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

Burney Company’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	–	Sell	-497	Closed	-$300K	–	616
2025 Q4	$300K	Hold	497	–	–	0.01%	522
2025 Q3	$296K	Buy	497 +5	+1%	+$2.94K	0.01%	507
2025 Q2	$279K	Hold	492	–	–	0.01%	505
2025 Q1	$262K	Buy	492 +2	+0.4%	+$1.14K	0.01%	525
2024 Q4	$279K	Hold	490	–	–	0.01%	515
2024 Q3	$279K	Hold	490	–	–	0.01%	529
2024 Q2	$262K	Hold	490	–	–	0.01%	533
2024 Q1	$273K	Buy	+490	New	+$254K	0.01%	538
2022 Q2	–	Sell	-415	Closed	-$204K	–	562
2022 Q1	$204K	Hold	415	–	–	0.01%	561
2021 Q4	$215K	Buy	+415	New	+$211K	0.01%	559
2021 Q3	–	Sell	-415	Closed	-$204K	–	589
2021 Q2	$204K	Buy	+415	New	+$205K	0.01%	573
2020 Q1	–	Sell	-590	Closed	-$221K	–	459
2019 Q4	$221K	Sell	590 -515	-47%	-$186K	0.01%	440
2019 Q3	$389K	Buy	+1,105	New	+$387K	0.02%	343
2018 Q3	–	Sell	-615	Closed	-$218K	–	459
2018 Q2	$218K	Buy	+615	New	+$216K	0.01%	422
2018 Q1	–	Sell	-605	Closed	-$209K	–	436
2017 Q4	$209K	Buy	+605	New	+$204K	0.01%	415

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

Burney Company's MDY Position: Q1 2026 in Review

Burney Company sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 497 shares — an estimated $300K sold.

Burney Company first reported a position in MDY in Q4 2017 and held it in 15 quarters. The position peaked at $389K in Q3 2019. 1,451 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Burney Company reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
Burney Company sold 497 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $300K.
Burney Company first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and held it in 15 quarters.
Burney Company's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $389K in Q3 2019.
1,451 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Burney Company's 13F filing for Q1 2026, filed 29 Apr 2026.