Grimes & Company’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $705K | Buy |
1,003
+1
| +0.1% | +$670 | 0.02% | 292 |
|
|
2026
Q1 | $618K | Buy |
1,002
+3
| +0.3% | +$1.9K | 0.02% | 285 |
|
|
2025
Q4 | $603K | Sell |
999
-450
| -31% | -$269K | 0.01% | 296 |
|
|
2025
Q3 | $863K | Buy |
1,449
+4
| +0.3% | +$2.35K | 0.02% | 245 |
|
|
2025
Q2 | $819K | Sell |
1,445
-4
| -0.3% | -$2.15K | 0.02% | 223 |
|
|
2025
Q1 | $773K | Buy |
1,449
+4
| +0.3% | +$2.27K | 0.02% | 203 |
|
|
2024
Q4 | $823K | Buy |
1,445
+3
| +0.2% | +$1.76K | 0.02% | 208 |
|
|
2024
Q3 | $821K | Buy |
1,442
+4
| +0.3% | +$2.2K | 0.02% | 197 |
|
|
2024
Q2 | $769K | Buy |
1,438
+39
| +3% | +$21K | 0.02% | 189 |
|
|
2024
Q1 | $779K | Buy |
1,399
+5
| +0.4% | +$2.59K | 0.02% | 193 |
|
|
2023
Q4 | $707K | Buy |
1,394
+5
| +0.4% | +$2.32K | 0.02% | 193 |
|
|
2023
Q3 | $634K | Hold |
1,389
| – | – | 0.02% | 187 |
|
|
2023
Q2 | $665K | Hold |
1,389
| – | – | 0.02% | 184 |
|
|
2023
Q1 | $637K | Sell |
1,389
-22
| -2% | -$10.3K | 0.03% | 181 |
|
|
2022
Q4 | $625K | Hold |
1,411
| – | – | 0.03% | 186 |
|
|
2022
Q3 | $567K | Hold |
1,411
| – | – | 0.03% | 176 |
|
|
2022
Q2 | $583K | Hold |
1,411
| – | – | 0.03% | 179 |
|
|
2022
Q1 | $692K | Sell |
1,411
-25
| -2% | -$12.2K | 0.04% | 181 |
|
|
2021
Q4 | $743K | Buy |
1,436
+2
| +0.1% | +$1.02K | 0.03% | 178 |
|
|
2021
Q3 | $690K | Sell |
1,434
-30
| -2% | -$14.7K | 0.03% | 179 |
|
|
2021
Q2 | $719K | Hold |
1,464
| – | – | 0.03% | 177 |
|
|
2021
Q1 | $697K | Hold |
1,464
| – | – | 0.03% | 170 |
|
|
2020
Q4 | $615K | Sell |
1,464
-157
| -10% | -$60.5K | 0.03% | 176 |
|
|
2020
Q3 | $549K | Sell |
1,621
-39
| -2% | -$13.3K | 0.04% | 176 |
|
|
2020
Q2 | $539K | Sell |
1,660
-10
| -0.6% | -$3.03K | 0.04% | 170 |
|
|
2020
Q1 | $439K | Sell |
1,670
-408
| -20% | -$138K | 0.04% | 170 |
|
|
2019
Q4 | $780K | Buy |
2,078
+190
| +10% | +$68.7K | 0.05% | 152 |
|
|
2019
Q3 | $665K | Hold |
1,888
| – | – | 0.05% | 157 |
|
|
2019
Q2 | $669K | Hold |
1,888
| – | – | 0.05% | 152 |
|
|
2019
Q1 | $652K | Hold |
1,888
| – | – | 0.05% | 144 |
|
|
2018
Q4 | $571K | Sell |
1,888
-657
| -26% | -$219K | 0.06% | 140 |
|
|
2018
Q3 | $935K | Buy |
2,545
+450
| +21% | +$165K | 0.07% | 122 |
|
|
2018
Q2 | $744K | Sell |
2,095
-18
| -0.9% | -$6.33K | 0.07% | 133 |
|
|
2018
Q1 | $722K | Sell |
2,113
-43
| -2% | -$15K | 0.07% | 127 |
|
|
2017
Q4 | $745K | Sell |
2,156
-143
| -6% | -$48.2K | 0.07% | 121 |
|
|
2017
Q3 | $750K | Hold |
2,299
| – | – | 0.08% | 115 |
|
|
2017
Q2 | $730K | Hold |
2,299
| – | – | 0.08% | 116 |
|
|
2017
Q1 | $718K | Hold |
2,299
| – | – | 0.08% | 117 |
|
|
2016
Q4 | $694K | Hold |
2,299
| – | – | 0.08% | 116 |
|
|
2016
Q3 | $649K | Hold |
2,299
| – | – | 0.09% | 119 |
|
|
2016
Q2 | $626K | Hold |
2,299
| – | – | 0.08% | 119 |
|
|
2016
Q1 | $604K | Sell |
2,299
-48
| -2% | -$11.7K | 0.08% | 112 |
|
|
2015
Q4 | $596K | Buy |
2,347
+1,537
| +190% | +$400K | 0.08% | 112 |
|
|
2015
Q3 | $202K | Sell |
810
-375
| -32% | -$99.3K | 0.03% | 177 |
|
|
2015
Q2 | $324K | Buy |
+1,185
| New | +$329K | 0.05% | 138 |
|
Other funds holding MDY
Grimes & Company's MDY Position: Q2 2026 in Review
Grimes & Company increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.1% in Q2 2026, buying an estimated $670 and bringing the position to 1,003 shares worth $705K. The position accounts for 0.02% of the portfolio, ranked #292.
Grimes & Company first reported a position in MDY in Q2 2015 and has held it in 45 quarters since. The position peaked at $935K in Q3 2018. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.
- Grimes & Company held 1,003 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $705K as of Q2 2026.
- Grimes & Company bought 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q2 2026, an estimated $670.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Grimes & Company's portfolio in Q2 2026, its #292 holding.
- Grimes & Company first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2015 and has held it in 45 quarters since.
- Grimes & Company's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $935K in Q3 2018.
- 1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.
Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.