John W. Brooker & Co’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

John W. Brooker & Co’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
2025 Q2	–	Sell	-730	Closed	-$389K	–	60
2025 Q1	$389K	Buy	730 +1	+0.1%	+$568	0.16%	63
2024 Q4	$415K	Sell	729 -4	-0.5%	-$2.35K	0.18%	62
2024 Q3	$417K	Buy	733 +1	+0.1%	+$551	0.19%	60
2024 Q2	$392K	Hold	732	–	–	0.2%	61
2024 Q1	$407K	Buy	732 +1	+0.1%	+$518	0.22%	57
2023 Q4	$371K	Hold	731	–	–	0.21%	52
2023 Q3	$334K	Buy	731 +1	+0.1%	+$479	0.21%	53
2023 Q2	$350K	Hold	730	–	–	0.23%	52
2023 Q1	$333K	Buy	730 +1	+0.1%	+$466	0.22%	52
2022 Q4	$323K	Sell	729 -56	-7%	-$24.8K	0.21%	52
2022 Q3	$315K	Buy	785 +1	+0.1%	+$442	0.2%	43
2022 Q2	$324K	Hold	784	–	–	0.2%	41
2022 Q1	$384K	Buy	784 +1	+0.1%	+$487	0.21%	40
2021 Q4	$405K	Hold	783	–	–	0.21%	41
2021 Q3	$376K	Buy	783 +1	+0.1%	+$491	0.21%	41
2021 Q2	$384K	Hold	782	–	–	0.22%	39
2021 Q1	$372K	Buy	782 +1	+0.1%	+$456	0.23%	36
2020 Q4	$328K	Buy	781 +31	+4%	+$11.9K	0.21%	39
2020 Q3	$254K	Hold	750	–	–	0.18%	46
2020 Q2	$243K	Buy	750 +1	+0.1%	+$303	0.17%	45
2020 Q1	$197K	Hold	749	–	–	0.14%	50
2019 Q4	$281K	Buy	+749	New	+$271K	0.18%	43

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MCM

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

John W. Brooker & Co's MDY Position: Q2 2025 in Review

John W. Brooker & Co sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2025, closing a stake of 730 shares — an estimated $389K sold.

John W. Brooker & Co first reported a position in MDY in Q4 2019 and held it in 22 quarters. The position peaked at $417K in Q3 2024. 1,351 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

John W. Brooker & Co reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2025 after selling out during the quarter.
John W. Brooker & Co sold 730 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2025, an estimated $389K.
John W. Brooker & Co first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and held it in 22 quarters.
John W. Brooker & Co's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $417K in Q3 2024.
1,351 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on John W. Brooker & Co's 13F filing for Q2 2025, filed 16 Jul 2025.