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

Ken Fisher’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	–	Sell	-541	Closed	-$327K	–	1075
2025 Q4	$327K	Buy	+541	New	+$324K	﹤0.01%	876
2023 Q1	–	Sell	-472	Closed	-$209K	–	1160
2022 Q4	$209K	Buy	+472	New	+$209K	﹤0.01%	976
2020 Q1	–	Sell	-711	Closed	-$267K	–	823
2019 Q4	$267K	Buy	+711	New	+$257K	﹤0.01%	743
2018 Q1	–	Sell	-1,046	Closed	-$361K	–	804
2017 Q4	$361K	Buy	+1,046	New	+$352K	﹤0.01%	700
2015 Q1	–	Sell	-820	Closed	-$216K	–	588
2014 Q4	$216K	Buy	+820	New	+$210K	﹤0.01%	538

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

Ken Fisher's MDY Position: Q1 2026 in Review

Ken Fisher sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 541 shares — an estimated $327K sold.

Ken Fisher first reported a position in MDY in Q4 2014 and held it in 5 quarters. The position peaked at $361K in Q4 2017. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Ken Fisher reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
Ken Fisher sold 541 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $327K.
Ken Fisher first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and held it in 5 quarters.
Ken Fisher's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $361K in Q4 2017.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.