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

Rothschild Investment LLC’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 		$85.3K Hold
121
– – ﹤0.01% 1110
2026
Q1 		$74.7K Hold
121
– – ﹤0.01% 997
2025
Q4 		$73K Hold
121
– – ﹤0.01% 911
2025
Q3 		$72K Hold
121
– – ﹤0.01% 888
2025
Q2 		$68.3K Buy
121
+1
+0.8% +$537 ﹤0.01% 718
2025
Q1 		$64.3K Hold
120
– – ﹤0.01% 710
2024
Q4 		$68.5K Buy
120
+20
+20% +$11.7K ﹤0.01% 721
2024
Q3 		$57.1K Hold
100
– – ﹤0.01% 749
2024
Q2 		$53.5K Buy
100
+50
+100% +$26.9K ﹤0.01% 739
2024
Q1 		$27.8K Hold
50
– – ﹤0.01% 850
2023
Q4 		$25.4K Buy
+50
New +$23.2K ﹤0.01% 800
2021
Q3 		– Sell
-1,790
Closed -$879K – 502
2021
Q2 		$879K Hold
1,790
– – 0.07% 239
2021
Q1 		$852K Sell
1,790
-10
-0.6% -$4.56K 0.07% 234
2020
Q4 		$756K Hold
1,800
– – 0.07% 232
2020
Q3 		$610K Sell
1,800
-693
-28% -$237K 0.07% 233
2020
Q2 		$809K Sell
2,493
-37,707
-94% -$11.4M 0.1% 185
2020
Q1 		$10.6M Hold
40,200
– – 1.38% 11
2019
Q4 		$15.1M Sell
40,200
-8
-0% -$2.89K 1.5% 7
2019
Q3 		$14.2M Buy
40,208
+120
+0.3% +$42K 1.65% 6
2019
Q2 		$14.2M Hold
40,088
– – 1.68% 6
2019
Q1 		$13.8M Sell
40,088
-10
-0% -$3.36K 1.62% 6
2018
Q4 		$12.1M Hold
40,098
– – 1.62% 8
2018
Q3 		$14.7M Sell
40,098
-14
-0% -$5.13K 1.74% 6
2018
Q2 		$14.2M Hold
40,112
– – 1.79% 6
2018
Q1 		$13.7M Hold
40,112
– – 1.75% 5
2017
Q4 		$13.9M Sell
40,112
-45
-0.1% -$15.2K 1.51% 7
2017
Q3 		$13.1M Hold
40,157
– – 1.48% 8
2017
Q2 		$12.8M Hold
40,157
– – 1.45% 8
2017
Q1 		$12.5M Sell
40,157
-50
-0.1% -$15.5K 1.46% 8
2016
Q4 		$12.1M Sell
40,207
-1,620
-4% -$468K 1.46% 9
2016
Q3 		$11.8M Hold
41,827
– – 1.45% 7
2016
Q2 		$11.4M Hold
41,827
– – 1.45% 8
2016
Q1 		$11M Buy
41,827
+1,600
+4% +$390K 1.41% 7
2015
Q4 		$10.2M Hold
40,227
– – 1.3% 9
2015
Q3 		$10M Sell
40,227
-20
-0% -$5.3K 1.32% 7
2015
Q2 		$11M Sell
40,247
-20
-0% -$5.56K 1.28% 13
2015
Q1 		$11.2M Sell
40,267
-105
-0.3% -$28.3K 1.31% 13
2014
Q4 		$10.7M Sell
40,372
-20
-0% -$5.12K 1.27% 13
2014
Q3 		$10.1M Sell
40,392
-20
-0% -$5.13K 1.23% 13
2014
Q2 		$10.5M Sell
40,412
-73
-0.2% -$18.3K 1.35% 12
2014
Q1 		$10.1M Sell
40,485
-115
-0.3% -$28.2K 1.37% 11
2013
Q4 		$9.91M Buy
40,600
+50
+0.1% +$11.8K 1.35% 11
2013
Q3 		$9.18M Hold
40,550
– – 1.35% 14
2013
Q2 		$8.52M Buy
+40,550
New +$8.58M 1.38% 13

Other funds holding MDY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rothschild Investment LLC's MDY Position: Q2 2026 in Review

Rothschild Investment LLC held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 121 shares worth $85.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

Rothschild Investment LLC first reported a position in MDY in Q2 2013 and has held it in 44 quarters since. The position peaked at $15.1M in Q4 2019. 1,341 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Rothschild Investment LLC held 121 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $85.3K as of Q2 2026.
  • Rothschild Investment LLC left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1110 holding.
  • Rothschild Investment LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 44 quarters since.
  • Rothschild Investment LLC's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $15.1M in Q4 2019.
  • 1,341 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.