Bedel Financial Consulting’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Bedel Financial Consulting’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	$483K	Hold	687	–	–	0.05%	181
2026 Q1	$424K	Hold	687	–	–	0.05%	182
2025 Q4	$414K	Hold	687	–	–	0.04%	181
2025 Q3	$409K	Hold	687	–	–	0.05%	185
2025 Q2	$389K	Hold	687	–	–	0.05%	184
2025 Q1	$365K	Buy	687 +30	+5%	+$17K	0.05%	181
2024 Q4	$390K	Hold	657	–	–	0.05%	177
2024 Q3	$374K	Hold	657	–	–	0.05%	174
2024 Q2	$352K	Hold	657	–	–	0.05%	171
2024 Q1	$366K	Hold	657	–	–	0.06%	166
2023 Q4	$333K	Hold	657	–	–	0.06%	174
2023 Q3	$300K	Hold	657	–	–	0.06%	174
2023 Q2	$315K	Hold	657	–	–	0.07%	172
2023 Q1	$301K	Hold	657	–	–	0.07%	165
2022 Q4	$291K	Hold	657	–	–	0.07%	170
2022 Q3	$291K	Hold	657	–	–	0.08%	160
2022 Q2	$272K	Hold	657	–	–	0.08%	157
2022 Q1	$322K	Hold	657	–	–	0.1%	136
2021 Q4	$340K	Hold	657	–	–	0.11%	133
2021 Q3	$316K	Hold	657	–	–	0.11%	136
2021 Q2	$323K	Buy	657 +150	+30%	+$74K	0.11%	132
2021 Q1	$241K	Hold	507	–	–	0.09%	157
2020 Q4	$213K	Hold	507	–	–	0.09%	146
2020 Q3	$172K	Hold	507	–	–	0.09%	156
2020 Q2	$165K	Hold	507	–	–	0.09%	147
2020 Q1	$133K	Hold	507	–	–	0.09%	156
2019 Q4	$190K	Buy	507 +42	+9%	+$15.2K	0.11%	146
2019 Q3	$164K	Buy	465 +205	+79%	+$71.8K	0.1%	156
2019 Q2	$92K	Hold	260	–	–	0.06%	211
2019 Q1	$90K	Hold	260	–	–	0.06%	199
2018 Q4	$79K	Hold	260	–	–	0.06%	205
2018 Q3	$90K	Sell	260 -207	-44%	-$75.8K	0.06%	204
2018 Q2	$166K	Hold	467	–	–	0.12%	150
2018 Q1	$160K	Buy	+467	New	+$163K	0.12%	153

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

Bedel Financial Consulting's MDY Position: Q2 2026 in Review

Bedel Financial Consulting held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 687 shares worth $483K. The position accounts for 0.05% of the portfolio, ranked #181.

Bedel Financial Consulting first reported a position in MDY in Q1 2018 and has held it in 34 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Bedel Financial Consulting held 687 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $483K as of Q2 2026.
Bedel Financial Consulting left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Bedel Financial Consulting's portfolio in Q2 2026, its #181 holding.
Bedel Financial Consulting first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2018 and has held it in 34 quarters since.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.