Harmony Asset Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Harmony Asset Management’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	$928K	Sell	1,320 -49	-4%	-$32.8K	0.25%	95
2026 Q1	$844K	Hold	1,369	–	–	0.26%	93
2025 Q4	$826K	Hold	1,369	–	–	0.28%	86
2025 Q3	$816K	Hold	1,369	–	–	0.28%	87
2025 Q2	$776K	Hold	1,369	–	–	0.29%	86
2025 Q1	$730K	Hold	1,369	–	–	0.31%	82
2024 Q4	$780K	Buy	1,369 +140	+11%	+$82.1K	0.31%	79
2024 Q3	$700K	Sell	1,229 -100	-8%	-$55.1K	0.26%	81
2024 Q2	$711K	Sell	1,329 -200	-13%	-$108K	0.3%	73
2024 Q1	$851K	Sell	1,529 -100	-6%	-$51.8K	0.35%	73
2023 Q4	$827K	Buy	+1,629	New	+$756K	0.35%	74

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

Harmony Asset Management's MDY Position: Q2 2026 in Review

Harmony Asset Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.6% in Q2 2026, selling an estimated $32.8K and leaving 1,320 shares worth $928K. The position accounts for 0.25% of the portfolio, ranked #95.

Harmony Asset Management first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Harmony Asset Management held 1,320 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $928K as of Q2 2026.
Harmony Asset Management sold 49 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $32.8K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.25% of Harmony Asset Management's portfolio in Q2 2026, its #95 holding.
Harmony Asset Management 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.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.