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

Sebold Capital Management’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
2025 Q2	$1.11M	Buy	1,953 +180	+10%	+$96.6K	0.68%	30
2025 Q1	$946K	Sell	1,773 -55	-3%	-$31.2K	0.62%	31
2024 Q4	$1.04M	Hold	1,828	–	–	0.7%	29
2024 Q3	$1.04M	Sell	1,828 -18	-1%	-$9.92K	0.69%	29
2024 Q2	$988K	Sell	1,846 -102	-5%	-$54.8K	0.68%	30
2024 Q1	$1.08M	Sell	1,948 -28	-1%	-$14.5K	0.73%	27
2023 Q4	$1M	Buy	1,976 +595	+43%	+$276K	0.74%	28
2023 Q3	$631K	Hold	1,381	–	–	0.52%	35
2023 Q2	$661K	Sell	1,381 -162	-10%	-$73.8K	0.53%	35
2023 Q1	$707K	Sell	1,543 -22	-1%	-$10.3K	0.56%	32
2022 Q4	$693K	Buy	+1,565	New	+$692K	0.57%	32

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sebold Capital Management's MDY Position: Q2 2025 in Review

Sebold Capital Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 10% in Q2 2025, buying an estimated $96.6K and bringing the position to 1,953 shares worth $1.11M. The position accounts for 0.68% of the portfolio, ranked #30.

Sebold Capital Management first reported a position in MDY in Q4 2022 and has held it in 11 quarters since. 1,347 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

Sebold Capital Management held 1,953 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.11M as of Q2 2025.
Sebold Capital Management bought 180 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2025, an estimated $96.6K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.68% of Sebold Capital Management's portfolio in Q2 2025, its #30 holding.
Sebold Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 11 quarters since.
1,347 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.