LCM Capital Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

LCM Capital Management’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 Q2	$31.1M	Buy	44,192 +479	+1%	+$321K	13.51%	1
2026 Q1	$27M	Buy	43,713 +140	+0.3%	+$88.7K	13.53%	1
2025 Q4	$26.3M	Sell	43,573 -244	-0.6%	-$146K	12.7%	2
2025 Q3	$26.1M	Sell	43,817 -74	-0.2%	-$43.4K	12.53%	2
2025 Q2	$24.9M	Buy	43,891 +104	+0.2%	+$55.8K	12.92%	2
2025 Q1	$23.4M	Buy	43,787 +926	+2%	+$526K	13.72%	2
2024 Q4	$24.4M	Sell	42,861 -295	-0.7%	-$173K	13.77%	1
2024 Q3	$24.6M	Buy	43,156 +876	+2%	+$483K	14.14%	2
2024 Q2	$22.6M	Buy	42,280 +482	+1%	+$259K	14.11%	2
2024 Q1	$23.3M	Buy	41,798 +456	+1%	+$236K	15.03%	1
2023 Q4	$21M	Buy	41,342 +496	+1%	+$230K	15.17%	1
2023 Q3	$18.7M	Buy	40,846 +2,116	+5%	+$1.01M	15.21%	1
2023 Q2	$18.5M	Buy	38,730 +1,118	+3%	+$509K	15.06%	1
2023 Q1	$17.2M	Buy	37,612 +906	+2%	+$422K	15.06%	1
2022 Q4	$16.3M	Sell	36,706 -380	-1%	-$168K	15.83%	1
2022 Q3	$14.9M	Sell	37,086 -271	-0.7%	-$120K	15.73%	1
2022 Q2	$15.4M	Buy	37,357 +9	+0%	+$4.06K	15.21%	1
2022 Q1	$18.3M	Buy	37,348 +178	+0.5%	+$86.6K	14.77%	1
2021 Q4	$19.2M	Buy	37,170 +176	+0.5%	+$89.5K	14.9%	1
2021 Q3	$17.8M	Sell	36,994 -1,211	-3%	-$595K	15.04%	2
2021 Q2	$18.8M	Buy	38,205 +108	+0.3%	+$53.3K	15.59%	2
2021 Q1	$18.1M	Sell	38,097 -428	-1%	-$195K	16.22%	1
2020 Q4	$16.2M	Buy	+38,525	New	+$14.8M	15.39%	2

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LCM Capital Management's MDY Position: Q2 2026 in Review

LCM Capital Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.1% in Q2 2026, buying an estimated $321K and bringing the position to 44,192 shares worth $31.1M. The position accounts for 13.51% of the portfolio, ranked #1.

LCM Capital Management first reported a position in MDY in Q4 2020 and has held it in 23 quarters since. 1,538 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

LCM Capital Management held 44,192 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $31.1M as of Q2 2026.
LCM Capital Management bought 479 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $321K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 13.51% of LCM Capital Management's portfolio in Q2 2026, its #1 holding.
LCM Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 23 quarters since.
1,538 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on LCM Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.