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

McCarthy & Cox’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	-847	Closed	-$505K	–	57
2025 Q3	$505K	Sell	847 -20	-2%	-$11.7K	0.12%	42
2025 Q2	$491K	Sell	867 -30	-3%	-$16.1K	0.13%	40
2025 Q1	$479K	Buy	897 +76	+9%	+$43.1K	0.21%	34
2024 Q4	$468K	Hold	821	–	–	0.16%	35
2024 Q3	$468K	Buy	821 +63	+8%	+$34.7K	0.18%	35
2024 Q2	$405K	Buy	758 +1	+0.1%	+$538	0.16%	35
2024 Q1	$421K	Buy	+757	New	+$392K	0.16%	35

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

McCarthy & Cox's MDY Position: Q4 2025 in Review

McCarthy & Cox sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2025, closing a stake of 847 shares — an estimated $505K sold.

McCarthy & Cox first reported a position in MDY in Q1 2024 and held it in 7 quarters. The position peaked at $505K in Q3 2025. 1,433 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

McCarthy & Cox reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2025 after selling out during the quarter.
McCarthy & Cox sold 847 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2025, an estimated $505K.
McCarthy & Cox first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and held it in 7 quarters.
McCarthy & Cox's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $505K 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 McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.