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 Q2	–	Sell	-400	Closed	-$213K	–	8564
2025 Q1	$213K	Buy	+400	New	+$227K	﹤0.01%	6139
2021 Q1	–	Sell	-12,500	Closed	-$5.25M	–	7629
2020 Q4	$5.25M	Sell	12,500 -1,200	-9%	-$462K	﹤0.01%	3083
2020 Q3	$4.64M	Buy	+13,700	New	+$4.68M	﹤0.01%	2980
2019 Q1	–	Sell	-100,000	Closed	-$30.3M	–	7294
2018 Q4	$30.3M	Buy	+100,000	New	+$33.3M	0.01%	1356
2018 Q3	–	Sell	-1,200	Closed	-$426K	–	7388
2018 Q2	$426K	Hold	1,200	–	–	﹤0.01%	4993
2018 Q1	$410K	Hold	1,200	–	–	﹤0.01%	4963
2017 Q4	$414K	Buy	+1,200	New	+$404K	﹤0.01%	5058
2016 Q3	–	Sell	-700	Closed	-$191K	–	7266
2016 Q2	$191K	Buy	+700	New	+$187K	﹤0.01%	5232
2016 Q1	–	Sell	-700	Closed	-$178K	–	7191
2015 Q4	$178K	Sell	700 -100	-13%	-$26K	﹤0.01%	5446
2015 Q3	$199K	Buy	800 +600	+300%	+$159K	﹤0.01%	5344
2015 Q2	$55K	Buy	+200	New	+$55.6K	﹤0.01%	5891
2015 Q1	–	Sell	-36,500	Closed	-$9.63M	–	7361
2014 Q4	$9.63M	Sell	36,500 -900	-2%	-$230K	﹤0.01%	1968
2014 Q3	$9.32M	Sell	37,400 -12,700	-25%	-$3.26M	﹤0.01%	2009
2014 Q2	$13.1M	Sell	50,100 -277,200	-85%	-$69.4M	﹤0.01%	1713
2014 Q1	$82M	Buy	327,300 +287,500	+722%	+$70.5M	0.03%	551
2013 Q4	$9.72M	Sell	39,800 -12,830	-24%	-$3.02M	﹤0.01%	1888
2013 Q3	$11.9M	Buy	52,630 +24,630	+88%	+$5.48M	﹤0.01%	1632
2013 Q2	$5.88M	Buy	+28,000	New	+$5.92M	﹤0.01%	2157

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 $91.6B AUM 29.2% 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. 1,451 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.
1,451 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.