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

Lifestyle 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	$708K	Buy	1,007 +164	+19%	+$110K	0.19%	68
2026 Q1	$520K	Buy	843 +257	+44%	+$163K	0.17%	75
2025 Q4	$354K	Buy	586 +107	+22%	+$64K	0.12%	100
2025 Q3	$285K	Buy	479 +115	+32%	+$67.5K	0.1%	117
2025 Q2	$206K	Buy	+364	New	+$195K	0.1%	123

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

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

Lifestyle Asset Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 19% in Q2 2026, buying an estimated $110K and bringing the position to 1,007 shares worth $708K. The position accounts for 0.19% of the portfolio, ranked #68.

Lifestyle Asset Management first reported a position in MDY in Q2 2025 and has held it in 5 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Lifestyle Asset Management held 1,007 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $708K as of Q2 2026.
Lifestyle Asset Management bought 164 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $110K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.19% of Lifestyle Asset Management's portfolio in Q2 2026, its #68 holding.
Lifestyle Asset Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2025 and has held it in 5 quarters since.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.