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

Evensky & Katz’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	$5.38M	Buy	7,654 +415	+6%	+$278K	0.28%	27
2026 Q1	$4.46M	Sell	7,239 -269	-4%	-$170K	0.25%	31
2025 Q4	$4.53M	Buy	7,508 +43	+0.6%	+$25.7K	0.26%	30
2025 Q3	$4.45M	Buy	7,465 +16	+0.2%	+$9.39K	0.26%	29
2025 Q2	$4.22M	Sell	7,449 -130	-2%	-$69.8K	0.26%	31
2025 Q1	$4.04M	Sell	7,579 -104	-1%	-$59K	0.27%	31
2024 Q4	$4.38M	Sell	7,683 -71	-0.9%	-$41.6K	0.29%	31
2024 Q3	$4.42M	Sell	7,754 -52	-0.7%	-$28.6K	0.29%	29
2024 Q2	$4.18M	Sell	7,806 -192	-2%	-$103K	0.29%	29
2024 Q1	$4.45M	Sell	7,998 -84	-1%	-$43.5K	0.31%	29
2023 Q4	$4.1M	Buy	8,082 +21	+0.3%	+$9.75K	0.31%	29
2023 Q3	$3.68M	Sell	8,061 -404	-5%	-$194K	0.31%	27
2023 Q2	$4.05M	Sell	8,465 -353	-4%	-$161K	0.31%	29
2023 Q1	$4.04M	Buy	8,818 +378	+4%	+$176K	0.33%	30
2022 Q4	$3.74M	Sell	8,440 -254	-3%	-$112K	0.34%	30
2022 Q3	$3.49M	Buy	8,694 +22	+0.3%	+$9.72K	0.41%	28
2022 Q2	$3.59M	Sell	8,672 -6	-0.1%	-$2.71K	0.41%	28
2022 Q1	$4.26M	Buy	8,678 +12	+0.1%	+$5.84K	0.42%	26
2021 Q4	$4.49M	Buy	8,666 +16	+0.2%	+$8.14K	0.43%	27
2021 Q3	$4.16M	Sell	8,650 -118	-1%	-$58K	0.43%	26
2021 Q2	$4.3M	Buy	8,768 +9	+0.1%	+$4.44K	0.44%	26
2021 Q1	$4.17M	Sell	8,759 -359	-4%	-$164K	0.46%	26
2020 Q4	$3.83M	Sell	9,118 -52	-0.6%	-$20K	0.47%	24
2020 Q3	$3.11M	Sell	9,170 -798	-8%	-$272K	0.42%	27
2020 Q2	$3.23M	Sell	9,968 -106	-1%	-$32.1K	0.47%	26
2020 Q1	$2.65M	Sell	10,074 -52	-0.5%	-$17.6K	0.42%	29
2019 Q4	$3.8M	Sell	10,126 -917	-8%	-$331K	0.53%	26
2019 Q3	$3.89M	Hold	11,043	–	–	0.53%	26
2019 Q2	$3.92M	Sell	11,043 -49	-0.4%	-$17.1K	0.54%	24
2019 Q1	$3.83M	Buy	+11,092	New	+$3.73M	0.54%	25

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

Evensky & Katz's MDY Position: Q2 2026 in Review

Evensky & Katz increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5.7% in Q2 2026, buying an estimated $278K and bringing the position to 7,654 shares worth $5.38M. The position accounts for 0.28% of the portfolio, ranked #27.

Evensky & Katz first reported a position in MDY in Q1 2019 and has held it in 30 quarters since. 1,534 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Evensky & Katz held 7,654 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.38M as of Q2 2026.
Evensky & Katz bought 415 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $278K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.28% of Evensky & Katz's portfolio in Q2 2026, its #27 holding.
Evensky & Katz first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2019 and has held it in 30 quarters since.
1,534 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Evensky & Katz's 13F filing for Q2 2026, filed 22 Jul 2026.