Robertson Stephens Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Robertson Stephens Wealth 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	$522K	Hold	741	–	–	0.01%	430
2026 Q1	$458K	Hold	741	–	–	0.01%	433
2025 Q4	$449K	Sell	741 -14	-2%	-$8.38K	0.01%	451
2025 Q3	$451K	Hold	755	–	–	0.01%	374
2025 Q2	$429K	Hold	755	–	–	0.01%	390
2025 Q1	$404K	Buy	755 +89	+13%	+$50.5K	0.01%	398
2024 Q4	$381K	Sell	666 -176	-21%	-$103K	0.01%	417
2024 Q3	$481K	Buy	842 +69	+9%	+$38K	0.02%	424
2024 Q2	$415K	Sell	773 -1,445	-65%	-$777K	0.02%	358
2024 Q1	$1.24M	Hold	2,218	–	–	0.07%	209
2023 Q4	$1.13M	Hold	2,218	–	–	0.07%	207
2023 Q3	$1.02M	Buy	2,218 +1,378	+164%	+$660K	0.07%	207
2023 Q2	$404K	Sell	840 -107	-11%	-$48.7K	0.03%	312
2023 Q1	$435K	Buy	947 +4	+0.4%	+$1.86K	0.03%	305
2022 Q4	$419K	Hold	943	–	–	0.04%	284
2022 Q3	$382K	Hold	943	–	–	0.04%	249
2022 Q2	$391K	Hold	943	–	–	0.04%	266
2022 Q1	$464K	Sell	943 -410	-30%	-$199K	0.04%	260
2021 Q4	$702K	Buy	1,353 +452	+50%	+$230K	0.06%	223
2021 Q3	$434K	Hold	901	–	–	0.05%	220
2021 Q2	$443K	Hold	901	–	–	0.05%	219
2021 Q1	$430K	Hold	901	–	–	0.07%	190
2020 Q4	$379K	Hold	901	–	–	0.08%	162
2020 Q3	$306K	Hold	901	–	–	0.08%	172
2020 Q2	$293K	Hold	901	–	–	0.08%	147
2020 Q1	$238K	Sell	901 -250	-22%	-$84.8K	0.08%	157
2019 Q4	$433K	Hold	1,151	–	–	0.22%	75
2019 Q3	$407K	Buy	1,151 +277	+32%	+$97.1K	0.21%	86
2019 Q2	$311K	Buy	+874	New	+$305K	0.3%	54

Other funds holding MDY

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Robertson Stephens Wealth Management's MDY Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 741 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #430.

Robertson Stephens Wealth Management first reported a position in MDY in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.24M in Q1 2024. 748 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Robertson Stephens Wealth Management held 741 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $522K as of Q2 2026.
Robertson Stephens Wealth 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 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #430 holding.
Robertson Stephens Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2019 and has held it in 29 quarters since.
Robertson Stephens Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.24M in Q1 2024.
748 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.