Lowery Thomas LLC’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Lowery Thomas LLC’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
2026 Q1	$259K	Buy	421 +2	+0.5%	+$1.27K	0.15%	53
2025 Q4	$253K	Sell	419 -49	-10%	-$29.3K	0.14%	52
2025 Q3	$279K	Buy	468 +101	+28%	+$59.3K	0.16%	51
2025 Q2	$208K	Buy	+367	New	+$197K	0.13%	51
2025 Q1	–	Sell	-365	Closed	-$208K	–	59
2024 Q4	$208K	Buy	365 +1	+0.3%	+$586	0.14%	54
2024 Q3	$207K	Buy	+364	New	+$201K	0.14%	52
2024 Q2	–	Sell	-362	Closed	-$201K	–	47
2024 Q1	$201K	Buy	+362	New	+$188K	0.15%	46

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

Lowery Thomas LLC's MDY Position: Q1 2026 in Review

Lowery Thomas LLC increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.48% in Q1 2026, buying an estimated $1.27K and bringing the position to 421 shares worth $259K. The position accounts for 0.15% of the portfolio, ranked #53.

Lowery Thomas LLC first reported a position in MDY in Q1 2024 and has held it in 7 quarters since. The position peaked at $279K in Q3 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Lowery Thomas LLC held 421 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $259K as of Q1 2026.
Lowery Thomas LLC bought 2 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $1.27K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.15% of Lowery Thomas LLC's portfolio in Q1 2026, its #53 holding.
Lowery Thomas LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 7 quarters since.
Lowery Thomas LLC's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $279K 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 Lowery Thomas LLC's 13F filing for Q1 2026, filed 13 May 2026.