SS
MDY icon

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

Sunbelt Securities’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 		$30.8K Hold
50
– – ﹤0.01% 1165
2025
Q4 		$30.2K Sell
50
-48
-49% -$28.7K ﹤0.01% 1140
2025
Q3 		$58.4K Sell
98
-117
-54% -$68.7K ﹤0.01% 965
2025
Q2 		$122K Buy
215
+25
+13% +$13.4K 0.01% 722
2025
Q1 		$101K Sell
190
-25
-12% -$14.2K 0.01% 729
2024
Q4 		$122K Buy
215
+25
+13% +$14.7K 0.01% 719
2024
Q3 		$108K Buy
190
+12
+7% +$6.61K 0.01% 744
2024
Q2 		$95.5K Hold
178
– – 0.01% 744
2024
Q1 		$99.2K Sell
178
-56
-24% -$29K 0.01% 715
2023
Q4 		$119K Sell
234
-49
-17% -$22.8K 0.01% 638
2023
Q3 		$129K Sell
283
-50
-15% -$24K 0.02% 586
2023
Q2 		$159K Buy
333
+50
+18% +$22.8K 0.02% 523
2023
Q1 		$127K Buy
+283
New +$132K 0.02% 526
2020
Q1 		– Sell
-1,593
Closed -$598K – 538
2019
Q4 		$598K Buy
1,593
+133
+9% +$48.1K 0.06% 278
2019
Q3 		$515K Buy
1,460
+721
+98% +$253K 0.06% 290
2019
Q2 		$262K Sell
739
-31
-4% -$10.8K 0.11% 221
2019
Q1 		$266K Buy
+770
New +$259K 0.13% 188
2018
Q4 		– Sell
-1,185
Closed -$435K – 240
2018
Q3 		$435K Buy
1,185
+66
+6% +$24.2K 0.23% 124
2018
Q2 		$397K Sell
1,119
-686
-38% -$241K 0.24% 123
2018
Q1 		$617K Buy
1,805
+11
+0.6% +$3.83K 0.56% 48
2017
Q4 		$620K Buy
1,794
+110
+7% +$37.1K 0.6% 45
2017
Q3 		$549K Buy
+1,684
New +$535K 0.58% 52

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

Sunbelt Securities's MDY Position: Q1 2026 in Review

Sunbelt Securities held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 50 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Sunbelt Securities first reported a position in MDY in Q3 2017 and has held it in 22 quarters since. The position peaked at $620K in Q4 2017. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Sunbelt Securities held 50 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $30.8K as of Q1 2026.
  • Sunbelt Securities 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 ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1165 holding.
  • Sunbelt Securities first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2017 and has held it in 22 quarters since.
  • Sunbelt Securities's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $620K in Q4 2017.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.