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

Rockefeller Capital 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	$34.9M	Buy	56,520 +3,171	+6%	+$2.01M	0.06%	301
2025 Q4	$32.2M	Buy	53,349 +693	+1%	+$415K	0.06%	319
2025 Q3	$31.4M	Buy	52,656 +1,862	+4%	+$1.09M	0.06%	288
2025 Q2	$28.8M	Buy	50,794 +2,070	+4%	+$1.11M	0.06%	288
2025 Q1	$26M	Buy	48,724 +1,578	+3%	+$896K	0.06%	279
2024 Q4	$26.8M	Sell	47,146 -246	-0.5%	-$144K	0.07%	267
2024 Q3	$27M	Buy	47,392 +2,608	+6%	+$1.44M	0.07%	262
2024 Q2	$24M	Sell	44,784 -94	-0.2%	-$50.5K	0.07%	274
2024 Q1	$25M	Sell	44,878 -1,135	-2%	-$588K	0.07%	270
2023 Q4	$23.3M	Buy	46,013 +5,148	+13%	+$2.39M	0.08%	259
2023 Q3	$18.7M	Buy	40,865 +2,304	+6%	+$1.1M	0.07%	275
2023 Q2	$17.9M	Buy	38,561 +5,556	+17%	+$2.53M	0.07%	295
2023 Q1	$15.1M	Buy	33,005 +2,175	+7%	+$1.01M	0.07%	323
2022 Q4	$13.7M	Sell	30,830 -3,393	-10%	-$1.5M	0.07%	302
2022 Q3	$13.7M	Buy	34,223 +16,476	+93%	+$7.28M	0.07%	287
2022 Q2	$7.34M	Buy	17,747 +342	+2%	+$154K	0.04%	425
2022 Q1	$8.54M	Buy	17,405 +607	+4%	+$295K	0.04%	403
2021 Q4	$8.7M	Sell	16,798 -285	-2%	-$145K	0.04%	379
2021 Q3	$8.21M	Sell	17,083 -228	-1%	-$112K	0.04%	350
2021 Q2	$8.5M	Buy	17,311 +966	+6%	+$477K	0.05%	331
2021 Q1	$7.78M	Sell	16,345 -495	-3%	-$226K	0.05%	279
2020 Q4	$7.07M	Sell	16,840 -177	-1%	-$68.2K	0.05%	268
2020 Q3	$5.77M	Buy	17,017 +1,373	+9%	+$469K	0.05%	255
2020 Q2	$5.08M	Buy	15,644 +538	+4%	+$163K	0.05%	244
2020 Q1	$3.97M	Buy	15,106 +9,106	+152%	+$3.09M	0.05%	240
2019 Q4	$2.25M	Buy	6,000 +89	+2%	+$32.2K	0.03%	324
2019 Q3	$2.08M	Buy	5,911 +2,436	+70%	+$854K	0.03%	286
2019 Q2	$1.23M	Hold	3,475	–	–	0.02%	317
2019 Q1	$1.2M	Buy	3,475 +175	+5%	+$58.9K	0.02%	345
2018 Q4	$999K	Hold	3,300	–	–	0.02%	250
2018 Q3	$1.21M	Hold	3,300	–	–	0.02%	196
2018 Q2	$1.17M	Hold	3,300	–	–	0.02%	202
2018 Q1	$1.13M	Buy	+3,300	New	+$1.15M	0.02%	210

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

Rockefeller Capital Management's MDY Position: Q1 2026 in Review

Rockefeller Capital Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5.9% in Q1 2026, buying an estimated $2.01M and bringing the position to 56,520 shares worth $34.9M. The position accounts for 0.06% of the portfolio, ranked #301.

Rockefeller Capital Management first reported a position in MDY in Q1 2018 and has held it in 33 quarters since. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Rockefeller Capital Management held 56,520 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $34.9M as of Q1 2026.
Rockefeller Capital Management bought 3,171 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $2.01M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Rockefeller Capital Management's portfolio in Q1 2026, its #301 holding.
Rockefeller Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2018 and has held it in 33 quarters since.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.