Rosenblum Silverman Sutton’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Rosenblum Silverman Sutton’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	$2.08M	Sell	3,369 -27	-0.8%	-$17.1K	0.54%	38
2025 Q4	$2.05M	Sell	3,396 -182	-5%	-$109K	0.47%	42
2025 Q3	$2.13M	Sell	3,578 -18	-0.5%	-$10.6K	0.49%	42
2025 Q2	$2.04M	Buy	3,596 +100	+3%	+$53.7K	0.49%	39
2025 Q1	$1.86M	Buy	3,496 +19	+0.5%	+$10.8K	0.51%	41
2024 Q4	$1.98M	Sell	3,477 -40	-1%	-$23.4K	0.5%	42
2024 Q3	$2M	Hold	3,517	–	–	0.51%	40
2024 Q2	$1.88M	Hold	3,517	–	–	0.5%	40
2024 Q1	$1.96M	Hold	3,517	–	–	0.55%	41
2023 Q4	$1.78M	Sell	3,517 -85	-2%	-$39.5K	0.57%	40
2023 Q3	$1.64M	Sell	3,602 -10	-0.3%	-$4.79K	0.56%	44
2023 Q2	$1.73M	Buy	3,612 +22	+0.6%	+$10K	0.57%	42
2023 Q1	$1.65M	Sell	3,590 -72	-2%	-$33.6K	0.6%	40
2022 Q4	$1.62M	Sell	3,662 -163	-4%	-$72.1K	0.59%	40
2022 Q3	$1.54M	Sell	3,825 -328	-8%	-$145K	0.56%	45
2022 Q2	$1.72M	Sell	4,153 -28	-0.7%	-$12.6K	0.56%	44
2022 Q1	$2.05M	Buy	4,181 +191	+5%	+$92.9K	0.52%	43
2021 Q4	$2.06M	Sell	3,990 -137	-3%	-$69.7K	0.46%	45
2021 Q3	$1.98M	Sell	4,127 -50	-1%	-$24.6K	0.45%	44
2021 Q2	$2.05M	Sell	4,177 -204	-5%	-$101K	0.46%	44
2021 Q1	$2.08M	Sell	4,381 -117	-3%	-$53.3K	0.53%	43
2020 Q4	$1.89M	Sell	4,498 -167	-4%	-$64.3K	0.49%	40
2020 Q3	$1.58M	Sell	4,665 -1,537	-25%	-$525K	0.44%	40
2020 Q2	$2.01M	Sell	6,202 -33	-0.5%	-$10K	0.65%	37
2020 Q1	$1.64M	Buy	+6,235	New	+$2.11M	0.65%	38

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

Rosenblum Silverman Sutton's MDY Position: Q1 2026 in Review

Rosenblum Silverman Sutton reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.8% in Q1 2026, selling an estimated $17.1K and leaving 3,369 shares worth $2.08M. The position accounts for 0.54% of the portfolio, ranked #38.

Rosenblum Silverman Sutton first reported a position in MDY in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.13M in Q3 2025. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Rosenblum Silverman Sutton held 3,369 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.08M as of Q1 2026.
Rosenblum Silverman Sutton sold 27 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $17.1K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.54% of Rosenblum Silverman Sutton's portfolio in Q1 2026, its #38 holding.
Rosenblum Silverman Sutton first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2020 and has held it in 25 quarters since.
Rosenblum Silverman Sutton's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.13M in Q3 2025.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q1 2026, filed 13 May 2026.