RL
MDY icon

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

Rogco LP’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 		– Sell
-130
Closed -$78.4K – 213
2025
Q4 		$78.4K Hold
130
– – 0.03% 126
2025
Q3 		$77.5K Hold
130
– – 0.03% 116
2025
Q2 		$73.6K Hold
130
– – 0.03% 120
2025
Q1 		$69.4K Hold
130
– – 0.03% 122
2024
Q4 		$74K Hold
130
– – 0.03% 121
2024
Q3 		$74.1K Hold
130
– – 0.03% 123
2024
Q2 		$69.6K Sell
130
-70
-35% -$37.6K 0.03% 125
2024
Q1 		$111K Sell
200
-11
-5% -$5.7K 0.05% 115
2023
Q4 		$107K Sell
211
-191
-48% -$88.7K 0.05% 113
2023
Q3 		$184K Buy
+402
New +$193K 0.09% 83

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rogco LP's MDY Position: Q1 2026 in Review

Rogco LP sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 130 shares — an estimated $78.4K sold.

Rogco LP first reported a position in MDY in Q3 2023 and held it in 10 quarters. The position peaked at $184K in Q3 2023. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Rogco LP reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
  • Rogco LP sold 130 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $78.4K.
  • Rogco LP first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2023 and held it in 10 quarters.
  • Rogco LP's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $184K in Q3 2023.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Rogco LP's 13F filing for Q1 2026, filed 5 May 2026.