Marshall & Sullivan’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Marshall & Sullivan’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 Q3	–	Sell	-157	Closed	-$88.9K	–	76
2025 Q2	$88.9K	Buy	+157	New	+$84.3K	0.04%	59
2023 Q1	–	Sell	-113	Closed	-$50K	–	59
2022 Q4	$50K	Buy	+113	New	+$50K	0.03%	56
2022 Q3	–	Sell	-113	Closed	-$46K	–	68
2022 Q2	$46K	Buy	+113	New	+$51K	0.03%	57

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Marshall & Sullivan's MDY Position: Q3 2025 in Review

Marshall & Sullivan sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2025, closing a stake of 157 shares — an estimated $88.9K sold.

Marshall & Sullivan first reported a position in MDY in Q2 2022 and held it in 3 quarters. The position peaked at $88.9K in Q2 2025. 1,363 funds tracked by Wall St. Rank hold MDY as of Q3 2025.

Marshall & Sullivan reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2025 after selling out during the quarter.
Marshall & Sullivan sold 157 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2025, an estimated $88.9K.
Marshall & Sullivan first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2022 and held it in 3 quarters.
Marshall & Sullivan's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $88.9K in Q2 2025.
1,363 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.