Per Stirling Capital Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Per Stirling Capital Management’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	$275K	Hold	445	–	–	0.03%	263
2025 Q4	$269K	Hold	445	–	–	0.03%	257
2025 Q3	$266K	Hold	445	–	–	0.03%	241
2025 Q2	$252K	Hold	445	–	–	0.03%	237
2025 Q1	$238K	Sell	445 -76	-15%	-$43.1K	0.03%	237
2024 Q4	$297K	Sell	521 -18	-3%	-$10.6K	0.04%	215
2024 Q3	$307K	Hold	539	–	–	0.04%	222
2024 Q2	$288K	Sell	539 -23	-4%	-$12.4K	0.05%	207
2024 Q1	$313K	Buy	562 +23	+4%	+$11.9K	0.05%	185
2023 Q4	$273K	Hold	539	–	–	0.05%	182
2023 Q3	$246K	Hold	539	–	–	0.05%	176
2023 Q2	$258K	Sell	539 -127	-19%	-$57.8K	0.05%	177
2023 Q1	$305K	Sell	666 -2	-0.3%	-$932	0.07%	153
2022 Q4	$296K	Buy	+668	New	+$295K	0.05%	167

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

Per Stirling Capital Management's MDY Position: Q1 2026 in Review

Per Stirling Capital Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 445 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #263.

Per Stirling Capital Management first reported a position in MDY in Q4 2022 and has held it in 14 quarters since. The position peaked at $313K in Q1 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Per Stirling Capital Management held 445 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $275K as of Q1 2026.
Per Stirling Capital Management 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 0.03% of Per Stirling Capital Management's portfolio in Q1 2026, its #263 holding.
Per Stirling Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Per Stirling Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $313K in Q1 2024.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.