Hazlett, Burt & Watson’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Hazlett, Burt & Watson’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 Q1	$271K	Sell	437 -27	-6%	-$17.1K	0.08%	214
2025 Q4	$280K	Buy	464 +1	+0.2%	+$598	0.09%	203
2025 Q3	$277K	Buy	463 +86	+23%	+$50.5K	0.1%	182
2025 Q2	$213K	Buy	377 +19	+5%	+$10.2K	0.09%	194
2025 Q1	$190K	Buy	358 +9	+3%	+$5.11K	0.09%	201
2024 Q4	$200K	Buy	349 +121	+53%	+$70.9K	0.09%	200
2024 Q3	$131K	Buy	228 +12	+6%	+$6.61K	0.06%	249
2024 Q2	$116K	Buy	216 +159	+279%	+$85.5K	0.06%	255
2024 Q1	$32K	Hold	57	–	–	0.02%	386
2023 Q4	$29K	Buy	57 +30	+111%	+$13.9K	0.02%	378
2023 Q3	$12K	Hold	27	–	–	0.01%	480
2023 Q2	$13K	Hold	27	–	–	0.01%	458
2023 Q1	$12K	Hold	27	–	–	0.01%	434
2022 Q4	$12K	Hold	27	–	–	0.01%	444
2022 Q3	$11K	Hold	27	–	–	0.01%	445
2022 Q2	$11K	Buy	+27	New	+$12.2K	0.01%	447

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hazlett, Burt & Watson's MDY Position: Q1 2026 in Review

Hazlett, Burt & Watson reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5.8% in Q1 2026, selling an estimated $17.1K and leaving 437 shares worth $271K. The position accounts for 0.08% of the portfolio, ranked #214.

Hazlett, Burt & Watson first reported a position in MDY in Q2 2022 and has held it in 16 quarters since. The position peaked at $280K in Q4 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Hazlett, Burt & Watson held 437 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $271K as of Q1 2026.
Hazlett, Burt & Watson sold 27 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $17.1K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.08% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #214 holding.
Hazlett, Burt & Watson first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2022 and has held it in 16 quarters since.
Hazlett, Burt & Watson's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $280K in Q4 2025.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.