Accredited Investors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Accredited Investors’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	$1.76M	Buy	2,497 +29	+1%	+$19.4K	0.08%	85
2026 Q1	$1.52M	Buy	2,468 +25	+1%	+$15.8K	0.08%	83
2025 Q4	$1.47M	Hold	2,443	–	–	0.08%	86
2025 Q3	$1.46M	Buy	2,443 +877	+56%	+$515K	0.08%	79
2025 Q2	$887K	Hold	1,566	–	–	0.05%	103
2025 Q1	$836K	Hold	1,566	–	–	0.05%	101
2024 Q4	$892K	Sell	1,566 -42	-3%	-$24.6K	0.05%	93
2024 Q3	$916K	Hold	1,608	–	–	0.05%	97
2024 Q2	$861K	Buy	1,608 +600	+60%	+$323K	0.05%	94
2024 Q1	$561K	Sell	1,008 -75	-7%	-$38.9K	0.04%	118
2023 Q4	$550K	Hold	1,083	–	–	0.04%	115
2023 Q3	$495K	Hold	1,083	–	–	0.04%	115
2023 Q2	$519K	Hold	1,083	–	–	0.04%	111
2023 Q1	$497K	Hold	1,083	–	–	0.04%	110
2022 Q4	$480K	Buy	+1,083	New	+$479K	0.04%	104

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

Accredited Investors's MDY Position: Q2 2026 in Review

Accredited Investors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.2% in Q2 2026, buying an estimated $19.4K and bringing the position to 2,497 shares worth $1.76M. The position accounts for 0.08% of the portfolio, ranked #85.

Accredited Investors first reported a position in MDY in Q4 2022 and has held it in 15 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Accredited Investors held 2,497 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.76M as of Q2 2026.
Accredited Investors bought 29 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $19.4K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.08% of Accredited Investors's portfolio in Q2 2026, its #85 holding.
Accredited Investors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 15 quarters since.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.