Ken Fisher's MDY Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 541 shares of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) worth $326,758, representing 0.00% of the portfolio. First purchased in 2014-Q4, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in MDY, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2017, adding 1,046 shares. Largest reduction occurred in Q1 2018, reducing 1,046 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2014 | +820 | New Buy | 820 | $263.41 |
| Q1 2015 | -820 | Sold Out | 0 | $0.00 |
| Q4 2017 | +1,046 | New Buy | 1,046 | $345.12 |
| Q1 2018 | -1,046 | Sold Out | 0 | $0.00 |
| Q4 2019 | +711 | New Buy | 711 | $375.53 |
| Q1 2020 | -711 | Sold Out | 0 | $0.00 |
| Q4 2022 | +472 | New Buy | 472 | $442.80 |
| Q1 2023 | -472 | Sold Out | 0 | $0.00 |
| Q4 2025 | +541 | New Buy | 541 | $603.99 |
Ken Fisher's State Street SPDR S&P MIDCAP 400 ETF Trust Investment FAQs
Ken Fisher first purchased State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2014, acquiring 820 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for 9 quarters since Q4 2014.
Ken Fisher's largest addition to State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) was in Q4 2017, adding 1,046 shares worth $361,000.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 541 shares of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY), valued at approximately $326,758.
As of the Q4 2025 filing, State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) was 1,046 shares, as reported at the end of Q4 2017.