Bernard Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Bernard Wealth Management’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	$105K	Sell	171 -10	-6%	-$6.34K	0.05%	96
2025 Q4	$109K	Hold	181	–	–	0.04%	91
2025 Q3	$108K	Hold	181	–	–	0.05%	86
2025 Q2	$103K	Sell	181 -100	-36%	-$53.7K	0.05%	88
2025 Q1	$150K	Hold	281	–	–	0.07%	68
2024 Q4	$160K	Buy	+281	New	+$165K	0.08%	61

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

Bernard Wealth Management's MDY Position: Q1 2026 in Review

Bernard Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5.5% in Q1 2026, selling an estimated $6.34K and leaving 171 shares worth $105K. The position accounts for 0.05% of the portfolio, ranked #96.

Bernard Wealth Management first reported a position in MDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $160K in Q4 2024. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Bernard Wealth Management held 171 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $105K as of Q1 2026.
Bernard Wealth Management sold 10 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $6.34K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Bernard Wealth Management's portfolio in Q1 2026, its #96 holding.
Bernard Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 6 quarters since.
Bernard Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $160K in Q4 2024.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.