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Millstone Evans Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Millstone Evans 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 		$1.56M Sell
2,218
-494
-18% -$331K 0.84% 21
2026
Q1 		$1.67M Hold
2,712
– – 1% 18
2025
Q4 		$1.64M Sell
2,712
-45
-2% -$26.9K 0.96% 19
2025
Q3 		$1.64M Hold
2,757
– – 1.04% 17
2025
Q2 		$1.56M Sell
2,757
-33
-1% -$17.7K 1.06% 17
2025
Q1 		$1.49M Sell
2,790
-73
-3% -$41.4K 1.01% 20
2024
Q4 		$1.63M Buy
+2,863
New +$1.68M 1.11% 15

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Millstone Evans Group's MDY Position: Q2 2026 in Review

Millstone Evans Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 18% in Q2 2026, selling an estimated $331K and leaving 2,218 shares worth $1.56M. The position accounts for 0.84% of the portfolio, ranked #21.

Millstone Evans Group first reported a position in MDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.67M in Q1 2026. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Millstone Evans Group held 2,218 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.56M as of Q2 2026.
  • Millstone Evans Group sold 494 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $331K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.84% of Millstone Evans Group's portfolio in Q2 2026, its #21 holding.
  • Millstone Evans Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.67M in Q1 2026.
  • 1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.