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Gries Financial’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Gries Financial’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
Q3 		$6.11M Sell
10,243
-51
-0.5% -$29.9K 0.96% 17
2025
Q2 		$5.83M Sell
10,294
-1
-0% -$537 1.06% 14
2025
Q1 		$5.49M Buy
10,295
+22
+0.2% +$12.5K 1.06% 12
2024
Q4 		$5.85M Sell
10,273
-77
-0.7% -$45.1K 1.04% 17
2024
Q3 		$5.9M Buy
10,350
+120
+1% +$66.1K 1.1% 15
2024
Q2 		$5.47M Sell
10,230
-14
-0.1% -$7.53K 1.13% 12
2024
Q1 		$5.7M Sell
10,244
-60
-0.6% -$31.1K 0.95% 16
2023
Q4 		$5.23M Sell
10,304
-15
-0.1% -$6.96K 1.15% 14
2023
Q3 		$4.71M Buy
10,319
+24
+0.2% +$11.5K 1.27% 12
2023
Q2 		$4.93M Buy
10,295
+42
+0.4% +$19.1K 1.36% 12
2023
Q1 		$4.7M Sell
10,253
-48
-0.5% -$22.4K 1.39% 11
2022
Q4 		$4.56M Buy
10,301
+161
+2% +$71.2K 1.51% 9
2022
Q3 		$4.07M Sell
10,140
-27
-0.3% -$11.9K 1.72% 7
2022
Q2 		$4.2M Buy
10,167
+26
+0.3% +$11.7K 2% 5
2022
Q1 		$4.97M Buy
10,141
+22
+0.2% +$10.7K 1.83% 5
2021
Q4 		$5.24M Buy
10,119
+209
+2% +$106K 2.14% 5
2021
Q3 		$4.76M Buy
+9,910
New +$4.87M 1.5% 8

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gries Financial's MDY Position: Q3 2025 in Review

Gries Financial reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.5% in Q3 2025, selling an estimated $29.9K and leaving 10,243 shares worth $6.11M. The position accounts for 0.96% of the portfolio, ranked #17.

Gries Financial first reported a position in MDY in Q3 2021 and has held it in 17 quarters since. 1,366 funds tracked by Wall St. Rank hold MDY as of Q3 2025.

  • Gries Financial held 10,243 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $6.11M as of Q3 2025.
  • Gries Financial sold 51 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2025, an estimated $29.9K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.96% of Gries Financial's portfolio in Q3 2025, its #17 holding.
  • Gries Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2021 and has held it in 17 quarters since.
  • 1,366 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.