Capital Group Private Client Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Capital Group Private Client Services’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	$8.26M	Buy	11,748 +2	+0%	+$1.34K	0.12%	74
2026 Q1	$7.24M	Sell	11,746 -1	-0%	-$634	0.12%	81
2025 Q4	$7.09M	Buy	11,747 +22	+0.2%	+$13.2K	0.11%	103
2025 Q3	$6.99M	Sell	11,725 -135	-1%	-$79.2K	0.12%	105
2025 Q2	$6.72M	Buy	11,860 +2	+0%	+$1.07K	0.06%	160
2025 Q1	$6.33M	Buy	11,858 +11,003	+1,287%	+$6.25M	0.06%	159
2024 Q4	$487K	Sell	855 -77	-8%	-$45.1K	﹤0.01%	250
2024 Q3	$531K	Buy	932 +3	+0.3%	+$1.65K	0.01%	242
2024 Q2	$497K	Buy	929 +130	+16%	+$69.9K	0.01%	244
2024 Q1	$445K	Buy	799 +3	+0.4%	+$1.55K	﹤0.01%	239
2023 Q4	$404K	Sell	796 -2	-0.3%	-$929	﹤0.01%	237
2023 Q3	$364K	Buy	798 +3	+0.4%	+$1.44K	﹤0.01%	227
2023 Q2	$381K	Buy	795 +4	+0.5%	+$1.82K	﹤0.01%	222
2023 Q1	$363K	Buy	791 +2	+0.3%	+$932	﹤0.01%	222
2022 Q4	$349K	Buy	789 +82	+12%	+$36.3K	﹤0.01%	221
2022 Q3	$284K	Buy	707 +2	+0.3%	+$883	﹤0.01%	223
2022 Q2	$292K	Buy	705 +2	+0.3%	+$903	﹤0.01%	222
2022 Q1	$345K	Sell	703 -5,138	-88%	-$2.5M	﹤0.01%	218
2021 Q4	$3.02M	Buy	5,841 +15	+0.3%	+$7.63K	0.03%	164
2021 Q3	$2.8M	Buy	+5,826	New	+$2.86M	0.03%	163

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

Capital Group Private Client Services's MDY Position: Q2 2026 in Review

Capital Group Private Client Services increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.02% in Q2 2026, buying an estimated $1.34K and bringing the position to 11,748 shares worth $8.26M. The position accounts for 0.12% of the portfolio, ranked #74.

Capital Group Private Client Services first reported a position in MDY in Q3 2021 and has held it in 20 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Capital Group Private Client Services held 11,748 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $8.26M as of Q2 2026.
Capital Group Private Client Services bought 2 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $1.34K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.12% of Capital Group Private Client Services's portfolio in Q2 2026, its #74 holding.
Capital Group Private Client Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2021 and has held it in 20 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 Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.