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

Summit Financial’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 		$6.52M Buy
10,542
+313
+3% +$198K 0.08% 254
2025
Q4 		$6.19M Sell
10,229
-70
-0.7% -$41.9K 0.09% 224
2025
Q3 		$6.14M Buy
10,299
+252
+3% +$148K 0.09% 210
2025
Q2 		$5.71M Buy
10,047
+603
+6% +$324K 0.13% 144
2025
Q1 		$5.04M Buy
9,444
+463
+5% +$263K 0.14% 135
2024
Q4 		$5.13M Buy
8,981
+967
+12% +$567K 0.18% 105
2024
Q3 		$4.58M Buy
8,014
+1,774
+28% +$977K 0.18% 100
2024
Q2 		$3.35M Buy
6,240
+790
+14% +$425K 0.15% 107
2024
Q1 		$3.04M Buy
5,450
+955
+21% +$495K 0.18% 72
2023
Q4 		$2.29M Buy
4,495
+9
+0.2% +$4.18K 0.15% 93
2023
Q3 		$2.06M Buy
4,486
+42
+0.9% +$20.1K 0.15% 87
2023
Q2 		$2.13M Sell
4,444
-1,479
-25% -$673K 0.16% 86
2023
Q1 		$2.72M Buy
5,923
+207
+4% +$96.5K 0.24% 44
2022
Q4 		$2.53M Sell
5,716
-28
-0.5% -$12.4K 0.24% 47
2022
Q3 		$2.33M Buy
5,744
+441
+8% +$195K 0.22% 49
2022
Q2 		$2.2M Buy
5,303
+342
+7% +$154K 0.21% 51
2022
Q1 		$2.44M Buy
4,961
+985
+25% +$479K 0.19% 56
2021
Q4 		$2.06M Buy
3,976
+2,397
+152% +$1.22M 0.16% 56
2021
Q3 		$761K Buy
1,579
+782
+98% +$384K 0.07% 98
2021
Q2 		$392K Buy
+797
New +$393K 0.04% 104

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

Summit Financial's MDY Position: Q1 2026 in Review

Summit Financial increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.1% in Q1 2026, buying an estimated $198K and bringing the position to 10,542 shares worth $6.52M. The position accounts for 0.08% of the portfolio, ranked #254.

Summit Financial first reported a position in MDY in Q2 2021 and has held it in 20 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Summit Financial held 10,542 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $6.52M as of Q1 2026.
  • Summit Financial bought 313 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $198K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.08% of Summit Financial's portfolio in Q1 2026, its #254 holding.
  • Summit Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2021 and has held it in 20 quarters since.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.