TCV Trust & Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

TCV Trust & Wealth 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 Q1	–	Sell	-420	Closed	-$253K	–	223
2025 Q4	$253K	Hold	420	–	–	0.02%	199
2025 Q3	$250K	Buy	+420	New	+$247K	0.02%	199
2019 Q1	–	Sell	-817	Closed	-$248K	–	208
2018 Q4	$248K	Sell	817 -7	-0.8%	-$2.33K	0.04%	179
2018 Q3	$303K	Hold	824	–	–	0.04%	172
2018 Q2	$293K	Hold	824	–	–	0.04%	171
2018 Q1	$282K	Hold	824	–	–	0.04%	165
2017 Q4	$285K	Sell	824 -10	-1%	-$3.37K	0.04%	162
2017 Q3	$272K	Hold	834	–	–	0.04%	165
2017 Q2	$265K	Sell	834 -53	-6%	-$16.7K	0.04%	162
2017 Q1	$277K	Buy	887 +22	+3%	+$6.83K	0.04%	163
2016 Q4	$261K	Hold	865	–	–	0.04%	157
2016 Q3	$244K	Hold	865	–	–	0.04%	149
2016 Q2	$235K	Hold	865	–	–	0.04%	150
2016 Q1	$227K	Hold	865	–	–	0.04%	149
2015 Q4	$220K	Hold	865	–	–	0.04%	154
2015 Q3	$215K	Hold	865	–	–	0.04%	161
2015 Q2	$236K	Buy	865 +97	+13%	+$27K	0.04%	160
2015 Q1	$213K	Hold	768	–	–	0.03%	173
2014 Q4	$203K	Buy	+768	New	+$197K	0.03%	170
2014 Q3	–	Sell	-768	Closed	-$200K	–	171
2014 Q2	$200K	Buy	+768	New	+$192K	0.03%	170

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCV Trust & Wealth Management's MDY Position: Q1 2026 in Review

TCV Trust & Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 420 shares — an estimated $253K sold.

TCV Trust & Wealth Management first reported a position in MDY in Q2 2014 and held it in 20 quarters. The position peaked at $303K in Q3 2018. 1,451 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

TCV Trust & Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
TCV Trust & Wealth Management sold 420 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $253K.
TCV Trust & Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2014 and held it in 20 quarters.
TCV Trust & Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $303K in Q3 2018.
1,451 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.