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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
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

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Steele Capital Management's MDY Position: Q2 2026 in Review

Steele Capital Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.25% in Q2 2026, selling an estimated $54.9K and leaving 32,975 shares worth $23.2M. The position accounts for 0.86% of the portfolio, ranked #25.

Steele Capital Management first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. 761 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Steele Capital Management held 32,975 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $23.2M as of Q2 2026.
  • Steele Capital Management sold 82 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $54.9K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.86% of Steele Capital Management's portfolio in Q2 2026, its #25 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 11 quarters since.
  • 761 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Steele Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.