Osaic Holdings
MDY icon

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

Osaic Holdings’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 		$46.9M Sell
75,901
-14,037
-16% -$8.9M 0.07% 297
2025
Q4 		$54.3M Sell
89,938
-3,287
-4% -$1.97M 0.08% 253
2025
Q3 		$55.6M Buy
93,225
+19,353
+26% +$11.4M 0.08% 255
2025
Q2 		$41.9M Buy
73,872
+300
+0.4% +$161K 0.07% 271
2025
Q1 		$39.3M Buy
73,572
+16,643
+29% +$9.45M 0.09% 236
2024
Q4 		$32.4M Sell
56,929
-3,018
-5% -$1.77M 0.07% 268
2024
Q3 		$34.2M Sell
59,947
-7,106
-11% -$3.91M 0.08% 260
2024
Q2 		$35.9M Buy
67,053
+8,717
+15% +$4.69M 0.08% 231
2024
Q1 		$32.5M Buy
58,336
+5,838
+11% +$3.02M 0.07% 277
2023
Q4 		$26.6M Sell
52,498
-32,596
-38% -$15.1M 0.05% 389
2023
Q3 		$38.9M Buy
85,094
+13,596
+19% +$6.52M 0.06% 315
2023
Q2 		$34.3M Sell
71,498
-8,662
-11% -$3.94M 0.06% 283
2023
Q1 		$36.7M Buy
80,160
+2,442
+3% +$1.14M 0.07% 248
2022
Q4 		$34.4M Buy
77,718
+7,684
+11% +$3.4M 0.07% 269
2022
Q3 		$28.1M Buy
70,034
+2,358
+3% +$1.04M 0.06% 284
2022
Q2 		$28M Buy
67,676
+6,597
+11% +$2.98M 0.06% 289
2022
Q1 		$26.9M Sell
61,079
-1,461
-2% -$711K 0.05% 334
2021
Q4 		$32.4M Sell
62,540
-20,255
-24% -$10.3M 0.06% 299
2021
Q3 		$39.9M Sell
82,795
-9,118
-10% -$4.48M 0.08% 236
2021
Q2 		$45.2M Buy
91,913
+1,844
+2% +$910K 0.1% 211
2021
Q1 		$42.9M Buy
90,069
+28,392
+46% +$12.9M 0.1% 204
2020
Q4 		$25.9M Sell
61,677
-2,136
-3% -$823K 0.07% 261
2020
Q3 		$21.6M Buy
63,813
+7,895
+14% +$2.69M 0.06% 274
2020
Q2 		$18.1M Sell
55,918
-235,899
-81% -$71.5M 0.06% 292
2020
Q1 		$16.2M Buy
+291,817
New +$99M 0.07% 270

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
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

Osaic Holdings's MDY Position: Q1 2026 in Review

Osaic Holdings reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 16% in Q1 2026, selling an estimated $8.9M and leaving 75,901 shares worth $46.9M. The position accounts for 0.07% of the portfolio, ranked #297.

Osaic Holdings first reported a position in MDY in Q1 2020 and has held it in 25 quarters since. The position peaked at $55.6M in Q3 2025. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Osaic Holdings held 75,901 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $46.9M as of Q1 2026.
  • Osaic Holdings sold 14,037 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $8.9M.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Osaic Holdings's portfolio in Q1 2026, its #297 holding.
  • Osaic Holdings first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $55.6M in Q3 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 Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.