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

Fidelis Capital Partners’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	$4.72M	Buy	7,657 +317	+4%	+$201K	0.34%	62
2025 Q4	$4.43M	Sell	7,340 -12	-0.2%	-$7.18K	0.32%	64
2025 Q3	$4.38M	Sell	7,352 -25	-0.3%	-$14.7K	0.34%	58
2025 Q2	$4.22M	Sell	7,377 -150	-2%	-$80.5K	0.38%	53
2025 Q1	$3.9M	Buy	7,527 +2,418	+47%	+$1.37M	0.41%	53
2024 Q4	$2.98M	Buy	5,109 +2,781	+119%	+$1.63M	0.3%	64
2024 Q3	$1.33M	Hold	2,328	–	–	0.16%	120
2024 Q2	$1.22M	Sell	2,328 -67	-3%	-$36K	0.17%	104
2024 Q1	$1.33M	Sell	2,395 -436	-15%	-$226K	0.2%	91
2023 Q4	$1.44M	Buy	2,831 +625	+28%	+$290K	0.32%	66
2023 Q3	$1.01M	Sell	2,206 -145	-6%	-$69.5K	0.34%	68
2023 Q2	$1.13M	Hold	2,351	–	–	0.41%	62
2023 Q1	$1.06M	Buy	2,351 +1,557	+196%	+$726K	0.45%	58
2022 Q4	$360K	Buy	+794	New	+$351K	0.43%	68

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

Fidelis Capital Partners's MDY Position: Q1 2026 in Review

Fidelis Capital Partners increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.3% in Q1 2026, buying an estimated $201K and bringing the position to 7,657 shares worth $4.72M. The position accounts for 0.34% of the portfolio, ranked #62.

Fidelis Capital Partners first reported a position in MDY in Q4 2022 and has held it in 14 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Fidelis Capital Partners held 7,657 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $4.72M as of Q1 2026.
Fidelis Capital Partners bought 317 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $201K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.34% of Fidelis Capital Partners's portfolio in Q1 2026, its #62 holding.
Fidelis Capital Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 14 quarters since.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.