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EP Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

EP Wealth Advisors’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 		$84M Buy
119,454
+7,707
+7% +$5.16M 0.32% 46
2026
Q1 		$68.9M Buy
111,747
+78,341
+235% +$49.6M 0.34% 49
2025
Q4 		$20.2M Buy
+33,406
New +$20M 0.1% 131
2025
Q2 		$16.8M Sell
29,627
-1,684
-5% -$904K 0.11% 139
2025
Q1 		$16.7M Buy
31,311
+513
+2% +$291K 0.13% 122
2024
Q4 		$17.5M Sell
30,798
-2,456
-7% -$1.44M 0.14% 114
2024
Q3 		$18.9M Buy
33,254
+3,018
+10% +$1.66M 0.16% 109
2024
Q2 		$16.2M Buy
30,236
+1,887
+7% +$1.01M 0.17% 100
2024
Q1 		$15.8M Buy
28,349
+287
+1% +$149K 0.18% 94
2023
Q4 		$14.2M Sell
28,062
-2,096
-7% -$973K 0.18% 90
2023
Q3 		$13.8M Buy
30,158
+23,367
+344% +$11.2M 0.21% 83
2023
Q2 		$9.97M Sell
6,791
-9,386
-58% -$4.27M 0.14% 101
2023
Q1 		$1.3M Buy
16,177
+7,292
+82% +$3.4M 0.02% 274
2022
Q4 		$3.93M Buy
+8,885
New +$3.93M 0.07% 149
2022
Q3 		– Sell
-3,977
Closed -$1.64M – 509
2022
Q2 		$1.64M Sell
3,977
-34
-0.8% -$15.4K 0.04% 213
2022
Q1 		$1.97M Sell
4,011
-61
-1% -$29.7K 0.04% 203
2021
Q4 		$2.11M Buy
4,072
+156
+4% +$79.4K 0.05% 178
2021
Q3 		$1.88M Buy
3,916
+177
+5% +$86.9K 0.05% 176
2021
Q2 		$1.84M Sell
3,739
-26
-0.7% -$12.8K 0.05% 185
2021
Q1 		$1.79M Buy
3,765
+1,215
+48% +$554K 0.06% 176
2020
Q4 		$1.07M Buy
2,550
+40
+2% +$15.4K 0.04% 182
2020
Q3 		$850K Sell
2,510
-1,420
-36% -$485K 0.04% 171
2020
Q2 		$1.27M Sell
3,930
-120
-3% -$36.4K 0.05% 155
2020
Q1 		$1.06M Buy
4,050
+2,902
+253% +$984K 0.05% 160
2019
Q4 		$431K Buy
1,148
+131
+13% +$47.3K 0.02% 291
2019
Q3 		$358K Hold
1,017
– – 0.02% 256
2019
Q2 		$361K Buy
+1,017
New +$355K 0.02% 220

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EP Wealth Advisors's MDY Position: Q2 2026 in Review

EP Wealth Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6.9% in Q2 2026, buying an estimated $5.16M and bringing the position to 119,454 shares worth $84M. The position accounts for 0.32% of the portfolio, ranked #46.

EP Wealth Advisors first reported a position in MDY in Q2 2019 and has held it in 27 quarters since. 1,530 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • EP Wealth Advisors held 119,454 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $84M as of Q2 2026.
  • EP Wealth Advisors bought 7,707 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $5.16M.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.32% of EP Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • EP Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2019 and has held it in 27 quarters since.
  • 1,530 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.