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

Pinney & Scofield’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 		$82.6K Hold
134
– – 0.04% 86
2025
Q4 		$80.8K Hold
134
– – 0.05% 84
2025
Q3 		$79.9K Hold
134
– – 0.05% 81
2025
Q2 		$75.9K Hold
134
– – 0.05% 85
2025
Q1 		$71.5K Hold
134
– – 0.05% 86
2024
Q4 		$76.3K Buy
+134
New +$78.5K 0.06% 84

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

Pinney & Scofield's MDY Position: Q1 2026 in Review

Pinney & Scofield held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 134 shares worth $82.6K. The position accounts for 0.04% of the portfolio, ranked #86.

Pinney & Scofield first reported a position in MDY in Q4 2024 and has held it in 6 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Pinney & Scofield held 134 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $82.6K as of Q1 2026.
  • Pinney & Scofield 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 0.04% of Pinney & Scofield's portfolio in Q1 2026, its #86 holding.
  • Pinney & Scofield first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 6 quarters since.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.