Kovitz Investment Group Partners
MDY icon

Kovitz Investment Group Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Kovitz Investment Group Partners’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
-795
Closed -$480K – 502
2025
Q4 		$480K Sell
795
-18,848
-96% -$11.3M 0.01% 393
2025
Q3 		$11.7M Buy
19,643
+2,275
+13% +$1.34M 0.05% 301
2025
Q2 		$9.84M Sell
17,368
-429
-2% -$230K 0.04% 310
2025
Q1 		$9.49M Sell
17,797
-31
-0.2% -$17.6K 0.05% 279
2024
Q4 		$10.2M Sell
17,828
-3
-0% -$1.76K 0.05% 266
2024
Q3 		$9.26M Buy
17,831
+6,334
+55% +$3.49M 0.07% 243
2024
Q2 		$6.15M Sell
11,497
-1,145
-9% -$616K 0.05% 255
2024
Q1 		$7.03M Buy
+12,642
New +$6.55M 0.09% 164
2022
Q2 		– Sell
-478
Closed -$234K – 418
2022
Q1 		$234K Buy
+478
New +$233K ﹤0.01% 397
2021
Q4 		– Sell
-476
Closed -$229K – 444
2021
Q3 		$229K Sell
476
-14
-3% -$6.88K ﹤0.01% 409
2021
Q2 		$241K Buy
+490
New +$242K ﹤0.01% 398

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kovitz Investment Group Partners's MDY Position: Q1 2026 in Review

Kovitz Investment Group Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 795 shares — an estimated $480K sold.

Kovitz Investment Group Partners first reported a position in MDY in Q2 2021 and held it in 11 quarters. The position peaked at $11.7M in Q3 2025. 1,450 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Kovitz Investment Group Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 795 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $480K.
  • Kovitz Investment Group Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2021 and held it in 11 quarters.
  • Kovitz Investment Group Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $11.7M in Q3 2025.
  • 1,450 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.