Embree Financial Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Embree Financial Group’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	$2.32M	Buy	3,293 +29	+0.9%	+$19.4K	0.23%	70
2026 Q1	$2.01M	Buy	3,264 +405	+14%	+$257K	0.24%	71
2025 Q4	$1.72M	Buy	2,859 +38	+1%	+$22.7K	0.21%	80
2025 Q3	$1.68M	Sell	2,821 -286	-9%	-$168K	0.23%	78
2025 Q2	$1.76M	Buy	3,107 +4	+0.1%	+$2.15K	0.27%	70
2025 Q1	$1.66M	Sell	3,103 -195	-6%	-$111K	0.28%	74
2024 Q4	$1.88M	Sell	3,298 -146	-4%	-$85.6K	0.32%	59
2024 Q3	$1.96M	Buy	3,444 +6	+0.2%	+$3.31K	0.35%	59
2024 Q2	$1.84M	Sell	3,438 -97	-3%	-$52.2K	0.35%	57
2024 Q1	$1.97M	Sell	3,535 -105	-3%	-$54.4K	0.39%	56
2023 Q4	$1.85M	Buy	+3,640	New	+$1.69M	0.39%	56

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

Embree Financial Group's MDY Position: Q2 2026 in Review

Embree Financial Group increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.89% in Q2 2026, buying an estimated $19.4K and bringing the position to 3,293 shares worth $2.32M. The position accounts for 0.23% of the portfolio, ranked #70.

Embree Financial Group first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Embree Financial Group held 3,293 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.32M as of Q2 2026.
Embree Financial Group bought 29 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $19.4K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.23% of Embree Financial Group's portfolio in Q2 2026, its #70 holding.
Embree Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 11 quarters since.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.