Osborne Partners Capital Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.3M | Buy |
1,847
+4
| +0.2% | +$2.68K | 0.07% | 126 |
|
|
2026
Q1 | $1.14M | Sell |
1,843
-191
| -9% | -$121K | 0.06% | 136 |
|
|
2025
Q4 | $1.23M | Sell |
2,034
-381
| -16% | -$228K | 0.06% | 136 |
|
|
2025
Q3 | $1.44M | Sell |
2,415
-56
| -2% | -$32.9K | 0.07% | 137 |
|
|
2025
Q2 | $1.4M | Sell |
2,471
-230
| -9% | -$123K | 0.07% | 139 |
|
|
2025
Q1 | $1.44M | Sell |
2,701
-67
| -2% | -$38K | 0.08% | 133 |
|
|
2024
Q4 | $1.58M | Buy |
2,768
+130
| +5% | +$76.2K | 0.09% | 131 |
|
|
2024
Q3 | $1.5M | Sell |
2,638
-1
| -0% | -$551 | 0.09% | 129 |
|
|
2024
Q2 | $1.41M | Sell |
2,639
-87
| -3% | -$46.8K | 0.08% | 129 |
|
|
2024
Q1 | $1.52M | Buy |
2,726
+434
| +19% | +$225K | 0.09% | 126 |
|
|
2023
Q4 | $1.16M | Buy |
2,292
+20
| +0.9% | +$9.29K | 0.08% | 132 |
|
|
2023
Q3 | $1.04M | Sell |
2,272
-100
| -4% | -$47.9K | 0.08% | 128 |
|
|
2023
Q2 | $1.14M | Sell |
2,372
-421
| -15% | -$192K | 0.08% | 129 |
|
|
2023
Q1 | $1.28M | Sell |
2,793
-17
| -0.6% | -$7.92K | 0.09% | 132 |
|
|
2022
Q4 | $1.24M | Sell |
2,810
-146
| -5% | -$64.6K | 0.1% | 128 |
|
|
2022
Q3 | $1.19M | Buy |
2,956
+15
| +0.5% | +$6.63K | 0.1% | 130 |
|
|
2022
Q2 | $1.22M | Sell |
2,941
-3,474
| -54% | -$1.57M | 0.09% | 131 |
|
|
2022
Q1 | $3.15M | Buy |
6,415
+1,425
| +29% | +$693K | 0.23% | 100 |
|
|
2021
Q4 | $2.58M | Buy |
4,990
+376
| +8% | +$191K | 0.19% | 101 |
|
|
2021
Q3 | $2.22M | Buy |
4,614
+593
| +15% | +$291K | 0.18% | 100 |
|
|
2021
Q2 | $1.97M | Buy |
4,021
+440
| +12% | +$217K | 0.16% | 107 |
|
|
2021
Q1 | $1.71M | Sell |
3,581
-225
| -6% | -$103K | 0.16% | 106 |
|
|
2020
Q4 | $1.6M | Buy |
3,806
+70
| +2% | +$27K | 0.2% | 100 |
|
|
2020
Q3 | $1.27M | Buy |
3,736
+325
| +10% | +$111K | 0.25% | 76 |
|
|
2020
Q2 | $1.11M | Buy |
3,411
+107
| +3% | +$32.4K | 0.24% | 82 |
|
|
2020
Q1 | $869K | Buy |
3,304
+255
| +8% | +$86.5K | 0.23% | 83 |
|
|
2019
Q4 | $1.15M | Buy |
3,049
+1,065
| +54% | +$385K | 0.23% | 78 |
|
|
2019
Q3 | $699K | Buy |
1,984
+360
| +22% | +$126K | 0.14% | 97 |
|
|
2019
Q2 | $576K | Buy |
1,624
+150
| +10% | +$52.4K | 0.11% | 106 |
|
|
2019
Q1 | $509K | Buy |
1,474
+125
| +9% | +$42K | 0.1% | 110 |
|
|
2018
Q4 | $408K | Sell |
1,349
-75
| -5% | -$25K | 0.06% | 149 |
|
|
2018
Q3 | $523K | Sell |
1,424
-85
| -6% | -$31.1K | 0.07% | 139 |
|
|
2018
Q2 | $536K | Buy |
1,509
+30
| +2% | +$10.5K | 0.07% | 134 |
|
|
2018
Q1 | $505K | Buy |
1,479
+4
| +0.3% | +$1.39K | 0.07% | 134 |
|
|
2017
Q4 | $509K | Buy |
1,475
+131
| +10% | +$44.1K | 0.07% | 139 |
|
|
2017
Q3 | $439K | Sell |
1,344
-72
| -5% | -$22.9K | 0.06% | 149 |
|
|
2017
Q2 | $450K | Buy |
1,416
+639
| +82% | +$201K | 0.06% | 140 |
|
|
2017
Q1 | $243K | Hold |
777
| – | – | 0.03% | 166 |
|
|
2016
Q4 | $234K | Sell |
777
-110
| -12% | -$31.8K | 0.03% | 166 |
|
|
2016
Q3 | $250K | Hold |
887
| – | – | 0.04% | 159 |
|
|
2016
Q2 | $241K | Sell |
887
-705
| -44% | -$188K | 0.04% | 164 |
|
|
2016
Q1 | $418K | Hold |
1,592
| – | – | 0.06% | 139 |
|
|
2015
Q4 | $404K | Buy |
1,592
+130
| +9% | +$33.8K | 0.06% | 147 |
|
|
2015
Q3 | $364K | Buy |
1,462
+20
| +1% | +$5.3K | 0.05% | 151 |
|
|
2015
Q2 | $394K | Buy |
1,442
+570
| +65% | +$158K | 0.05% | 154 |
|
|
2015
Q1 | $242K | Buy |
872
+30
| +4% | +$8.09K | 0.03% | 169 |
|
|
2014
Q4 | $222K | Buy |
+842
| New | +$216K | 0.03% | 173 |
|
|
2014
Q3 | – | Sell |
-772
| Closed | -$201K | – | 175 |
|
|
2014
Q2 | $201K | Sell |
772
-194
| -20% | -$48.6K | 0.03% | 169 |
|
|
2014
Q1 | $242K | Sell |
966
-28
| -3% | -$6.87K | 0.03% | 169 |
|
|
2013
Q4 | $243K | Buy |
994
+28
| +3% | +$6.59K | 0.03% | 168 |
|
|
2013
Q3 | $219K | Buy |
+966
| New | +$215K | 0.03% | 167 |
|
Other funds holding MDY
Osborne Partners Capital Management's MDY Position: Q2 2026 in Review
Osborne Partners Capital Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.22% in Q2 2026, buying an estimated $2.68K and bringing the position to 1,847 shares worth $1.3M. The position accounts for 0.07% of the portfolio, ranked #126.
Osborne Partners Capital Management first reported a position in MDY in Q3 2013 and has held it in 51 quarters since. The position peaked at $3.15M in Q1 2022. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.
- Osborne Partners Capital Management held 1,847 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.3M as of Q2 2026.
- Osborne Partners Capital Management bought 4 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $2.68K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Osborne Partners Capital Management's portfolio in Q2 2026, its #126 holding.
- Osborne Partners Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2013 and has held it in 51 quarters since.
- Osborne Partners Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.15M in Q1 2022.
- 1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.
Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.