Shufro Rose & Co’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Shufro Rose & Co’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 Q1	$238K	Sell	387 -49	-11%	-$31.1K	0.02%	267
2025 Q4	$263K	Buy	436 +10	+2%	+$5.98K	0.02%	247
2025 Q3	$227K	Hold	426	–	–	0.02%	269
2025 Q2	$227K	Hold	426	–	–	0.02%	266
2025 Q1	$227K	Sell	426 -30	-7%	-$17K	0.02%	269
2024 Q4	$260K	Sell	456 -25	-5%	-$14.7K	0.02%	243
2024 Q3	$257K	Hold	481	–	–	0.02%	253
2024 Q2	$257K	Sell	481 -130	-21%	-$69.9K	0.02%	253
2024 Q1	$340K	Sell	611 -70	-10%	-$36.3K	0.03%	220
2023 Q4	$311K	Hold	681	–	–	0.03%	214
2023 Q3	$311K	Sell	681 -100	-13%	-$47.9K	0.03%	212
2023 Q2	$374K	Hold	781	–	–	0.03%	205
2023 Q1	$358K	Sell	781 -1,375	-64%	-$641K	0.03%	207
2022 Q4	$955K	Sell	2,156 -30	-1%	-$13.3K	0.08%	119
2022 Q3	$878K	Buy	2,186 +56	+3%	+$24.7K	0.09%	117
2022 Q2	$881K	Hold	2,130	–	–	0.08%	122
2022 Q1	$1.04M	Sell	2,130 -9	-0.4%	-$4.38K	0.08%	123
2021 Q4	$1.11M	Hold	2,139	–	–	0.08%	119
2021 Q3	$1.03M	Hold	2,139	–	–	0.08%	116
2021 Q2	$1.05M	Hold	2,139	–	–	0.08%	112
2021 Q1	$1.02M	Sell	2,139 -40	-2%	-$18.2K	0.08%	115
2020 Q4	$915K	Hold	2,179	–	–	0.08%	116
2020 Q3	$738K	Hold	2,179	–	–	0.07%	122
2020 Q2	$707K	Hold	2,179	–	–	0.07%	122
2020 Q1	$573K	Sell	2,179 -400	-16%	-$136K	0.07%	130
2019 Q4	$968K	Hold	2,579	–	–	0.09%	112
2019 Q3	$909K	Sell	2,579 -16	-0.6%	-$5.61K	0.09%	114
2019 Q2	$920K	Sell	2,595 -10	-0.4%	-$3.5K	0.09%	111
2019 Q1	$900K	Sell	2,605 -60	-2%	-$20.2K	0.09%	117
2018 Q4	$807K	Hold	2,665	–	–	0.09%	124
2018 Q3	$979K	Sell	2,665 -207	-7%	-$75.8K	0.09%	126
2018 Q2	$1.02M	Sell	2,872 -291	-9%	-$102K	0.1%	121
2018 Q1	$1.08M	Hold	3,163	–	–	0.11%	113
2017 Q4	$1.09M	Hold	3,163	–	–	0.11%	114
2017 Q3	$1.03M	Buy	3,163 +16	+0.5%	+$5.08K	0.1%	122
2017 Q2	$1M	Buy	3,147 +7	+0.2%	+$2.2K	0.11%	115
2017 Q1	$981K	Sell	3,140 -30	-0.9%	-$9.31K	0.11%	119
2016 Q4	$956K	Buy	3,170 +90	+3%	+$26K	0.11%	115
2016 Q3	$869K	Hold	3,080	–	–	0.1%	116
2016 Q2	$838K	Sell	3,080 -50	-2%	-$13.4K	0.09%	122
2016 Q1	$822K	Buy	3,130 +91	+3%	+$22.2K	0.09%	130
2015 Q4	$772K	Sell	3,039 -50	-2%	-$13K	0.09%	130
2015 Q3	$768K	Hold	3,089	–	–	0.09%	126
2015 Q2	$843K	Sell	3,089 -70	-2%	-$19.5K	0.09%	130
2015 Q1	$875K	Hold	3,159	–	–	0.09%	129
2014 Q4	$833K	Sell	3,159 -5	-0.2%	-$1.28K	0.08%	131
2014 Q3	$788K	Hold	3,164	–	–	0.08%	132
2014 Q2	$824K	Sell	3,164 -300	-9%	-$75.1K	0.08%	130
2014 Q1	$867K	Buy	3,464 +300	+9%	+$73.6K	0.09%	123
2013 Q4	$772K	Sell	3,164 -20	-0.6%	-$4.71K	0.08%	131
2013 Q3	$720K	Hold	3,184	–	–	0.08%	128
2013 Q2	$668K	Buy	+3,184	New	+$673K	0.08%	130

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Shufro Rose & Co's MDY Position: Q1 2026 in Review

Shufro Rose & Co reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 11% in Q1 2026, selling an estimated $31.1K and leaving 387 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #267.

Shufro Rose & Co first reported a position in MDY in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.11M in Q4 2021. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Shufro Rose & Co held 387 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $238K as of Q1 2026.
Shufro Rose & Co sold 49 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $31.1K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Shufro Rose & Co's portfolio in Q1 2026, its #267 holding.
Shufro Rose & Co first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 52 quarters since.
Shufro Rose & Co's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.11M in Q4 2021.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.