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Stonekeep Investments’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Stonekeep Investments’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 		– Sell
-359
Closed -$217K – 68
2025
Q4 		$217K Hold
359
– – 0.14% 58
2025
Q3 		$214K Hold
359
– – 0.14% 59
2025
Q2 		$203K Buy
+359
New +$193K 0.14% 63

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

Stonekeep Investments's MDY Position: Q1 2026 in Review

Stonekeep Investments sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 359 shares — an estimated $217K sold.

Stonekeep Investments first reported a position in MDY in Q2 2025 and held it in 3 quarters. The position peaked at $217K in Q4 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Stonekeep Investments reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
  • Stonekeep Investments sold 359 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $217K.
  • Stonekeep Investments first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2025 and held it in 3 quarters.
  • Stonekeep Investments's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $217K in Q4 2025.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Stonekeep Investments's 13F filing for Q1 2026, filed 7 Apr 2026.