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NWAM LLC’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

NWAM LLC’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
2015
Q1 		– Sell
-1,500
Closed -$390K – 264
2014
Q4 		$390K Buy
+1,500
New +$384K 0.17% 139

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

NWAM LLC's MDY Position: Q2 2026 in Review

NWAM LLC increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 43% in Q2 2026, buying an estimated $293K and bringing the position to 1,445 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #328.

NWAM LLC first reported a position in MDY in Q2 2013 and has held it in 45 quarters since. The position peaked at $3.29M in Q4 2016. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • NWAM LLC held 1,445 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.02M as of Q2 2026.
  • NWAM LLC bought 437 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $293K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of NWAM LLC's portfolio in Q2 2026, its #328 holding.
  • NWAM LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 45 quarters since.
  • NWAM LLC's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.29M in Q4 2016.
  • 1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.