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

EWG Elevate’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	$216K	Buy	+363	New	+$213K	0.07%	110
2025 Q1	–	Sell	-3,270	Closed	-$1.86M	–	144
2024 Q4	$1.86M	Buy	+3,270	New	+$1.92M	0.57%	47
2024 Q3	–	Sell	-3,639	Closed	-$1.95M	–	127
2024 Q2	$1.95M	Buy	+3,639	New	+$1.96M	0.71%	43
2023 Q2	–	Sell	-7,094	Closed	-$3.25M	–	107
2023 Q1	$3.25M	Buy	7,094 +4,471	+170%	+$2.08M	1.39%	26
2022 Q4	$1.16M	Buy	2,623 +449	+21%	+$199K	0.58%	39
2022 Q3	$873K	Sell	2,174 -834	-28%	-$368K	0.49%	36
2022 Q2	$1.24M	Buy	3,008 +2,587	+614%	+$1.17M	0.61%	38
2022 Q1	$206K	Sell	421 -318	-43%	-$155K	0.08%	84
2021 Q4	$383K	Sell	739 -20,969	-97%	-$10.7M	0.19%	61
2021 Q3	$10.4M	Sell	21,708 -2,681	-11%	-$1.32M	4.32%	5
2021 Q2	$12.1M	Buy	24,389 +11,623	+91%	+$5.73M	4.68%	4
2021 Q1	$6.08M	Buy	+12,766	New	+$5.82M	2.69%	15
2020 Q1	–	Sell	-1,190	Closed	-$447K	–	74
2019 Q4	$447K	Buy	+1,190	New	+$430K	0.24%	56

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

EWG Elevate's MDY Position: Q3 2025 in Review

EWG Elevate opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2025: 363 shares worth $216K. The stake represents 0.07% of the portfolio and ranks #110 among its holdings. This is a return to the name: EWG Elevate previously reported a position in MDY as recently as Q4 2024.

EWG Elevate first reported a position in MDY in Q4 2019 and has held it in 13 quarters since. The position peaked at $12.1M in Q2 2021. 1,363 funds tracked by Wall St. Rank hold MDY as of Q3 2025.

EWG Elevate held 363 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $216K as of Q3 2025.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new EWG Elevate position in Q3 2025.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of EWG Elevate's portfolio in Q3 2025, its #110 holding.
EWG Elevate first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 13 quarters since.
EWG Elevate's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $12.1M in Q2 2021.
1,363 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.