Mason & Associates (California)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Mason & Associates (California)’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	$224K	Buy	+319	New	+$214K	0.04%	156
2022 Q4	–	Sell	-518	Closed	-$208K	–	85
2022 Q3	$208K	Buy	+518	New	+$229K	0.07%	76
2022 Q2	–	Sell	-425	Closed	-$208K	–	102
2022 Q1	$208K	Hold	425	–	–	0.06%	107
2021 Q4	$220K	Buy	+425	New	+$216K	0.07%	93

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

Mason & Associates (California)'s MDY Position: Q2 2026 in Review

Mason & Associates (California) opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 319 shares worth $224K. The stake represents 0.04% of the portfolio and ranks #156 among its holdings. This is a return to the name: Mason & Associates (California) previously reported a position in MDY as recently as Q3 2022.

Mason & Associates (California) first reported a position in MDY in Q4 2021 and has held it in 4 quarters since. 1,541 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Mason & Associates (California) held 319 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $224K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Mason & Associates (California) position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Mason & Associates (California)'s portfolio in Q2 2026, its #156 holding.
Mason & Associates (California) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 4 quarters since.
1,541 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.