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

Patten & Patten’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	$228K	Hold	370	–	–	0.01%	321
2025 Q4	$223K	Hold	370	–	–	0.01%	326
2025 Q3	$221K	Hold	370	–	–	0.01%	329
2025 Q2	$210K	Buy	+370	New	+$199K	0.01%	311
2025 Q1	–	Sell	-445	Closed	-$253K	–	321
2024 Q4	$253K	Hold	445	–	–	0.02%	281
2024 Q3	$253K	Sell	445 -10	-2%	-$5.51K	0.02%	277
2024 Q2	$243K	Hold	455	–	–	0.02%	277
2024 Q1	$253K	Hold	455	–	–	0.02%	275
2023 Q4	$231K	Sell	455 -50	-10%	-$23.2K	0.02%	259
2023 Q3	$231K	Hold	505	–	–	0.02%	259
2023 Q2	$242K	Buy	+505	New	+$230K	0.02%	252

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Patten & Patten's MDY Position: Q1 2026 in Review

Patten & Patten held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 370 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #321.

Patten & Patten first reported a position in MDY in Q2 2023 and has held it in 11 quarters since. The position peaked at $253K in Q3 2024. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Patten & Patten held 370 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $228K as of Q1 2026.
Patten & Patten left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Patten & Patten's portfolio in Q1 2026, its #321 holding.
Patten & Patten first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2023 and has held it in 11 quarters since.
Patten & Patten's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $253K in Q3 2024.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.