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Means Investment Company’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Means Investment Company’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 		$3.31M Sell
5,368
-200
-4% -$127K 0.29% 45
2025
Q4 		$3.36M Sell
5,568
-387
-6% -$232K 0.28% 44
2025
Q3 		$3.55M Sell
5,955
-8,454
-59% -$4.96M 0.31% 44
2025
Q2 		$8.16M Sell
14,409
-267
-2% -$143K 0.77% 23
2025
Q1 		$7.83M Buy
14,676
+208
+1% +$118K 0.83% 21
2024
Q4 		$8.24M Sell
14,468
-49
-0.3% -$28.7K 0.86% 21
2024
Q3 		$8.27M Sell
14,517
-249
-2% -$137K 0.92% 21
2024
Q2 		$7.9M Sell
14,766
-4,004
-21% -$2.15M 0.94% 21
2024
Q1 		$10.4M Sell
18,770
-5,622
-23% -$2.91M 1.35% 15
2023
Q4 		$12.4M Sell
24,392
-3,504
-13% -$1.63M 1.78% 11
2023
Q3 		$12.7M Sell
27,896
-6,687
-19% -$3.2M 2.09% 10
2023
Q2 		$16.6M Sell
34,583
-1,584
-4% -$721K 2.62% 7
2023
Q1 		$16.6M Buy
36,167
+30,696
+561% +$14.3M 2.91% 7
2022
Q4 		$2.42M Buy
5,471
+3,703
+209% +$1.64M 0.49% 46
2022
Q3 		$710K Sell
1,768
-290
-14% -$128K 0.15% 94
2022
Q2 		$851K Buy
2,058
+45
+2% +$20.3K 0.18% 89
2022
Q1 		$987K Buy
2,013
+338
+20% +$164K 0.18% 84
2021
Q4 		$867K Buy
1,675
+196
+13% +$99.7K 0.15% 88
2021
Q3 		$711K Buy
1,479
+229
+18% +$112K 0.14% 94
2021
Q2 		$614K Buy
1,250
+753
+152% +$371K 0.12% 102
2021
Q1 		$237K Buy
497
+8
+2% +$3.65K 0.05% 158
2020
Q4 		$226K Buy
+489
New +$188K 0.05% 164

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Means Investment Company's MDY Position: Q1 2026 in Review

Means Investment Company reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.6% in Q1 2026, selling an estimated $127K and leaving 5,368 shares worth $3.31M. The position accounts for 0.29% of the portfolio, ranked #45.

Means Investment Company first reported a position in MDY in Q4 2020 and has held it in 22 quarters since. The position peaked at $16.6M in Q1 2023. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Means Investment Company held 5,368 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.31M as of Q1 2026.
  • Means Investment Company sold 200 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $127K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.29% of Means Investment Company's portfolio in Q1 2026, its #45 holding.
  • Means Investment Company first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 22 quarters since.
  • Means Investment Company's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $16.6M in Q1 2023.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.