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

Romano Brothers & Co’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	$3.83M	Sell	5,452 -147	-3%	-$98.4K	0.39%	75
2026 Q1	$3.45M	Sell	5,599 -31	-0.6%	-$19.6K	0.39%	77
2025 Q4	$3.4M	Sell	5,630 -70	-1%	-$41.9K	0.39%	75
2025 Q3	$3.4M	Sell	5,700 -55	-1%	-$32.3K	0.39%	73
2025 Q2	$3.26M	Sell	5,755 -137	-2%	-$73.5K	0.4%	71
2025 Q1	$3.14M	Sell	5,892 -90	-2%	-$51.1K	0.41%	74
2024 Q4	$3.41M	Hold	5,982	–	–	0.43%	67
2024 Q3	$3.41M	Hold	5,982	–	–	0.42%	72
2024 Q2	$3.2M	Buy	5,982 +135	+2%	+$72.6K	0.44%	67
2024 Q1	$3.25M	Sell	5,847 -1	-0%	-$518	0.45%	69
2023 Q4	$2.97M	Hold	5,848	–	–	0.44%	76
2023 Q3	$2.67M	Hold	5,848	–	–	0.42%	80
2023 Q2	$2.8M	Buy	5,848 +80	+1%	+$36.4K	0.42%	79
2023 Q1	$2.64M	Sell	5,768 -26	-0.4%	-$12.1K	0.41%	79
2022 Q4	$2.57M	Sell	5,794 -76	-1%	-$33.6K	0.39%	81
2022 Q3	$2.36M	Buy	+5,870	New	+$2.59M	0.38%	82

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

Romano Brothers & Co's MDY Position: Q2 2026 in Review

Romano Brothers & Co reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.6% in Q2 2026, selling an estimated $98.4K and leaving 5,452 shares worth $3.83M. The position accounts for 0.39% of the portfolio, ranked #75.

Romano Brothers & Co first reported a position in MDY in Q3 2022 and has held it in 16 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Romano Brothers & Co held 5,452 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.83M as of Q2 2026.
Romano Brothers & Co sold 147 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $98.4K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.39% of Romano Brothers & Co's portfolio in Q2 2026, its #75 holding.
Romano Brothers & Co first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2022 and has held it in 16 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 Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.