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 Q2	$1.1M	Buy	1,568 +209	+15%	+$140K	0.01%	765
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 $1.55T 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

Benjamin Edwards Inc's MDY Position: Q2 2026 in Review

Benjamin Edwards Inc increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 15% in Q2 2026, buying an estimated $140K and bringing the position to 1,568 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #765.

Benjamin Edwards Inc first reported a position in MDY in Q3 2024 and has held it in 8 quarters since. 1,543 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Benjamin Edwards Inc held 1,568 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.1M as of Q2 2026.
Benjamin Edwards Inc bought 209 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $140K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #765 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 8 quarters since.
1,543 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.