Badgley Phelps Wealth Managers’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
Other funds holding MDY
Badgley Phelps Wealth Managers's MDY Position: Q1 2026 in Review
Badgley Phelps Wealth Managers increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.8% in Q1 2026, buying an estimated $279K and bringing the position to 11,919 shares worth $7.37M. The position accounts for 0.15% of the portfolio, ranked #115.
Badgley Phelps Wealth Managers first reported a position in MDY in Q3 2021 and has held it in 19 quarters since. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.
- Badgley Phelps Wealth Managers held 11,919 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $7.37M as of Q1 2026.
- Badgley Phelps Wealth Managers bought 441 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $279K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.15% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #115 holding.
- Badgley Phelps Wealth Managers first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2021 and has held it in 19 quarters since.
- 1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.
Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.