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

Rossmore Private Capital’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 Q2	$204K	Buy	+290	New	+$194K	0.02%	299
2022 Q1	–	Sell	-640	Closed	-$331K	–	227
2021 Q4	$331K	Sell	640 -145	-18%	-$73.8K	0.05%	187
2021 Q3	$377K	Hold	785	–	–	0.06%	174
2021 Q2	$385K	Sell	785 -410	-34%	-$202K	0.07%	169
2021 Q1	$569K	Hold	1,195	–	–	0.11%	143
2020 Q4	$502K	Hold	1,195	–	–	0.1%	143
2020 Q3	$405K	Buy	1,195 +300	+34%	+$102K	0.1%	142
2020 Q2	$290K	Buy	895 +50	+6%	+$15.2K	0.08%	143
2020 Q1	$222K	Hold	845	–	–	0.08%	138
2019 Q4	$317K	Hold	845	–	–	0.1%	109
2019 Q3	$298K	Hold	845	–	–	0.1%	110
2019 Q2	$300K	Hold	845	–	–	0.11%	105
2019 Q1	$292K	Sell	845 -195	-19%	-$65.6K	0.11%	106
2018 Q4	$315K	Hold	1,040	–	–	0.13%	100
2018 Q3	$382K	Hold	1,040	–	–	0.15%	97
2018 Q2	$369K	Hold	1,040	–	–	0.24%	74
2018 Q1	$355K	Hold	1,040	–	–	0.36%	62
2017 Q4	$359K	Buy	+1,040	New	+$350K	0.36%	58

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

Rossmore Private Capital's MDY Position: Q2 2026 in Review

Rossmore Private Capital opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 290 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #299 among its holdings. This is a return to the name: Rossmore Private Capital previously reported a position in MDY as recently as Q4 2021.

Rossmore Private Capital first reported a position in MDY in Q4 2017 and has held it in 18 quarters since. The position peaked at $569K in Q1 2021. 1,538 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Rossmore Private Capital held 290 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $204K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Rossmore Private Capital position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Rossmore Private Capital's portfolio in Q2 2026, its #299 holding.
Rossmore Private Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 18 quarters since.
Rossmore Private Capital's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $569K in Q1 2021.
1,538 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.