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Bell Bank’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Bell Bank’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 		$661K Buy
940
+5
+0.5% +$3.35K 0.03% 117
2026
Q1 		$577K Hold
935
– – 0.02% 114
2025
Q4 		$564K Sell
935
-200
-18% -$120K 0.02% 121
2025
Q3 		$676K Hold
1,135
– – 0.03% 122
2025
Q2 		$643K Sell
1,135
-200
-15% -$107K 0.03% 126
2025
Q1 		$712K Sell
1,335
-63
-5% -$35.8K 0.04% 110
2024
Q4 		$796K Sell
1,398
-87
-6% -$51K 0.06% 110
2024
Q3 		$846K Hold
1,485
– – 0.1% 99
2024
Q2 		$795K Hold
1,485
– – 0.07% 106
2024
Q1 		$826K Buy
+1,485
New +$769K 0.07% 110

Other funds holding MDY

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Bell Bank's MDY Position: Q2 2026 in Review

Bell Bank increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.53% in Q2 2026, buying an estimated $3.35K and bringing the position to 940 shares worth $661K. The position accounts for 0.03% of the portfolio, ranked #117.

Bell Bank first reported a position in MDY in Q1 2024 and has held it in 10 quarters since. The position peaked at $846K in Q3 2024. 330 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Bell Bank held 940 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $661K as of Q2 2026.
  • Bell Bank bought 5 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $3.35K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Bell Bank's portfolio in Q2 2026, its #117 holding.
  • Bell Bank first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 10 quarters since.
  • Bell Bank's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $846K in Q3 2024.
  • 330 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.