8
2016 Q3	$7.66M	Sell	27,118 -639	-2%	-$180K	6.01%	8
2016 Q2	$7.56M	Buy	27,757 +400	+1%	+$107K	6.7%	6
2016 Q1	$7.19M	Sell	27,357 -5,437	-17%	-$1.32M	6.74%	6
2015 Q4	$8.33M	Buy	32,794 +1,235	+4%	+$321K	6.61%	6
2015 Q3	$7.86M	Buy	31,559 +365	+1%	+$96.7K	6.6%	6
2015 Q2	$8.52M	Buy	31,194 +135	+0.4%	+$37.5K	5.86%	7
2015 Q1	$8.61M	Sell	31,059 -1,270	-4%	-$342K	6.17%	7
2014 Q4	$8.53M	Buy	32,329 +550	+2%	+$141K	6.01%	7
2014 Q3	$7.92M	Sell	31,779 -15,200	-32%	-$3.9M	6.29%	7
2014 Q2	$12.2M	Buy	46,979 +28,535	+155%	+$7.14M	9.66%	3
2014 Q1	$4.62M	Sell	18,444 -34,802	-65%	-$8.53M	3.89%	10
2013 Q4	$13M	Buy	+53,246	New	+$12.5M	11.65%	2

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

D. Scott Neal's MDY Position: Q3 2025 in Review

D. Scott Neal held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2025 at 780 shares worth $465K. The position accounts for 0.22% of the portfolio, ranked #38.

D. Scott Neal first reported a position in MDY in Q4 2013 and has held it in 48 quarters since. The position peaked at $32.3M in Q4 2017. 1,364 funds tracked by Wall St. Rank hold MDY as of Q3 2025.

D. Scott Neal held 780 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $465K as of Q3 2025.
D. Scott Neal left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2025.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.22% of D. Scott Neal's portfolio in Q3 2025, its #38 holding.
D. Scott Neal first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and has held it in 48 quarters since.
D. Scott Neal's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $32.3M in Q4 2017.
1,364 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2025.

Based on D. Scott Neal's 13F filing for Q3 2025, filed 28 Oct 2025.