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Steel Grove Capital Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Steel Grove Capital Advisors’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 		$2.46M Sell
3,995
-299
-7% -$189K 0.26% 39
2025
Q4 		$2.59M Sell
4,294
-241
-5% -$144K 0.27% 38
2025
Q3 		$2.57M Hold
4,535
– – 0.3% 34
2025
Q2 		$2.57M Sell
4,535
-442
-9% -$237K 0.3% 34
2025
Q1 		$2.66M Sell
4,977
-908
-15% -$515K 0.4% 28
2024
Q4 		$3.35M Sell
5,885
-2,335
-28% -$1.37M 0.46% 21
2024
Q3 		$4.68M Sell
8,220
-376
-4% -$207K 0.66% 17
2024
Q2 		$4.6M Sell
8,596
-3,226
-27% -$1.73M 0.64% 19
2024
Q1 		$6.58M Sell
11,822
-2,591
-18% -$1.34M 0.88% 11
2023
Q4 		$7.31M Sell
14,413
-5,014
-26% -$2.33M 0.99% 12
2023
Q3 		$8.87M Sell
19,427
-7,072
-27% -$3.39M 1.19% 9
2023
Q2 		$12.7M Sell
26,499
-1,936
-7% -$881K 1.6% 9
2023
Q1 		$13M Sell
28,435
-1,969
-6% -$918K 1.74% 9
2022
Q4 		$13.5M Buy
30,404
+1,213
+4% +$536K 1.91% 9
2022
Q3 		$11.7M Buy
29,191
+791
+3% +$349K 2.08% 5
2022
Q2 		$11.7M Sell
28,400
-227
-0.8% -$102K 2.15% 6
2022
Q1 		$14M Buy
28,627
+1,850
+7% +$900K 2.2% 6
2021
Q4 		$13.9M Buy
26,777
+488
+2% +$248K 2.74% 6
2021
Q3 		$12.6M Buy
26,289
+4,263
+19% +$2.09M 2.87% 6
2021
Q2 		$10.8M Buy
22,026
+3,745
+20% +$1.85M 2.96% 6
2021
Q1 		$8.7M Buy
18,281
+6,446
+54% +$2.94M 2.84% 8
2020
Q4 		$4.97M Buy
11,835
+964
+9% +$371K 1.62% 8
2020
Q3 		$3.68M Buy
10,871
+7,308
+205% +$2.49M 1.5% 13
2020
Q2 		$1.16M Buy
+3,563
New +$1.08M 0.52% 53

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steel Grove Capital Advisors's MDY Position: Q1 2026 in Review

Steel Grove Capital Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 7% in Q1 2026, selling an estimated $189K and leaving 3,995 shares worth $2.46M. The position accounts for 0.26% of the portfolio, ranked #39.

Steel Grove Capital Advisors first reported a position in MDY in Q2 2020 and has held it in 24 quarters since. The position peaked at $14M in Q1 2022. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Steel Grove Capital Advisors held 3,995 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.46M as of Q1 2026.
  • Steel Grove Capital Advisors sold 299 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $189K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.26% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #39 holding.
  • Steel Grove Capital Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2020 and has held it in 24 quarters since.
  • Steel Grove Capital Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $14M in Q1 2022.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.