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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
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 		$9.55M 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

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Granite FO LLC's MDY Position: Q2 2026 in Review

Granite FO LLC reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 14% in Q2 2026, selling an estimated $1.56M and leaving 14,702 shares worth $10.3M. The position accounts for 5.47% of the portfolio, ranked #5.

Granite FO LLC first reported a position in MDY in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.5M in Q1 2026. 761 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Granite FO LLC held 14,702 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $10.3M as of Q2 2026.
  • Granite FO LLC sold 2,335 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $1.56M.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 5.47% of Granite FO LLC's portfolio in Q2 2026, its #5 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 15 quarters since.
  • Granite FO LLC's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $10.5M in Q1 2026.
  • 761 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Granite FO LLC's 13F filing for Q2 2026, filed 15 Jul 2026.