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

Westside 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
2026 Q2	$267K	Hold	380	–	–	0.04%	269
2026 Q1	$236K	Hold	380	–	–	0.04%	276
2025 Q4	$231K	Sell	380 -70	-16%	-$41.9K	0.04%	261
2025 Q3	$269K	Hold	450	–	–	0.04%	241
2025 Q2	$256K	Hold	450	–	–	0.05%	227
2025 Q1	$241K	Hold	450	–	–	0.05%	215
2024 Q4	$256K	Hold	450	–	–	0.05%	205
2024 Q3	$253K	Hold	450	–	–	0.05%	206
2024 Q2	$241K	Hold	450	–	–	0.06%	207
2024 Q1	$249K	Hold	450	–	–	0.06%	205
2023 Q4	$228K	Hold	450	–	–	0.06%	196
2023 Q3	$205K	Hold	450	–	–	0.06%	196
2023 Q2	$216K	Hold	450	–	–	0.06%	197
2023 Q1	$206K	Hold	450	–	–	0.06%	198
2022 Q4	$97.1K	Hold	450	–	–	0.24%	88
2022 Q3	$88.5K	Hold	450	–	–	0.21%	98
2022 Q2	$109K	Hold	450	–	–	0.25%	86
2022 Q1	$109K	Hold	450	–	–	0.24%	88
2021 Q4	$108K	Hold	450	–	–	0.25%	86
2021 Q3	$108K	Hold	450	–	–	0.25%	84
2021 Q2	$108K	Hold	450	–	–	0.25%	82
2021 Q1	$47.8K	Hold	450	–	–	0.13%	114
2020 Q4	$42.1K	Hold	450	–	–	0.12%	105
2020 Q3	$34K	Hold	450	–	–	0.02%	106
2020 Q2	$32.6K	Hold	450	–	–	0.02%	89
2020 Q1	$26.4K	Buy	+450	New	+$153K	0.02%	109
2019 Q2	$35.9K	Buy	+450	New	+$157K	0.08%	49
2018 Q4	$138K	Buy	450 +350	+350%	+$117K	0.05%	183
2018 Q3	$33.6K	Sell	100 -280	-74%	-$103K	0.01%	291
2018 Q2	$136K	Buy	380 +100	+36%	+$35.2K	0.05%	192
2018 Q1	$93.4K	Hold	280	–	–	0.05%	220
2017 Q4	$99K	Hold	280	–	–	0.05%	219
2017 Q3	$92.3K	Hold	280	–	–	0.06%	210
2017 Q2	$88.8K	Hold	280	–	–	0.06%	210
2017 Q1	$86.2K	Sell	280 -32,409	-99%	-$10.1M	0.04%	206
2016 Q4	$1.58M	Buy	+32,689	New	+$9.45M	1.08%	10

Other funds holding MDY

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

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

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Westside Investment Management's MDY Position: Q2 2026 in Review

Westside Investment Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 380 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #269.

Westside Investment Management first reported a position in MDY in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.58M in Q4 2016. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Westside Investment Management held 380 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $267K as of Q2 2026.
Westside Investment Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Westside Investment Management's portfolio in Q2 2026, its #269 holding.
Westside Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 36 quarters since.
Westside Investment Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.58M in Q4 2016.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.