HR
MDY icon

Howe & Rusling’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Howe & Rusling’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 		$1.13M Hold
1,840
– – 0.07% 123
2025
Q4 		$1.11M Hold
1,840
– – 0.07% 119
2025
Q3 		$1.1M Sell
1,840
-4
-0.2% -$2.35K 0.08% 124
2025
Q2 		$1.04M Sell
1,844
-398
-18% -$214K 0.08% 122
2025
Q1 		$1.2M Hold
2,242
– – 0.1% 106
2024
Q4 		$1.28M Hold
2,242
– – 0.11% 103
2024
Q3 		$1.28M Hold
2,242
– – 0.11% 106
2024
Q2 		$1.2M Sell
2,242
-36
-2% -$19.4K 0.11% 107
2024
Q1 		$1.27M Sell
2,278
-47
-2% -$24.3K 0.12% 110
2023
Q4 		$1.18M Buy
2,325
+6
+0.3% +$2.79K 0.13% 106
2023
Q3 		$1.06M Hold
2,319
– – 0.13% 105
2023
Q2 		$1.11M Sell
2,319
-61
-3% -$27.8K 0.12% 107
2023
Q1 		$1.09M Hold
2,380
– – 0.13% 107
2022
Q4 		$1.05M Hold
2,380
– – 0.13% 100
2022
Q3 		$956K Hold
2,380
– – 0.13% 104
2022
Q2 		$984K Buy
2,380
+61
+3% +$27.5K 0.12% 104
2022
Q1 		$1.14M Hold
2,319
– – 0.13% 100
2021
Q4 		$1.2M Hold
2,319
– – 0.14% 99
2021
Q3 		$1.11M Hold
2,319
– – 0.14% 99
2021
Q2 		$1.14M Hold
2,319
– – 0.14% 92
2021
Q1 		$1.1M Sell
2,319
-30
-1% -$13.7K 0.15% 87
2020
Q4 		$986K Sell
2,349
-5
-0.2% -$1.93K 0.15% 81
2020
Q3 		$798K Sell
2,354
-60
-2% -$20.5K 0.14% 84
2020
Q2 		$783K Sell
2,414
-743
-24% -$225K 0.14% 78
2020
Q1 		$830K Sell
3,157
-144
-4% -$48.8K 0.18% 77
2019
Q4 		$1.24M Sell
3,301
-31
-0.9% -$11.2K 0.21% 88
2019
Q3 		$1.17M Sell
3,332
-135
-4% -$47.3K 0.21% 89
2019
Q2 		$1.23M Sell
3,467
-10
-0.3% -$3.5K 0.21% 88
2019
Q1 		$1.2M Sell
3,477
-345
-9% -$116K 0.21% 88
2018
Q4 		$1.16M Sell
3,822
-6,321
-62% -$2.1M 0.24% 77
2018
Q3 		$3.73M Sell
10,143
-6
-0.1% -$2.2K 0.62% 52
2018
Q2 		$3.6M Buy
10,149
+1,031
+11% +$362K 0.65% 53
2018
Q1 		$3.12M Buy
9,118
+428
+5% +$149K 0.56% 60
2017
Q4 		$3M Sell
8,690
-875
-9% -$295K 0.55% 63
2017
Q3 		$3.12M Buy
9,565
+620
+7% +$197K 0.58% 67
2017
Q2 		$2.84M Buy
8,945
+105
+1% +$33.1K 0.58% 64
2017
Q1 		$2.76M Buy
8,840
+507
+6% +$157K 0.55% 66
2016
Q4 		$2.51M Buy
8,333
+418
+5% +$121K 0.55% 65
2016
Q3 		$2.23M Sell
7,915
-120
-1% -$33.8K 0.48% 66
2016
Q2 		$2.19M Buy
8,035
+782
+11% +$209K 0.48% 68
2016
Q1 		$1.91M Buy
7,253
+600
+9% +$146K 0.43% 71
2015
Q4 		$1.69M Sell
6,653
-81
-1% -$21.1K 0.39% 71
2015
Q3 		$1.68M Buy
6,734
+90
+1% +$23.8K 0.42% 68
2015
Q2 		$1.81M Buy
6,644
+100
+2% +$27.8K 0.4% 69
2015
Q1 		$1.81M Buy
6,544
+185
+3% +$49.9K 0.41% 69
2014
Q4 		$1.68M Buy
6,359
+220
+4% +$56.3K 0.4% 66
2014
Q3 		$1.53M Buy
6,139
+48
+0.8% +$12.3K 0.36% 69
2014
Q2 		$1.59M Buy
+6,091
New +$1.52M 0.36% 71
2014
Q1 		– Sell
-5,940
Closed -$1.45M – 895
2013
Q4 		$1.45M Buy
5,940
+1,685
+40% +$396K 0.37% 67
2013
Q3 		$962K Sell
4,255
-1,280
-23% -$285K 0.35% 71
2013
Q2 		$1.16M Buy
+5,535
New +$1.17M 0.32% 65

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

Howe & Rusling's MDY Position: Q1 2026 in Review

Howe & Rusling held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 1,840 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #123.

Howe & Rusling first reported a position in MDY in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.73M in Q3 2018. 1,449 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Howe & Rusling held 1,840 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.13M as of Q1 2026.
  • Howe & Rusling left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Howe & Rusling's portfolio in Q1 2026, its #123 holding.
  • Howe & Rusling first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 51 quarters since.
  • Howe & Rusling's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.73M in Q3 2018.
  • 1,449 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.