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

Occidental Asset Management’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	$234K	Hold	333	–	–	0.02%	282
2026 Q1	$205K	Hold	333	–	–	0.02%	263
2025 Q4	$201K	Buy	+333	New	+$199K	0.02%	280

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

Occidental Asset Management's MDY Position: Q2 2026 in Review

Occidental Asset Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 333 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #282.

Occidental Asset Management first reported a position in MDY in Q4 2025 and has held it in 3 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Occidental Asset Management held 333 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $234K as of Q2 2026.
Occidental Asset Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Occidental Asset Management's portfolio in Q2 2026, its #282 holding.
Occidental Asset Management 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.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.