James J. Burns & Company’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

James J. Burns & Company’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	$204K	Buy	+290	New	+$194K	0.02%	156

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

James J. Burns & Company's MDY Position: Q2 2026 in Review

James J. Burns & Company opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 290 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #156 among its holdings.

1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

James J. Burns & Company held 290 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $204K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new James J. Burns & Company position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of James J. Burns & Company's portfolio in Q2 2026, its #156 holding.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.