Nicolet Advisory Services’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
2025
Q4
$5.07M Buy
8,023
+961
+14% +$575K 0.34% 42
2025
Q3
$4.2M Buy
7,062
+453
+7% +$266K 0.33% 48
2025
Q2
$3.75M Buy
6,609
+815
+14% +$437K 0.32% 48
2025
Q1
$2.84M Buy
5,794
+1,279
+28% +$726K 0.28% 50
2024
Q4
$2.55M Buy
4,515
+392
+10% +$230K 0.23% 54
2024
Q3
$2.33M Buy
4,123
+146
+4% +$80.4K 0.22% 55
2024
Q2
$2.12M Buy
3,977
+6
+0.2% +$3.23K 0.2% 57
2024
Q1
$2.18M Buy
3,971
+118
+3% +$61.1K 0.22% 55
2023
Q4
$1.91M Buy
3,853
+3,137
+438% +$1.46M 0.21% 61
2023
Q3
$319K Buy
716
+19
+3% +$9.11K 0.04% 216
2023
Q2
$328K Buy
697
+8
+1% +$3.64K 0.04% 212
2023
Q1
$308K Buy
+689
New +$321K 0.04% 206
2020
Q3
Sell
-1,325
Closed -$430K 201
2020
Q2
$430K Hold
1,325
0.07% 122
2020
Q1
$348K Buy
1,325
+612
+86% +$208K 0.06% 129
2019
Q4
$268K Buy
+713
New +$258K 0.04% 144

Other funds holding MDY

Nicolet Advisory Services's MDY Position: Q4 2025 in Review

Nicolet Advisory Services increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 14% in Q4 2025, buying an estimated $575K and bringing the position to 8,023 shares worth $5.07M. The position accounts for 0.34% of the portfolio, ranked #42.

Nicolet Advisory Services first reported a position in MDY in Q4 2019 and has held it in 15 quarters since. 1,430 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

  • Nicolet Advisory Services held 8,023 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.07M as of Q4 2025.
  • Nicolet Advisory Services bought 961 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2025, an estimated $575K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.34% of Nicolet Advisory Services's portfolio in Q4 2025, its #42 holding.
  • Nicolet Advisory Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 15 quarters since.
  • 1,430 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.