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 Q3	$1.33M	Sell	2,023 -2	-0.1%	-$1.38K	0.27%	82
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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Bill Few Associates's MDY Position: Q3 2026 in Review

Bill Few Associates reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.1% in Q3 2026, selling an estimated $1.38K and leaving 2,023 shares worth $1.33M. The position accounts for 0.27% of the portfolio, ranked #82.

Bill Few Associates first reported a position in MDY in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.42M in Q2 2026. 91 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Bill Few Associates held 2,023 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.33M as of Q3 2026.
Bill Few Associates sold 2 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $1.38K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.27% of Bill Few Associates's portfolio in Q3 2026, its #82 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 20 quarters since.
Bill Few Associates's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.42M in Q2 2026.
91 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Bill Few Associates's 13F filing for Q3 2026, filed 9 Oct 2026.