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

Betterment LLC’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	$840K	Buy	1,194 +355	+42%	+$238K	﹤0.01%	385
2026 Q1	$517K	Buy	839 +107	+15%	+$67.8K	﹤0.01%	430
2025 Q4	$442K	Buy	732 +54	+8%	+$32.3K	﹤0.01%	432
2025 Q3	$404K	Buy	678 +28	+4%	+$16.4K	﹤0.01%	417
2025 Q2	$368K	Buy	650 +28	+5%	+$15K	﹤0.01%	404
2025 Q1	$332K	Buy	622 +120	+24%	+$68.1K	﹤0.01%	387
2024 Q4	$286K	Buy	502 +75	+18%	+$44K	﹤0.01%	396
2024 Q3	$243K	Buy	+427	New	+$235K	﹤0.01%	403

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

Betterment LLC's MDY Position: Q2 2026 in Review

Betterment LLC increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 42% in Q2 2026, buying an estimated $238K and bringing the position to 1,194 shares worth $840K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Betterment LLC first reported a position in MDY in Q3 2024 and has held it in 8 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Betterment LLC held 1,194 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $840K as of Q2 2026.
Betterment LLC bought 355 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $238K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #385 holding.
Betterment LLC 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.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.