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

Lindbrook Capital’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	$1.96M	Hold	3,681	–	–	0.18%	77
2024 Q4	$2.1M	Hold	3,681	–	–	0.19%	72
2024 Q3	$2.1M	Sell	3,681 -10	-0.3%	-$5.51K	0.19%	78
2024 Q2	$1.97M	Sell	3,691 -180	-5%	-$96.8K	0.19%	77
2024 Q1	$2.15M	Buy	3,871 +478	+14%	+$248K	0.2%	72
2023 Q4	$1.72M	Hold	3,393	–	–	0.17%	77
2023 Q3	$1.55M	Sell	3,393 -100	-3%	-$47.9K	0.17%	80
2023 Q2	$1.67M	Sell	3,493 -18	-0.5%	-$8.2K	0.18%	81
2023 Q1	$1.61M	Sell	3,511 -12	-0.3%	-$5.59K	0.19%	78
2022 Q4	$1.56M	Buy	3,523 +30	+0.9%	+$13.3K	0.19%	84
2022 Q3	$1.4M	Hold	3,493	–	–	0.24%	54
2022 Q2	$1.44M	Sell	3,493 -30	-0.9%	-$13.5K	0.24%	53
2022 Q1	$1.73M	Buy	3,523 +3,493	+11,643%	+$1.7M	0.27%	52
2021 Q4	$16K	Hold	30	–	–	﹤0.01%	1103
2021 Q3	$14K	Hold	30	–	–	﹤0.01%	870
2021 Q2	$15K	Hold	30	–	–	﹤0.01%	895
2021 Q1	$14K	Hold	30	–	–	﹤0.01%	880
2020 Q4	$13K	Hold	30	–	–	﹤0.01%	814
2020 Q3	$10K	Buy	+30	New	+$10.2K	﹤0.01%	834

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Lindbrook Capital's MDY Position: Q1 2025 in Review

Lindbrook Capital held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2025 at 3,681 shares worth $1.96M. The position accounts for 0.18% of the portfolio, ranked #77.

Lindbrook Capital first reported a position in MDY in Q3 2020 and has held it in 19 quarters since. The position peaked at $2.15M in Q1 2024. 1,358 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

Lindbrook Capital held 3,681 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.96M as of Q1 2025.
Lindbrook Capital left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2025.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.18% of Lindbrook Capital's portfolio in Q1 2025, its #77 holding.
Lindbrook Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2020 and has held it in 19 quarters since.
Lindbrook Capital's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.15M in Q1 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 Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.