Hohimer Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Hohimer Wealth 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 Q2	$961K	Buy	1,366 +50	+4%	+$33.5K	0.1%	171
2026 Q1	$812K	Hold	1,316	–	–	0.1%	173
2025 Q4	$794K	Hold	1,316	–	–	0.11%	155
2025 Q3	$784K	Hold	1,316	–	–	0.11%	163
2025 Q2	$745K	Buy	1,316 +81	+7%	+$43.5K	0.13%	132
2025 Q1	$659K	Hold	1,235	–	–	0.13%	134
2024 Q4	$703K	Buy	1,235 +34	+3%	+$19.9K	0.13%	131
2024 Q3	$684K	Buy	1,201 +18	+2%	+$9.92K	0.15%	130
2024 Q2	$633K	Hold	1,183	–	–	0.15%	141
2024 Q1	$658K	Hold	1,183	–	–	0.15%	144
2023 Q4	$600K	Hold	1,183	–	–	0.15%	144
2023 Q3	$540K	Sell	1,183 -50	-4%	-$24K	0.15%	138
2023 Q2	$590K	Sell	1,233 -202	-14%	-$92K	0.16%	139
2023 Q1	$658K	Sell	1,435 -147	-9%	-$68.5K	0.19%	131
2022 Q4	$700K	Hold	1,582	–	–	0.22%	91
2022 Q3	$635K	Sell	1,582 -36	-2%	-$15.9K	0.2%	127
2022 Q2	$669K	Buy	1,618 +1	+0.1%	+$452	0.2%	131
2022 Q1	$793K	Hold	1,617	–	–	0.16%	131
2021 Q4	$837K	Hold	1,617	–	–	0.18%	125
2021 Q3	$778K	Buy	1,617 +6	+0.4%	+$2.95K	0.16%	130
2021 Q2	$791K	Sell	1,611 -1	-0.1%	-$493	0.16%	132
2021 Q1	$767K	Sell	1,612 -39	-2%	-$17.8K	0.19%	124
2020 Q4	$693K	Buy	1,651 +125	+8%	+$48.1K	0.18%	131
2020 Q3	$549K	Sell	1,526 -36	-2%	-$12.3K	0.16%	138
2020 Q2	$507K	Sell	1,562 -783	-33%	-$237K	0.17%	142
2020 Q1	$689K	Sell	2,345 -1,552	-40%	-$526K	0.29%	119
2019 Q4	$1.46M	Buy	+3,897	New	+$1.41M	0.51%	91

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

Hohimer Wealth Management's MDY Position: Q2 2026 in Review

Hohimer Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.8% in Q2 2026, buying an estimated $33.5K and bringing the position to 1,366 shares worth $961K. The position accounts for 0.1% of the portfolio, ranked #171.

Hohimer Wealth Management first reported a position in MDY in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.46M in Q4 2019. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Hohimer Wealth Management held 1,366 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $961K as of Q2 2026.
Hohimer Wealth Management bought 50 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $33.5K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.1% of Hohimer Wealth Management's portfolio in Q2 2026, its #171 holding.
Hohimer Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 27 quarters since.
Hohimer Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.46M in Q4 2019.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.