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

Atwood & Palmer’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	$156K	Sell	223 -150	-40%	-$100K	0.01%	170
2026 Q1	$230K	Hold	373	–	–	0.01%	154
2025 Q4	$225K	Hold	373	–	–	0.01%	146
2025 Q3	$222K	Hold	373	–	–	0.01%	150
2025 Q2	$211K	Hold	373	–	–	0.01%	151
2025 Q1	$199K	Hold	373	–	–	0.01%	152
2024 Q4	$212K	Sell	373 -19	-5%	-$11.1K	0.01%	143
2024 Q3	$223K	Hold	392	–	–	0.02%	144
2024 Q2	$209K	Sell	392 -71	-15%	-$38.2K	0.02%	141
2024 Q1	$257K	Hold	463	–	–	0.02%	132
2023 Q4	$235K	Sell	463 -62	-12%	-$28.8K	0.02%	139
2023 Q3	$240K	Hold	525	–	–	0.02%	130
2023 Q2	$251K	Buy	+525	New	+$239K	0.02%	134
2018 Q4	–	Sell	-150	Closed	-$55K	–	331
2018 Q3	$55K	Hold	150	–	–	0.01%	177
2018 Q2	$53K	Hold	150	–	–	0.01%	179
2018 Q1	$51K	Hold	150	–	–	0.01%	179
2017 Q4	$52K	Hold	150	–	–	0.01%	181
2017 Q3	$49K	Hold	150	–	–	0.01%	183
2017 Q2	$48K	Buy	+150	New	+$47.2K	0.01%	187
2015 Q3	–	Sell	-25	Closed	-$7K	–	451
2015 Q2	$7K	Hold	25	–	–	﹤0.01%	314
2015 Q1	$7K	Hold	25	–	–	﹤0.01%	289
2014 Q4	$7K	Hold	25	–	–	﹤0.01%	322
2014 Q3	$6K	Hold	25	–	–	﹤0.01%	336
2014 Q2	$7K	Buy	+25	New	+$6.26K	﹤0.01%	284

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

Atwood & Palmer's MDY Position: Q2 2026 in Review

Atwood & Palmer reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 40% in Q2 2026, selling an estimated $100K and leaving 223 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #170.

Atwood & Palmer first reported a position in MDY in Q2 2014 and has held it in 24 quarters since. The position peaked at $257K in Q1 2024. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Atwood & Palmer held 223 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $156K as of Q2 2026.
Atwood & Palmer sold 150 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $100K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #170 holding.
Atwood & Palmer first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2014 and has held it in 24 quarters since.
Atwood & Palmer's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $257K in Q1 2024.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.