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

Coston McIsaac & 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	$4K	Hold	6	–	–	﹤0.01%	705
2026 Q1	$3K	Sell	6 -1	-14%	-$634	﹤0.01%	725
2025 Q4	$3K	Hold	7	–	–	﹤0.01%	718
2025 Q3	$3K	Buy	7 +6	+600%	+$3.52K	﹤0.01%	686
2025 Q2	$0	Buy	+1	New	+$537	﹤0.01%	802
2025 Q1	–	Sell	-1	Closed	–	–	801
2024 Q4	$0	Hold	1	–	–	﹤0.01%	799
2024 Q3	$0	Hold	1	–	–	﹤0.01%	790
2024 Q2	$0	Hold	1	–	–	﹤0.01%	772
2024 Q1	$0	Hold	1	–	–	﹤0.01%	754
2023 Q4	$0	Hold	1	–	–	﹤0.01%	754
2023 Q3	$0	Buy	+1	New	+$479	﹤0.01%	759
2023 Q2	–	Sell	-1	Closed	–	–	814
2023 Q1	$0	Hold	1	–	–	﹤0.01%	830
2022 Q4	$0	Hold	1	–	–	﹤0.01%	795
2022 Q3	$0	Hold	1	–	–	﹤0.01%	715
2022 Q2	$0	Buy	+1	New	+$452	﹤0.01%	496

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

Coston McIsaac & Partners's MDY Position: Q2 2026 in Review

Coston McIsaac & Partners held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 6 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Coston McIsaac & Partners first reported a position in MDY in Q2 2022 and has held it in 15 quarters since. 1,543 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Coston McIsaac & Partners held 6 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $4K as of Q2 2026.
Coston McIsaac & Partners left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #705 holding.
Coston McIsaac & Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2022 and has held it in 15 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 Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.