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L.J. Altfest & Co’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

L.J. Altfest & 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
2026
Q1 		$360K Sell
584
-8
-1% -$5.07K 0.04% 253
2025
Q4 		$357K Sell
592
-30
-5% -$17.9K 0.04% 264
2025
Q3 		$371K Sell
622
-197
-24% -$116K 0.04% 257
2025
Q2 		$464K Sell
819
-1,583
-66% -$850K 0.05% 231
2025
Q1 		$1.28M Sell
2,402
-22,067
-90% -$12.5M 0.16% 101
2024
Q4 		$13.9M Buy
24,469
+22,332
+1,045% +$13.1M 1.78% 18
2024
Q3 		$1.22M Buy
2,137
+109
+5% +$60.1K 0.16% 105
2024
Q2 		$1.08M Sell
2,028
-400
-16% -$215K 0.15% 108
2024
Q1 		$1.35M Sell
2,428
-785
-24% -$407K 0.19% 87
2023
Q4 		$1.63M Buy
3,213
+1,171
+57% +$544K 0.24% 74
2023
Q3 		$933K Buy
2,042
+66
+3% +$31.6K 0.15% 119
2023
Q2 		$946K Buy
1,976
+44
+2% +$20K 0.14% 112
2023
Q1 		$886K Sell
1,932
-6,809
-78% -$3.17M 0.14% 108
2022
Q4 		$3.87M Buy
8,741
+6,750
+339% +$2.98M 0.64% 33
2022
Q3 		$800K Buy
1,991
+423
+27% +$187K 0.15% 101
2022
Q2 		$649K Buy
1,568
+60
+4% +$27.1K 0.12% 122
2022
Q1 		$740K Buy
1,508
+219
+17% +$107K 0.13% 117
2021
Q4 		$667K Buy
1,289
+561
+77% +$285K 0.13% 120
2021
Q3 		$350K Buy
728
+34
+5% +$16.7K 0.07% 182
2021
Q2 		$341K Buy
694
+41
+6% +$20.2K 0.07% 191
2021
Q1 		$311K Buy
653
+87
+15% +$39.7K 0.07% 202
2020
Q4 		$238K Buy
+566
New +$218K 0.06% 228

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 $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

L.J. Altfest & Co's MDY Position: Q1 2026 in Review

L.J. Altfest & Co reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.4% in Q1 2026, selling an estimated $5.07K and leaving 584 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #253.

L.J. Altfest & Co first reported a position in MDY in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.9M in Q4 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • L.J. Altfest & Co held 584 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $360K as of Q1 2026.
  • L.J. Altfest & Co sold 8 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $5.07K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of L.J. Altfest & Co's portfolio in Q1 2026, its #253 holding.
  • L.J. Altfest & Co first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 22 quarters since.
  • L.J. Altfest & Co's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $13.9M in Q4 2024.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.