HCM
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Highview Capital Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Highview Capital 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
2026
Q1 		$5.4M Buy
8,763
+669
+8% +$424K 1.96% 13
2025
Q4 		$4.88M Sell
8,094
-99
-1% -$59.2K 1.72% 15
2025
Q3 		$4.88M Sell
8,193
-47
-0.6% -$27.6K 1.8% 14
2025
Q2 		$4.67M Buy
8,240
+52
+0.6% +$27.9K 1.8% 13
2025
Q1 		$4.37M Hold
8,188
– – 1.83% 17
2024
Q4 		$4.66M Buy
8,188
+55
+0.7% +$32.2K 1.79% 17
2024
Q3 		$4.63M Buy
8,133
+22
+0.3% +$12.1K 1.88% 16
2024
Q2 		$4.34M Sell
8,111
-7
-0.1% -$3.76K 1.8% 17
2024
Q1 		$4.52M Hold
8,118
– – 2.03% 12
2023
Q4 		$4.12M Hold
8,118
– – 2.19% 11
2023
Q3 		$3.71M Sell
8,118
-234
-3% -$112K 2.12% 11
2023
Q2 		$4M Sell
8,352
-15
-0.2% -$6.83K 2.15% 11
2023
Q1 		$3.84M Sell
8,367
-172
-2% -$80.2K 2.22% 11
2022
Q4 		$3.78M Buy
8,539
+1,984
+30% +$877K 2.3% 8
2022
Q3 		$2.63M Buy
6,555
+124
+2% +$54.8K 1.95% 13
2022
Q2 		$2.66M Buy
6,431
+265
+4% +$120K 2.04% 11
2022
Q1 		$3.02M Sell
6,166
-740
-11% -$360K 1.94% 12
2021
Q4 		$3.58M Buy
+6,906
New +$3.51M 2.32% 8

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Highview Capital Management's MDY Position: Q1 2026 in Review

Highview Capital Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 8.3% in Q1 2026, buying an estimated $424K and bringing the position to 8,763 shares worth $5.4M. The position accounts for 1.96% of the portfolio, ranked #13.

Highview Capital Management first reported a position in MDY in Q4 2021 and has held it in 18 quarters since. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Highview Capital Management held 8,763 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.4M as of Q1 2026.
  • Highview Capital Management bought 669 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $424K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.96% of Highview Capital Management's portfolio in Q1 2026, its #13 holding.
  • Highview Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 18 quarters since.
  • 1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Highview Capital Management's 13F filing for Q1 2026, filed 8 May 2026.