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

Brand Asset Management Group’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	$487K	Sell	693 -8	-1%	-$5.36K	0.11%	123
2026 Q1	$432K	Hold	701	–	–	0.11%	109
2025 Q4	$423K	Hold	701	–	–	0.12%	96
2025 Q3	$418K	Buy	701 +11	+2%	+$6.46K	0.12%	98
2025 Q2	$391K	Sell	690 -4	-0.6%	-$2.15K	0.15%	59
2025 Q1	$370K	Sell	694 -11	-2%	-$6.24K	0.15%	60
2024 Q4	$402K	Hold	705	–	–	0.16%	55
2024 Q3	$402K	Hold	705	–	–	0.16%	58
2024 Q2	$377K	Hold	705	–	–	0.16%	58
2024 Q1	$392K	Hold	705	–	–	0.17%	57
2023 Q4	$358K	Hold	705	–	–	0.16%	57
2023 Q3	$322K	Buy	705 +11	+2%	+$5.27K	0.17%	55
2023 Q2	$332K	Hold	694	–	–	0.16%	58
2023 Q1	$318K	Hold	694	–	–	0.16%	56
2022 Q4	$307K	Hold	694	–	–	0.16%	60
2022 Q3	$279K	Sell	694 -187	-21%	-$82.6K	0.15%	62
2022 Q2	$364K	Hold	881	–	–	0.19%	59
2022 Q1	$432K	Hold	881	–	–	0.19%	59
2021 Q4	$456K	Buy	881 +187	+27%	+$95.1K	0.21%	53
2021 Q3	$334K	Buy	694 +15	+2%	+$7.37K	0.16%	57
2021 Q2	$333K	Hold	679	–	–	0.16%	55
2021 Q1	$323K	Buy	679 +277	+69%	+$126K	0.16%	55
2020 Q4	$169K	Sell	402 -22	-5%	-$8.47K	0.1%	73
2020 Q3	$144K	Hold	424	–	–	0.09%	75
2020 Q2	$138K	Sell	424 -27	-6%	-$8.19K	0.09%	72
2020 Q1	$119K	Sell	451 -354	-44%	-$120K	0.09%	73
2019 Q4	$302K	Hold	805	–	–	0.19%	55
2019 Q3	$284K	Hold	805	–	–	0.19%	53
2019 Q2	$285K	Hold	805	–	–	0.19%	54
2019 Q1	$278K	Sell	805 -74	-8%	-$24.9K	0.19%	53
2018 Q4	$266K	Sell	879 -112	-11%	-$37.3K	0.21%	49
2018 Q3	$364K	Sell	991 -63	-6%	-$23.1K	0.27%	45
2018 Q2	$374K	Buy	+1,054	New	+$371K	0.29%	44

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

Brand Asset Management Group's MDY Position: Q2 2026 in Review

Brand Asset Management Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.1% in Q2 2026, selling an estimated $5.36K and leaving 693 shares worth $487K. The position accounts for 0.11% of the portfolio, ranked #123.

Brand Asset Management Group first reported a position in MDY in Q2 2018 and has held it in 33 quarters since. 1,543 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Brand Asset Management Group held 693 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $487K as of Q2 2026.
Brand Asset Management Group 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 0.11% of Brand Asset Management Group's portfolio in Q2 2026, its #123 holding.
Brand Asset Management Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2018 and has held it in 33 quarters since.
1,543 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.