Bill Few Associates’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Bill Few Associates’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	$1.42M	Sell	2,025 -8	-0.4%	-$5.36K	0.3%	76
2026 Q1	$1.25M	Sell	2,033 -3	-0.1%	-$1.9K	0.3%	73
2025 Q4	$1.23M	Buy	2,036 +6	+0.3%	+$3.59K	0.3%	70
2025 Q3	$1.21M	Buy	2,030 +28	+1%	+$16.4K	0.31%	68
2025 Q2	$1.13M	Buy	2,002 +14	+0.7%	+$7.51K	0.32%	69
2025 Q1	$1.06M	Hold	1,988	–	–	0.38%	64
2024 Q4	$1.13M	Hold	1,988	–	–	0.4%	62
2024 Q3	$1.13M	Buy	1,988 +5	+0.3%	+$2.75K	0.4%	61
2024 Q2	$1.06M	Hold	1,983	–	–	0.41%	59
2024 Q1	$1.1M	Buy	1,983 +13	+0.7%	+$6.73K	0.45%	58
2023 Q4	$1,000K	Hold	1,970	–	–	0.46%	56
2023 Q3	$900K	Buy	1,970 +24	+1%	+$11.5K	0.47%	51
2023 Q2	$932K	Hold	1,946	–	–	0.48%	49
2023 Q1	$892K	Hold	1,946	–	–	0.5%	48
2022 Q4	$862K	Sell	1,946 -25	-1%	-$11.1K	0.51%	44
2022 Q3	$791K	Hold	1,971	–	–	0.54%	44
2022 Q2	$815K	Hold	1,971	–	–	0.52%	43
2022 Q1	$967K	Hold	1,971	–	–	0.53%	43
2021 Q4	$1.02M	Buy	+1,971	New	+$1M	0.53%	42

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

Bill Few Associates's MDY Position: Q2 2026 in Review

Bill Few Associates reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.39% in Q2 2026, selling an estimated $5.36K and leaving 2,025 shares worth $1.42M. The position accounts for 0.3% of the portfolio, ranked #76.

Bill Few Associates first reported a position in MDY in Q4 2021 and has held it in 19 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Bill Few Associates held 2,025 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.42M as of Q2 2026.
Bill Few Associates sold 8 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $5.36K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.3% of Bill Few Associates's portfolio in Q2 2026, its #76 holding.
Bill Few Associates first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 19 quarters since.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.