SL
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Salomon & Ludwin’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Salomon & Ludwin’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 		$3.91M Sell
5,616
-122
-2% -$81.7K 0.32% 56
2026
Q1 		$3.57M Sell
5,738
-132
-2% -$83.6K 0.32% 56
2025
Q4 		$3.64M Sell
5,870
-113
-2% -$67.6K 0.32% 55
2025
Q3 		$3.59M Sell
5,983
-216
-3% -$127K 0.32% 54
2025
Q2 		$3.59M Sell
6,199
-22
-0.4% -$11.8K 0.35% 53
2025
Q1 		$3.32M Buy
6,221
+808
+15% +$459K 0.35% 52
2024
Q4 		$3.08M Sell
5,413
-193
-3% -$113K 0.33% 54
2024
Q3 		$3.19M Sell
5,606
-1,041
-16% -$574K 0.33% 55
2024
Q2 		$3.56M Sell
6,647
-1,389
-17% -$747K 0.4% 49
2024
Q1 		$4.47M Sell
8,036
-114
-1% -$59.1K 0.38% 52
2023
Q4 		$3.72M Hold
8,150
– – 0.39% 49
2023
Q3 		$3.72M Sell
8,150
-392
-5% -$188K 0.39% 49
2023
Q2 		$4.09M Sell
8,542
-19
-0.2% -$8.65K 0.44% 46
2023
Q1 		$3.92M Buy
8,561
+32
+0.4% +$14.9K 0.47% 43
2022
Q4 		$3.78M Buy
8,529
+178
+2% +$78.7K 0.48% 44
2022
Q3 		$3.35M Buy
8,351
+861
+11% +$380K 0.5% 41
2022
Q2 		$3.1M Buy
7,490
+189
+3% +$85.3K 0.48% 39
2022
Q1 		$3.58M Buy
7,301
+42
+0.6% +$20.4K 0.52% 36
2021
Q4 		$3.76M Sell
7,259
-368
-5% -$187K 0.53% 36
2021
Q3 		$3.67M Buy
7,627
+35
+0.5% +$17.2K 0.57% 34
2021
Q2 		$3.73M Buy
7,592
+389
+5% +$192K 0.59% 34
2021
Q1 		$3.43M Buy
7,203
+18
+0.3% +$8.21K 0.58% 34
2020
Q4 		$3.02M Buy
7,185
+1,680
+31% +$647K 0.56% 35
2020
Q3 		$1.86M Buy
5,505
+481
+10% +$164K 0.39% 36
2020
Q2 		$1.63M Sell
5,024
-963
-16% -$292K 0.35% 36
2020
Q1 		$1.57M Buy
5,987
+2,771
+86% +$940K 0.41% 29
2019
Q4 		$1.21M Buy
3,216
+1,454
+83% +$526K 0.24% 25
2019
Q3 		$621K Buy
+1,762
New +$617K 0.13% 29

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Salomon & Ludwin's MDY Position: Q2 2026 in Review

Salomon & Ludwin reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.1% in Q2 2026, selling an estimated $81.7K and leaving 5,616 shares worth $3.91M. The position accounts for 0.32% of the portfolio, ranked #56.

Salomon & Ludwin first reported a position in MDY in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.47M in Q1 2024. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Salomon & Ludwin held 5,616 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.91M as of Q2 2026.
  • Salomon & Ludwin sold 122 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $81.7K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.32% of Salomon & Ludwin's portfolio in Q2 2026, its #56 holding.
  • Salomon & Ludwin first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2019 and has held it in 28 quarters since.
  • Salomon & Ludwin's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.47M in Q1 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 Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.