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

Shepherd Financial 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	$658K	Buy	936 +81	+9%	+$54.2K	0.05%	147
2026 Q1	$527K	Hold	855	–	–	0.05%	154
2025 Q4	$516K	Buy	+855	New	+$512K	0.05%	156
2020 Q4	–	Sell	-1,257	Closed	-$426K	–	135
2020 Q3	$426K	Sell	1,257 -1,089	-46%	-$372K	0.1%	99
2020 Q2	$761K	Sell	2,346 -1,162	-33%	-$352K	0.21%	73
2020 Q1	$927K	Sell	3,508 -51,797	-94%	-$17.6M	0.32%	52
2019 Q4	$20.8M	Buy	55,305 +2,407	+5%	+$870K	4.84%	4
2019 Q3	$18.6M	Sell	52,898 -29,843	-36%	-$10.5M	4.67%	4
2019 Q2	$29.3M	Buy	82,741 +2,475	+3%	+$865K	5.51%	4
2019 Q1	$27.7M	Sell	80,266 -1,532	-2%	-$515K	5.37%	4
2018 Q4	$24.8M	Buy	81,798 +5,568	+7%	+$1.85M	5.39%	4
2018 Q3	$27M	Sell	76,230 -60	-0.1%	-$22K	6.11%	4
2018 Q2	$27.1M	Buy	76,290 +1,428	+2%	+$502K	6.09%	4
2018 Q1	$25.6M	Buy	74,862 +1,090	+1%	+$379K	6.3%	4
2017 Q4	$25.5M	Sell	73,772 -3,656	-5%	-$1.23M	5.98%	4
2017 Q3	$25.6M	Buy	77,428 +6,210	+9%	+$1.97M	5.93%	4
2017 Q2	$22.6M	Buy	71,218 +4,944	+7%	+$1.56M	5.52%	4
2017 Q1	$20.4M	Buy	66,274 +7,655	+13%	+$2.38M	5.29%	4
2016 Q4	$17.8M	Buy	+58,619	New	+$16.9M	5.04%	4

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

Shepherd Financial Partners's MDY Position: Q2 2026 in Review

Shepherd Financial Partners increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 9.5% in Q2 2026, buying an estimated $54.2K and bringing the position to 936 shares worth $658K. The position accounts for 0.05% of the portfolio, ranked #147.

Shepherd Financial Partners first reported a position in MDY in Q4 2016 and has held it in 19 quarters since. The position peaked at $29.3M in Q2 2019. 1,541 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Shepherd Financial Partners held 936 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $658K as of Q2 2026.
Shepherd Financial Partners bought 81 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $54.2K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Shepherd Financial Partners's portfolio in Q2 2026, its #147 holding.
Shepherd Financial Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 19 quarters since.
Shepherd Financial Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $29.3M in Q2 2019.
1,541 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.