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

Smartleaf Asset 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	$52.7K	Hold	88	–	–	﹤0.01%	1428
2025 Q4	$53.6K	Sell	88 -1	-1%	-$598	﹤0.01%	1518
2025 Q3	$53K	Buy	89 +1	+1%	+$587	﹤0.01%	1370
2025 Q2	$49.9K	Hold	88	–	–	﹤0.01%	1168
2025 Q1	$46.8K	Hold	88	–	–	﹤0.01%	1179
2024 Q4	$50K	Hold	88	–	–	0.01%	1182
2024 Q3	$50.1K	Hold	88	–	–	0.01%	916
2024 Q2	$47K	Hold	88	–	–	0.01%	760
2024 Q1	$48.8K	Hold	88	–	–	0.01%	681
2023 Q4	$45.1K	Buy	+88	New	+$40.9K	0.01%	548

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

Smartleaf Asset Management's MDY Position: Q1 2026 in Review

Smartleaf Asset Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 88 shares worth $52.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

Smartleaf Asset Management first reported a position in MDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $53.6K in Q4 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Smartleaf Asset Management held 88 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $52.7K as of Q1 2026.
Smartleaf Asset Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1428 holding.
Smartleaf Asset Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $53.6K in Q4 2025.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.