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BOS Asset Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

BOS Asset Management’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 		– Sell
-303
Closed -$213K – 201
2026
Q2 		$213K Buy
+303
New +$203K 0.05% 190

Other funds holding MDY

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

BOS Asset Management's MDY Position: Q3 2026 in Review

BOS Asset Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2026, closing a stake of 303 shares — an estimated $213K sold.

BOS Asset Management first reported a position in MDY in Q2 2026 and held it in 1 quarter. The position peaked at $213K in Q2 2026. 91 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • BOS Asset Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2026 after selling out during the quarter.
  • BOS Asset Management sold 303 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $213K.
  • BOS Asset Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2026 and held it in 1 quarter.
  • BOS Asset Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $213K 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 BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.