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 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

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

COWA LLC's MDY Position: Q2 2026 in Review

COWA LLC opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 290 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #179 among its holdings. This is a return to the name: COWA LLC previously reported a position in MDY as recently as Q1 2023.

COWA LLC first reported a position in MDY in Q4 2020 and has held it in 9 quarters since. The position peaked at $322K in Q4 2021. 1,541 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

COWA LLC held 290 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $204K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new COWA LLC position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of COWA LLC's portfolio in Q2 2026, its #179 holding.
COWA LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 9 quarters since.
COWA LLC's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $322K in Q4 2021.
1,541 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on COWA LLC's 13F filing for Q2 2026, filed 6 Aug 2026.