Tennessee Valley Asset Management Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Tennessee Valley Asset Management Partners’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	$847K	Buy	1,373 +1	+0.1%	+$634	0.11%	92
2025 Q4	$828K	Buy	1,372 +1	+0.1%	+$598	0.11%	87
2025 Q3	$817K	Hold	1,371	–	–	0.11%	88
2025 Q2	$777K	Sell	1,371 -15	-1%	-$8.05K	0.2%	40
2025 Q1	$740K	Sell	1,386 -9	-0.6%	-$5.11K	0.12%	80
2024 Q4	$795K	Sell	1,395 -43	-3%	-$25.2K	0.13%	74
2024 Q3	$819K	Sell	1,438 -27	-2%	-$14.9K	0.14%	71
2024 Q2	$784K	Sell	1,465 -4	-0.3%	-$2.15K	0.15%	73
2024 Q1	$818K	Sell	1,469 -2,027	-58%	-$1.05M	0.2%	55
2023 Q4	$1.77M	Buy	3,496 +1,583	+83%	+$735K	0.24%	55
2023 Q3	$874K	Sell	1,913 -18	-0.9%	-$8.63K	0.29%	47
2023 Q2	$925K	Sell	1,931 -68	-3%	-$31K	0.3%	46
2023 Q1	$917K	Hold	1,999	–	–	0.3%	41
2022 Q4	$885K	Hold	1,999	–	–	0.31%	43
2022 Q3	$803K	Sell	1,999 -59	-3%	-$26.1K	0.31%	39
2022 Q2	$851K	Buy	2,058 +304	+17%	+$137K	0.33%	31
2022 Q1	$860K	Buy	1,754 +59	+3%	+$28.7K	0.29%	33
2021 Q4	$878K	Sell	1,695 -34	-2%	-$17.3K	0.29%	30
2021 Q3	$832K	Buy	+1,729	New	+$849K	0.32%	29
2021 Q2	–	Sell	-3,460	Closed	-$1.65M	–	74
2021 Q1	$1.65M	Hold	3,460	–	–	0.42%	28
2020 Q4	$1.45M	Buy	3,460 +1,701	+97%	+$655K	0.35%	31
2020 Q3	$596K	Sell	1,759 -38	-2%	-$13K	0.35%	32
2020 Q2	$583K	Sell	1,797 -60	-3%	-$18.2K	0.38%	29
2020 Q1	$488K	Sell	1,857 -123	-6%	-$41.7K	0.37%	29
2019 Q4	$743K	Buy	1,980 +50	+3%	+$18.1K	0.47%	25
2019 Q3	$680K	Sell	1,930 -2	-0.1%	-$701	0.49%	25
2019 Q2	$685K	Sell	1,932 -56	-3%	-$19.6K	0.52%	25
2019 Q1	$687K	Sell	1,988 -238	-11%	-$80.1K	0.59%	23
2018 Q4	$674K	Buy	+2,226	New	+$741K	0.77%	23

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

Tennessee Valley Asset Management Partners's MDY Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.07% in Q1 2026, buying an estimated $634 and bringing the position to 1,373 shares worth $847K. The position accounts for 0.11% of the portfolio, ranked #92.

Tennessee Valley Asset Management Partners first reported a position in MDY in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.77M in Q4 2023. 1,449 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Tennessee Valley Asset Management Partners held 1,373 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $847K as of Q1 2026.
Tennessee Valley Asset Management Partners bought 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q1 2026, an estimated $634.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #92 holding.
Tennessee Valley Asset Management Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 29 quarters since.
Tennessee Valley Asset Management Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.77M in Q4 2023.
1,449 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.