Becker Capital Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Becker Capital 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 Q1	$2.4M	Sell	3,885 -160	-4%	-$101K	0.07%	128
2025 Q4	$2.45M	Hold	4,045	–	–	0.07%	134
2025 Q3	$2.42M	Buy	4,045 +700	+21%	+$411K	0.07%	135
2025 Q2	$1.9M	Sell	3,345 -106	-3%	-$56.9K	0.06%	139
2025 Q1	$1.85M	Sell	3,451 -193	-5%	-$110K	0.06%	138
2024 Q4	$2.08M	Sell	3,644 -109	-3%	-$63.9K	0.07%	134
2024 Q3	$2.14M	Buy	3,753 +1,358	+57%	+$748K	0.07%	135
2024 Q2	$1.29M	Buy	2,395 +96	+4%	+$51.6K	0.04%	146
2024 Q1	$1.28M	Sell	2,299 -35	-1%	-$18.1K	0.04%	148
2023 Q4	$1.19M	Hold	2,334	–	–	0.04%	152
2023 Q3	$1.07M	Hold	2,334	–	–	0.04%	150
2023 Q2	$1.12M	Sell	2,334 -65	-3%	-$29.6K	0.04%	154
2023 Q1	$1.1M	Buy	+2,399	New	+$1.12M	0.04%	154
2018 Q1	–	Sell	-1,447	Closed	-$500K	–	181
2017 Q4	$500K	Sell	1,447 -300	-17%	-$101K	0.02%	115
2017 Q3	$570K	Buy	+1,747	New	+$555K	0.02%	107

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 $173B AUM 20.72% 1-Year Est. Return

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

Becker Capital Management's MDY Position: Q1 2026 in Review

Becker Capital Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4% in Q1 2026, selling an estimated $101K and leaving 3,885 shares worth $2.4M. The position accounts for 0.07% of the portfolio, ranked #128.

Becker Capital Management first reported a position in MDY in Q3 2017 and has held it in 15 quarters since. The position peaked at $2.45M in Q4 2025. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Becker Capital Management held 3,885 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.4M as of Q1 2026.
Becker Capital Management sold 160 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $101K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Becker Capital Management's portfolio in Q1 2026, its #128 holding.
Becker Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2017 and has held it in 15 quarters since.
Becker Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.45M in Q4 2025.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.