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

&Partners’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	$14.5M	Buy	20,657 +3,002	+17%	+$2.01M	0.06%	292
2026 Q1	$10.9M	Buy	17,655 +321	+2%	+$203K	0.05%	302
2025 Q4	$10.5M	Buy	17,334 +1,384	+9%	+$828K	0.05%	298
2025 Q3	$9.51M	Buy	15,950 +3,289	+26%	+$1.93M	0.06%	272
2025 Q2	$7.17M	Buy	12,661 +5,710	+82%	+$3.06M	0.06%	295
2025 Q1	$3.7M	Buy	6,951 +785	+13%	+$446K	0.04%	361
2024 Q4	$3.54M	Buy	6,166 +3,283	+114%	+$1.92M	0.04%	349
2024 Q3	$1.64M	Buy	2,883 +1,749	+154%	+$964K	0.03%	404
2024 Q2	$607K	Buy	1,134 +142	+14%	+$76.4K	0.03%	479
2024 Q1	$552K	Sell	992 -20	-2%	-$10.4K	0.08%	250
2023 Q4	$513K	Hold	1,012	–	–	0.13%	152
2023 Q3	$462K	Sell	1,012 -137	-12%	-$65.7K	0.22%	85
2023 Q2	$550K	Hold	1,149	–	–	0.25%	77
2023 Q1	$527K	Hold	1,149	–	–	0.25%	78
2022 Q4	$509K	Buy	1,149 +437	+61%	+$193K	0.25%	80
2022 Q3	$286K	Hold	712	–	–	0.17%	122
2022 Q2	$294K	Hold	712	–	–	0.17%	122
2022 Q1	$349K	Hold	712	–	–	0.2%	111
2021 Q4	$369K	Buy	712 +137	+24%	+$69.7K	0.22%	105
2021 Q3	$277K	Hold	575	–	–	0.18%	130
2021 Q2	$282K	Hold	575	–	–	0.18%	128
2021 Q1	$274K	Hold	575	–	–	0.2%	116
2020 Q4	$241K	Buy	+575	New	+$221K	0.2%	109
2020 Q1	–	Sell	-575	Closed	-$216K	–	164
2019 Q4	$216K	Hold	575	–	–	0.26%	132
2019 Q3	$203K	Hold	575	–	–	0.26%	134
2019 Q2	$204K	Buy	+575	New	+$201K	0.28%	124

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

&Partners's MDY Position: Q2 2026 in Review

&Partners increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 17% in Q2 2026, buying an estimated $2.01M and bringing the position to 20,657 shares worth $14.5M. The position accounts for 0.06% of the portfolio, ranked #292.

&Partners first reported a position in MDY in Q2 2019 and has held it in 26 quarters since. 1,530 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

&Partners held 20,657 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $14.5M as of Q2 2026.
&Partners bought 3,002 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $2.01M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of &Partners's portfolio in Q2 2026, its #292 holding.
&Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2019 and has held it in 26 quarters since.
1,530 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.