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 Q2	$2.84M	Buy	4,038 +43	+1%	+$28.8K	0.26%	36
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 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

Steel Grove Capital Advisors's MDY Position: Q2 2026 in Review

Steel Grove Capital Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.1% in Q2 2026, buying an estimated $28.8K and bringing the position to 4,038 shares worth $2.84M. The position accounts for 0.26% of the portfolio, ranked #36.

Steel Grove Capital Advisors first reported a position in MDY in Q2 2020 and has held it in 25 quarters since. The position peaked at $14M in Q1 2022. 1,541 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Steel Grove Capital Advisors held 4,038 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.84M as of Q2 2026.
Steel Grove Capital Advisors bought 43 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $28.8K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.26% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #36 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 25 quarters since.
Steel Grove Capital Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $14M in Q1 2022.
1,541 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.