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

BIP Wealth’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 		$528K Sell
751
-6
-0.8% -$4.02K 0.02% 365
2026
Q1 		$467K Buy
757
+219
+41% +$139K 0.02% 308
2025
Q4 		$324K Buy
+538
New +$322K 0.01% 355
2024
Q2 		– Sell
-576
Closed -$320K – 207
2024
Q1 		$320K Buy
+576
New +$298K 0.02% 153

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BIP Wealth's MDY Position: Q2 2026 in Review

BIP Wealth reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.79% in Q2 2026, selling an estimated $4.02K and leaving 751 shares worth $528K. The position accounts for 0.02% of the portfolio, ranked #365.

BIP Wealth first reported a position in MDY in Q1 2024 and has held it in 4 quarters since. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • BIP Wealth held 751 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $528K as of Q2 2026.
  • BIP Wealth sold 6 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $4.02K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of BIP Wealth's portfolio in Q2 2026, its #365 holding.
  • BIP Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 4 quarters since.
  • 1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.