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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$892K Sell
1,268
-33
-3% -$22.1K 0.51% 30
2026
Q1
$802K Sell
1,301
-146
-10% -$92.5K 0.55% 30
2025
Q4
$873K Buy
1,447
+30
+2% +$17.9K 0.58% 28
2025
Q3
$845K Sell
1,417
-2
-0.1% -$1.17K 0.57% 28
2025
Q2
$804K Buy
1,419
+11
+0.8% +$5.9K 0.57% 28
2025
Q1
$751K Sell
1,408
-55
-4% -$31.2K 0.6% 27
2024
Q4
$833K Hold
1,463
0.64% 28
2024
Q3
$833K Sell
1,463
-115
-7% -$63.4K 0.64% 27
2024
Q2
$844K Buy
1,578
+402
+34% +$216K 0.67% 27
2024
Q1
$654K Buy
1,176
+10
+0.9% +$5.18K 0.58% 27
2023
Q4
$592K Buy
+1,166
New +$541K 0.57% 29

Other funds holding MDY

MontVue Capital Management's MDY Position: Q2 2026 in Review

MontVue Capital Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.5% in Q2 2026, selling an estimated $22.1K and leaving 1,268 shares worth $892K. The position accounts for 0.51% of the portfolio, ranked #30.

MontVue Capital Management first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • MontVue Capital Management held 1,268 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $892K as of Q2 2026.
  • MontVue Capital Management sold 33 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $22.1K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.51% of MontVue Capital Management's portfolio in Q2 2026, its #30 holding.
  • MontVue Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on MontVue Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.