BW
MDY icon

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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BIP Wealth's MDY Position: Q1 2026 in Review

BIP Wealth increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 41% in Q1 2026, buying an estimated $139K and bringing the position to 757 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #308.

BIP Wealth first reported a position in MDY in Q1 2024 and has held it in 3 quarters since. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • BIP Wealth held 757 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $467K as of Q1 2026.
  • BIP Wealth bought 219 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $139K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of BIP Wealth's portfolio in Q1 2026, its #308 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 3 quarters since.
  • 1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.