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

Objective 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
2026 Q1	–	Sell	-397	Closed	-$240K	–	98
2025 Q4	$240K	Buy	397 +1	+0.3%	+$598	0.24%	77
2025 Q3	$236K	Buy	396 +1	+0.3%	+$587	0.24%	81
2025 Q2	$224K	Buy	395 +1	+0.3%	+$537	0.25%	80
2025 Q1	$210K	Buy	394 +1	+0.3%	+$568	0.27%	74
2024 Q4	$224K	Buy	393 +1	+0.3%	+$586	0.15%	127
2024 Q3	$223K	Buy	+392	New	+$216K	0.13%	133
2024 Q1	$217K	Buy	+389	New	+$202K	0.15%	131

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 $173B AUM 20.72% 1-Year Est. Return

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

Objective Capital Management's MDY Position: Q1 2026 in Review

Objective Capital Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 397 shares — an estimated $240K sold.

Objective Capital Management first reported a position in MDY in Q1 2024 and held it in 7 quarters. The position peaked at $240K in Q4 2025. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Objective Capital Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
Objective Capital Management sold 397 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $240K.
Objective Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and held it in 7 quarters.
Objective Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $240K in Q4 2025.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Objective Capital Management's 13F filing for Q1 2026, filed 4 May 2026.