LCM
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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
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
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

LCM Capital Management's MDY Position: Q1 2026 in Review

LCM Capital Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.32% in Q1 2026, buying an estimated $88.7K and bringing the position to 43,713 shares worth $27M. The position accounts for 13.53% of the portfolio, ranked #1.

LCM Capital Management first reported a position in MDY in Q4 2020 and has held it in 22 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • LCM Capital Management held 43,713 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $27M as of Q1 2026.
  • LCM Capital Management bought 140 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $88.7K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 13.53% of LCM Capital Management's portfolio in Q1 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 22 quarters since.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on LCM Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.