RAFFA WEALTH MANAGEMENT, LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-4,917
| Closed | -$2.97M | – | 1526 |
|
|
2025
Q4 | $2.97M | Hold |
4,917
| – | – | 0.46% | 34 |
|
|
2025
Q3 | $2.93M | Hold |
4,917
| – | – | 0.53% | 31 |
|
|
2025
Q2 | $2.79M | Hold |
4,917
| – | – | 0.56% | 31 |
|
|
2025
Q1 | $2.62M | Hold |
4,917
| – | – | 0.6% | 30 |
|
|
2024
Q4 | $2.8M | Hold |
4,917
| – | – | 0.65% | 26 |
|
|
2024
Q3 | $2.8M | Hold |
4,917
| – | – | 0.68% | 26 |
|
|
2024
Q2 | $2.63M | Hold |
4,917
| – | – | 0.75% | 25 |
|
|
2024
Q1 | $2.74M | Sell |
4,917
-4,917
| -50% | -$2.55M | 0.81% | 24 |
|
|
2023
Q4 | $4.99M | Hold |
9,834
| – | – | 1.52% | 13 |
|
|
2023
Q3 | $4.49M | Hold |
9,834
| – | – | 1.53% | 12 |
|
|
2023
Q2 | $4.71M | Hold |
9,834
| – | – | 1.61% | 12 |
|
|
2023
Q1 | $4.51M | Hold |
9,834
| – | – | 1.64% | 13 |
|
|
2022
Q4 | $4.35M | Hold |
9,834
| – | – | 1.78% | 14 |
|
|
2022
Q3 | $3.95M | Hold |
9,834
| – | – | 1.75% | 14 |
|
|
2022
Q2 | $4.07M | Buy |
9,834
+4,917
| +100% | +$2.22M | 1.85% | 11 |
|
|
2022
Q1 | $2.41M | Sell |
4,917
-6,967
| -59% | -$3.39M | 0.9% | 13 |
|
|
2021
Q4 | $6.15M | Hold |
11,884
| – | – | 2.01% | 7 |
|
|
2021
Q3 | $5.71M | Hold |
11,884
| – | – | 1.98% | 7 |
|
|
2021
Q2 | $5.84M | Hold |
11,884
| – | – | 2.02% | 7 |
|
|
2021
Q1 | $5.66M | Hold |
11,884
| – | – | 1.99% | 8 |
|
|
2020
Q4 | $4.99M | Sell |
11,884
-2,050
| -15% | -$790K | 1.77% | 8 |
|
|
2020
Q3 | $4.72M | Hold |
13,934
| – | – | 1.77% | 8 |
|
|
2020
Q2 | $4.52M | Buy |
13,934
+7,327
| +111% | +$2.22M | 1.72% | 8 |
|
|
2020
Q1 | $1.74M | Buy |
6,607
+725
| +12% | +$246K | 0.65% | 12 |
|
|
2019
Q4 | $2.21M | Hold |
5,882
| – | – | 0.77% | 11 |
|
|
2019
Q3 | $2.07M | Buy |
+5,882
| New | +$2.06M | 0.74% | 12 |
|
|
2019
Q1 | – | Sell |
-8,141
| Closed | -$2.46M | – | 737 |
|
|
2018
Q4 | $2.46M | Buy |
8,141
+4,369
| +116% | +$1.45M | 0.94% | 10 |
|
|
2018
Q3 | $1.39M | Sell |
3,772
-1,818
| -33% | -$666K | 0.49% | 23 |
|
|
2018
Q2 | $1.98M | Sell |
5,590
-1,440
| -20% | -$506K | 0.74% | 16 |
|
|
2018
Q1 | $2.4M | Buy |
7,030
+3,512
| +100% | +$1.22M | 0.88% | 15 |
|
|
2017
Q4 | $1.22M | Sell |
3,518
-3,582
| -50% | -$1.21M | 0.47% | 18 |
|
|
2017
Q3 | $2.32M | Sell |
7,100
-433
| -6% | -$138K | 0.94% | 12 |
|
|
2017
Q2 | $2.39M | Buy |
+7,533
| New | +$2.37M | 1.03% | 10 |
|
Other funds holding MDY
RAFFA WEALTH MANAGEMENT, LLC's MDY Position: Q1 2026 in Review
RAFFA WEALTH MANAGEMENT, LLC sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 4,917 shares — an estimated $2.97M sold.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in MDY in Q2 2017 and held it in 33 quarters. The position peaked at $6.15M in Q4 2021. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.
- RAFFA WEALTH MANAGEMENT, LLC reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
- RAFFA WEALTH MANAGEMENT, LLC sold 4,917 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $2.97M.
- RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2017 and held it in 33 quarters.
- RAFFA WEALTH MANAGEMENT, LLC's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $6.15M in Q4 2021.
- 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.
Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2026, filed 27 Jul 2026.