Dakota Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.79M | Sell |
11,004
-705
| -6% | -$447K | 0.15% | 140 |
|
|
2025
Q4 | $7.06M | Buy |
11,709
+271
| +2% | +$162K | 0.13% | 138 |
|
|
2025
Q3 | $6.82M | Sell |
11,438
-451
| -4% | -$265K | 0.14% | 134 |
|
|
2025
Q2 | $6.73M | Sell |
11,889
-108
| -0.9% | -$58K | 0.14% | 130 |
|
|
2025
Q1 | $6.4M | Buy |
11,997
+37
| +0.3% | +$21K | 0.15% | 128 |
|
|
2024
Q4 | $6.81M | Sell |
11,960
-166
| -1% | -$97.3K | 0.16% | 123 |
|
|
2024
Q3 | $6.91M | Sell |
12,126
-78
| -0.6% | -$43K | 0.16% | 125 |
|
|
2024
Q2 | $6.53M | Sell |
12,204
-34
| -0.3% | -$18.3K | 0.15% | 120 |
|
|
2024
Q1 | $6.81M | Sell |
12,238
-643
| -5% | -$333K | 0.17% | 125 |
|
|
2023
Q4 | $6.54M | Sell |
12,881
-1,945
| -13% | -$903K | 0.25% | 106 |
|
|
2023
Q3 | $6.77M | Sell |
14,826
-441
| -3% | -$211K | 0.3% | 89 |
|
|
2023
Q2 | $7.31M | Sell |
15,267
-107
| -0.7% | -$48.7K | 0.34% | 76 |
|
|
2023
Q1 | $7.05M | Sell |
15,374
-809
| -5% | -$377K | 0.47% | 57 |
|
|
2022
Q4 | $7.17M | Sell |
16,183
-1,858
| -10% | -$822K | 0.51% | 47 |
|
|
2022
Q3 | $7.25M | Sell |
18,041
-10,078
| -36% | -$4.45M | 0.59% | 36 |
|
|
2022
Q2 | $11.6M | Sell |
28,119
-5,481
| -16% | -$2.47M | 1.07% | 15 |
|
|
2022
Q1 | $16.5M | Sell |
33,600
-98
| -0.3% | -$47.7K | 1.34% | 11 |
|
|
2021
Q4 | $17.4M | Sell |
33,698
-1,218
| -3% | -$620K | 1.84% | 8 |
|
|
2021
Q3 | $16.8M | Sell |
34,916
-1,440
| -4% | -$707K | 1.93% | 8 |
|
|
2021
Q2 | $17.9M | Sell |
36,356
-433
| -1% | -$214K | 2.13% | 7 |
|
|
2021
Q1 | $17.5M | Sell |
36,789
-14,583
| -28% | -$6.65M | 2.3% | 6 |
|
|
2020
Q4 | $21.6M | Sell |
51,372
-68
| -0.1% | -$26.2K | 2.81% | 5 |
|
|
2020
Q3 | $17.4M | Sell |
51,440
-2,070
| -4% | -$707K | 2.75% | 5 |
|
|
2020
Q2 | $17.4M | Buy |
53,510
+136
| +0.3% | +$41.2K | 2.97% | 4 |
|
|
2020
Q1 | $14M | Sell |
53,374
-1,989
| -4% | -$674K | 3.06% | 4 |
|
|
2019
Q4 | $20.8M | Sell |
55,363
-1,085
| -2% | -$392K | 3.33% | 2 |
|
|
2019
Q3 | $19.9M | Buy |
56,448
+1,648
| +3% | +$577K | 3.42% | 2 |
|
|
2019
Q2 | $19.4M | Sell |
54,800
-325
| -0.6% | -$114K | 3.72% | 2 |
|
|
2019
Q1 | $19M | Buy |
55,125
+462
| +0.8% | +$155K | 3.79% | 2 |
|
|
2018
Q4 | $20.1M | Sell |
54,663
-80
| -0.1% | -$26.6K | 4.55% | 2 |
|
|
2018
Q3 | $20.1M | Sell |
54,743
-1,172
| -2% | -$429K | 4.52% | 2 |
|
|
2018
Q2 | $19.9M | Buy |
55,915
+3,745
| +7% | +$1.32M | 5.52% | 1 |
|
|
2018
Q1 | $17.8M | Buy |
52,170
+1,285
| +3% | +$447K | 9.19% | 1 |
|
|
2017
Q4 | $17.6M | Sell |
50,885
-32
| -0.1% | -$10.8K | 9.32% | 1 |
|
|
2017
Q3 | $16.6M | Sell |
50,917
-239
| -0.5% | -$76K | 9% | 1 |
|
|
2017
Q2 | $16.2M | Sell |
51,156
-1,386
| -3% | -$436K | 8.98% | 1 |
|
|
2017
Q1 | $16.4M | Sell |
52,542
-652
| -1% | -$202K | 9.59% | 1 |
|
|
2016
Q4 | $16.1M | Sell |
53,194
-1,562
| -3% | -$452K | 10.36% | 1 |
|
|
2016
Q3 | $15.5M | Sell |
54,756
-759
| -1% | -$214K | 10.03% | 1 |
|
|
2016
Q2 | $15.1M | Sell |
55,515
-604
| -1% | -$161K | 10.16% | 1 |
|
|
2016
Q1 | $14.7M | Sell |
56,119
-954
| -2% | -$232K | 10.59% | 1 |
|
|
2015
Q4 | $14.5M | Sell |
57,073
-695
| -1% | -$181K | 9.83% | 1 |
|
|
2015
Q3 | $14.4M | Sell |
57,768
-2,526
| -4% | -$669K | 9.85% | 1 |
|
|
2015
Q2 | $16.5M | Buy |
60,294
+105
| +0.2% | +$29.2K | 9.95% | 1 |
|
|
2015
Q1 | $16.7M | Buy |
60,189
+717
| +1% | +$193K | 9.92% | 1 |
|
|
2014
Q4 | $15.7M | Buy |
+59,472
| New | +$15.2M | 9.82% | 1 |
|
Other funds holding MDY
Dakota Wealth Management's MDY Position: Q1 2026 in Review
Dakota Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6% in Q1 2026, selling an estimated $447K and leaving 11,004 shares worth $6.79M. The position accounts for 0.15% of the portfolio, ranked #140.
Dakota Wealth Management first reported a position in MDY in Q4 2014 and has held it in 46 quarters since. The position peaked at $21.6M in Q4 2020. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.
- Dakota Wealth Management held 11,004 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $6.79M as of Q1 2026.
- Dakota Wealth Management sold 705 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $447K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.15% of Dakota Wealth Management's portfolio in Q1 2026, its #140 holding.
- Dakota Wealth Management 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.
- Dakota Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $21.6M in Q4 2020.
- 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.
Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.