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

Miramar Capital’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	$772K	Hold	1,252	–	–	0.17%	36
2025 Q4	$755K	Hold	1,252	–	–	0.17%	38
2025 Q3	$746K	Buy	1,252 +4	+0.3%	+$2.35K	0.17%	37
2025 Q2	$707K	Buy	1,248 +92	+8%	+$49.4K	0.17%	40
2025 Q1	$617K	Buy	1,156 +21	+2%	+$11.9K	0.15%	43
2024 Q4	$646K	Hold	1,135	–	–	0.15%	42
2024 Q3	$647K	Buy	1,135 +65	+6%	+$35.8K	0.15%	39
2024 Q2	$573K	Hold	1,070	–	–	0.14%	39
2024 Q1	$583K	Hold	1,070	–	–	0.15%	40
2023 Q4	$543K	Hold	1,070	–	–	0.14%	41
2023 Q3	$489K	Sell	1,070 -38	-3%	-$18.2K	0.13%	43
2023 Q2	$531K	Sell	1,108 -36	-3%	-$16.4K	0.13%	44
2023 Q1	$524K	Sell	1,144 -200	-15%	-$93.2K	0.13%	51
2022 Q4	$595K	Hold	1,344	–	–	0.16%	51
2022 Q3	$584K	Buy	1,344 +100	+8%	+$44.2K	0.16%	56
2022 Q2	$514K	Sell	1,244 -2	-0.2%	-$903	0.15%	64
2022 Q1	$611K	Buy	1,246 +753	+153%	+$366K	0.17%	67
2021 Q4	$255K	Buy	+493	New	+$251K	0.09%	52

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

Miramar Capital's MDY Position: Q1 2026 in Review

Miramar Capital held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 1,252 shares worth $772K. The position accounts for 0.17% of the portfolio, ranked #36.

Miramar Capital first reported a position in MDY in Q4 2021 and has held it in 18 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Miramar Capital held 1,252 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $772K as of Q1 2026.
Miramar Capital 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 0.17% of Miramar Capital's portfolio in Q1 2026, its #36 holding.
Miramar Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 18 quarters since.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Miramar Capital's 13F filing for Q1 2026, filed 11 May 2026.