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

COWA LLC’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 Q3	–	Sell	-290	Closed	-$204K	–	194
2026 Q2	$204K	Buy	+290	New	+$194K	0.05%	179
2023 Q2	–	Sell	-1	Closed	-$290	–	116
2023 Q1	$290	Buy	+1	New	+$466	﹤0.01%	122
2022 Q4	–	Sell	-290	Closed	-$118K	–	242
2022 Q3	$118K	Buy	+290	New	+$128K	0.08%	137
2022 Q2	–	Sell	-440	Closed	-$218K	–	131
2022 Q1	$218K	Sell	440 -180	-29%	-$87.6K	0.11%	116
2021 Q4	$322K	Hold	620	–	–	0.16%	100
2021 Q3	$301K	Hold	620	–	–	0.17%	99
2021 Q2	$304K	Hold	620	–	–	0.19%	91
2021 Q1	$296K	Hold	620	–	–	0.18%	95
2020 Q4	$260K	Buy	+620	New	+$239K	0.2%	89

Other funds holding MDY

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $3.23B AUM 32.78% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

COWA LLC's MDY Position: Q3 2026 in Review

COWA LLC sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2026, closing a stake of 290 shares — an estimated $204K sold.

COWA LLC first reported a position in MDY in Q4 2020 and held it in 9 quarters. The position peaked at $322K in Q4 2021. 780 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

COWA LLC reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2026 after selling out during the quarter.
COWA LLC sold 290 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $204K.
COWA LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and held it in 9 quarters.
COWA LLC's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $322K in Q4 2021.
780 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.