Marino Stram & Associates’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Marino Stram & Associates’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	$209K	Hold	339	–	–	0.04%	179
2025 Q4	$204K	Sell	339 -9	-3%	-$5.38K	0.04%	181
2025 Q3	$207K	Buy	+348	New	+$204K	0.04%	185
2019 Q2	–	Sell	-153	Closed	-$53K	–	374
2019 Q1	$53K	Buy	+153	New	+$51.5K	0.04%	153

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

Marino Stram & Associates's MDY Position: Q1 2026 in Review

Marino Stram & Associates held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 339 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #179.

Marino Stram & Associates first reported a position in MDY in Q1 2019 and has held it in 4 quarters since. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Marino Stram & Associates held 339 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $209K as of Q1 2026.
Marino Stram & Associates left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Marino Stram & Associates's portfolio in Q1 2026, its #179 holding.
Marino Stram & Associates first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2019 and has held it in 4 quarters since.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Marino Stram & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.