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

Generation 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	$281K	Buy	+455	New	+$288K	0.21%	64

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 $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Generation Capital Management opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026: 455 shares worth $281K. The stake represents 0.21% of the portfolio and ranks #64 among its holdings.

1,450 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Generation Capital Management held 455 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $281K as of Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Generation Capital Management position in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.21% of Generation Capital Management's portfolio in Q1 2026, its #64 holding.
1,450 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Generation Capital Management's 13F filing for Q1 2026, filed 8 May 2026.