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

Miller Investment Management’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	-5,201	Closed	-$3.1M	–	92
2025 Q3	$3.1M	Hold	5,201	–	–	0.31%	32
2025 Q2	$2.95M	Hold	5,201	–	–	0.31%	34
2025 Q1	$2.77M	Hold	5,201	–	–	0.31%	34
2024 Q4	$2.96M	Hold	5,201	–	–	0.32%	33
2024 Q3	$2.96M	Hold	5,201	–	–	0.31%	33
2024 Q2	$2.78M	Hold	5,201	–	–	0.33%	36
2024 Q1	$2.89M	Hold	5,201	–	–	0.37%	35
2023 Q4	$2.64M	Buy	+5,201	New	+$2.41M	0.38%	36

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Miller Investment Management's MDY Position: Q4 2025 in Review

Miller Investment Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2025, closing a stake of 5,201 shares — an estimated $3.1M sold.

Miller Investment Management first reported a position in MDY in Q4 2023 and held it in 8 quarters. The position peaked at $3.1M in Q3 2025. 1,431 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

Miller Investment Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2025 after selling out during the quarter.
Miller Investment Management sold 5,201 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2025, an estimated $3.1M.
Miller Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and held it in 8 quarters.
Miller Investment Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.1M in Q3 2025.
1,431 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on Miller Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.