Global Retirement Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $2.2M | Buy |
3,654
+136
| +4% | +$81.4K | 0.04% | 408 |
|
|
2025
Q3 | $2.1M | Sell |
3,518
-122
| -3% | -$71.6K | 0.05% | 341 |
|
|
2025
Q2 | $2.06M | Buy |
+3,640
| New | +$1.95M | 0.05% | 330 |
|
|
2024
Q4 | $3.16M | Buy |
5,547
+89
| +2% | +$52.2K | 0.09% | 214 |
|
|
2024
Q3 | $3.11M | Sell |
5,458
-45
| -0.8% | -$24.8K | 0.09% | 202 |
|
|
2024
Q2 | $2.94M | Buy |
5,503
+282
| +5% | +$152K | 0.09% | 209 |
|
|
2024
Q1 | $2.91M | Sell |
5,221
-54
| -1% | -$28K | 0.11% | 189 |
|
|
2023
Q4 | $2.61M | Buy |
5,275
+63
| +1% | +$29.3K | 0.11% | 183 |
|
|
2023
Q3 | $2.32M | Sell |
5,212
-19
| -0.4% | -$9.11K | 0.12% | 169 |
|
|
2023
Q2 | $2.51M | Sell |
5,231
-16
| -0.3% | -$7.29K | 0.12% | 158 |
|
|
2023
Q1 | $2.35M | Sell |
5,247
-2
| -0% | -$932 | 0.12% | 165 |
|
|
2022
Q4 | $2.32M | Buy |
5,249
+16
| +0.3% | +$7.08K | 0.16% | 141 |
|
|
2022
Q3 | $2.32M | Hold |
5,233
| – | – | 0.18% | 128 |
|
|
2022
Q2 | $2.16M | Hold |
5,233
| – | – | 0.17% | 133 |
|
|
2022
Q1 | $2.27M | Buy |
+5,233
| New | +$2.55M | 0.18% | 128 |
|
|
2021
Q4 | – | Sell |
-4,478
| Closed | -$2.15M | – | 1168 |
|
|
2021
Q3 | $2.15M | Hold |
4,478
| – | – | 0.21% | 103 |
|
|
2021
Q2 | $2.2M | Buy |
4,478
+8
| +0.2% | +$3.95K | 0.23% | 102 |
|
|
2021
Q1 | $2.13M | Sell |
4,470
-1
| -0% | -$456 | 0.25% | 82 |
|
|
2020
Q4 | $1.88M | Sell |
4,471
-52
| -1% | -$20K | 0.24% | 87 |
|
|
2020
Q3 | $1.53M | Sell |
4,523
-177
| -4% | -$60.4K | 0.22% | 94 |
|
|
2020
Q2 | $1.52M | Sell |
4,700
-482
| -9% | -$146K | 0.24% | 90 |
|
|
2020
Q1 | $1.36M | Sell |
5,182
-225
| -4% | -$76.3K | 0.26% | 86 |
|
|
2019
Q4 | $2.03M | Buy |
5,407
+714
| +15% | +$258K | 0.31% | 72 |
|
|
2019
Q3 | $1.65M | Buy |
4,693
+222
| +5% | +$77.8K | 0.27% | 82 |
|
|
2019
Q2 | $1.58M | Sell |
4,471
-586
| -12% | -$205K | 0.3% | 63 |
|
|
2019
Q1 | $1.75M | Sell |
5,057
-1,932
| -28% | -$650K | 0.42% | 46 |
|
|
2018
Q4 | $2.12M | Buy |
6,989
+90
| +1% | +$30K | 0.54% | 41 |
|
|
2018
Q3 | $2.54M | Buy |
6,899
+13
| +0.2% | +$4.76K | 0.57% | 35 |
|
|
2018
Q2 | $2.44M | Sell |
6,886
-53
| -0.8% | -$18.6K | 0.62% | 34 |
|
|
2018
Q1 | $2.37M | Sell |
6,939
-17,323
| -71% | -$6.03M | 0.65% | 28 |
|
|
2017
Q4 | $8.38M | Buy |
24,262
+600
| +3% | +$202K | 2.3% | 5 |
|
|
2017
Q3 | $7.72M | Buy |
23,662
+854
| +4% | +$271K | 3.19% | 3 |
|
|
2017
Q2 | $7.24M | Buy |
22,808
+1,280
| +6% | +$403K | 3.41% | 3 |
|
|
2017
Q1 | $6.73M | Buy |
21,528
+2,741
| +15% | +$851K | 3.76% | 3 |
|
|
2016
Q4 | $5.67M | Buy |
+18,787
| New | +$5.43M | 3.81% | 3 |
|
Other funds holding MDY
Global Retirement Partners's MDY Position: Q4 2025 in Review
Global Retirement Partners increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.9% in Q4 2025, buying an estimated $81.4K and bringing the position to 3,654 shares worth $2.2M. The position accounts for 0.04% of the portfolio, ranked #408.
Global Retirement Partners first reported a position in MDY in Q4 2016 and has held it in 35 quarters since. The position peaked at $8.38M in Q4 2017. 1,430 funds tracked by Wall St. Rank hold MDY as of Q4 2025.
- Global Retirement Partners held 3,654 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.2M as of Q4 2025.
- Global Retirement Partners bought 136 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2025, an estimated $81.4K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Global Retirement Partners's portfolio in Q4 2025, its #408 holding.
- Global Retirement Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 35 quarters since.
- Global Retirement Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $8.38M in Q4 2017.
- 1,430 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.