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Oldfather Financial Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Oldfather Financial Services’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 		$33.3M Buy
55,249
+299
+0.5% +$179K 9.92% 2
2025
Q3 		$32.8M Buy
54,950
+1,675
+3% +$983K 10.2% 2
2025
Q2 		$30.2M Buy
53,275
+1,353
+3% +$726K 10.37% 2
2025
Q1 		$27.7M Buy
51,922
+333
+0.6% +$189K 10.51% 2
2024
Q4 		$29.4M Sell
51,589
-200
-0.4% -$117K 11.2% 2
2024
Q3 		$29.5M Sell
51,789
-239
-0.5% -$132K 11.35% 2
2024
Q2 		$27.8M Buy
52,028
+127
+0.2% +$68.3K 11.42% 2
2024
Q1 		$28.9M Buy
51,901
+483
+0.9% +$250K 11.89% 2
2023
Q4 		$26.1M Buy
51,418
+789
+2% +$366K 11.63% 2
2023
Q3 		$23.1M Buy
50,629
+2,018
+4% +$967K 11.73% 2
2023
Q2 		$23.3M Buy
48,611
+964
+2% +$439K 11.38% 2
2023
Q1 		$21.8M Buy
47,647
+1,819
+4% +$848K 11.29% 2
2022
Q4 		$20.3M Buy
45,828
+159
+0.3% +$70.3K 11.56% 2
2022
Q3 		$18.3M Buy
45,669
+1,260
+3% +$557K 11.5% 2
2022
Q2 		$19.8M Sell
44,409
-112
-0.3% -$50.6K 11.29% 2
2022
Q1 		$20.9M Buy
44,521
+1,400
+3% +$681K 11.33% 2
2021
Q4 		$21.2M Buy
43,121
+1,362
+3% +$693K 11.16% 2
2021
Q3 		$22.1M Buy
41,759
+372
+0.9% +$183K 11.35% 2
2021
Q2 		$20.5M Buy
41,387
+334
+0.8% +$165K 11.22% 2
2021
Q1 		$19.9M Sell
41,053
-1,790
-4% -$816K 11.44% 2
2020
Q4 		$19.3M Sell
42,843
-50
-0.1% -$19.3K 11.47% 2
2020
Q3 		$15.5M Buy
42,893
+659
+2% +$225K 11.04% 2
2020
Q2 		$14.4M Sell
42,234
-173
-0.4% -$52.5K 11.2% 2
2020
Q1 		$12.4M Buy
42,407
+6,247
+17% +$2.12M 11.78% 2
2019
Q4 		$13.5M Buy
+36,160
New +$13.1M 12.51% 2

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Oldfather Financial Services's MDY Position: Q4 2025 in Review

Oldfather Financial Services increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.54% in Q4 2025, buying an estimated $179K and bringing the position to 55,249 shares worth $33.3M. The position accounts for 9.92% of the portfolio, ranked #2.

Oldfather Financial Services first reported a position in MDY in Q4 2019 and has held it in 25 quarters since. 1,430 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

  • Oldfather Financial Services held 55,249 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $33.3M as of Q4 2025.
  • Oldfather Financial Services bought 299 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2025, an estimated $179K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 9.92% of Oldfather Financial Services's portfolio in Q4 2025, its #2 holding.
  • Oldfather Financial Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 25 quarters since.
  • 1,430 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.