Waldron Private Wealth’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 | $19.5M | Sell |
31,646
-997
| -3% | -$632K | 0.76% | 27 |
|
|
2025
Q4 | $19.7M | Sell |
32,643
-975
| -3% | -$583K | 0.78% | 26 |
|
|
2025
Q3 | $20M | Buy |
33,618
+2,720
| +9% | +$1.6M | 0.81% | 27 |
|
|
2025
Q2 | $17.5M | Sell |
30,898
-4,136
| -12% | -$2.22M | 0.76% | 28 |
|
|
2025
Q1 | $18.7M | Sell |
35,034
-299
| -0.8% | -$170K | 0.88% | 26 |
|
|
2024
Q4 | $20.1M | Sell |
35,333
-1,810
| -5% | -$1.06M | 0.81% | 27 |
|
|
2024
Q3 | $21.2M | Sell |
37,143
-702
| -2% | -$387K | 0.88% | 23 |
|
|
2024
Q2 | $20.3M | Sell |
37,845
-339
| -0.9% | -$182K | 0.91% | 23 |
|
|
2024
Q1 | $21.3M | Sell |
38,184
-4,457
| -10% | -$2.31M | 0.96% | 22 |
|
|
2023
Q4 | $21.6M | Sell |
42,641
-23,449
| -35% | -$10.9M | 1.03% | 21 |
|
|
2023
Q3 | $30.2M | Sell |
66,090
-2,449
| -4% | -$1.17M | 1.57% | 15 |
|
|
2023
Q2 | $32.9M | Sell |
68,539
-981
| -1% | -$447K | 1.64% | 14 |
|
|
2023
Q1 | $31.9M | Buy |
69,520
+5,796
| +9% | +$2.7M | 1.55% | 15 |
|
|
2022
Q4 | $25.7M | Hold |
63,724
| – | – | 1.6% | 12 |
|
|
2022
Q3 | $25.7M | Sell |
63,724
-236
| -0.4% | -$104K | 1.6% | 12 |
|
|
2022
Q2 | $26.5M | Hold |
63,960
| – | – | 1.49% | 14 |
|
|
2022
Q1 | $31.4M | Sell |
63,960
-963
| -1% | -$469K | 1.61% | 10 |
|
|
2021
Q4 | $33.6M | Sell |
64,923
-3,376
| -5% | -$1.72M | 1.66% | 13 |
|
|
2021
Q3 | $32.8M | Buy |
68,299
+57,611
| +539% | +$28.3M | 1.91% | 12 |
|
|
2021
Q2 | $5.25M | Buy |
10,688
+495
| +5% | +$244K | 0.34% | 48 |
|
|
2021
Q1 | $4.85M | Buy |
10,193
+1,391
| +16% | +$634K | 0.34% | 46 |
|
|
2020
Q4 | $3.71M | Buy |
8,802
+750
| +9% | +$289K | 0.28% | 53 |
|
|
2020
Q3 | $2.73M | Hold |
8,052
| – | – | 0.23% | 63 |
|
|
2020
Q2 | $2.62M | Sell |
8,052
-521
| -6% | -$158K | 0.23% | 60 |
|
|
2020
Q1 | $2.25M | Sell |
8,573
-312
| -4% | -$106K | 0.24% | 67 |
|
|
2019
Q4 | $3.33M | Sell |
8,885
-4,812
| -35% | -$1.74M | 0.3% | 51 |
|
|
2019
Q3 | $4.83M | Hold |
13,697
| – | – | 0.49% | 35 |
|
|
2019
Q2 | $4.86M | Sell |
13,697
-583
| -4% | -$204K | 0.52% | 31 |
|
|
2019
Q1 | $4.93M | Buy |
14,280
+1,074
| +8% | +$361K | 0.56% | 31 |
|
|
2018
Q4 | $4M | Buy |
13,206
+2,615
| +25% | +$871K | 0.58% | 30 |
|
|
2018
Q3 | $3.89M | Hold |
10,591
| – | – | 0.76% | 17 |
|
|
2018
Q2 | $3.76M | Hold |
10,591
| – | – | 0.82% | 16 |
|
|
2018
Q1 | $3.62M | Hold |
10,591
| – | – | 0.82% | 18 |
|
|
2017
Q4 | $3.66M | Hold |
10,591
| – | – | 0.86% | 15 |
|
|
2017
Q3 | $3.46M | Buy |
+10,591
| New | +$3.37M | 0.97% | 15 |
|
Other funds holding MDY
Waldron Private Wealth's MDY Position: Q1 2026 in Review
Waldron Private Wealth reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.1% in Q1 2026, selling an estimated $632K and leaving 31,646 shares worth $19.5M. The position accounts for 0.76% of the portfolio, ranked #27.
Waldron Private Wealth first reported a position in MDY in Q3 2017 and has held it in 35 quarters since. The position peaked at $33.6M in Q4 2021. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.
- Waldron Private Wealth held 31,646 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $19.5M as of Q1 2026.
- Waldron Private Wealth sold 997 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $632K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.76% of Waldron Private Wealth's portfolio in Q1 2026, its #27 holding.
- Waldron Private Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2017 and has held it in 35 quarters since.
- Waldron Private Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $33.6M in Q4 2021.
- 1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.
Based on Waldron Private Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.