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BOLTON SECURITIES CORPORATION’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$551K Buy
+894
New +$567K 0.03% 512
2025
Q3 		$521K Buy
+874
New +$513K 0.02% 504
2025
Q1 		$466K Buy
+873
New +$496K 0.03% 493

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's MDY Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026: 894 shares worth $551K. The stake represents 0.03% of the portfolio and ranks #512 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in MDY as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in MDY in Q1 2025 and has held it in 3 quarters since. 1,462 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 894 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $551K as of Q1 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #512 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2025 and has held it in 3 quarters since.
  • 1,462 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.