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Eldridge Investment Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Eldridge Investment Advisors’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 		$1.28M Sell
2,069
-51
-2% -$32.3K 0.28% 60
2025
Q4 		$1.28M Sell
2,120
-176
-8% -$105K 0.28% 63
2025
Q3 		$1.37M Sell
2,296
-881
-28% -$517K 0.31% 61
2025
Q2 		$1.8M Sell
3,177
-100
-3% -$53.7K 0.38% 54
2025
Q1 		$1.75M Sell
3,277
-51
-2% -$28.9K 0.4% 54
2024
Q4 		$1.9M Sell
3,328
-228
-6% -$134K 0.44% 54
2024
Q3 		$2.03M Sell
3,556
-284
-7% -$156K 0.48% 46
2024
Q2 		$2.06M Sell
3,840
-71
-2% -$38.2K 0.52% 45
2024
Q1 		$2.18M Hold
3,911
– – 0.56% 39
2023
Q4 		$1.99M Sell
3,911
-23
-0.6% -$10.7K 0.52% 47
2023
Q3 		$1.8M Sell
3,934
-630
-14% -$302K 0.6% 34
2023
Q2 		$2.19M Sell
4,564
-46
-1% -$20.9K 0.71% 35
2023
Q1 		$2.11M Sell
4,610
-268
-5% -$125K 0.73% 33
2022
Q4 		$2.16M Sell
4,878
-90
-2% -$39.8K 0.76% 31
2022
Q3 		$2M Hold
4,968
– – 0.77% 28
2022
Q2 		$2.05M Hold
4,968
– – 0.77% 26
2022
Q1 		$2.44M Sell
4,968
-135
-3% -$65.7K 0.82% 21
2021
Q4 		$2.64M Sell
5,103
-40
-0.8% -$20.4K 0.87% 18
2021
Q3 		$2.47M Sell
5,143
-298
-5% -$146K 0.88% 20
2021
Q2 		$2.67M Sell
5,441
-90
-2% -$44.4K 0.97% 18
2021
Q1 		$2.63M Hold
5,531
– – 1.02% 19
2020
Q4 		$2.32M Sell
5,531
-266
-5% -$102K 0.97% 20
2020
Q3 		$1.96M Sell
5,797
-138
-2% -$47.1K 0.92% 21
2020
Q2 		$1.93M Sell
5,935
-720
-11% -$218K 0.96% 19
2020
Q1 		$1.75M Sell
6,655
-6
-0.1% -$2.04K 0.99% 20
2019
Q4 		$2.5M Sell
6,661
-435
-6% -$157K 1.22% 16
2019
Q3 		$2.5M Sell
7,096
-596
-8% -$209K 1.29% 15
2019
Q2 		$2.73M Sell
7,692
-58
-0.7% -$20.3K 1.45% 15
2019
Q1 		$2.68M Buy
7,750
+32
+0.4% +$10.8K 1.44% 16
2018
Q4 		$2.34M Sell
7,718
-120
-2% -$39.9K 1.44% 15
2018
Q3 		$2.88M Buy
7,838
+201
+3% +$73.6K 1.84% 12
2018
Q2 		$2.71M Sell
7,637
-170
-2% -$59.8K 1.92% 12
2018
Q1 		$2.67M Buy
7,807
+162
+2% +$56.4K 2% 11
2017
Q4 		$2.66M Buy
+7,645
New +$2.58M 2.05% 11

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

Eldridge Investment Advisors's MDY Position: Q1 2026 in Review

Eldridge Investment Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.4% in Q1 2026, selling an estimated $32.3K and leaving 2,069 shares worth $1.28M. The position accounts for 0.28% of the portfolio, ranked #60.

Eldridge Investment Advisors first reported a position in MDY in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.88M in Q3 2018. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Eldridge Investment Advisors held 2,069 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.28M as of Q1 2026.
  • Eldridge Investment Advisors sold 51 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $32.3K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.28% of Eldridge Investment Advisors's portfolio in Q1 2026, its #60 holding.
  • Eldridge Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 34 quarters since.
  • Eldridge Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.88M in Q3 2018.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.