Lewis Asset Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Lewis Asset 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	$2.58M	Hold	3,674	–	–	0.91%	30
2026 Q1	$2.27M	Sell	3,674 -7	-0.2%	-$4.44K	0.93%	26
2025 Q4	$2.22M	Buy	3,681 +18	+0.5%	+$10.8K	0.9%	26
2025 Q3	$2.18M	Buy	3,663 +472	+15%	+$277K	0.9%	27
2025 Q2	$1.81M	Buy	+3,191	New	+$1.71M	0.85%	28
2025 Q1	–	Sell	-464	Closed	-$265K	–	133
2024 Q4	$265K	Buy	464 +1	+0.2%	+$586	0.2%	108
2024 Q3	$264K	Sell	463 -64	-12%	-$35.3K	0.19%	113
2024 Q2	$282K	Buy	527 +1	+0.2%	+$538	0.22%	102
2024 Q1	$293K	Buy	526 +1	+0.2%	+$518	0.24%	89
2023 Q4	$266K	Buy	+525	New	+$244K	0.24%	90

Other funds holding MDY

CCA

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

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

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

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 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

Lewis Asset Management's MDY Position: Q2 2026 in Review

Lewis Asset Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 3,674 shares worth $2.58M. The position accounts for 0.91% of the portfolio, ranked #30.

Lewis Asset Management first reported a position in MDY in Q4 2023 and has held it in 10 quarters since. 738 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Lewis Asset Management held 3,674 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.58M as of Q2 2026.
Lewis Asset Management 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 0.91% of Lewis Asset Management's portfolio in Q2 2026, its #30 holding.
Lewis Asset Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 10 quarters since.
738 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.