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

Ritholtz Wealth 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	$480K	Buy	779 +3	+0.4%	+$1.9K	0.01%	806
2025 Q4	$468K	Buy	776 +330	+74%	+$197K	0.01%	742
2025 Q3	$266K	Buy	446 +28	+7%	+$16.4K	0.01%	886
2025 Q2	$237K	Hold	418	–	–	0.01%	869
2025 Q1	$223K	Hold	418	–	–	0.01%	832
2024 Q4	$238K	Hold	418	–	–	0.01%	773
2024 Q3	$238K	Hold	418	–	–	0.01%	765
2024 Q2	$224K	Hold	418	–	–	0.01%	736
2024 Q1	$233K	Hold	418	–	–	0.01%	706
2023 Q4	$212K	Buy	+418	New	+$194K	0.01%	688

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

Ritholtz Wealth Management's MDY Position: Q1 2026 in Review

Ritholtz Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.39% in Q1 2026, buying an estimated $1.9K and bringing the position to 779 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #806.

Ritholtz Wealth Management first reported a position in MDY in Q4 2023 and has held it in 10 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Ritholtz Wealth Management held 779 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $480K as of Q1 2026.
Ritholtz Wealth Management bought 3 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $1.9K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #806 holding.
Ritholtz Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 10 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 Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.