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

Lane & Associates’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
Q1 		$349K Buy
653
+41
+7% +$23.3K 0.19% 86
2024
Q4 		$362K Buy
612
+223
+57% +$131K 0.19% 89
2024
Q3 		$222K Sell
389
-26
-6% -$14.3K 0.12% 108
2024
Q2 		$222K Buy
415
+5
+1% +$2.69K 0.13% 106
2024
Q1 		$228K Buy
+410
New +$212K 0.14% 105

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
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

Lane & Associates's MDY Position: Q1 2025 in Review

Lane & Associates increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6.7% in Q1 2025, buying an estimated $23.3K and bringing the position to 653 shares worth $349K. The position accounts for 0.19% of the portfolio, ranked #86.

Lane & Associates first reported a position in MDY in Q1 2024 and has held it in 5 quarters since. The position peaked at $362K in Q4 2024. 1,358 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

  • Lane & Associates held 653 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $349K as of Q1 2025.
  • Lane & Associates bought 41 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2025, an estimated $23.3K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.19% of Lane & Associates's portfolio in Q1 2025, its #86 holding.
  • Lane & Associates first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 5 quarters since.
  • Lane & Associates's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $362K in Q4 2024.
  • 1,358 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.