Stokes Family Office’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Stokes Family Office’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	$229K	Hold	372	–	–	0.02%	255
2025 Q4	$224K	Hold	372	–	–	0.02%	282
2025 Q3	$222K	Hold	372	–	–	0.02%	246
2025 Q2	$211K	Buy	+372	New	+$200K	0.02%	223
2025 Q1	–	Sell	-372	Closed	-$212K	–	248
2024 Q4	$212K	Sell	372 -80	-18%	-$46.9K	0.02%	230
2024 Q3	$257K	Buy	+452	New	+$249K	0.03%	199

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stokes Family Office's MDY Position: Q1 2026 in Review

Stokes Family Office held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 372 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #255.

Stokes Family Office first reported a position in MDY in Q3 2024 and has held it in 6 quarters since. The position peaked at $257K in Q3 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Stokes Family Office held 372 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $229K as of Q1 2026.
Stokes Family Office left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Stokes Family Office's portfolio in Q1 2026, its #255 holding.
Stokes Family Office first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2024 and has held it in 6 quarters since.
Stokes Family Office's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $257K in Q3 2024.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.