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

Steele Capital 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 Q3	$21.7M	Sell	32,950 -25	-0.1%	-$17.2K	0.8%	27
2026 Q2	$23.2M	Sell	32,975 -82	-0.2%	-$54.9K	0.86%	25
2026 Q1	$20.4M	Sell	33,057 -166	-0.5%	-$105K	0.85%	27
2025 Q4	$20.1M	Sell	33,223 -108	-0.3%	-$64.6K	0.86%	26
2025 Q3	$19.9M	Sell	33,331 -176	-0.5%	-$103K	0.88%	26
2025 Q2	$19M	Sell	33,507 -369	-1%	-$198K	0.91%	24
2025 Q1	$18.1M	Sell	33,876 -126	-0.4%	-$71.5K	0.94%	26
2024 Q4	$19.4M	Sell	34,002 -135	-0.4%	-$79.1K	1.01%	25
2024 Q3	$19.5M	Sell	34,137 -235	-0.7%	-$129K	1.02%	25
2024 Q2	$18.5M	Sell	34,372 -1,532	-4%	-$824K	1.03%	23
2024 Q1	$20M	Buy	35,904 +26	+0.1%	+$13.5K	1.15%	21
2023 Q4	$18.2M	Buy	+35,878	New	+$16.7M	1.18%	22

Other funds holding MDY

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $3.23B AUM 32.78% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Steele Capital Management's MDY Position: Q3 2026 in Review

Steele Capital Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.08% in Q3 2026, selling an estimated $17.2K and leaving 32,950 shares worth $21.7M. The position accounts for 0.8% of the portfolio, ranked #27.

Steele Capital Management first reported a position in MDY in Q4 2023 and has held it in 12 quarters since. The position peaked at $23.2M in Q2 2026. 745 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Steele Capital Management held 32,950 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $21.7M as of Q3 2026.
Steele Capital Management sold 25 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $17.2K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.8% of Steele Capital Management's portfolio in Q3 2026, its #27 holding.
Steele Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 12 quarters since.
Steele Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $23.2M in Q2 2026.
745 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Steele Capital Management's 13F filing for Q3 2026, filed 2 Nov 2026.