Granite FO LLC
MDY icon

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

Granite FO 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
Q3 		$9.7M Sell
14,697
-5
-0% -$3.44K 5.18% 6
2026
Q2 		$10.3M Sell
14,702
-2,335
-14% -$1.56M 5.47% 5
2026
Q1 		$10.5M Buy
17,037
+410
+2% +$260K 6.22% 5
2025
Q4 		$10M Buy
16,627
+606
+4% +$363K 5.35% 7
2025
Q3 		$9.5M Sell
16,021
-12
-0.1% -$7.04K 5.19% 6
2025
Q2 		$9.08M Buy
16,033
+755
+5% +$405K 5.14% 6
2025
Q1 		$8.15M Buy
15,278
+292
+2% +$166K 4.63% 6
2024
Q4 		$8.54M Buy
14,986
+230
+2% +$135K 4.88% 6
2024
Q3 		$8.41M Buy
14,756
+115
+0.8% +$63.4K 4.76% 7
2024
Q2 		$7.83M Sell
14,641
-90
-0.6% -$48.4K 5.01% 7
2024
Q1 		$8.24M Buy
14,731
+4,900
+50% +$2.54M 4.84% 7
2023
Q4 		$4.99M Buy
9,831
+1,033
+12% +$480K 3.34% 7
2023
Q3 		$4.02M Buy
8,798
+314
+4% +$150K 2.82% 8
2023
Q2 		$4.06M Hold
8,484
– – 2.78% 8
2023
Q1 		$3.86M Buy
8,484
+12
+0.1% +$5.59K 2.38% 9
2022
Q4 		$3.99M Buy
+8,472
New +$3.75M 3.07% 8

Other funds holding MDY

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Montag & Associates
Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
OFS Enterprise
OFS Enterprise Kearney, Nebraska $382M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Granite FO LLC's MDY Position: Q3 2026 in Review

Granite FO LLC reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.03% in Q3 2026, selling an estimated $3.44K and leaving 14,697 shares worth $9.7M. The position accounts for 5.18% of the portfolio, ranked #6.

Granite FO LLC first reported a position in MDY in Q4 2022 and has held it in 16 quarters since. The position peaked at $10.5M in Q1 2026. 679 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • Granite FO LLC held 14,697 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $9.7M as of Q3 2026.
  • Granite FO LLC sold 5 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $3.44K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 5.18% of Granite FO LLC's portfolio in Q3 2026, its #6 holding.
  • Granite FO LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 16 quarters since.
  • Granite FO LLC's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $10.5M in Q1 2026.
  • 679 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Granite FO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.