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

Berman McAleer’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	$1.71M	Sell	2,435 -450	-16%	-$301K	0.2%	48
2026 Q1	$1.78M	Sell	2,885 -825	-22%	-$523K	0.24%	43
2025 Q4	$2.24M	Sell	3,710 -280	-7%	-$168K	0.31%	37
2025 Q3	$2.38M	Buy	+3,990	New	+$2.34M	0.33%	34

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

Berman McAleer's MDY Position: Q2 2026 in Review

Berman McAleer reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 16% in Q2 2026, selling an estimated $301K and leaving 2,435 shares worth $1.71M. The position accounts for 0.2% of the portfolio, ranked #48.

Berman McAleer first reported a position in MDY in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.38M in Q3 2025. 1,526 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Berman McAleer held 2,435 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.71M as of Q2 2026.
Berman McAleer sold 450 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $301K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.2% of Berman McAleer's portfolio in Q2 2026, its #48 holding.
Berman McAleer first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2025 and has held it in 4 quarters since.
Berman McAleer's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.38M in Q3 2025.
1,526 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.