Keudell/Morrison Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Keudell/Morrison Wealth 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	$487K	Buy	692 +10	+1%	+$6.7K	0.09%	135
2026 Q1	$421K	Buy	682 +24	+4%	+$15.2K	0.09%	147
2025 Q4	$397K	Buy	+658	New	+$394K	0.08%	154
2025 Q2	$223K	Sell	394 -309	-44%	-$166K	0.05%	206
2025 Q1	$375K	Buy	+703	New	+$399K	0.09%	137

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

Keudell/Morrison Wealth Management's MDY Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.5% in Q2 2026, buying an estimated $6.7K and bringing the position to 692 shares worth $487K. The position accounts for 0.09% of the portfolio, ranked #135.

Keudell/Morrison Wealth Management first reported a position in MDY in Q1 2025 and has held it in 5 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Keudell/Morrison Wealth Management held 692 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $487K as of Q2 2026.
Keudell/Morrison Wealth Management bought 10 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $6.7K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.09% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #135 holding.
Keudell/Morrison Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2025 and has held it in 5 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 Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.