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

DOHJ LLC’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	–	Sell	-650	Closed	-$331K	–	84
2025 Q2	$331K	Hold	650	–	–	0.1%	126
2025 Q1	$347K	Hold	650	–	–	0.08%	131
2024 Q4	$370K	Hold	650	–	–	0.09%	125
2024 Q3	$368K	Sell	650 -10,437	-94%	-$5.75M	0.09%	126
2024 Q2	$5.93M	Buy	11,087 +10,437	+1,606%	+$5.61M	1.48%	16
2024 Q1	$362K	Hold	650	–	–	0.1%	125
2023 Q4	$330K	Hold	650	–	–	0.1%	129
2023 Q3	$293K	Hold	650	–	–	0.13%	73
2023 Q2	$311K	Hold	650	–	–	0.13%	76
2023 Q1	$298K	Hold	650	–	–	0.15%	74
2022 Q4	$288K	Sell	650 -6	-0.9%	-$2.65K	0.16%	76
2022 Q3	$264K	Sell	656 -3	-0.5%	-$1.32K	0.18%	70
2022 Q2	$273K	Hold	659	–	–	0.16%	71
2022 Q1	$323K	Sell	659 -163	-20%	-$79.3K	0.16%	77
2021 Q4	$426K	Hold	822	–	–	0.19%	74
2021 Q3	$419K	Sell	822 -759	-48%	-$373K	0.2%	73
2021 Q2	$777K	Buy	1,581 +371	+31%	+$183K	0.41%	58
2021 Q1	$576K	Buy	1,210 +560	+86%	+$255K	0.34%	56
2020 Q4	$290K	Hold	650	–	–	0.17%	66
2020 Q3	$241K	Hold	650	–	–	0.15%	76
2020 Q2	$224K	Buy	+650	New	+$197K	0.15%	66
2020 Q1	–	Sell	-650	Closed	-$244K	–	62
2019 Q4	$244K	Buy	+650	New	+$235K	0.22%	58

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

DOHJ LLC's MDY Position: Q3 2025 in Review

DOHJ LLC sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2025, closing a stake of 650 shares — an estimated $331K sold.

DOHJ LLC first reported a position in MDY in Q4 2019 and held it in 22 quarters. The position peaked at $5.93M in Q2 2024. 1,363 funds tracked by Wall St. Rank hold MDY as of Q3 2025.

DOHJ LLC reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2025 after selling out during the quarter.
DOHJ LLC sold 650 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2025, an estimated $331K.
DOHJ LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and held it in 22 quarters.
DOHJ LLC's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $5.93M in Q2 2024.
1,363 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.