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

John Overdeck’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	$29.3M	Buy	+41,640	New	+$27.9M	0.02%	819
2024 Q4	–	Sell	-15,600	Closed	-$8.89M	–	3378
2024 Q3	$8.89M	Buy	+15,600	New	+$8.59M	0.02%	816
2019 Q3	–	Sell	-5,447	Closed	-$1.91M	–	3669
2019 Q2	$1.93M	Sell	5,447 -2,443	-31%	-$854K	0.01%	1465
2019 Q1	$2.73M	Buy	7,890 +5,529	+234%	+$1.86M	0.01%	1251
2018 Q4	$715K	Buy	+2,361	New	+$786K	﹤0.01%	1866
2015 Q4	–	Sell	-900	Closed	-$224K	–	2854
2015 Q3	$224K	Buy	+900	New	+$238K	﹤0.01%	1937
2015 Q2	–	Sell	-1,500	Closed	-$416K	–	2974
2015 Q1	$416K	Buy	+1,500	New	+$404K	﹤0.01%	2075
2014 Q3	–	Sell	-1,057	Closed	-$275K	–	1929
2014 Q2	$275K	Sell	1,057 -26,987	-96%	-$6.76M	﹤0.01%	1871
2014 Q1	$7.03M	Buy	28,044 +26,830	+2,210%	+$6.58M	0.04%	522
2013 Q4	$296K	Buy	+1,214	New	+$286K	﹤0.01%	1886

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

John Overdeck's MDY Position: Q2 2026 in Review

John Overdeck opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 41,640 shares worth $29.3M. The stake represents 0.02% of the portfolio and ranks #819 among its holdings. This is a return to the name: John Overdeck previously reported a position in MDY as recently as Q3 2024.

John Overdeck first reported a position in MDY in Q4 2013 and has held it in 10 quarters since. 1,530 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

John Overdeck held 41,640 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $29.3M as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new John Overdeck position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of John Overdeck's portfolio in Q2 2026, its #819 holding.
John Overdeck first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and has held it in 10 quarters since.
1,530 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.