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West Branch Capital’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

West Branch Capital’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 		– Sell
-50
Closed -$30.2K – 411
2025
Q4 		$30.2K Hold
50
– – 0.01% 163
2025
Q3 		$29.8K Hold
50
– – 0.01% 172
2025
Q2 		$28.3K Hold
50
– – 0.01% 181
2025
Q1 		$26.7K Hold
50
– – 0.01% 194
2024
Q4 		$28.5K Hold
50
– – 0.01% 192
2024
Q3 		$28.5K Hold
50
– – 0.01% 197
2024
Q2 		$26.8K Hold
50
– – 0.01% 203
2024
Q1 		$27.8K Hold
50
– – 0.01% 204
2023
Q4 		$25.4K Buy
+50
New +$23.2K 0.01% 205
2022
Q4 		– Sell
-50
Closed -$20K – 468
2022
Q3 		$20K Buy
+50
New +$22.1K 0.01% 225

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

West Branch Capital's MDY Position: Q1 2026 in Review

West Branch Capital sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 50 shares — an estimated $30.2K sold.

West Branch Capital first reported a position in MDY in Q3 2022 and held it in 10 quarters. The position peaked at $30.2K in Q4 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • West Branch Capital reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
  • West Branch Capital sold 50 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $30.2K.
  • West Branch Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2022 and held it in 10 quarters.
  • West Branch Capital's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $30.2K in Q4 2025.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on West Branch Capital's 13F filing for Q1 2026, filed 14 Apr 2026.