Level Four Advisory Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.15M Buy
1,857
+1,462
+370% +$926K 0.04% 396
2025
Q4
$238K Sell
395
-75
-16% -$44.9K 0.01% 754
2025
Q3
$280K Sell
470
-22
-4% -$12.9K 0.01% 679
2025
Q2
$279K Sell
492
-77
-14% -$41.3K 0.01% 661
2025
Q1
$303K Sell
569
-540
-49% -$307K 0.01% 630
2024
Q4
$632K Buy
1,109
+269
+32% +$158K 0.03% 450
2024
Q3
$475K Sell
840
-11
-1% -$6.06K 0.02% 521
2024
Q2
$455K Buy
851
+145
+21% +$78K 0.02% 507
2024
Q1
$358K Hold
706
0.02% 560
2023
Q4
$358K Buy
706
+114
+19% +$52.9K 0.02% 560
2023
Q3
$270K Hold
592
0.02% 599
2023
Q2
$284K Buy
592
+13
+2% +$5.92K 0.02% 633
2023
Q1
$265K Buy
579
+8
+1% +$3.73K 0.02% 614
2022
Q4
$253K Buy
571
+53
+10% +$23.4K 0.02% 560
2022
Q3
$208K Buy
518
+33
+7% +$14.6K 0.02% 497
2022
Q2
$201K Buy
485
+10
+2% +$4.51K 0.02% 524
2022
Q1
$233K Sell
475
-209
-31% -$102K 0.02% 566
2021
Q4
$354K Buy
+684
New +$348K 0.03% 480
2021
Q2
Sell
-498
Closed -$237K 662
2021
Q1
$237K Sell
498
-373
-43% -$170K 0.02% 566
2020
Q4
$366K Sell
871
-17
-2% -$6.55K 0.03% 426
2020
Q3
$301K Buy
888
+68
+8% +$23.2K 0.02% 438
2020
Q2
$267K Sell
820
-306
-27% -$92.8K 0.02% 478
2020
Q1
$298K Sell
1,126
-373
-25% -$126K 0.04% 391
2019
Q4
$562K Sell
1,499
-11
-0.7% -$3.98K 0.02% 366
2019
Q3
$532K Buy
1,510
+103
+7% +$36.1K 0.06% 313
2019
Q2
$499K Sell
1,407
-206
-13% -$72K 0.05% 322
2019
Q1
$557K Sell
1,613
-1,399
-46% -$471K 0.06% 295
2018
Q4
$912K Buy
3,012
+58
+2% +$19.3K 0.11% 187
2018
Q3
$1.08M Sell
2,954
-1,339
-31% -$490K 0.12% 185
2018
Q2
$1.52M Buy
4,293
+193
+5% +$67.9K 0.11% 180
2018
Q1
$1.4M Sell
4,100
-579
-12% -$201K 0.11% 176
2017
Q4
$1.62M Sell
4,679
-138
-3% -$46.5K 0.13% 157
2017
Q3
$1.57M Sell
4,817
-1,194
-20% -$379K 0.14% 142
2017
Q2
$1.85M Sell
6,011
-300
-5% -$94.4K 0.29% 87
2017
Q1
$1.94M Buy
6,311
+1,806
+40% +$560K 0.2% 109
2016
Q4
$1.36M Buy
+4,505
New +$1.3M 0.17% 131

Other funds holding MDY

Level Four Advisory Services's MDY Position: Q1 2026 in Review

Level Four Advisory Services increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 370% in Q1 2026, buying an estimated $926K and bringing the position to 1,857 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #396.

Level Four Advisory Services first reported a position in MDY in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.94M in Q1 2017. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Level Four Advisory Services held 1,857 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.15M as of Q1 2026.
  • Level Four Advisory Services bought 1,462 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $926K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Level Four Advisory Services's portfolio in Q1 2026, its #396 holding.
  • Level Four Advisory Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 36 quarters since.
  • Level Four Advisory Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.94M in Q1 2017.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.