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

North Star 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
2026
Q1 		$5.38M Buy
8,729
+433
+5% +$274K 0.33% 63
2025
Q4 		$5M Buy
8,296
+121
+1% +$72.4K 0.31% 67
2025
Q3 		$4.87M Buy
8,175
+114
+1% +$66.9K 0.31% 70
2025
Q2 		$4.57M Buy
8,061
+366
+5% +$196K 0.32% 68
2025
Q1 		$4.11M Buy
7,695
+319
+4% +$181K 0.3% 77
2024
Q4 		$4.2M Sell
7,376
-20
-0.3% -$11.7K 0.29% 85
2024
Q3 		$4.21M Buy
7,396
+230
+3% +$127K 0.29% 88
2024
Q2 		$3.83M Buy
7,166
+115
+2% +$61.8K 0.28% 86
2024
Q1 		$3.92M Buy
7,051
+279
+4% +$145K 0.28% 92
2023
Q4 		$3.44M Buy
6,772
+236
+4% +$110K 0.26% 101
2023
Q3 		$2.98M Buy
6,536
+4,103
+169% +$1.97M 0.25% 104
2023
Q2 		$1.17M Buy
2,433
+1
+0% +$455 0.09% 213
2023
Q1 		$1.12M Hold
2,432
– – 0.09% 221
2022
Q4 		$1.08M Buy
2,432
+1
+0% +$442 0.1% 209
2022
Q3 		$976K Buy
2,431
+1
+0% +$442 0.1% 199
2022
Q2 		$1M Hold
2,430
– – 0.09% 209
2022
Q1 		$1.19M Sell
2,430
-74
-3% -$36K 0.09% 201
2021
Q4 		$1.3M Sell
2,504
-810
-24% -$412K 0.09% 201
2021
Q3 		$1.59M Buy
3,314
+1
+0% +$491 0.13% 169
2021
Q2 		$1.63M Hold
3,313
– – 0.13% 169
2021
Q1 		$1.58M Sell
3,313
-23
-0.7% -$10.5K 0.15% 155
2020
Q4 		$1.4M Sell
3,336
-45
-1% -$17.3K 0.15% 160
2020
Q3 		$1.15M Sell
3,381
-269
-7% -$91.8K 0.14% 161
2020
Q2 		$1.18M Buy
3,650
+1
+0% +$303 0.15% 154
2020
Q1 		$959K Sell
3,649
-155
-4% -$52.6K 0.14% 166
2019
Q4 		$1.43M Buy
3,804
+200
+6% +$72.3K 0.15% 162
2019
Q3 		$1.27M Sell
3,604
-176
-5% -$61.7K 0.14% 177
2019
Q2 		$1.34M Buy
3,780
+178
+5% +$62.2K 0.15% 170
2019
Q1 		$1.24M Hold
3,602
– – 0.15% 178
2018
Q4 		$1.09M Buy
3,602
+271
+8% +$90.2K 0.14% 180
2018
Q3 		$1.22M Buy
3,331
+45
+1% +$16.5K 0.14% 188
2018
Q2 		$1.17M Hold
3,286
– – 0.14% 193
2018
Q1 		$1.12M Buy
3,286
+1,250
+61% +$435K 0.13% 196
2017
Q4 		$703K Sell
2,036
-550
-21% -$185K 0.09% 225
2017
Q3 		$844K Hold
2,586
– – 0.11% 205
2017
Q2 		$821K Hold
2,586
– – 0.11% 202
2017
Q1 		$808K Hold
2,586
– – 0.11% 197
2016
Q4 		$780K Sell
2,586
-340
-12% -$98.3K 0.12% 186
2016
Q3 		$826K Hold
2,926
– – 0.15% 164
2016
Q2 		$797K Sell
2,926
-40
-1% -$10.7K 0.15% 168
2016
Q1 		$779K Hold
2,966
– – 0.15% 169
2015
Q4 		$753K Buy
2,966
+555
+23% +$144K 0.15% 164
2015
Q3 		$600K Hold
2,411
– – 0.12% 192
2015
Q2 		$659K Hold
2,411
– – 0.12% 189
2015
Q1 		$668K Hold
2,411
– – 0.13% 187
2014
Q4 		$636K Buy
2,411
+80
+3% +$20.5K 0.12% 185
2014
Q3 		$581K Hold
2,331
– – 0.12% 188
2014
Q2 		$607K Hold
2,331
– – 0.12% 187
2014
Q1 		$584K Buy
2,331
+200
+9% +$49K 0.12% 186
2013
Q4 		$520K Hold
2,131
– – 0.11% 199
2013
Q3 		$482K Hold
2,131
– – 0.13% 187
2013
Q2 		$448K Buy
+2,131
New +$451K 0.12% 181

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

North Star Investment Management's MDY Position: Q1 2026 in Review

North Star Investment Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5.2% in Q1 2026, buying an estimated $274K and bringing the position to 8,729 shares worth $5.38M. The position accounts for 0.33% of the portfolio, ranked #63.

North Star Investment Management first reported a position in MDY in Q2 2013 and has held it in 52 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • North Star Investment Management held 8,729 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.38M as of Q1 2026.
  • North Star Investment Management bought 433 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $274K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.33% of North Star Investment Management's portfolio in Q1 2026, its #63 holding.
  • North Star Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 52 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 North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.