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

Inscription Capital’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	$306K	Buy	435 +1	+0.2%	+$670	0.03%	535
2026 Q1	$268K	Hold	434	–	–	0.03%	520
2025 Q4	$262K	Buy	434 +1	+0.2%	+$598	0.03%	526
2025 Q3	$258K	Hold	433	–	–	0.03%	513
2025 Q2	$245K	Buy	+433	New	+$232K	0.04%	419
2024 Q3	$258K	Buy	453 +1	+0.2%	+$551	0.04%	304
2024 Q2	$242K	Buy	+452	New	+$243K	0.04%	289

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

Inscription Capital's MDY Position: Q2 2026 in Review

Inscription Capital increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.23% in Q2 2026, buying an estimated $670 and bringing the position to 435 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #535.

Inscription Capital first reported a position in MDY in Q2 2024 and has held it in 7 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Inscription Capital held 435 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $306K as of Q2 2026.
Inscription Capital bought 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q2 2026, an estimated $670.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Inscription Capital's portfolio in Q2 2026, its #535 holding.
Inscription Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2024 and has held it in 7 quarters since.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.