S.A. Mason’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

S.A. Mason’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 Q3	$339K	Hold	516	–	–	0.1%	169
2026 Q2	$363K	Hold	516	–	–	0.11%	163
2026 Q1	$318K	Hold	516	–	–	0.12%	158
2025 Q4	$311K	Sell	516 -190	-27%	-$114K	0.12%	158
2025 Q3	$421K	Hold	706	–	–	0.19%	116
2025 Q2	$400K	Hold	706	–	–	0.19%	117
2025 Q1	$377K	Hold	706	–	–	0.2%	116
2024 Q4	$402K	Hold	706	–	–	0.21%	111
2024 Q3	$402K	Hold	706	–	–	0.21%	106
2024 Q2	$378K	Hold	706	–	–	0.21%	108
2024 Q1	$393K	Buy	706 +46	+7%	+$23.8K	0.24%	105
2023 Q4	$335K	Hold	660	–	–	0.22%	116
2023 Q3	$301K	Hold	660	–	–	0.22%	114
2023 Q2	$303K	Hold	660	–	–	0.22%	120
2023 Q1	$303K	Sell	660 -100	-13%	-$46.6K	0.22%	120
2022 Q4	$337K	Hold	760	–	–	0.25%	109
2022 Q3	$305K	Hold	760	–	–	0.24%	114
2022 Q2	$314K	Hold	760	–	–	0.23%	112
2022 Q1	$373K	Hold	760	–	–	0.23%	113
2021 Q4	$393K	Hold	760	–	–	0.24%	110
2021 Q3	$365K	Hold	760	–	–	0.24%	115
2021 Q2	$373K	Hold	760	–	–	0.26%	106
2021 Q1	$362K	Hold	760	–	–	0.27%	102
2020 Q4	$319K	Hold	760	–	–	0.27%	103
2020 Q3	$258K	Hold	760	–	–	0.25%	107
2020 Q2	$247K	Hold	760	–	–	0.26%	104
2020 Q1	$200K	Buy	+760	New	+$258K	0.24%	106

Other funds holding MDY

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

LCM Capital Management Chicago, Illinois $235M AUM 25.56% 1-Year Est. Return

Ascent Wealth Partners New Hartford, New York $1.01B AUM 24.36% 1-Year Est. Return

S.A. Mason's MDY Position: Q3 2026 in Review

S.A. Mason held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 516 shares worth $339K. The position accounts for 0.1% of the portfolio, ranked #169.

S.A. Mason first reported a position in MDY in Q1 2020 and has held it in 27 quarters since. The position peaked at $421K in Q3 2025. 488 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

S.A. Mason held 516 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $339K as of Q3 2026.
S.A. Mason left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.1% of S.A. Mason's portfolio in Q3 2026, its #169 holding.
S.A. Mason first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2020 and has held it in 27 quarters since.
S.A. Mason's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $421K in Q3 2025.
488 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.