Sigma Planning Corp’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.15M | Buy |
5,101
+138
| +3% | +$87.5K | 0.09% | 248 |
|
|
2025
Q4 | $2.99M | Sell |
4,963
-47
| -0.9% | -$28.1K | 0.08% | 251 |
|
|
2025
Q3 | $2.99M | Sell |
5,010
-26
| -0.5% | -$15.3K | 0.08% | 245 |
|
|
2025
Q2 | $2.85M | Sell |
5,036
-56
| -1% | -$30.1K | 0.09% | 235 |
|
|
2025
Q1 | $2.72M | Buy |
5,092
+145
| +3% | +$82.3K | 0.09% | 228 |
|
|
2024
Q4 | $2.82M | Sell |
4,947
-1,689
| -25% | -$990K | 0.09% | 214 |
|
|
2024
Q3 | $3.78M | Sell |
6,636
-2,923
| -31% | -$1.61M | 0.12% | 180 |
|
|
2024
Q2 | $5.11M | Buy |
9,559
+1,275
| +15% | +$686K | 0.16% | 119 |
|
|
2024
Q1 | $4.61M | Buy |
8,284
+7,102
| +601% | +$3.68M | 0.14% | 140 |
|
|
2023
Q4 | $600K | Sell |
1,182
-1,421
| -55% | -$660K | 0.05% | 405 |
|
|
2023
Q3 | $1.19M | Sell |
2,603
-2,910
| -53% | -$1.39M | 0.04% | 405 |
|
|
2023
Q2 | $2.64M | Buy |
5,513
+2,117
| +62% | +$964K | 0.09% | 228 |
|
|
2023
Q1 | $1.56M | Sell |
3,396
-65
| -2% | -$30.3K | 0.05% | 365 |
|
|
2022
Q4 | $1.53M | Buy |
3,461
+1,363
| +65% | +$603K | 0.05% | 351 |
|
|
2022
Q3 | $843K | Buy |
2,098
+578
| +38% | +$255K | 0.03% | 519 |
|
|
2022
Q2 | $629K | Sell |
1,520
-327
| -18% | -$148K | 0.02% | 661 |
|
|
2022
Q1 | $906K | Buy |
1,847
+86
| +5% | +$41.8K | 0.03% | 579 |
|
|
2021
Q4 | $912K | Sell |
1,761
-316
| -15% | -$161K | 0.03% | 590 |
|
|
2021
Q3 | $999K | Sell |
2,077
-9,006
| -81% | -$4.42M | 0.03% | 543 |
|
|
2021
Q2 | $5.44M | Sell |
11,083
-5,513
| -33% | -$2.72M | 0.16% | 134 |
|
|
2021
Q1 | $7.9M | Buy |
16,596
+14,785
| +816% | +$6.74M | 0.25% | 87 |
|
|
2020
Q4 | $761K | Sell |
1,811
-195
| -10% | -$75.1K | 0.03% | 530 |
|
|
2020
Q3 | $680K | Sell |
2,006
-223
| -10% | -$76.1K | 0.03% | 505 |
|
|
2020
Q2 | $723K | Sell |
2,229
-621
| -22% | -$188K | 0.03% | 471 |
|
|
2020
Q1 | $749K | Sell |
2,850
-1,948
| -41% | -$661K | 0.04% | 387 |
|
|
2019
Q4 | $1.8M | Sell |
4,798
-55
| -1% | -$19.9K | 0.08% | 267 |
|
|
2019
Q3 | $1.71M | Buy |
4,853
+69
| +1% | +$24.2K | 0.08% | 254 |
|
|
2019
Q2 | $1.7M | Buy |
4,784
+23
| +0.5% | +$8.04K | 0.09% | 244 |
|
|
2019
Q1 | $1.65M | Sell |
4,761
-140
| -3% | -$47.1K | 0.09% | 231 |
|
|
2018
Q4 | $1.48M | Sell |
4,901
-682
| -12% | -$227K | 0.11% | 200 |
|
|
2018
Q3 | $2.05M | Sell |
5,583
-207
| -4% | -$75.8K | 0.12% | 181 |
|
|
2018
Q2 | $2.06M | Sell |
5,790
-2,681
| -32% | -$943K | 0.14% | 173 |
|
|
2018
Q1 | $2.9M | Buy |
8,471
+1,673
| +25% | +$582K | 0.21% | 115 |
|
|
2017
Q4 | $2.35M | Sell |
6,798
-95
| -1% | -$32K | 0.18% | 145 |
|
|
2017
Q3 | $2.25M | Buy |
6,893
+567
| +9% | +$180K | 0.19% | 138 |
|
|
2017
Q2 | $2.01M | Sell |
6,326
-8,667
| -58% | -$2.73M | 0.19% | 138 |
|
|
2017
Q1 | $4.68M | Sell |
14,993
-4,325
| -22% | -$1.34M | 0.45% | 45 |
|
|
2016
Q4 | $5.83M | Buy |
19,318
+3,127
| +19% | +$904K | 0.64% | 33 |
|
|
2016
Q3 | $4.57M | Buy |
16,191
+6,111
| +61% | +$1.72M | 0.54% | 38 |
|
|
2016
Q2 | $2.74M | Buy |
10,080
+5,089
| +102% | +$1.36M | 0.36% | 55 |
|
|
2016
Q1 | $1.31M | Sell |
4,991
-341
| -6% | -$83K | 0.18% | 130 |
|
|
2015
Q4 | $1.35M | Sell |
5,332
-5,045
| -49% | -$1.31M | 0.19% | 122 |
|
|
2015
Q3 | $2.58M | Buy |
10,377
+3,570
| +52% | +$945K | 0.41% | 49 |
|
|
2015
Q2 | $1.86M | Buy |
6,807
+849
| +14% | +$236K | 0.26% | 90 |
|
|
2015
Q1 | $1.65M | Buy |
5,958
+75
| +1% | +$20.2K | 0.22% | 115 |
|
|
2014
Q4 | $1.55M | Buy |
+5,883
| New | +$1.51M | 0.21% | 122 |
|
Other funds holding MDY
Sigma Planning Corp's MDY Position: Q1 2026 in Review
Sigma Planning Corp increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.8% in Q1 2026, buying an estimated $87.5K and bringing the position to 5,101 shares worth $3.15M. The position accounts for 0.09% of the portfolio, ranked #248.
Sigma Planning Corp first reported a position in MDY in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.9M in Q1 2021. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.
- Sigma Planning Corp held 5,101 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.15M as of Q1 2026.
- Sigma Planning Corp bought 138 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $87.5K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.09% of Sigma Planning Corp's portfolio in Q1 2026, its #248 holding.
- Sigma Planning Corp first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and has held it in 46 quarters since.
- Sigma Planning Corp's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $7.9M in Q1 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 Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.