Lodestar Private Asset Management’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
$7.01M Buy
11,361
+36
+0.3% +$22.8K 0.69% 42
2025
Q4
$6.83M Buy
11,325
+344
+3% +$206K 0.69% 41
2025
Q3
$6.54M Buy
10,981
+119
+1% +$69.8K 0.68% 41
2025
Q2
$6.15M Buy
10,862
+425
+4% +$228K 0.71% 41
2025
Q1
$5.57M Sell
10,437
-23
-0.2% -$13.1K 0.7% 41
2024
Q4
$5.96M Buy
10,460
+339
+3% +$199K 0.75% 38
2024
Q3
$5.77M Buy
10,121
+136
+1% +$74.9K 0.73% 38
2024
Q2
$5.34M Sell
9,985
-10
-0.1% -$5.38K 0.74% 39
2024
Q1
$5.56M Sell
9,995
-43
-0.4% -$22.3K 0.79% 37
2023
Q4
$5.09M Sell
10,038
-31
-0.3% -$14.4K 0.78% 38
2023
Q3
$4.6M Sell
10,069
-219
-2% -$105K 0.79% 38
2023
Q2
$4.93M Sell
10,288
-63
-0.6% -$28.7K 0.83% 31
2023
Q1
$4.75M Sell
10,351
-157
-1% -$73.2K 0.85% 32
2022
Q4
$4.65M Buy
+10,508
New +$4.65M 0.89% 29

Other funds holding MDY

Lodestar Private Asset Management's MDY Position: Q1 2026 in Review

Lodestar Private Asset Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.32% in Q1 2026, buying an estimated $22.8K and bringing the position to 11,361 shares worth $7.01M. The position accounts for 0.69% of the portfolio, ranked #42.

Lodestar Private Asset Management first reported a position in MDY in Q4 2022 and has held it in 14 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Lodestar Private Asset Management held 11,361 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $7.01M as of Q1 2026.
  • Lodestar Private Asset Management bought 36 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $22.8K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.69% of Lodestar Private Asset Management's portfolio in Q1 2026, its #42 holding.
  • Lodestar Private Asset Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 14 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 Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.