SGK
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Steigerwald Gordon & Koch’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Steigerwald Gordon & Koch’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 		$21.1K Hold
30
– – ﹤0.01% 435
2026
Q1 		$18.5K Hold
30
– – ﹤0.01% 438
2025
Q4 		$18.1K Hold
30
– – ﹤0.01% 470
2025
Q3 		$17.9K Buy
+30
New +$17.6K ﹤0.01% 446

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Steigerwald Gordon & Koch's MDY Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 30 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Steigerwald Gordon & Koch first reported a position in MDY in Q3 2025 and has held it in 4 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Steigerwald Gordon & Koch held 30 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $21.1K as of Q2 2026.
  • Steigerwald Gordon & Koch 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 Steigerwald Gordon & Koch's portfolio in Q2 2026, its #435 holding.
  • Steigerwald Gordon & Koch first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2025 and has held it in 4 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 Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.