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

Clune & Associates’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	$287K	Sell	409 -28	-6%	-$18.8K	0.04%	141
2026 Q1	$270K	Buy	437 +1	+0.2%	+$634	0.05%	148
2025 Q4	$263K	Buy	436 +1	+0.2%	+$598	0.06%	145
2025 Q3	$259K	Hold	435	–	–	0.06%	135
2025 Q2	$246K	Buy	+435	New	+$233K	0.07%	136

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

Clune & Associates's MDY Position: Q2 2026 in Review

Clune & Associates reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6.4% in Q2 2026, selling an estimated $18.8K and leaving 409 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #141.

Clune & Associates first reported a position in MDY in Q2 2025 and has held it in 5 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Clune & Associates held 409 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $287K as of Q2 2026.
Clune & Associates sold 28 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $18.8K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Clune & Associates's portfolio in Q2 2026, its #141 holding.
Clune & Associates first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2025 and has held it in 5 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 Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.