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

Progressive Investment 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	$281K	Sell	455 -44	-9%	-$27.9K	0.07%	49
2025 Q4	$301K	Sell	499 -56	-10%	-$33.5K	0.07%	49
2025 Q3	$331K	Sell	555 -130	-19%	-$76.3K	0.08%	46
2025 Q2	$388K	Sell	685 -114	-14%	-$61.2K	0.1%	44
2025 Q1	$426K	Hold	799	–	–	0.12%	43
2024 Q4	$455K	Sell	799 -258	-24%	-$151K	0.12%	43
2024 Q3	$602K	Hold	1,057	–	–	0.15%	40
2024 Q2	$566K	Hold	1,057	–	–	0.15%	40
2024 Q1	$588K	Hold	1,057	–	–	0.16%	39
2023 Q4	$536K	Sell	1,057 -23	-2%	-$10.7K	0.15%	38
2023 Q3	$493K	Hold	1,080	–	–	0.16%	37
2023 Q2	$517K	Hold	1,080	–	–	0.16%	38
2023 Q1	$495K	Hold	1,080	–	–	0.16%	37
2022 Q4	$478K	Hold	1,080	–	–	0.19%	37
2022 Q3	$434K	Hold	1,080	–	–	0.18%	34
2022 Q2	$447K	Hold	1,080	–	–	0.17%	35
2022 Q1	$530K	Hold	1,080	–	–	0.17%	34
2021 Q4	$559K	Hold	1,080	–	–	0.16%	35
2021 Q3	$519K	Buy	+1,080	New	+$530K	0.15%	36

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

Progressive Investment Management's MDY Position: Q1 2026 in Review

Progressive Investment Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 8.8% in Q1 2026, selling an estimated $27.9K and leaving 455 shares worth $281K. The position accounts for 0.07% of the portfolio, ranked #49.

Progressive Investment Management first reported a position in MDY in Q3 2021 and has held it in 19 quarters since. The position peaked at $602K in Q3 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Progressive Investment Management held 455 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $281K as of Q1 2026.
Progressive Investment Management sold 44 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $27.9K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Progressive Investment Management's portfolio in Q1 2026, its #49 holding.
Progressive Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2021 and has held it in 19 quarters since.
Progressive Investment Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $602K in Q3 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 Progressive Investment Management's 13F filing for Q1 2026, filed 5 May 2026.