Marino Stram & Associates’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Marino Stram & Associates’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	$232K	Sell	331 -8	-2%	-$5.36K	0.04%	185
2026 Q1	$209K	Hold	339	–	–	0.04%	179
2025 Q4	$204K	Sell	339 -9	-3%	-$5.38K	0.04%	181
2025 Q3	$207K	Buy	+348	New	+$204K	0.04%	185
2019 Q2	–	Sell	-153	Closed	-$53K	–	374
2019 Q1	$53K	Buy	+153	New	+$51.5K	0.04%	153

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

Marino Stram & Associates's MDY Position: Q2 2026 in Review

Marino Stram & Associates reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.4% in Q2 2026, selling an estimated $5.36K and leaving 331 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #185.

Marino Stram & Associates first reported a position in MDY in Q1 2019 and has held it in 5 quarters since. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Marino Stram & Associates held 331 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $232K as of Q2 2026.
Marino Stram & Associates sold 8 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $5.36K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Marino Stram & Associates's portfolio in Q2 2026, its #185 holding.
Marino Stram & Associates first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2019 and has held it in 5 quarters since.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.