Klingman & Associates’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.7M | Sell |
41,668
-160
| -0.4% | -$101K | 1.23% | 26 |
|
|
2025
Q4 | $25.2M | Sell |
41,828
-100
| -0.2% | -$59.8K | 1.22% | 24 |
|
|
2025
Q3 | $25M | Sell |
41,928
-450
| -1% | -$264K | 1.26% | 24 |
|
|
2025
Q2 | $24M | Buy |
42,378
+18
| +0% | +$9.66K | 1.32% | 24 |
|
|
2025
Q1 | $22.6M | Buy |
42,360
+79
| +0.2% | +$44.8K | 1.38% | 23 |
|
|
2024
Q4 | $24.1M | Sell |
42,281
-1,318
| -3% | -$773K | 1.48% | 22 |
|
|
2024
Q3 | $24.8M | Sell |
43,599
-796
| -2% | -$439K | 1.54% | 20 |
|
|
2024
Q2 | $23.8M | Sell |
44,395
-251
| -0.6% | -$135K | 1.6% | 21 |
|
|
2024
Q1 | $24.8M | Sell |
44,646
-804
| -2% | -$416K | 1.72% | 19 |
|
|
2023
Q4 | $23.1M | Sell |
45,450
-299
| -0.7% | -$139K | 1.69% | 21 |
|
|
2023
Q3 | $20.9M | Sell |
45,749
-350
| -0.8% | -$168K | 1.69% | 22 |
|
|
2023
Q2 | $22.1M | Sell |
46,099
-77
| -0.2% | -$35.1K | 1.78% | 22 |
|
|
2023
Q1 | $21.2M | Sell |
46,176
-153
| -0.3% | -$71.3K | 1.82% | 21 |
|
|
2022
Q4 | $20.5M | Sell |
46,329
-109
| -0.2% | -$48.2K | 1.8% | 23 |
|
|
2022
Q3 | $18.7M | Buy |
46,438
+676
| +1% | +$299K | 1.83% | 19 |
|
|
2022
Q2 | $18.9M | Buy |
45,762
+835
| +2% | +$377K | 1.85% | 17 |
|
|
2022
Q1 | $22M | Buy |
44,927
+348
| +0.8% | +$169K | 1.87% | 17 |
|
|
2021
Q4 | $23.1M | Sell |
44,579
-51
| -0.1% | -$25.9K | 1.98% | 16 |
|
|
2021
Q3 | $21.5M | Sell |
44,630
-242
| -0.5% | -$119K | 2% | 16 |
|
|
2021
Q2 | $22M | Sell |
44,872
-832
| -2% | -$410K | 2.11% | 15 |
|
|
2021
Q1 | $21.8M | Sell |
45,704
-1,350
| -3% | -$616K | 2.25% | 14 |
|
|
2020
Q4 | $19.8M | Sell |
47,054
-157
| -0.3% | -$60.5K | 2.28% | 14 |
|
|
2020
Q3 | $16M | Sell |
47,211
-307
| -0.6% | -$105K | 2.15% | 15 |
|
|
2020
Q2 | $15.4M | Sell |
47,518
-595
| -1% | -$180K | 2.36% | 15 |
|
|
2020
Q1 | $12.6M | Sell |
48,113
-1,324
| -3% | -$449K | 2.58% | 13 |
|
|
2019
Q4 | $18.6M | Sell |
49,437
-239
| -0.5% | -$86.4K | 3.04% | 9 |
|
|
2019
Q3 | $17.5M | Buy |
49,676
+11
| +0% | +$3.85K | 3.14% | 9 |
|
|
2019
Q2 | $17.6M | Sell |
49,665
-127
| -0.3% | -$44.4K | 3.27% | 9 |
|
|
2019
Q1 | $17.2M | Buy |
49,792
+30
| +0.1% | +$10.1K | 3.35% | 9 |
|
|
2018
Q4 | $15.1M | Buy |
49,762
+49
| +0.1% | +$16.3K | 3.39% | 10 |
|
|
2018
Q3 | $18.3M | Sell |
49,713
-137
| -0.3% | -$50.2K | 3.74% | 10 |
|
|
2018
Q2 | $17.7M | Sell |
49,850
-265
| -0.5% | -$93.2K | 3.81% | 10 |
|
|
2018
Q1 | $17.1M | Buy |
50,115
+116
| +0.2% | +$40.4K | 3.84% | 11 |
|
|
2017
Q4 | $17.3M | Sell |
49,999
-316
| -0.6% | -$106K | 3.77% | 9 |
|
|
2017
Q3 | $16.4M | Sell |
50,315
-96
| -0.2% | -$30.5K | 4.04% | 8 |
|
|
2017
Q2 | $16M | Sell |
50,411
-1,789
| -3% | -$563K | 4.27% | 8 |
|
|
2017
Q1 | $16.3M | Sell |
52,200
-460
| -0.9% | -$143K | 4.53% | 8 |
|
|
2016
Q4 | $15.9M | Sell |
52,660
-3,438
| -6% | -$994K | 4.82% | 8 |
|
|
2016
Q3 | $15.8M | Buy |
56,098
+908
| +2% | +$256K | 4.77% | 8 |
|
|
2016
Q2 | $15M | Buy |
55,190
+551
| +1% | +$147K | 4.86% | 6 |
|
|
2016
Q1 | $14.4M | Buy |
54,639
+7,529
| +16% | +$1.83M | 5.14% | 6 |
|
|
2015
Q4 | $12M | Buy |
47,110
+191
| +0.4% | +$49.7K | 4.47% | 6 |
|
|
2015
Q3 | $11.7M | Sell |
46,919
-153
| -0.3% | -$40.5K | 4.58% | 7 |
|
|
2015
Q2 | $12.9M | Sell |
47,072
-257
| -0.5% | -$71.4K | 5.06% | 7 |
|
|
2015
Q1 | $13.1M | Sell |
47,329
-703
| -1% | -$189K | 5.39% | 7 |
|
|
2014
Q4 | $12.7M | Buy |
+48,032
| New | +$12.3M | 5.27% | 6 |
|
Other funds holding MDY
Klingman & Associates's MDY Position: Q1 2026 in Review
Klingman & Associates reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.38% in Q1 2026, selling an estimated $101K and leaving 41,668 shares worth $25.7M. The position accounts for 1.23% of the portfolio, ranked #26.
Klingman & Associates first reported a position in MDY in Q4 2014 and has held it in 46 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.
- Klingman & Associates held 41,668 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $25.7M as of Q1 2026.
- Klingman & Associates sold 160 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $101K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.23% of Klingman & Associates's portfolio in Q1 2026, its #26 holding.
- Klingman & Associates first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and has held it in 46 quarters since.
- 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.
Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.