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

Monetary Management Group’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	$49.3K	Hold	80	–	–	0.01%	262
2025 Q4	$48.3K	Sell	80 -100	-56%	-$59.8K	0.01%	257
2025 Q3	$107K	Hold	180	–	–	0.02%	222
2025 Q2	$102K	Hold	180	–	–	0.03%	227
2025 Q1	$96K	Hold	180	–	–	0.03%	229
2024 Q4	$103K	Sell	180 -50	-22%	-$29.3K	0.03%	229
2024 Q3	$131K	Hold	230	–	–	0.03%	221
2024 Q2	$123K	Hold	230	–	–	0.03%	221
2024 Q1	$128K	Hold	230	–	–	0.04%	219
2023 Q4	$117K	Hold	230	–	–	0.04%	215
2023 Q3	$105K	Hold	230	–	–	0.04%	216
2023 Q2	$110K	Hold	230	–	–	0.03%	217
2023 Q1	$105K	Hold	230	–	–	0.03%	214
2022 Q4	$102K	Hold	230	–	–	0.03%	222
2022 Q3	$92K	Hold	230	–	–	0.03%	221
2022 Q2	$95K	Hold	230	–	–	0.03%	216
2022 Q1	$113K	Hold	230	–	–	0.03%	215
2021 Q4	$119K	Hold	230	–	–	0.03%	211
2021 Q3	$111K	Buy	230 +25	+12%	+$12.3K	0.03%	217
2021 Q2	$101K	Hold	205	–	–	0.03%	213
2021 Q1	$98K	Hold	205	–	–	0.03%	207
2020 Q4	$86K	Hold	205	–	–	0.03%	205
2020 Q3	$69K	Sell	205 -20	-9%	-$6.83K	0.02%	203
2020 Q2	$73K	Sell	225 -25	-10%	-$7.58K	0.03%	191
2020 Q1	$66K	Sell	250 -25	-9%	-$8.48K	0.03%	188
2019 Q4	$103K	Hold	275	–	–	0.04%	194
2019 Q3	$97K	Sell	275 -14	-5%	-$4.91K	0.04%	203
2019 Q2	$102K	Hold	289	–	–	0.04%	195
2019 Q1	$100K	Sell	289 -1	-0.3%	-$336	0.04%	203
2018 Q4	$88K	Hold	290	–	–	0.04%	188
2018 Q3	$107K	Sell	290 -100	-26%	-$36.6K	0.04%	193
2018 Q2	$138K	Buy	390 +17	+5%	+$5.98K	0.06%	175
2018 Q1	$127K	Sell	373 -2	-0.5%	-$696	0.05%	175
2017 Q4	$130K	Hold	375	–	–	0.05%	177
2017 Q3	$122K	Hold	375	–	–	0.05%	175
2017 Q2	$119K	Buy	375 +20	+6%	+$6.3K	0.05%	181
2017 Q1	$111K	Buy	355 +30	+9%	+$9.31K	0.05%	180
2016 Q4	$98K	Hold	325	–	–	0.05%	183
2016 Q3	$92K	Hold	325	–	–	0.04%	184
2016 Q2	$88K	Hold	325	–	–	0.04%	187
2016 Q1	$85K	Hold	325	–	–	0.04%	183
2015 Q4	$83K	Hold	325	–	–	0.04%	185
2015 Q3	$81K	Hold	325	–	–	0.04%	192
2015 Q2	$89K	Hold	325	–	–	0.04%	201
2015 Q1	$90K	Hold	325	–	–	0.04%	206
2014 Q4	$86K	Hold	325	–	–	0.04%	206
2014 Q3	$81K	Hold	325	–	–	0.04%	219
2014 Q2	$85K	Buy	+325	New	+$81.4K	0.04%	214

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

Monetary Management Group's MDY Position: Q1 2026 in Review

Monetary Management Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 80 shares worth $49.3K. The position accounts for 0.01% of the portfolio, ranked #262.

Monetary Management Group first reported a position in MDY in Q2 2014 and has held it in 48 quarters since. The position peaked at $138K in Q2 2018. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Monetary Management Group held 80 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $49.3K as of Q1 2026.
Monetary Management Group 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 0.01% of Monetary Management Group's portfolio in Q1 2026, its #262 holding.
Monetary Management Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2014 and has held it in 48 quarters since.
Monetary Management Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $138K in Q2 2018.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.