MDY SPDR S&P MIDCAP 400 ETF

Ownership history in Grove Bank & Trust  ·  42 quarters on record

AI Ownership Summary

Grove Bank & Trust reported SPDR S&P MIDCAP 400 ETF (MDY) in 42 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.43% in 2023 Q4. The latest visible filing shows MDY at 0.85% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MDY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grove Bank & Trust's position in SPDR S&P MIDCAP 400 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MDY was reported at 0.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.43% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Grove Bank & Trust held MDY — position size vs. price
% of Fund (quarterly)    MDY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 12,190 -237 -1.9% 0.85% $7.5M 2026-04-08 $nan
2025 Q4 REDUCED 12,427 -20 -0.2% 0.84% $7.5M 2026-01-08 $624.50
2025 Q3 ADDED 12,447 +122 +1.0% 0.87% $7.4M 2025-10-06 $597.94
2025 Q2 REDUCED 12,325 -408 -3.2% 0.87% $7.0M 2025-07-11 $574.19
2025 Q1 REDUCED 12,733 -146 -1.1% 0.91% $6.8M 2025-04-17 $495.80
2024 Q4 REDUCED 12,879 -21 -0.2% 1.02% $7.3M 2025-01-16 $580.18
2024 Q3 REDUCED 12,900 -1,913 -12.9% 1.09% $7.3M 2024-10-11 $565.69
2024 Q2 REDUCED 14,813 -110 -0.7% 1.27% $7.9M 2024-07-24 $536.21
2024 Q1 REDUCED 14,923 -421 -2.7% 1.40% $8.3M 2024-04-30 $510.00
2023 Q4 REDUCED 15,344 -531 -3.3% 1.43% $7.8M 2024-01-30 $494.55
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Grove Bank & Trust and MDY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grove Bank & Trust reported owning MDY?

Grove Bank & Trust reported MDY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MDY position in Grove Bank & Trust's portfolio?

The largest reported portfolio weight for MDY was 1.43% in 2023 Q4.

What is the latest reported MDY position on this page?

The most recent filing on this page is 2026 Q1, when Grove Bank & Trust reported 12,190 shares, equal to 0.85% of portfolio, with an estimated market value of $7.5M.

What does the chart on this MDY ownership page compare?

The chart compares Grove Bank & Trust's quarterly MDY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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