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

Edgestream 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	$629K	Buy	894 +517	+137%	+$346K	0.02%	750
2026 Q1	$233K	Sell	377 -46	-11%	-$29.1K	0.01%	840
2025 Q4	$255K	Buy	+423	New	+$253K	0.01%	905
2025 Q2	–	Sell	-387	Closed	-$206K	–	988
2025 Q1	$206K	Buy	+387	New	+$220K	0.01%	806
2024 Q4	–	Sell	-633	Closed	-$361K	–	1000
2024 Q3	$361K	Buy	+633	New	+$349K	0.02%	744
2023 Q2	–	Sell	-575	Closed	-$264K	–	831
2023 Q1	$264K	Sell	575 -207	-26%	-$96.5K	0.03%	490
2022 Q4	$346K	Buy	+782	New	+$346K	0.04%	418
2022 Q2	–	Sell	-630	Closed	-$309K	–	585
2022 Q1	$309K	Sell	630 -1,423	-69%	-$692K	0.02%	473
2021 Q4	$1.06M	Buy	2,053 +1,160	+130%	+$590K	0.07%	309
2021 Q3	$429K	Sell	893 -137	-13%	-$67.3K	0.03%	404
2021 Q2	$506K	Buy	+1,030	New	+$508K	0.03%	355
2021 Q1	–	Sell	-663	Closed	-$278K	–	419
2020 Q4	$278K	Sell	663 -17,761	-96%	-$6.84M	0.01%	342
2020 Q3	$6.24M	Buy	+18,424	New	+$6.29M	0.4%	80
2020 Q1	–	Sell	-1,498	Closed	-$562K	–	349
2019 Q4	$562K	Buy	+1,498	New	+$541K	0.03%	268
2018 Q4	–	Sell	-1,238	Closed	-$455K	–	272
2018 Q3	$455K	Buy	+1,238	New	+$453K	0.08%	190
2015 Q2	–	Sell	-1,314	Closed	-$364K	–	121
2015 Q1	$364K	Buy	+1,314	New	+$354K	0.47%	55
2014 Q4	–	Sell	-5,992	Closed	-$1.49M	–	77
2014 Q3	$1.49M	Sell	5,992 -10,289	-63%	-$2.64M	1.3%	23
2014 Q2	$4.24M	Sell	16,281 -12,542	-44%	-$3.14M	2.7%	10
2014 Q1	$7.22M	Buy	28,823 +15,392	+115%	+$3.77M	7.68%	5
2013 Q4	$3.28M	Buy	+13,431	New	+$3.16M	7.08%	6

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

Edgestream Partners's MDY Position: Q2 2026 in Review

Edgestream Partners increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 137% in Q2 2026, buying an estimated $346K and bringing the position to 894 shares worth $629K. The position accounts for 0.02% of the portfolio, ranked #750.

Edgestream Partners first reported a position in MDY in Q4 2013 and has held it in 20 quarters since. The position peaked at $7.22M in Q1 2014. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Edgestream Partners held 894 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $629K as of Q2 2026.
Edgestream Partners bought 517 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $346K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Edgestream Partners's portfolio in Q2 2026, its #750 holding.
Edgestream Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and has held it in 20 quarters since.
Edgestream Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $7.22M in Q1 2014.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.