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Koesten Hirschmann & Crabtree’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Koesten Hirschmann & Crabtree’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
Q4 		– Sell
-200
Closed -$119K – 156
2025
Q3 		$119K Hold
200
– – 0.06% 57
2025
Q2 		$113K Buy
+200
New +$107K 0.06% 55

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Koesten Hirschmann & Crabtree's MDY Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2025, closing a stake of 200 shares — an estimated $119K sold.

Koesten Hirschmann & Crabtree first reported a position in MDY in Q2 2025 and held it in 2 quarters. The position peaked at $119K in Q3 2025. 1,433 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

  • Koesten Hirschmann & Crabtree reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2025 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 200 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2025, an estimated $119K.
  • Koesten Hirschmann & Crabtree first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2025 and held it in 2 quarters.
  • Koesten Hirschmann & Crabtree's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $119K in Q3 2025.
  • 1,433 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.