DPI
MDY icon

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

Diversified Portfolios Inc’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 		$5.97M Sell
9,679
-386
-4% -$245K 0.49% 39
2025
Q4 		$6.07M Sell
10,065
-308
-3% -$184K 0.51% 37
2025
Q3 		$6.18M Sell
10,373
-20
-0.2% -$11.7K 0.55% 37
2025
Q2 		$5.89M Sell
10,393
-371
-3% -$199K 0.56% 36
2025
Q1 		$5.74M Sell
10,764
-62
-0.6% -$35.2K 0.6% 34
2024
Q4 		$6.17M Sell
10,826
-45
-0.4% -$26.4K 0.67% 37
2024
Q3 		$6.19M Sell
10,871
-38
-0.3% -$20.9K 0.7% 34
2024
Q2 		$5.84M Sell
10,909
-79
-0.7% -$42.5K 0.77% 29
2024
Q1 		$6.11M Sell
10,988
-58
-0.5% -$30K 0.86% 27
2023
Q4 		$5.6M Sell
11,046
-106
-1% -$49.2K 0.88% 26
2023
Q3 		$5.09M Sell
11,152
-13
-0.1% -$6.23K 0.96% 25
2023
Q2 		$5.35M Sell
11,165
-179
-2% -$81.5K 1.07% 22
2023
Q1 		$5.2M Buy
11,344
+906
+9% +$422K 1.16% 21
2022
Q4 		$4.62M Buy
10,438
+163
+2% +$72.1K 1.06% 22
2022
Q3 		$4.13M Sell
10,275
-166
-2% -$73.3K 1.11% 20
2022
Q2 		$4.32M Sell
10,441
-17
-0.2% -$7.68K 1.2% 18
2022
Q1 		$5.13M Sell
10,458
-32
-0.3% -$15.6K 1.23% 17
2021
Q4 		$5.43M Buy
10,490
+270
+3% +$137K 1.31% 16
2021
Q3 		$4.92M Sell
10,220
-20
-0.2% -$9.82K 1.36% 14
2021
Q2 		$5.03M Sell
10,240
-234
-2% -$115K 1.89% 10
2021
Q1 		$4.99M Sell
10,474
-1,240
-11% -$565K 1.64% 12
2020
Q4 		$4.92M Sell
11,714
-1,289
-10% -$496K 1.76% 12
2020
Q3 		$4.41M Sell
13,003
-664
-5% -$227K 1.91% 11
2020
Q2 		$4.43M Sell
13,667
-168
-1% -$50.9K 2.12% 9
2020
Q1 		$3.64M Sell
13,835
-326
-2% -$111K 2.02% 9
2019
Q4 		$5.32M Sell
14,161
-25
-0.2% -$9.04K 2.52% 9
2019
Q3 		$5M Sell
14,186
-257
-2% -$90K 2.53% 9
2019
Q2 		$5.12M Sell
14,443
-60
-0.4% -$21K 2.81% 7
2019
Q1 		$5.01M Sell
14,503
-251
-2% -$84.4K 2.78% 8
2018
Q4 		$4.46M Sell
14,754
-75
-0.5% -$25K 2.77% 8
2018
Q3 		$5.45M Sell
14,829
-401
-3% -$147K 3.01% 7
2018
Q2 		$5.41M Sell
15,230
-128
-0.8% -$45K 3.08% 7
2018
Q1 		$5.25M Sell
15,358
-1,196
-7% -$416K 3.02% 7
2017
Q4 		$5.72M Sell
16,554
-1,339
-7% -$451K 3.12% 7
2017
Q3 		$5.84M Sell
17,893
-1,328
-7% -$422K 3.31% 7
2017
Q2 		$6.11M Sell
19,221
-882
-4% -$278K 3.63% 7
2017
Q1 		$6.28M Sell
20,103
-3,197
-14% -$992K 3.8% 7
2016
Q4 		$7.03M Sell
23,300
-894
-4% -$258K 4.34% 7
2016
Q3 		$6.83M Sell
24,194
-1,051
-4% -$296K 4.27% 7
2016
Q2 		$6.87M Sell
25,245
-229
-0.9% -$61.2K 4.28% 7
2016
Q1 		$6.69M Sell
25,474
-137
-0.5% -$33.4K 4.21% 7
2015
Q4 		$6.51M Sell
25,611
-103
-0.4% -$26.8K 4.15% 7
2015
Q3 		$6.4M Sell
25,714
-61
-0.2% -$16.2K 4.24% 7
2015
Q2 		$7.02M Sell
25,775
-136
-0.5% -$37.8K 4.42% 7
2015
Q1 		$7.18M Hold
25,911
– – 4.55% 7
2014
Q4 		$6.84M Buy
+25,911
New +$6.63M 4.06% 7

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

Diversified Portfolios Inc's MDY Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.8% in Q1 2026, selling an estimated $245K and leaving 9,679 shares worth $5.97M. The position accounts for 0.49% of the portfolio, ranked #39.

Diversified Portfolios Inc first reported a position in MDY in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.18M in Q1 2015. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Diversified Portfolios Inc held 9,679 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.97M as of Q1 2026.
  • Diversified Portfolios Inc sold 386 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $245K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.49% of Diversified Portfolios Inc's portfolio in Q1 2026, its #39 holding.
  • Diversified Portfolios Inc 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.
  • Diversified Portfolios Inc's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $7.18M in Q1 2015.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.