Bank of America’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Bank of America’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
2025 Q4	–	Sell	-400	Closed	-$238K	–	7981
2025 Q3	$238K	Buy	+400	New	+$235K	﹤0.01%	6193
2019 Q4	–	Sell	-50,000	Closed	-$17.6M	–	7274
2019 Q3	$17.6M	Hold	50,000	–	–	﹤0.01%	1940
2019 Q2	$17.7M	Sell	50,000 -50,000	-50%	-$17.5M	﹤0.01%	1974
2019 Q1	$34.5M	Hold	100,000	–	–	0.01%	1389
2018 Q4	$30.3M	Buy	+100,000	New	+$33.3M	0.01%	1355
2017 Q4	–	Sell	-21,500	Closed	-$7.02M	–	7158
2017 Q3	$7.02M	Hold	21,500	–	–	﹤0.01%	2875
2017 Q2	$6.83M	Sell	21,500 -45,900	-68%	-$14.4M	﹤0.01%	2736
2017 Q1	$21.1M	Buy	67,400 +45,900	+213%	+$14.2M	﹤0.01%	1705
2016 Q4	$6.49M	Sell	21,500 -20,000	-48%	-$5.78M	﹤0.01%	2686
2016 Q3	$11.7M	Sell	41,500 -133,000	-76%	-$37.5M	﹤0.01%	2098
2016 Q2	$47.5M	Buy	+174,500	New	+$46.6M	0.01%	1009
2016 Q1	–	Sell	-117,600	Closed	-$29.9M	–	7190
2015 Q4	$29.9M	Sell	117,600 -41,000	-26%	-$10.7M	0.01%	1328
2015 Q3	$39.5M	Buy	158,600 +41,000	+35%	+$10.9M	0.01%	1135
2015 Q2	$32.1M	Hold	117,600	–	–	0.01%	1087
2015 Q1	$32.6M	Sell	117,600 -43,800	-27%	-$11.8M	0.01%	1047
2014 Q4	$42.6M	Sell	161,400 -221,200	-58%	-$56.6M	0.02%	928
2014 Q3	$95.4M	Buy	382,600 +306,300	+401%	+$78.6M	0.03%	554
2014 Q2	$19.9M	Buy	76,300 +59,800	+362%	+$15M	0.01%	1409
2014 Q1	$4.13M	Sell	16,500 -83,346	-83%	-$20.4M	﹤0.01%	2568
2013 Q4	$24.4M	Buy	99,846 +55,946	+127%	+$13.2M	0.01%	1200
2013 Q3	$9.94M	Sell	43,900 -35,300	-45%	-$7.85M	﹤0.01%	1798
2013 Q2	$16.6M	Buy	+79,200	New	+$16.7M	0.01%	1343

Other funds holding MDY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America's MDY Position: Q1 2026 in Review

Bank of America reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.4% in Q1 2026, selling an estimated $45.8M and leaving 2,047,984 shares worth $1.26B. The position accounts for 0.09% of the portfolio, ranked #209.

Bank of America first reported a position in MDY in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.34B in Q1 2024. 1,450 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Bank of America held 2,047,984 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.26B as of Q1 2026.
Bank of America sold 72,345 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $45.8M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.09% of Bank of America's portfolio in Q1 2026, its #209 holding.
Bank of America first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 52 quarters since.
Bank of America's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.34B in Q1 2024.
1,450 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.