Operose Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Operose Advisors’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	-163	Closed	-$98.3K	–	631
2025 Q4	$98.3K	Hold	163	–	–	0.02%	216
2025 Q3	$97.2K	Sell	163 -166	-50%	-$97.4K	0.02%	201
2025 Q2	$186K	Hold	329	–	–	0.05%	139
2025 Q1	$176K	Hold	329	–	–	0.06%	127
2024 Q4	$187K	Hold	329	–	–	0.06%	125
2024 Q3	$187K	Hold	329	–	–	0.06%	147
2024 Q2	$176K	Hold	329	–	–	0.06%	146
2024 Q1	$183K	Hold	329	–	–	0.06%	160
2023 Q4	$167K	Buy	+329	New	+$153K	0.07%	123
2022 Q1	–	Sell	-145	Closed	-$75K	–	332
2021 Q4	$75K	Buy	+145	New	+$73.8K	0.06%	110

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Operose Advisors's MDY Position: Q1 2026 in Review

Operose Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 163 shares — an estimated $98.3K sold.

Operose Advisors first reported a position in MDY in Q4 2021 and held it in 10 quarters. The position peaked at $187K in Q3 2024. 1,456 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Operose Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
Operose Advisors sold 163 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $98.3K.
Operose Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and held it in 10 quarters.
Operose Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $187K in Q3 2024.
1,456 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.