Atlas Capital Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Atlas Capital Advisors’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	$153K	Hold	217	–	–	0.02%	518
2026 Q1	$134K	Buy	+217	New	+$138K	0.02%	481
2025 Q2	$85.3K	Hold	150	–	–	0.01%	555
2025 Q1	$80.3K	Hold	150	–	–	0.01%	575
2024 Q4	$85.8K	Hold	150	–	–	0.01%	540
2024 Q3	$85.8K	Sell	150 -1	-0.7%	-$551	0.01%	512
2024 Q2	$80.6K	Buy	151 +1	+0.7%	+$538	0.01%	531
2024 Q1	$83.8K	Hold	150	–	–	0.01%	501
2023 Q4	$76.4K	Hold	150	–	–	0.01%	540
2023 Q3	$68.8K	Hold	150	–	–	0.01%	503
2023 Q2	$72.1K	Hold	150	–	–	0.01%	526
2023 Q1	$69K	Buy	150 +120	+400%	+$55.9K	0.01%	521
2022 Q4	$13.6K	Sell	30 -5	-14%	-$2.21K	﹤0.01%	700
2022 Q3	$14.3K	Buy	35 +5	+17%	+$2.21K	﹤0.01%	691
2022 Q2	$12.7K	Hold	30	–	–	﹤0.01%	732
2022 Q1	$15K	Hold	30	–	–	﹤0.01%	662
2021 Q4	$15.8K	Sell	30 -4	-12%	-$2.04K	﹤0.01%	663
2021 Q3	$16.6K	Hold	34	–	–	﹤0.01%	658
2021 Q2	$17K	Hold	34	–	–	﹤0.01%	669
2021 Q1	$16.5K	Hold	34	–	–	﹤0.01%	621
2020 Q4	$14.5K	Buy	+34	New	+$13.1K	﹤0.01%	566
2020 Q3	–	Sell	-65	Closed	-$21K	–	476
2020 Q2	$21K	Sell	65 -100	-61%	-$30.3K	﹤0.01%	545
2020 Q1	$43.3K	Buy	165 +26	+19%	+$8.82K	0.01%	453
2019 Q4	$52.4K	Buy	139 +100	+256%	+$36.1K	0.01%	462
2019 Q3	$14K	Hold	39	–	–	﹤0.01%	551
2019 Q2	$14K	Sell	39 -246	-86%	-$86K	﹤0.01%	574
2019 Q1	$3.11K	Buy	285 +257	+918%	+$86.4K	﹤0.01%	555
2018 Q4	$8.47K	Buy	+28	New	+$9.32K	﹤0.01%	518

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

Atlas Capital Advisors's MDY Position: Q2 2026 in Review

Atlas Capital Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 217 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #518.

Atlas Capital Advisors first reported a position in MDY in Q4 2018 and has held it in 28 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Atlas Capital Advisors held 217 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $153K as of Q2 2026.
Atlas Capital Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2026, its #518 holding.
Atlas Capital Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 28 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 Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.