Graves Light Lenhart Wealth’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Graves Light Lenhart Wealth’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 Q4	–	Sell	-336	Closed	-$200K	–	197
2025 Q3	$200K	Buy	+336	New	+$197K	0.02%	188
2022 Q3	–	Sell	-140	Closed	-$58K	–	401
2022 Q2	$58K	Sell	140 -75	-35%	-$33.9K	0.01%	289
2022 Q1	$105K	Hold	215	–	–	0.01%	255
2021 Q4	$111K	Sell	215 -31	-13%	-$15.8K	0.02%	277
2021 Q3	$118K	Hold	246	–	–	0.02%	254
2021 Q2	$121K	Hold	246	–	–	0.02%	247
2021 Q1	$117K	Hold	246	–	–	0.02%	250
2020 Q4	$103K	Buy	+246	New	+$94.7K	0.02%	259

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Graves Light Lenhart Wealth's MDY Position: Q4 2025 in Review

Graves Light Lenhart Wealth sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2025, closing a stake of 336 shares — an estimated $200K sold.

Graves Light Lenhart Wealth first reported a position in MDY in Q4 2020 and held it in 8 quarters. The position peaked at $200K in Q3 2025. 1,430 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

Graves Light Lenhart Wealth reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2025 after selling out during the quarter.
Graves Light Lenhart Wealth sold 336 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2025, an estimated $200K.
Graves Light Lenhart Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and held it in 8 quarters.
Graves Light Lenhart Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $200K in Q3 2025.
1,430 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on Graves Light Lenhart Wealth's 13F filing for Q4 2025, filed 9 Jan 2026.