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

Signet Financial 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
2026 Q1	$279K	Sell	452 -4	-0.9%	-$2.54K	0.03%	259
2025 Q4	$275K	Sell	456 -115	-20%	-$68.8K	0.03%	256
2025 Q3	$341K	Buy	571 +91	+19%	+$53.4K	0.04%	235
2025 Q2	$272K	Hold	480	–	–	0.03%	252
2025 Q1	$256K	Sell	480 -295	-38%	-$167K	0.03%	251
2024 Q4	$442K	Buy	775 +295	+61%	+$173K	0.06%	198
2024 Q3	$274K	Hold	480	–	–	0.03%	237
2024 Q2	$257K	Sell	480 -16	-3%	-$8.6K	0.03%	237
2024 Q1	$276K	Hold	496	–	–	0.04%	239
2023 Q4	$252K	Sell	496 -120	-19%	-$55.7K	0.04%	243
2023 Q3	$281K	Hold	616	–	–	0.05%	224
2023 Q2	$295K	Hold	616	–	–	0.05%	232
2023 Q1	$283K	Hold	616	–	–	0.05%	234
2022 Q4	$273K	Hold	616	–	–	0.05%	226
2022 Q3	$248K	Sell	616 -5	-0.8%	-$2.21K	0.05%	222
2022 Q2	$257K	Hold	621	–	–	0.05%	221
2022 Q1	$305K	Hold	621	–	–	0.05%	213
2021 Q4	$322K	Sell	621 -198	-24%	-$101K	0.05%	209
2021 Q3	$394K	Sell	819 -22	-3%	-$10.8K	0.07%	188
2021 Q2	$413K	Buy	841 +22	+3%	+$10.9K	0.14%	90
2021 Q1	$390K	Hold	819	–	–	0.07%	179
2020 Q4	$344K	Hold	819	–	–	0.07%	190
2020 Q3	$296K	Buy	819 +2	+0.2%	+$683	0.07%	189
2020 Q2	$290K	Buy	+817	New	+$248K	0.06%	189
2020 Q1	–	Sell	-652	Closed	-$245K	–	251
2019 Q4	$245K	Hold	652	–	–	0.05%	221
2019 Q3	$237K	Buy	652 +3	+0.5%	+$1.05K	0.05%	215
2019 Q2	$235K	Hold	649	–	–	0.05%	212
2019 Q1	$231K	Buy	+649	New	+$218K	0.05%	213
2018 Q4	–	Sell	-549	Closed	-$202K	–	586
2018 Q3	$202K	Sell	549 -23	-4%	-$8.42K	0.04%	224
2018 Q2	$203K	Sell	572 -500	-47%	-$176K	0.04%	222
2018 Q1	$366K	Hold	1,072	–	–	0.07%	167
2017 Q4	$370K	Buy	1,072 +23	+2%	+$7.75K	0.07%	165
2017 Q3	$342K	Buy	+1,049	New	+$333K	0.07%	160

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Signet Financial Management's MDY Position: Q1 2026 in Review

Signet Financial Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.88% in Q1 2026, selling an estimated $2.54K and leaving 452 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #259.

Signet Financial Management first reported a position in MDY in Q3 2017 and has held it in 33 quarters since. The position peaked at $442K in Q4 2024. 1,452 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Signet Financial Management held 452 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $279K as of Q1 2026.
Signet Financial Management sold 4 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $2.54K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Signet Financial Management's portfolio in Q1 2026, its #259 holding.
Signet Financial Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2017 and has held it in 33 quarters since.
Signet Financial Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $442K in Q4 2024.
1,452 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.