Simon Quick Advisors’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
Q2 | $853K | Sell |
1,213
-11
| -0.9% | -$7.37K | 0.03% | 213 |
|
|
2026
Q1 | $755K | Hold |
1,224
| – | – | 0.03% | 202 |
|
|
2025
Q4 | $738K | Buy |
1,224
+11
| +0.9% | +$6.58K | 0.03% | 213 |
|
|
2025
Q3 | $723K | Sell |
1,213
-2
| -0.2% | -$1.17K | 0.03% | 225 |
|
|
2025
Q2 | $688K | Sell |
1,215
-4
| -0.3% | -$2.15K | 0.03% | 217 |
|
|
2025
Q1 | $651K | Hold |
1,219
| – | – | 0.04% | 243 |
|
|
2024
Q4 | $694K | Hold |
1,219
| – | – | 0.04% | 199 |
|
|
2024
Q3 | $695K | Hold |
1,219
| – | – | 0.04% | 194 |
|
|
2024
Q2 | $652K | Hold |
1,219
| – | – | 0.05% | 176 |
|
|
2024
Q1 | $678K | Hold |
1,219
| – | – | 0.05% | 160 |
|
|
2023
Q4 | $618K | Hold |
1,219
| – | – | 0.05% | 151 |
|
|
2023
Q3 | $556K | Hold |
1,219
| – | – | 0.05% | 151 |
|
|
2023
Q2 | $584K | Sell |
1,219
-218
| -15% | -$99.3K | 0.05% | 145 |
|
|
2023
Q1 | $659K | Buy |
1,437
+450
| +46% | +$210K | 0.07% | 130 |
|
|
2022
Q4 | $437K | Hold |
987
| – | – | 0.05% | 142 |
|
|
2022
Q3 | $397K | Hold |
987
| – | – | 0.06% | 133 |
|
|
2022
Q2 | $451K | Buy |
987
+179
| +22% | +$80.8K | 0.06% | 122 |
|
|
2022
Q1 | $396K | Sell |
808
-63
| -7% | -$30.7K | 0.11% | 72 |
|
|
2021
Q4 | $451K | Buy |
871
+63
| +8% | +$32.1K | 0.12% | 75 |
|
|
2021
Q3 | $388K | Hold |
808
| – | – | 0.1% | 84 |
|
|
2021
Q2 | $396K | Hold |
808
| – | – | 0.1% | 73 |
|
|
2021
Q1 | $384K | Buy |
808
+23
| +3% | +$10.5K | 0.11% | 70 |
|
|
2020
Q4 | $330K | Hold |
785
| – | – | 0.1% | 77 |
|
|
2020
Q3 | $266K | Hold |
785
| – | – | 0.08% | 76 |
|
|
2020
Q2 | $255K | Sell |
785
-102
| -11% | -$30.9K | 0.1% | 67 |
|
|
2020
Q1 | $233K | Sell |
887
-25
| -3% | -$8.48K | 0.09% | 72 |
|
|
2019
Q4 | $342K | Buy |
912
+1
| +0.1% | +$361 | 0.12% | 66 |
|
|
2019
Q3 | $321K | Hold |
911
| – | – | 0.14% | 51 |
|
|
2019
Q2 | $323K | Sell |
911
-24
| -3% | -$8.39K | 0.16% | 42 |
|
|
2019
Q1 | $323K | Buy |
935
+50
| +6% | +$16.8K | 0.13% | 52 |
|
|
2018
Q4 | $268K | Hold |
885
| – | – | 0.1% | 59 |
|
|
2018
Q3 | $325K | Buy |
885
+786
| +794% | +$288K | 0.13% | 51 |
|
|
2018
Q2 | $35K | Hold |
99
| – | – | 0.01% | 210 |
|
|
2018
Q1 | $34K | Hold |
99
| – | – | 0.01% | 191 |
|
|
2017
Q4 | $35K | Sell |
99
-13
| -12% | -$4.38K | 0.02% | 260 |
|
|
2017
Q3 | $37K | Buy |
112
+14
| +14% | +$4.45K | 0.01% | 305 |
|
|
2017
Q2 | $31K | Hold |
98
| – | – | 0.02% | 153 |
|
|
2017
Q1 | $31K | Buy |
+98
| New | +$30.4K | 0.02% | 182 |
|
Other funds holding MDY
Simon Quick Advisors's MDY Position: Q2 2026 in Review
Simon Quick Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.9% in Q2 2026, selling an estimated $7.37K and leaving 1,213 shares worth $853K. The position accounts for 0.03% of the portfolio, ranked #213.
Simon Quick Advisors first reported a position in MDY in Q1 2017 and has held it in 38 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.
- Simon Quick Advisors held 1,213 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $853K as of Q2 2026.
- Simon Quick Advisors sold 11 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $7.37K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Simon Quick Advisors's portfolio in Q2 2026, its #213 holding.
- Simon Quick Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2017 and has held it in 38 quarters since.
- 1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.
Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.