Evergreen Capital Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Evergreen Capital Management’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	$283K	Hold	457	–	–	0.01%	1164
2025 Q4	$277K	Sell	457 -77	-14%	-$46.1K	0.01%	1091
2025 Q3	$319K	Buy	534 +1	+0.2%	+$587	0.01%	926
2025 Q2	$303K	Hold	533	–	–	0.01%	796
2025 Q1	$285K	Hold	533	–	–	0.01%	774
2024 Q4	$305K	Hold	533	–	–	0.01%	727
2024 Q3	$304K	Buy	533 +1	+0.2%	+$551	0.01%	711
2024 Q2	$286K	Hold	532	–	–	0.01%	681
2024 Q1	$297K	Hold	532	–	–	0.01%	633
2023 Q4	$271K	Buy	+532	New	+$247K	0.01%	636

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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

Evergreen Capital Management's MDY Position: Q1 2026 in Review

Evergreen Capital Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 457 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #1164.

Evergreen Capital Management first reported a position in MDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $319K in Q3 2025. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Evergreen Capital Management held 457 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $283K as of Q1 2026.
Evergreen Capital Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1164 holding.
Evergreen Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 10 quarters since.
Evergreen Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $319K in Q3 2025.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.