Lee, Danner & Bass’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Lee, Danner & Bass’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	$516K	Sell	733 -192	-21%	-$129K	0.03%	190
2026 Q1	$571K	Hold	925	–	–	0.04%	180
2025 Q4	$558K	Hold	925	–	–	0.04%	169
2025 Q3	$551K	Hold	925	–	–	0.04%	170
2025 Q2	$524K	Hold	925	–	–	0.04%	167
2025 Q1	$493K	Buy	925 +173	+23%	+$98.2K	0.04%	166
2024 Q4	$428K	Buy	752 +383	+104%	+$224K	0.03%	180
2024 Q3	$210K	Buy	+369	New	+$203K	0.01%	211

Other funds holding MDY

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Lee, Danner & Bass's MDY Position: Q2 2026 in Review

Lee, Danner & Bass reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 21% in Q2 2026, selling an estimated $129K and leaving 733 shares worth $516K. The position accounts for 0.03% of the portfolio, ranked #190.

Lee, Danner & Bass first reported a position in MDY in Q3 2024 and has held it in 8 quarters since. The position peaked at $571K in Q1 2026. 675 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Lee, Danner & Bass held 733 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $516K as of Q2 2026.
Lee, Danner & Bass sold 192 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $129K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Lee, Danner & Bass's portfolio in Q2 2026, its #190 holding.
Lee, Danner & Bass first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2024 and has held it in 8 quarters since.
Lee, Danner & Bass's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $571K in Q1 2026.
675 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.