O'Brien Greene & Co’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

O'Brien Greene & Co’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	$284K	Hold	460	–	–	0.08%	115
2025 Q4	$278K	Hold	460	–	–	0.08%	117
2025 Q3	$274K	Hold	460	–	–	0.08%	113
2025 Q2	$261K	Hold	460	–	–	0.09%	114
2025 Q1	$245K	Hold	460	–	–	0.08%	116
2024 Q4	$262K	Hold	460	–	–	0.09%	118
2024 Q3	$262K	Hold	460	–	–	0.08%	122
2024 Q2	$246K	Buy	+460	New	+$247K	0.08%	126
2022 Q4	–	Sell	-2,160	Closed	-$867K	–	132
2022 Q3	$867K	Buy	2,160 +1,440	+200%	+$636K	0.11%	113
2022 Q2	$298K	Sell	720 -282	-28%	-$127K	0.11%	113
2022 Q1	$491K	Sell	1,002 -75	-7%	-$36.5K	0.16%	91
2021 Q4	$558K	Sell	1,077 -45	-4%	-$22.9K	0.18%	80
2021 Q3	$540K	Hold	1,122	–	–	0.2%	80
2021 Q2	$551K	Hold	1,122	–	–	0.2%	79
2021 Q1	$534K	Sell	1,122 -147	-12%	-$67K	0.21%	78
2020 Q4	$533K	Hold	1,269	–	–	0.22%	79
2020 Q3	$430K	Hold	1,269	–	–	0.2%	78
2020 Q2	$412K	Hold	1,269	–	–	0.22%	78
2020 Q1	$334K	Hold	1,269	–	–	0.22%	78
2019 Q4	$476K	Hold	1,269	–	–	0.24%	79
2019 Q3	$447K	Sell	1,269 -50	-4%	-$17.5K	0.24%	81
2019 Q2	$468K	Sell	1,319 -410	-24%	-$143K	0.25%	82
2019 Q1	$597K	Sell	1,729 -305	-15%	-$103K	0.3%	74
2018 Q4	$616K	Buy	+2,034	New	+$677K	0.37%	56

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

O'Brien Greene & Co's MDY Position: Q1 2026 in Review

O'Brien Greene & Co held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 460 shares worth $284K. The position accounts for 0.08% of the portfolio, ranked #115.

O'Brien Greene & Co first reported a position in MDY in Q4 2018 and has held it in 24 quarters since. The position peaked at $867K in Q3 2022. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

O'Brien Greene & Co held 460 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $284K as of Q1 2026.
O'Brien Greene & Co left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.08% of O'Brien Greene & Co's portfolio in Q1 2026, its #115 holding.
O'Brien Greene & Co first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 24 quarters since.
O'Brien Greene & Co's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $867K in Q3 2022.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on O'Brien Greene & Co's 13F filing for Q1 2026, filed 6 May 2026.