Lowe Brockenbrough & Co’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Lowe Brockenbrough & Co’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 Q4	–	Sell	-872	Closed	-$520K	–	340
2025 Q3	$520K	Hold	872	–	–	0.03%	218
2025 Q2	$494K	Hold	872	–	–	0.03%	222
2025 Q1	$466K	Hold	872	–	–	0.03%	219
2024 Q4	$498K	Hold	872	–	–	0.03%	217
2024 Q3	$498K	Hold	872	–	–	0.03%	216
2024 Q2	$468K	Hold	872	–	–	0.03%	220
2024 Q1	$486K	Hold	872	–	–	0.03%	222
2023 Q4	$444K	Hold	872	–	–	0.03%	221
2023 Q3	$400K	Hold	872	–	–	0.03%	226
2023 Q2	$419K	Hold	872	–	–	0.03%	223
2023 Q1	$401K	Hold	872	–	–	0.03%	221
2022 Q4	$388K	Hold	872	–	–	0.03%	223
2022 Q3	$353K	Hold	872	–	–	0.03%	217
2022 Q2	$362K	Hold	872	–	–	0.03%	224
2022 Q1	$429K	Hold	872	–	–	0.03%	219
2021 Q4	$453K	Sell	872 -10	-1%	-$5.09K	0.03%	204
2021 Q3	$425K	Hold	882	–	–	0.03%	221
2021 Q2	$433K	Hold	882	–	–	0.04%	185
2021 Q1	$420K	Buy	+882	New	+$402K	0.04%	182

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Lowe Brockenbrough & Co's MDY Position: Q4 2025 in Review

Lowe Brockenbrough & Co sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2025, closing a stake of 872 shares — an estimated $520K sold.

Lowe Brockenbrough & Co first reported a position in MDY in Q1 2021 and held it in 19 quarters. The position peaked at $520K in Q3 2025. 1,433 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

Lowe Brockenbrough & Co reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2025 after selling out during the quarter.
Lowe Brockenbrough & Co sold 872 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2025, an estimated $520K.
Lowe Brockenbrough & Co first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and held it in 19 quarters.
Lowe Brockenbrough & Co's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $520K in Q3 2025.
1,433 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on Lowe Brockenbrough & Co's 13F filing for Q4 2025, filed 11 Feb 2026.