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

BSW Wealth Partners’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	$672K	Sell	956 -4	-0.4%	-$2.68K	0.07%	146
2026 Q1	$592K	Hold	960	–	–	0.07%	157
2025 Q4	$579K	Sell	960 -151	-14%	-$90.3K	0.07%	162
2025 Q3	$662K	Hold	1,111	–	–	0.08%	140
2025 Q2	$629K	Sell	1,111 -7	-0.6%	-$3.76K	0.09%	131
2025 Q1	$596K	Hold	1,118	–	–	0.09%	134
2024 Q4	$637K	Hold	1,118	–	–	0.09%	127
2024 Q3	$637K	Buy	1,118 +139	+14%	+$76.6K	0.1%	125
2024 Q2	$524K	Hold	979	–	–	0.09%	129
2024 Q1	$545K	Buy	979 +314	+47%	+$163K	0.09%	127
2023 Q4	$337K	Hold	665	–	–	0.07%	180
2023 Q3	$304K	Hold	665	–	–	0.07%	173
2023 Q2	$318K	Hold	665	–	–	0.07%	175
2023 Q1	$305K	Sell	665 -22	-3%	-$10.3K	0.06%	213
2022 Q4	$304K	Sell	687 -69	-9%	-$30.5K	0.07%	212
2022 Q3	$304K	Hold	756	–	–	0.07%	180
2022 Q2	$313K	Hold	756	–	–	0.08%	181
2022 Q1	$371K	Hold	756	–	–	0.09%	168
2021 Q4	$391K	Hold	756	–	–	0.1%	156
2021 Q3	$364K	Hold	756	–	–	0.1%	143
2021 Q2	$371K	Hold	756	–	–	0.1%	140
2021 Q1	$360K	Hold	756	–	–	0.1%	118
2020 Q4	$317K	Buy	+756	New	+$291K	0.1%	120
2017 Q1	–	Sell	-1,369	Closed	-$413K	–	74
2016 Q4	$413K	Buy	+1,369	New	+$396K	0.22%	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

BSW Wealth Partners's MDY Position: Q2 2026 in Review

BSW Wealth Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.42% in Q2 2026, selling an estimated $2.68K and leaving 956 shares worth $672K. The position accounts for 0.07% of the portfolio, ranked #146.

BSW Wealth Partners first reported a position in MDY in Q4 2016 and has held it in 24 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

BSW Wealth Partners held 956 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $672K as of Q2 2026.
BSW Wealth Partners sold 4 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $2.68K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of BSW Wealth Partners's portfolio in Q2 2026, its #146 holding.
BSW Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 24 quarters since.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.