Benjamin Edwards Inc’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Benjamin Edwards Inc’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	$838K	Buy	1,359 +114	+9%	+$72.2K	0.01%	819
2025 Q4	$751K	Hold	1,245	–	–	0.01%	810
2025 Q3	$742K	Buy	1,245 +563	+83%	+$330K	0.01%	796
2025 Q2	$386K	Hold	682	–	–	﹤0.01%	927
2025 Q1	$364K	Buy	682 +82	+14%	+$46.5K	0.01%	888
2024 Q4	$342K	Hold	600	–	–	﹤0.01%	948
2024 Q3	$342K	Buy	+600	New	+$331K	0.01%	916

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

Benjamin Edwards Inc's MDY Position: Q1 2026 in Review

Benjamin Edwards Inc increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 9.2% in Q1 2026, buying an estimated $72.2K and bringing the position to 1,359 shares worth $838K. The position accounts for 0.01% of the portfolio, ranked #819.

Benjamin Edwards Inc first reported a position in MDY in Q3 2024 and has held it in 7 quarters since. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Benjamin Edwards Inc held 1,359 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $838K as of Q1 2026.
Benjamin Edwards Inc bought 114 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $72.2K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #819 holding.
Benjamin Edwards Inc first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2024 and has held it in 7 quarters since.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.