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

Grassi Investment 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
2025 Q2	$229K	Hold	404	–	–	0.02%	120
2025 Q1	$215K	Buy	404 +1	+0.2%	+$568	0.02%	116
2024 Q4	$229K	Buy	403 +1	+0.2%	+$586	0.02%	117
2024 Q3	$229K	Buy	402 +1	+0.2%	+$551	0.02%	118
2024 Q2	$215K	Hold	401	–	–	0.02%	122
2024 Q1	$223K	Buy	401 +1	+0.3%	+$518	0.02%	115
2023 Q4	$203K	Buy	+400	New	+$186K	0.02%	118
2022 Q1	–	Sell	-394	Closed	-$204K	–	143
2021 Q4	$204K	Buy	+394	New	+$200K	0.02%	140

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Grassi Investment Management's MDY Position: Q2 2025 in Review

Grassi Investment Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2025 at 404 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #120.

Grassi Investment Management first reported a position in MDY in Q4 2021 and has held it in 8 quarters since. 1,346 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

Grassi Investment Management held 404 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $229K as of Q2 2025.
Grassi Investment Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2025.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Grassi Investment Management's portfolio in Q2 2025, its #120 holding.
Grassi Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 8 quarters since.
1,346 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.