Howard Capital Management Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Howard Capital Management 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	$433K	Hold	615	–	–	0.03%	98
2026 Q1	$379K	Hold	615	–	–	0.03%	97
2025 Q4	$371K	Sell	615 -40	-6%	-$23.9K	0.02%	100
2025 Q3	$390K	Sell	655 -60	-8%	-$35.2K	0.02%	101
2025 Q2	$405K	Sell	715 -20	-3%	-$10.7K	0.03%	90
2025 Q1	$392K	Hold	735	–	–	0.03%	89
2024 Q4	$419K	Sell	735 -10	-1%	-$5.86K	0.03%	89
2024 Q3	$424K	Hold	745	–	–	0.03%	91
2024 Q2	$399K	Hold	745	–	–	0.03%	88
2024 Q1	$415K	Sell	745 -40	-5%	-$20.7K	0.03%	87
2023 Q4	$398K	Hold	785	–	–	0.03%	80
2023 Q3	$358K	Hold	785	–	–	0.03%	80
2023 Q2	$376K	Hold	785	–	–	0.04%	76
2023 Q1	$360K	Hold	785	–	–	0.04%	80
2022 Q4	$348K	Hold	785	–	–	0.04%	76
2022 Q3	$315K	Sell	785 -15	-2%	-$6.63K	0.04%	74
2022 Q2	$331K	Sell	800 -30	-4%	-$13.5K	0.04%	74
2022 Q1	$407K	Buy	830 +80	+11%	+$38.9K	0.04%	76
2021 Q4	$388K	Sell	750 -10	-1%	-$5.09K	0.03%	85
2021 Q3	$365K	Hold	760	–	–	0.03%	81
2021 Q2	$373K	Hold	760	–	–	0.04%	77
2021 Q1	$362K	Buy	+760	New	+$347K	0.04%	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

Howard Capital Management Group's MDY Position: Q2 2026 in Review

Howard Capital Management Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 615 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #98.

Howard Capital Management Group first reported a position in MDY in Q1 2021 and has held it in 22 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Howard Capital Management Group held 615 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $433K as of Q2 2026.
Howard Capital Management Group left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Howard Capital Management Group's portfolio in Q2 2026, its #98 holding.
Howard Capital Management Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 22 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 Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.