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

Empowered Funds’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	$2.88M	Buy	4,095 +3,413	+500%	+$2.29M	0.02%	997
2026 Q1	$421K	Buy	+682	New	+$432K	﹤0.01%	1696
2024 Q2	–	Sell	-575	Closed	-$320K	–	1427
2024 Q1	$320K	Buy	+575	New	+$298K	0.01%	1197
2022 Q3	–	Sell	-8,205	Closed	-$3.39M	–	359
2022 Q2	$3.39M	Buy	+8,205	New	+$3.7M	0.44%	83
2021 Q3	–	Sell	-8,700	Closed	-$4.27M	–	257
2021 Q2	$4.27M	Buy	+8,700	New	+$4.29M	0.54%	42

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

Empowered Funds's MDY Position: Q2 2026 in Review

Empowered Funds increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 500% in Q2 2026, buying an estimated $2.29M and bringing the position to 4,095 shares worth $2.88M. The position accounts for 0.02% of the portfolio, ranked #997.

Empowered Funds first reported a position in MDY in Q2 2021 and has held it in 5 quarters since. The position peaked at $4.27M in Q2 2021. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Empowered Funds held 4,095 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.88M as of Q2 2026.
Empowered Funds bought 3,413 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $2.29M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #997 holding.
Empowered Funds first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2021 and has held it in 5 quarters since.
Empowered Funds's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.27M in Q2 2021.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.