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Orion Portfolio Solutions’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.63M Buy
3,046
+379
+14% +$215K 0.02% 815
2024
Q4 		$1.52M Buy
2,667
+1,433
+116% +$840K 0.02% 827
2024
Q3 		$703K Sell
1,234
-366
-23% -$202K 0.01% 1196
2024
Q2 		$856K Buy
1,600
+153
+11% +$82.3K 0.01% 1053
2024
Q1 		$805K Buy
1,447
+101
+8% +$52.3K 0.01% 1078
2023
Q4 		$675K Buy
1,346
+309
+30% +$143K 0.01% 1095
2023
Q3 		$474K Buy
1,037
+23
+2% +$11K 0.01% 1221
2023
Q2 		$486K Buy
1,014
+34
+3% +$15.5K 0.01% 1223
2023
Q1 		$449K Buy
+980
New +$457K 0.01% 1176
2022
Q1 		– Sell
-1,017
Closed -$526K – 731
2021
Q4 		$526K Buy
+1,017
New +$517K 0.02% 413
2021
Q3 		– Sell
-508
Closed -$249K – 668
2021
Q2 		$249K Sell
508
-996
-66% -$491K 0.01% 532
2021
Q1 		$716K Buy
+1,504
New +$686K 0.03% 250
2020
Q2 		– Sell
-125
Closed -$33K – 2349
2020
Q1 		$33K Buy
+125
New +$42.4K ﹤0.01% 694

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Orion Portfolio Solutions's MDY Position: Q1 2025 in Review

Orion Portfolio Solutions increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 14% in Q1 2025, buying an estimated $215K and bringing the position to 3,046 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #815.

Orion Portfolio Solutions first reported a position in MDY in Q1 2020 and has held it in 13 quarters since. 1,357 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

  • Orion Portfolio Solutions held 3,046 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.63M as of Q1 2025.
  • Orion Portfolio Solutions bought 379 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2025, an estimated $215K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #815 holding.
  • Orion Portfolio Solutions first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2020 and has held it in 13 quarters since.
  • 1,357 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.