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
2019 Q3	–	Sell	-1,000	Closed	-$355K	–	3668
2019 Q2	$355K	Buy	+1,000	New	+$349K	﹤0.01%	2759
2018 Q3	–	Sell	-1,000	Closed	-$355K	–	3435
2018 Q2	$355K	Buy	+1,000	New	+$352K	﹤0.01%	2845

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.