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

Tortoise Investment 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
2025 Q4	–	Sell	-100	Closed	-$59.6K	–	942
2025 Q3	$59.6K	Hold	100	–	–	0.01%	371
2025 Q2	$56.6K	Sell	100 -77	-44%	-$41.3K	0.01%	366
2025 Q1	$94.4K	Hold	177	–	–	0.01%	297
2024 Q4	$101K	Hold	177	–	–	0.01%	309
2024 Q3	$101K	Hold	177	–	–	0.01%	314
2024 Q2	$94.7K	Hold	177	–	–	0.01%	311
2024 Q1	$98.5K	Hold	177	–	–	0.01%	298
2023 Q4	$89.8K	Sell	177 -43	-20%	-$20K	0.01%	290
2023 Q3	$100K	Hold	220	–	–	0.02%	267
2023 Q2	$105K	Hold	220	–	–	0.02%	272
2023 Q1	$101K	Hold	220	–	–	0.02%	266
2022 Q4	$97.4K	Hold	220	–	–	0.02%	265
2022 Q3	$88K	Hold	220	–	–	0.02%	257
2022 Q2	$91K	Hold	220	–	–	0.02%	238
2022 Q1	$108K	Buy	220 +100	+83%	+$48.7K	0.02%	224
2021 Q4	$62K	Hold	120	–	–	0.01%	272
2021 Q3	$58K	Hold	120	–	–	0.01%	260
2021 Q2	$59K	Hold	120	–	–	0.01%	255
2021 Q1	$57K	Hold	120	–	–	0.01%	245
2020 Q4	$50K	Sell	120 -17	-12%	-$6.55K	0.01%	241
2020 Q3	$46K	Hold	137	–	–	0.01%	237
2020 Q2	$44K	Hold	137	–	–	0.01%	236
2020 Q1	$36K	Hold	137	–	–	0.01%	250
2019 Q4	$51K	Hold	137	–	–	0.01%	245
2019 Q3	$48K	Sell	137 -62	-31%	-$21.7K	0.01%	243
2019 Q2	$71K	Hold	199	–	–	0.02%	218
2019 Q1	$69K	Sell	199 -53	-21%	-$17.8K	0.02%	217
2018 Q4	$76K	Hold	252	–	–	0.02%	198
2018 Q3	$93K	Buy	252 +115	+84%	+$42.1K	0.02%	193
2018 Q2	$49K	Hold	137	–	–	0.01%	246
2018 Q1	$47K	Hold	137	–	–	0.01%	250
2017 Q4	$47K	Hold	137	–	–	0.01%	253
2017 Q3	$45K	Hold	137	–	–	0.01%	240
2017 Q2	$44K	Hold	137	–	–	0.01%	230
2017 Q1	$43K	Sell	137 -18	-12%	-$5.59K	0.01%	214
2016 Q4	$47K	Buy	155 +18	+13%	+$5.2K	0.02%	205
2016 Q3	$39K	Sell	137 -3	-2%	-$845	0.01%	212
2016 Q2	$38K	Hold	140	–	–	0.01%	219
2016 Q1	$37K	Buy	140 +3	+2%	+$730	0.01%	217
2015 Q4	$35K	Hold	137	–	–	0.01%	231
2015 Q3	$34K	Hold	137	–	–	0.01%	224
2015 Q2	$37K	Hold	137	–	–	0.01%	230
2015 Q1	$38K	Hold	137	–	–	0.01%	229
2014 Q4	$36K	Hold	137	–	–	0.01%	240
2014 Q3	$34K	Hold	137	–	–	0.01%	233
2014 Q2	$36K	Hold	137	–	–	0.02%	237
2014 Q1	$34K	Buy	+137	New	+$33.6K	0.02%	209

Other funds holding MDY

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

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

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

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

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

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

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Tortoise Investment Management's MDY Position: Q4 2025 in Review

Tortoise Investment Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2025, closing a stake of 100 shares — an estimated $59.6K sold.

Tortoise Investment Management first reported a position in MDY in Q1 2014 and held it in 47 quarters. The position peaked at $108K in Q1 2022. 1,433 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

Tortoise Investment Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 100 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2025, an estimated $59.6K.
Tortoise Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2014 and held it in 47 quarters.
Tortoise Investment Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $108K in Q1 2022.
1,433 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.