Hobart Private Capital’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Hobart Private Capital’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	–	Sell	-826	Closed	-$498K	–	142
2025 Q4	$498K	Buy	826 +424	+105%	+$254K	0.1%	90
2025 Q3	$240K	Buy	402 +45	+13%	+$26.4K	0.05%	113
2025 Q2	$202K	Sell	357 -120	-25%	-$64.4K	0.05%	111
2025 Q1	$254K	Buy	477 +99	+26%	+$56.2K	0.06%	88
2024 Q4	$215K	Buy	+378	New	+$222K	0.05%	89
2023 Q4	–	Sell	-4,158	Closed	-$1.9M	–	60
2023 Q3	$1.9M	Buy	+4,158	New	+$1.99M	0.72%	21
2019 Q3	–	Sell	-693	Closed	-$246K	–	152
2019 Q2	$246K	Sell	693 -632	-48%	-$221K	0.17%	125
2019 Q1	$458K	Sell	1,325 -448	-25%	-$151K	0.35%	73
2018 Q4	$537K	Buy	1,773 +122	+7%	+$40.6K	0.46%	64
2018 Q3	$607K	Buy	1,651 +214	+15%	+$78.4K	0.47%	63
2018 Q2	$510K	Sell	1,437 -278	-16%	-$97.7K	0.42%	70
2018 Q1	$586K	Buy	1,715 +38	+2%	+$13.2K	0.51%	62
2017 Q4	$579K	Buy	+1,677	New	+$565K	0.52%	63

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hobart Private Capital's MDY Position: Q1 2026 in Review

Hobart Private Capital sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 826 shares — an estimated $498K sold.

Hobart Private Capital first reported a position in MDY in Q4 2017 and held it in 13 quarters. The position peaked at $1.9M in Q3 2023. 1,451 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Hobart Private Capital reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
Hobart Private Capital sold 826 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $498K.
Hobart Private Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and held it in 13 quarters.
Hobart Private Capital's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.9M in Q3 2023.
1,451 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Hobart Private Capital's 13F filing for Q1 2026, filed 7 Apr 2026.