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

Riggs Asset 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
2025 Q3	–	Sell	-196	Closed	-$111K	–	546
2025 Q2	$111K	Sell	196 -427	-69%	-$229K	0.03%	123
2025 Q1	$332K	Hold	623	–	–	0.09%	89
2024 Q4	$354K	Hold	623	–	–	0.09%	79
2024 Q3	$355K	Hold	623	–	–	0.1%	80
2024 Q2	$333K	Hold	623	–	–	0.1%	76
2024 Q1	$347K	Buy	623 +302	+94%	+$156K	0.1%	74
2023 Q4	$163K	Sell	321 -39	-11%	-$18.1K	0.05%	99
2023 Q3	$164K	Hold	360	–	–	0.06%	94
2023 Q2	$172K	Sell	360 -5,098	-93%	-$2.32M	0.06%	94
2023 Q1	$2.5M	Buy	5,458 +2,747	+101%	+$1.28M	0.97%	41
2022 Q4	$1.2M	Buy	+2,711	New	+$1.2M	0.49%	57
2014 Q2	–	Sell	-6,901	Closed	-$1.73M	–	57
2014 Q1	$1.73M	Hold	6,901	–	–	1.12%	29
2013 Q4	$1.69M	Buy	+6,901	New	+$1.62M	0.92%	28

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

Riggs Asset Management's MDY Position: Q3 2025 in Review

Riggs Asset Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2025, closing a stake of 196 shares — an estimated $111K sold.

Riggs Asset Management first reported a position in MDY in Q4 2013 and held it in 13 quarters. The position peaked at $2.5M in Q1 2023. 1,368 funds tracked by Wall St. Rank hold MDY as of Q3 2025.

Riggs Asset Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2025 after selling out during the quarter.
Riggs Asset Management sold 196 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2025, an estimated $111K.
Riggs Asset Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and held it in 13 quarters.
Riggs Asset Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.5M in Q1 2023.
1,368 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2025.

Based on Riggs Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.