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

Asset Management Group’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	$3.34M	Sell	4,751 -49	-1%	-$32.8K	0.49%	58
2026 Q1	$2.96M	Buy	4,800 +36	+0.8%	+$22.8K	0.48%	59
2025 Q4	$2.87M	Buy	4,764 +12	+0.3%	+$7.18K	0.46%	57
2025 Q3	$2.83M	Buy	4,752 +14	+0.3%	+$8.22K	0.46%	57
2025 Q2	$2.68M	Buy	4,738 +12	+0.3%	+$6.44K	0.47%	58
2025 Q1	$2.52M	Buy	4,726 +15	+0.3%	+$8.52K	0.47%	57
2024 Q4	$2.68M	Buy	4,711 +12	+0.3%	+$7.03K	0.48%	57
2024 Q3	$2.68M	Sell	4,699 -165	-3%	-$90.9K	0.47%	59
2024 Q2	$2.6M	Buy	4,864 +19	+0.4%	+$10.2K	0.48%	58
2024 Q1	$2.7M	Sell	4,845 -3	-0.1%	-$1.55K	0.51%	57
2023 Q4	$2.46M	Buy	4,848 +17	+0.4%	+$7.89K	0.49%	58
2023 Q3	$2.21M	Buy	4,831 +14	+0.3%	+$6.71K	0.49%	58
2023 Q2	$2.31M	Buy	4,817 +12	+0.2%	+$5.46K	0.49%	58
2023 Q1	$2.2M	Sell	4,805 -40	-0.8%	-$18.6K	0.49%	58
2022 Q4	$2.15M	Buy	4,845 +19	+0.4%	+$8.4K	0.5%	60
2022 Q3	$1.94M	Buy	4,826 +14	+0.3%	+$6.18K	0.48%	59
2022 Q2	$1.99M	Buy	4,812 +11	+0.2%	+$4.97K	0.48%	57
2022 Q1	$2.35M	Sell	4,801 -243	-5%	-$118K	0.49%	59
2021 Q4	$2.61M	Sell	5,044 -143	-3%	-$72.8K	0.51%	58
2021 Q3	$2.49M	Sell	5,187 -506	-9%	-$249K	0.51%	54
2021 Q2	$2.79M	Buy	5,693 +9	+0.2%	+$4.44K	0.58%	53
2021 Q1	$2.71M	Buy	5,684 +18	+0.3%	+$8.21K	0.59%	52
2020 Q4	$2.38M	Sell	5,666 -102	-2%	-$39.3K	0.58%	53
2020 Q3	$1.95M	Buy	5,768 +18	+0.3%	+$6.14K	0.57%	56
2020 Q2	$1.87M	Buy	5,750 +21	+0.4%	+$6.37K	0.59%	54
2020 Q1	$1.51M	Sell	5,729 -94	-2%	-$31.9K	0.57%	52
2019 Q4	$2.19M	Buy	5,823 +21	+0.4%	+$7.59K	0.66%	46
2019 Q3	$2.04M	Buy	5,802 +20	+0.3%	+$7.01K	0.7%	43
2019 Q2	$2.05M	Sell	5,782 -22	-0.4%	-$7.69K	0.73%	43
2019 Q1	$2M	Buy	5,804 +20	+0.3%	+$6.73K	0.73%	43
2018 Q4	$1.75M	Buy	5,784 +18	+0.3%	+$5.99K	0.72%	45
2018 Q3	$2.12M	Sell	5,766 -23	-0.4%	-$8.42K	0.72%	47
2018 Q2	$2.06M	Sell	5,789 -202	-3%	-$71K	0.72%	47
2018 Q1	$2.05M	Buy	5,991 +90	+2%	+$31.3K	0.73%	46
2017 Q4	$2.04M	Sell	5,901 -309	-5%	-$104K	0.73%	45
2017 Q3	$2.03M	Sell	6,210 -40	-0.6%	-$12.7K	0.76%	45
2017 Q2	$1.99M	Buy	6,250 +15	+0.2%	+$4.72K	0.77%	46
2017 Q1	$1.95M	Sell	6,235 -253	-4%	-$78.5K	0.77%	43
2016 Q4	$1.96M	Buy	6,488 +178	+3%	+$51.5K	0.8%	41
2016 Q3	$1.78M	Sell	6,310 -91	-1%	-$25.6K	0.74%	43
2016 Q2	$1.74M	Sell	6,401 -70	-1%	-$18.7K	0.76%	39
2016 Q1	$1.7M	Buy	6,471 +25	+0.4%	+$6.09K	0.75%	40
2015 Q4	$1.64M	Sell	6,446 -74	-1%	-$19.3K	0.74%	41
2015 Q3	$1.62M	Sell	6,520 -33	-0.5%	-$8.74K	0.76%	40
2015 Q2	$1.79M	Buy	6,553 +14	+0.2%	+$3.89K	0.81%	38
2015 Q1	$1.81M	Buy	6,539 +198	+3%	+$53.4K	0.84%	36
2014 Q4	$1.67M	Buy	6,341 +381	+6%	+$97.5K	0.84%	33
2014 Q3	$1.49M	Buy	5,960 +285	+5%	+$73.1K	0.79%	34
2014 Q2	$1.48M	Buy	5,675 +15	+0.3%	+$3.75K	0.8%	33
2014 Q1	$1.42M	Buy	5,660 +1,150	+25%	+$282K	0.81%	33
2013 Q4	$1.1M	Buy	4,510 +12	+0.3%	+$2.82K	0.67%	35
2013 Q3	$1.02M	Buy	4,498 +512	+13%	+$114K	0.66%	34
2013 Q2	$837K	Buy	+3,986	New	+$843K	0.58%	39

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

Asset Management Group's MDY Position: Q2 2026 in Review

Asset Management Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1% in Q2 2026, selling an estimated $32.8K and leaving 4,751 shares worth $3.34M. The position accounts for 0.49% of the portfolio, ranked #58.

Asset Management Group first reported a position in MDY in Q2 2013 and has held it in 53 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Asset Management Group held 4,751 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.34M as of Q2 2026.
Asset Management Group sold 49 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $32.8K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.49% of Asset Management Group's portfolio in Q2 2026, its #58 holding.
Asset Management Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 53 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 Asset Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.