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

Saxon Interests’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	$1.64M	Buy	2,329 +469	+25%	+$314K	0.45%	49
2026 Q1	$1.15M	Sell	1,860 -515	-22%	-$326K	0.4%	57
2025 Q4	$1.43M	Sell	2,375 -13	-0.5%	-$7.78K	0.5%	52
2025 Q3	$1.42M	Buy	2,388 +1,125	+89%	+$660K	0.56%	46
2025 Q2	$674K	Hold	1,263	–	–	0.32%	75
2025 Q1	$674K	Buy	1,263 +199	+19%	+$113K	0.32%	75
2024 Q4	$606K	Hold	1,064	–	–	0.27%	85
2024 Q3	$606K	Buy	1,064 +2	+0.2%	+$1.1K	0.28%	87
2024 Q2	$568K	Buy	1,062 +411	+63%	+$221K	0.27%	86
2024 Q1	$362K	Buy	651 +1	+0.2%	+$518	0.17%	126
2023 Q4	$330K	Buy	+650	New	+$302K	0.17%	131
2023 Q3	–	Sell	-650	Closed	-$312K	–	144
2023 Q2	$312K	Hold	650	–	–	0.17%	126
2023 Q1	$298K	Buy	650 +20	+3%	+$9.32K	0.17%	137
2022 Q4	$286K	Sell	630 -1	-0.2%	-$442	0.16%	128
2022 Q3	$270K	Hold	631	–	–	0.16%	119
2022 Q2	$261K	Sell	631 -25	-4%	-$11.3K	0.16%	124
2022 Q1	$322K	Buy	+656	New	+$319K	0.17%	107

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

Saxon Interests's MDY Position: Q2 2026 in Review

Saxon Interests increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 25% in Q2 2026, buying an estimated $314K and bringing the position to 2,329 shares worth $1.64M. The position accounts for 0.45% of the portfolio, ranked #49.

Saxon Interests first reported a position in MDY in Q1 2022 and has held it in 17 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Saxon Interests held 2,329 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.64M as of Q2 2026.
Saxon Interests bought 469 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $314K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.45% of Saxon Interests's portfolio in Q2 2026, its #49 holding.
Saxon Interests first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2022 and has held it in 17 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 Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.