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

Smith Anglin Financial’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
2025 Q2	$7.4M	Sell	13,071 -562	-4%	-$302K	0.67%	22
2025 Q1	$7.27M	Sell	13,633 -63	-0.5%	-$35.8K	0.77%	20
2024 Q4	$7.8M	Sell	13,696 -44	-0.3%	-$25.8K	0.73%	23
2024 Q3	$7.83M	Sell	13,740 -76	-0.6%	-$41.9K	0.75%	22
2024 Q2	$7.39M	Buy	13,816 +36	+0.3%	+$19.4K	0.75%	21
2024 Q1	$7.67M	Buy	13,780 +7	+0.1%	+$3.63K	0.79%	19
2023 Q4	$6.99M	Hold	13,773	–	–	0.8%	19
2023 Q3	$6.29M	Buy	13,773 +36	+0.3%	+$17.3K	0.76%	26
2023 Q2	$6.58M	Buy	13,737 +29	+0.2%	+$13.2K	0.8%	26
2023 Q1	$6.28M	Sell	13,708 -4	-0%	-$1.86K	0.94%	21
2022 Q4	$6.07M	Buy	13,712 +49	+0.4%	+$21.7K	1.15%	18
2022 Q3	$5.49M	Buy	13,663 +36	+0.3%	+$15.9K	1.16%	17
2022 Q2	$5.63M	Hold	13,627	–	–	1.65%	13
2022 Q1	$6.68M	Buy	13,627 +42	+0.3%	+$20.4K	1.55%	13
2021 Q4	$7.03M	Buy	13,585 +35	+0.3%	+$17.8K	1.2%	23
2021 Q3	$6.52M	Sell	13,550 -10	-0.1%	-$4.91K	1.27%	26
2021 Q2	$6.66M	Sell	13,560 -17	-0.1%	-$8.39K	1.28%	25
2021 Q1	$6.46M	Sell	13,577 -34	-0.2%	-$15.5K	1.4%	23
2020 Q4	$5.71M	Buy	+13,611	New	+$5.24M	1.02%	29

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

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

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

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

MCM

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

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

Smith Anglin Financial's MDY Position: Q2 2025 in Review

Smith Anglin Financial reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.1% in Q2 2025, selling an estimated $302K and leaving 13,071 shares worth $7.4M. The position accounts for 0.67% of the portfolio, ranked #22.

Smith Anglin Financial first reported a position in MDY in Q4 2020 and has held it in 19 quarters since. The position peaked at $7.83M in Q3 2024. 1,349 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

Smith Anglin Financial held 13,071 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $7.4M as of Q2 2025.
Smith Anglin Financial sold 562 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2025, an estimated $302K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.67% of Smith Anglin Financial's portfolio in Q2 2025, its #22 holding.
Smith Anglin Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 19 quarters since.
Smith Anglin Financial's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $7.83M in Q3 2024.
1,349 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.