Sanders Morris Harris’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Sanders Morris Harris’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	–	Sell	-9,450	Closed	-$3.98M	–	196
2026 Q1	$3.98M	Buy	9,450 +8,450	+845%	+$5.35M	0.63%	31
2025 Q4	$615K	Hold	1,000	–	–	0.95%	12
2025 Q3	$596K	Hold	1,000	–	–	0.08%	157
2025 Q2	$566K	Sell	1,000 -192	-16%	-$103K	0.14%	63
2025 Q1	$636K	Hold	1,192	–	–	0.1%	134
2024 Q4	$682K	Sell	1,192 -83	-7%	-$48.7K	0.1%	139
2024 Q3	$726K	Hold	1,275	–	–	0.12%	122
2024 Q2	$682K	Hold	1,275	–	–	0.11%	125
2024 Q1	$709K	Buy	+1,275	New	+$660K	0.13%	125
2023 Q4	–	Sell	-1,300	Closed	-$594K	–	213
2023 Q3	$594K	Hold	1,300	–	–	0.12%	131
2023 Q2	$623K	Hold	1,300	–	–	0.14%	114
2023 Q1	$596K	Buy	+1,300	New	+$606K	0.21%	43
2022 Q4	–	Sell	-1,300	Closed	-$522K	–	241
2022 Q3	$522K	Hold	1,300	–	–	0.13%	128
2022 Q2	$537K	Buy	+1,300	New	+$587K	0.12%	133
2018 Q4	–	Sell	-550	Closed	-$202K	–	130
2018 Q3	$202K	Buy	+550	New	+$201K	0.09%	118
2016 Q2	–	Sell	-1,393	Closed	-$365K	–	297
2016 Q1	$365K	Buy	+1,393	New	+$339K	0.06%	221

Other funds holding MDY

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Sanders Morris Harris's MDY Position: Q2 2026 in Review

Sanders Morris Harris sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026, closing a stake of 9,450 shares — an estimated $3.98M sold.

Sanders Morris Harris first reported a position in MDY in Q1 2016 and held it in 16 quarters. The position peaked at $3.98M in Q1 2026. 291 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Sanders Morris Harris reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 9,450 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $3.98M.
Sanders Morris Harris first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2016 and held it in 16 quarters.
Sanders Morris Harris's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.98M in Q1 2026.
291 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.