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

Ridgewood Investments’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
2025 Q3	–	Sell	-22	Closed	-$12.5K	–	484
2025 Q2	$12.5K	Hold	22	–	–	0.01%	489
2025 Q1	$11.7K	Hold	22	–	–	0.01%	466
2024 Q4	$12.5K	Hold	22	–	–	0.01%	459
2024 Q3	$12.5K	Sell	22 -25	-53%	-$13.8K	0.01%	479
2024 Q2	$25K	Buy	+47	New	+$25.3K	0.01%	419
2023 Q3	–	Sell	-51	Closed	-$24.5K	–	522
2023 Q2	$24.5K	Hold	51	–	–	0.01%	421
2023 Q1	$23.4K	Buy	+51	New	+$23.8K	0.01%	439

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ridgewood Investments's MDY Position: Q3 2025 in Review

Ridgewood Investments sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2025, closing a stake of 22 shares — an estimated $12.5K sold.

Ridgewood Investments first reported a position in MDY in Q1 2023 and held it in 7 quarters. The position peaked at $25K in Q2 2024. 1,368 funds tracked by Wall St. Rank hold MDY as of Q3 2025.

Ridgewood Investments reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 22 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2025, an estimated $12.5K.
Ridgewood Investments first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $25K in Q2 2024.
1,368 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.