Houlihan Financial Resource Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Houlihan Financial Resource Group’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	$4.03M	Sell	6,533 -114	-2%	-$72.2K	1.57%	19
2025 Q4	$4.08M	Buy	6,647 +3,440	+107%	+$2.06M	1.55%	21
2025 Q3	$1.91M	Sell	3,207 -3,758	-54%	-$2.21M	1.68%	21
2025 Q2	$3.98M	Sell	6,965 -279	-4%	-$150K	1.65%	21
2025 Q1	$3.86M	Sell	7,244 -183	-2%	-$104K	1.74%	21
2024 Q4	$4.23M	Sell	7,427 -168	-2%	-$98.5K	1.8%	19
2024 Q3	$4.33M	Sell	7,595 -81	-1%	-$44.6K	1.79%	21
2024 Q2	$4.11M	Hold	7,676	–	–	2.8%	12
2024 Q1	$4.27M	Buy	7,676 +1	+0%	+$518	1.92%	17
2023 Q4	$3.89M	Hold	7,675	–	–	1.89%	17
2023 Q3	$3.42M	Sell	7,675 -208,825	-96%	-$100M	1.83%	17
2023 Q2	$98.7M	Buy	216,500 +208,816	+2,718%	+$95.1M	3.07%	10
2023 Q1	$3.52M	Sell	7,684 -50	-0.6%	-$23.3K	1.92%	16
2022 Q4	$3.53M	Hold	7,734	–	–	2.03%	16
2022 Q3	$3.28M	Buy	+7,734	New	+$3.42M	1.99%	17
2020 Q3	$3M	Buy	+7,805	New	+$2.66M	1.73%	18
2020 Q1	$2.27M	Sell	8,654 -59	-0.7%	-$20K	1.98%	17
2019 Q4	$3.27M	Buy	+8,713	New	+$3.15M	2.12%	14

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

Houlihan Financial Resource Group's MDY Position: Q1 2026 in Review

Houlihan Financial Resource Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.7% in Q1 2026, selling an estimated $72.2K and leaving 6,533 shares worth $4.03M. The position accounts for 1.57% of the portfolio, ranked #19.

Houlihan Financial Resource Group first reported a position in MDY in Q4 2019 and has held it in 18 quarters since. The position peaked at $98.7M in Q2 2023. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Houlihan Financial Resource Group held 6,533 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $4.03M as of Q1 2026.
Houlihan Financial Resource Group sold 114 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $72.2K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.57% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #19 holding.
Houlihan Financial Resource Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 18 quarters since.
Houlihan Financial Resource Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $98.7M in Q2 2023.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.