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

Northwest Capital 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
2025 Q4	–	Sell	-13	Closed	-$7.75K	–	176
2025 Q3	$7.75K	Hold	13	–	–	0.01%	205
2025 Q2	$7.36K	Hold	13	–	–	﹤0.01%	287
2025 Q1	$6.93K	Hold	13	–	–	﹤0.01%	334
2024 Q4	$7.41K	Hold	13	–	–	﹤0.01%	330
2024 Q3	$7.41K	Hold	13	–	–	﹤0.01%	343
2024 Q2	$6.96K	Hold	13	–	–	﹤0.01%	341
2024 Q1	$7.23K	Hold	13	–	–	﹤0.01%	413
2023 Q4	$6.6K	Hold	13	–	–	﹤0.01%	414
2023 Q3	$5.94K	Hold	13	–	–	﹤0.01%	413
2023 Q2	$6.23K	Buy	+13	New	+$5.92K	﹤0.01%	420
2018 Q1	–	Sell	-628	Closed	-$217K	–	59
2017 Q4	$217K	Buy	+628	New	+$212K	0.24%	57

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Northwest Capital Management's MDY Position: Q4 2025 in Review

Northwest Capital Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2025, closing a stake of 13 shares — an estimated $7.75K sold.

Northwest Capital Management first reported a position in MDY in Q4 2017 and held it in 11 quarters. The position peaked at $217K in Q4 2017. 1,430 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

Northwest Capital Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 13 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2025, an estimated $7.75K.
Northwest Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and held it in 11 quarters.
Northwest Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $217K in Q4 2017.
1,430 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.