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

GHE LLC’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	$585K	Sell	949 -251	-21%	-$159K	0.24%	43
2025 Q4	$724K	Buy	+1,200	New	+$718K	0.24%	42
2025 Q2	–	Sell	-1,000	Closed	-$533K	–	44
2025 Q1	$533K	Hold	1,000	–	–	0.24%	44
2024 Q4	$570K	Hold	1,000	–	–	0.23%	44
2024 Q3	$570K	Hold	1,000	–	–	0.21%	44
2024 Q2	$535K	Hold	1,000	–	–	0.21%	41
2024 Q1	$556K	Hold	1,000	–	–	0.26%	41
2023 Q4	$507K	Hold	1,000	–	–	0.31%	41
2023 Q3	$457K	Hold	1,000	–	–	0.31%	41
2023 Q2	$479K	Hold	1,000	–	–	0.32%	40
2023 Q1	$458K	Hold	1,000	–	–	0.36%	43
2022 Q4	$443K	Sell	1,000 -2,677	-73%	-$1.18M	0.42%	43
2022 Q3	$330K	Buy	+3,677	New	+$1.62M	0.35%	45
2022 Q2	–	Sell	-800	Closed	-$392K	–	54
2022 Q1	$392K	Hold	800	–	–	0.33%	44
2021 Q4	$414K	Buy	+800	New	+$407K	0.32%	44

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

GHE LLC's MDY Position: Q1 2026 in Review

GHE LLC reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 21% in Q1 2026, selling an estimated $159K and leaving 949 shares worth $585K. The position accounts for 0.24% of the portfolio, ranked #43.

GHE LLC first reported a position in MDY in Q4 2021 and has held it in 15 quarters since. The position peaked at $724K in Q4 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

GHE LLC held 949 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $585K as of Q1 2026.
GHE LLC sold 251 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $159K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.24% of GHE LLC's portfolio in Q1 2026, its #43 holding.
GHE LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 15 quarters since.
GHE LLC's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $724K in Q4 2025.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on GHE LLC's 13F filing for Q1 2026, filed 4 May 2026.