Beaird Harris Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Beaird Harris Wealth Management’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	$212K	Buy	301 +20	+7%	+$13.4K	0.01%	139
2026 Q1	$173K	Sell	281 -307	-52%	-$195K	0.01%	142
2025 Q4	$355K	Buy	+588	New	+$352K	0.02%	107
2024 Q3	–	Sell	-125	Closed	-$66.9K	–	641
2024 Q2	$66.9K	Buy	+125	New	+$67.2K	0.01%	192
2023 Q3	–	Sell	-46	Closed	-$22K	–	470
2023 Q2	$22K	Hold	46	–	–	﹤0.01%	221
2023 Q1	$21.1K	Hold	46	–	–	﹤0.01%	224
2022 Q4	$20.4K	Hold	46	–	–	﹤0.01%	254
2022 Q3	$18K	Hold	46	–	–	﹤0.01%	234
2022 Q2	$19K	Buy	+46	New	+$20.8K	0.01%	212

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

Beaird Harris Wealth Management's MDY Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 7.1% in Q2 2026, buying an estimated $13.4K and bringing the position to 301 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #139.

Beaird Harris Wealth Management first reported a position in MDY in Q2 2022 and has held it in 9 quarters since. The position peaked at $355K in Q4 2025. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Beaird Harris Wealth Management held 301 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $212K as of Q2 2026.
Beaird Harris Wealth Management bought 20 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $13.4K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #139 holding.
Beaird Harris Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2022 and has held it in 9 quarters since.
Beaird Harris Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $355K in Q4 2025.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.