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

Rothschild Capital Partners’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	$1.03M	Buy	1,471 +3	+0.2%	+$2.01K	0.22%	43
2026 Q1	$905K	Buy	1,468 +11	+0.8%	+$6.97K	0.22%	42
2025 Q4	$879K	Buy	1,457 +4	+0.3%	+$2.39K	0.21%	37
2025 Q3	$866K	Buy	1,453 +4	+0.3%	+$2.35K	0.2%	36
2025 Q2	$821K	Buy	1,449 +4	+0.3%	+$2.15K	0.22%	31
2025 Q1	$771K	Sell	1,445 -10,646	-88%	-$6.04M	0.2%	33
2024 Q4	$6.89M	Buy	12,091 +4	+0%	+$2.35K	1.67%	20
2024 Q3	$6.89M	Buy	12,087 +10,625	+727%	+$5.85M	1.92%	19
2024 Q2	$782K	Buy	+1,462	New	+$786K	0.22%	29

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

Rothschild Capital Partners's MDY Position: Q2 2026 in Review

Rothschild Capital Partners increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.2% in Q2 2026, buying an estimated $2.01K and bringing the position to 1,471 shares worth $1.03M. The position accounts for 0.22% of the portfolio, ranked #43.

Rothschild Capital Partners first reported a position in MDY in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.89M in Q4 2024. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Rothschild Capital Partners held 1,471 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.03M as of Q2 2026.
Rothschild Capital Partners bought 3 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $2.01K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.22% of Rothschild Capital Partners's portfolio in Q2 2026, its #43 holding.
Rothschild Capital Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2024 and has held it in 9 quarters since.
Rothschild Capital Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $6.89M in Q4 2024.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Rothschild Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.