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Bedell Frazier Investment Counselling’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Bedell Frazier Investment Counselling’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 		$267K Hold
433
– – 0.05% 115
2025
Q4 		$261K Sell
433
-40
-8% -$23.9K 0.05% 118
2025
Q3 		$282K Hold
473
– – 0.06% 111
2025
Q2 		$268K Hold
473
– – 0.07% 98
2025
Q1 		$252K Buy
+473
New +$268K 0.06% 93

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bedell Frazier Investment Counselling's MDY Position: Q1 2026 in Review

Bedell Frazier Investment Counselling held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 433 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #115.

Bedell Frazier Investment Counselling first reported a position in MDY in Q1 2025 and has held it in 5 quarters since. The position peaked at $282K in Q3 2025. 1,450 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Bedell Frazier Investment Counselling held 433 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $267K as of Q1 2026.
  • Bedell Frazier Investment Counselling left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #115 holding.
  • Bedell Frazier Investment Counselling first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2025 and has held it in 5 quarters since.
  • Bedell Frazier Investment Counselling's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $282K in Q3 2025.
  • 1,450 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.