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

Lido Advisors’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
2023 Q2	–	Sell	-700	Closed	-$321K	–	1270
2023 Q1	$321K	Hold	700	–	–	﹤0.01%	849
2022 Q4	$310K	Hold	700	–	–	﹤0.01%	782
2022 Q3	$281K	Buy	700 +200	+40%	+$88.3K	﹤0.01%	771
2022 Q2	$206K	Hold	500	–	–	﹤0.01%	865
2022 Q1	$245K	Buy	+500	New	+$243K	﹤0.01%	887

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Lido Advisors's MDY Position: Q1 2026 in Review

Lido Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.35% in Q1 2026, selling an estimated $122K and leaving 54,342 shares worth $33.6M. The position accounts for 0.1% of the portfolio, ranked #135.

Lido Advisors first reported a position in MDY in Q1 2016 and has held it in 41 quarters since. The position peaked at $34.1M in Q3 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Lido Advisors held 54,342 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $33.6M as of Q1 2026.
Lido Advisors sold 192 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $122K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.1% of Lido Advisors's portfolio in Q1 2026, its #135 holding.
Lido Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2016 and has held it in 41 quarters since.
Lido Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $34.1M in Q3 2025.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.