UBS Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,800
| Closed | -$822K | – | 9662 |
|
|
2023
Q3 | $822K | Sell |
1,800
-300
| -14% | -$144K | ﹤0.01% | 4256 |
|
|
2023
Q2 | $1.01M | Hold |
2,100
| – | – | ﹤0.01% | 4238 |
|
|
2023
Q1 | $963K | Buy |
2,100
+100
| +5% | +$46.6K | ﹤0.01% | 4136 |
|
|
2022
Q4 | $886K | Hold |
2,000
| – | – | ﹤0.01% | 4188 |
|
|
2022
Q3 | $803K | Hold |
2,000
| – | – | ﹤0.01% | 3938 |
|
|
2022
Q2 | $827K | Sell |
2,000
-10,100
| -83% | -$4.56M | ﹤0.01% | 3880 |
|
|
2022
Q1 | $5.93M | Buy |
12,100
+10,000
| +476% | +$4.87M | ﹤0.01% | 2374 |
|
|
2021
Q4 | $1.09M | Sell |
2,100
-2,448,100
| -100% | -$1.25B | ﹤0.01% | 4316 |
|
|
2021
Q3 | $1.18B | Buy |
2,450,200
+2,447,800
| +101,992% | +$1.2B | 0.37% | 44 |
|
|
2021
Q2 | $1.18M | Hold |
2,400
| – | – | ﹤0.01% | 4039 |
|
|
2021
Q1 | $1.14M | Sell |
2,400
-500
| -17% | -$228K | ﹤0.01% | 4112 |
|
|
2020
Q4 | $1.22M | Sell |
2,900
-15,400
| -84% | -$5.93M | ﹤0.01% | 3857 |
|
|
2020
Q3 | $6.2M | Buy |
18,300
+15,000
| +455% | +$5.12M | ﹤0.01% | 2001 |
|
|
2020
Q2 | $1.07M | Hold |
3,300
| – | – | ﹤0.01% | 3447 |
|
|
2020
Q1 | $868K | Sell |
3,300
-200
| -6% | -$67.8K | ﹤0.01% | 3475 |
|
|
2019
Q4 | $1.31M | Sell |
3,500
-700
| -17% | -$253K | ﹤0.01% | 3954 |
|
|
2019
Q3 | $1.48M | Sell |
4,200
-50,200
| -92% | -$17.6M | ﹤0.01% | 3605 |
|
|
2019
Q2 | $19.3M | Buy |
54,400
+50,200
| +1,195% | +$17.5M | 0.01% | 1244 |
|
|
2019
Q1 | $1.45M | Buy |
4,200
+800
| +24% | +$269K | ﹤0.01% | 3276 |
|
|
2018
Q4 | $1.03M | Sell |
3,400
-400
| -11% | -$133K | ﹤0.01% | 3661 |
|
|
2018
Q3 | $1.4M | Hold |
3,800
| – | – | ﹤0.01% | 3530 |
|
|
2018
Q2 | $1.35M | Hold |
3,800
| – | – | ﹤0.01% | 3518 |
|
|
2018
Q1 | $1.3M | Sell |
3,800
-500
| -12% | -$174K | ﹤0.01% | 3505 |
|
|
2017
Q4 | $1.49M | Sell |
4,300
-3,200
| -43% | -$1.08M | ﹤0.01% | 3444 |
|
|
2017
Q3 | $2.45M | Sell |
7,500
-52,400
| -87% | -$16.7M | ﹤0.01% | 2946 |
|
|
2017
Q2 | $19M | Buy |
59,900
+56,400
| +1,611% | +$17.8M | 0.01% | 1072 |
|
|
2017
Q1 | $1.09M | Sell |
3,500
-2,200
| -39% | -$683K | ﹤0.01% | 3461 |
|
|
2016
Q4 | $1.72M | Sell |
5,700
-200
| -3% | -$57.8K | ﹤0.01% | 3055 |
|
|
2016
Q3 | $1.67M | Sell |
5,900
-200
| -3% | -$56.3K | ﹤0.01% | 3012 |
|
|
2016
Q2 | $1.66M | Sell |
6,100
-300
| -5% | -$80.2K | ﹤0.01% | 2927 |
|
|
2016
Q1 | $1.68M | Sell |
6,400
-18,200
| -74% | -$4.43M | ﹤0.01% | 2830 |
|
|
2015
Q4 | $6.25M | Sell |
24,600
-1,100
| -4% | -$286K | ﹤0.01% | 1776 |
|
|
2015
Q3 | $6.4M | Buy |
25,700
+300
| +1% | +$79.4K | ﹤0.01% | 1719 |
|
|
2015
Q2 | $6.94M | Hold |
25,400
| – | – | ﹤0.01% | 1778 |
|
|
2015
Q1 | $7.04M | Buy |
25,400
+24,600
| +3,075% | +$6.63M | ﹤0.01% | 1761 |
|
|
2014
Q4 | $212K | Buy |
+800
| New | +$205K | ﹤0.01% | 4990 |
|
Other funds holding MDY
UBS Group's MDY Position: Q1 2026 in Review
UBS Group increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5.3% in Q1 2026, buying an estimated $20.3M and bringing the position to 640,509 shares worth $395M. The position accounts for 0.06% of the portfolio, ranked #331.
UBS Group first reported a position in MDY in Q4 2014 and has held it in 46 quarters since. The position peaked at $627M in Q4 2014. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.
- UBS Group held 640,509 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $395M as of Q1 2026.
- UBS Group bought 32,057 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $20.3M.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of UBS Group's portfolio in Q1 2026, its #331 holding.
- UBS Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and has held it in 46 quarters since.
- UBS Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $627M in Q4 2014.
- 1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.