NorthCrest Asset Manangement’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

NorthCrest Asset Manangement’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	–	Sell	-7,476	Closed	-$4.63M	–	829
2025 Q4	$4.63M	Buy	7,476 +211	+3%	+$126K	0.1%	154
2025 Q3	$4.32M	Buy	7,265 +13	+0.2%	+$7.63K	0.1%	152
2025 Q2	$4.22M	Sell	7,252 -17	-0.2%	-$9.12K	0.11%	153
2025 Q1	$3.88M	Buy	7,269 +957	+15%	+$543K	0.12%	154
2024 Q4	$3.6M	Buy	6,312 +58	+0.9%	+$34K	0.11%	157
2024 Q3	$3.56M	Buy	6,254 +3,691	+144%	+$2.03M	0.11%	164
2024 Q2	$1.37M	Buy	2,563 +42	+2%	+$22.6K	0.05%	232
2024 Q1	$1.4M	Buy	+2,521	New	+$1.31M	0.05%	233
2023 Q1	–	Sell	-3,605	Closed	-$1.6M	–	492
2022 Q4	$1.6M	Buy	+3,605	New	+$1.59M	0.09%	137

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 $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NorthCrest Asset Manangement's MDY Position: Q1 2026 in Review

NorthCrest Asset Manangement sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 7,476 shares — an estimated $4.63M sold.

NorthCrest Asset Manangement first reported a position in MDY in Q4 2022 and held it in 9 quarters. The position peaked at $4.63M in Q4 2025. 1,450 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

NorthCrest Asset Manangement reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
NorthCrest Asset Manangement sold 7,476 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $4.63M.
NorthCrest Asset Manangement first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and held it in 9 quarters.
NorthCrest Asset Manangement's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.63M in Q4 2025.
1,450 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q1 2026, filed 8 Apr 2026.