Lutz Financial Services’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 | $11.2M | Sell |
18,190
-383
| -2% | -$243K | 0.75% | 36 |
|
|
2025
Q4 | $11.2M | Sell |
18,573
-279
| -1% | -$167K | 0.76% | 36 |
|
|
2025
Q3 | $11.2M | Sell |
18,852
-255
| -1% | -$150K | 0.81% | 35 |
|
|
2025
Q2 | $10.8M | Sell |
19,107
-4
| -0% | -$2.15K | 0.84% | 33 |
|
|
2025
Q1 | $10.2M | Sell |
19,111
-97
| -0.5% | -$55.1K | 0.83% | 32 |
|
|
2024
Q4 | $10.9M | Sell |
19,208
-310
| -2% | -$182K | 0.88% | 31 |
|
|
2024
Q3 | $11.1M | Sell |
19,518
-54
| -0.3% | -$29.8K | 0.9% | 31 |
|
|
2024
Q2 | $10.5M | Sell |
19,572
-25
| -0.1% | -$13.4K | 0.91% | 32 |
|
|
2024
Q1 | $10.9M | Sell |
19,597
-33
| -0.2% | -$17.1K | 0.95% | 32 |
|
|
2023
Q4 | $9.96M | Sell |
19,630
-104
| -0.5% | -$48.3K | 0.93% | 32 |
|
|
2023
Q3 | $9.01M | Sell |
19,734
-311
| -2% | -$149K | 0.98% | 28 |
|
|
2023
Q2 | $9.6M | Hold |
20,045
| – | – | 1.03% | 29 |
|
|
2023
Q1 | $9.19M | Sell |
20,045
-15
| -0.1% | -$6.99K | 1.05% | 28 |
|
|
2022
Q4 | $8.88M | Sell |
20,060
-21
| -0.1% | -$9.29K | 1.09% | 28 |
|
|
2022
Q3 | $8.07M | Sell |
20,081
-3
| -0% | -$1.32K | 1.1% | 26 |
|
|
2022
Q2 | $8.3M | Hold |
20,084
| – | – | 1.1% | 28 |
|
|
2022
Q1 | $9.85M | Sell |
20,084
-153
| -0.8% | -$74.4K | 1.21% | 26 |
|
|
2021
Q4 | $10.5M | Sell |
20,237
-70
| -0.3% | -$35.6K | 1.29% | 26 |
|
|
2021
Q3 | $9.77M | Sell |
20,307
-5
| -0% | -$2.46K | 1.27% | 26 |
|
|
2021
Q2 | $9.97M | Sell |
20,312
-178
| -0.9% | -$87.8K | 1.33% | 24 |
|
|
2021
Q1 | $9.75M | Sell |
20,490
-312
| -1% | -$142K | 1.44% | 23 |
|
|
2020
Q4 | $8.73M | Sell |
20,802
-1,126
| -5% | -$434K | 1.43% | 23 |
|
|
2020
Q3 | $7.43M | Sell |
21,928
-46
| -0.2% | -$15.7K | 1.43% | 21 |
|
|
2020
Q2 | $7.13M | Sell |
21,974
-223
| -1% | -$67.6K | 1.45% | 21 |
|
|
2020
Q1 | $5.83M | Sell |
22,197
-440
| -2% | -$149K | 1.3% | 25 |
|
|
2019
Q4 | $8.5M | Sell |
22,637
-107
| -0.5% | -$38.7K | 1.51% | 20 |
|
|
2019
Q3 | $8.02M | Sell |
22,744
-228
| -1% | -$79.9K | 1.54% | 21 |
|
|
2019
Q2 | $8.15M | Sell |
22,972
-132
| -0.6% | -$46.1K | 1.59% | 20 |
|
|
2019
Q1 | $7.98M | Sell |
23,104
-54
| -0.2% | -$18.2K | 1.63% | 19 |
|
|
2018
Q4 | $7.01M | Sell |
23,158
-367
| -2% | -$122K | 1.56% | 20 |
|
|
2018
Q3 | $8.64M | Buy |
23,525
+8,864
| +60% | +$3.25M | 1.91% | 16 |
|
|
2018
Q2 | $5.21M | Sell |
14,661
-122
| -0.8% | -$42.9K | 1.48% | 17 |
|
|
2018
Q1 | $5.05M | Sell |
14,783
-105
| -0.7% | -$36.5K | 1.49% | 16 |
|
|
2017
Q4 | $5.14M | Buy |
+14,888
| New | +$5.02M | 1.5% | 16 |
|
Other funds holding MDY
Lutz Financial Services's MDY Position: Q1 2026 in Review
Lutz Financial Services reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.1% in Q1 2026, selling an estimated $243K and leaving 18,190 shares worth $11.2M. The position accounts for 0.75% of the portfolio, ranked #36.
Lutz Financial Services first reported a position in MDY in Q4 2017 and has held it in 34 quarters since. The position peaked at $11.2M in Q3 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.
- Lutz Financial Services held 18,190 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $11.2M as of Q1 2026.
- Lutz Financial Services sold 383 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $243K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.75% of Lutz Financial Services's portfolio in Q1 2026, its #36 holding.
- Lutz Financial Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 34 quarters since.
- Lutz Financial Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $11.2M 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 Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.