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

Milestone Asset Management Group’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	$283K	Buy	403 +16	+4%	+$10.7K	0.14%	111
2026 Q1	$239K	Buy	387 +14	+4%	+$8.87K	0.14%	114
2025 Q4	$225K	Buy	+373	New	+$223K	0.13%	119

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

Milestone Asset Management Group's MDY Position: Q2 2026 in Review

Milestone Asset Management Group increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.1% in Q2 2026, buying an estimated $10.7K and bringing the position to 403 shares worth $283K. The position accounts for 0.14% of the portfolio, ranked #111.

Milestone Asset Management Group first reported a position in MDY in Q4 2025 and has held it in 3 quarters since. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Milestone Asset Management Group held 403 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $283K as of Q2 2026.
Milestone Asset Management Group bought 16 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $10.7K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.14% of Milestone Asset Management Group's portfolio in Q2 2026, its #111 holding.
Milestone Asset Management Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2025 and has held it in 3 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 Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.