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

OFS Enterprise’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	$40M	Buy	56,835 +725	+1%	+$485K	10.21%	2
2026 Q1	$34.6M	Buy	+56,110	New	+$35.6M	10.17%	2

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

OFS Enterprise's MDY Position: Q2 2026 in Review

OFS Enterprise increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.3% in Q2 2026, buying an estimated $485K and bringing the position to 56,835 shares worth $40M. The position accounts for 10.21% of the portfolio, ranked #2.

OFS Enterprise first reported a position in MDY in Q1 2026 and has held it in 2 quarters since. 1,527 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

OFS Enterprise held 56,835 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $40M as of Q2 2026.
OFS Enterprise bought 725 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $485K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 10.21% of OFS Enterprise's portfolio in Q2 2026, its #2 holding.
OFS Enterprise first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2026 and has held it in 2 quarters since.
1,527 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on OFS Enterprise's 13F filing for Q2 2026, filed 8 Jul 2026.