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

Stephens Inc’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 		$1.51M Buy
2,152
+104
+5% +$69.6K 0.02% 571
2026
Q1 		$1.26M Buy
2,048
+120
+6% +$76K 0.02% 582
2025
Q4 		$1.16M Hold
1,928
– – 0.01% 599
2025
Q3 		$1.15M Sell
1,928
-13
-0.7% -$7.63K 0.01% 607
2025
Q2 		$1.1M Hold
1,941
– – 0.02% 597
2025
Q1 		$1.04M Buy
1,941
+340
+21% +$193K 0.02% 608
2024
Q4 		$912K Buy
1,601
+339
+27% +$199K 0.01% 634
2024
Q3 		$719K Buy
1,262
+235
+23% +$129K 0.01% 699
2024
Q2 		$549K Sell
1,027
-18
-2% -$9.68K 0.01% 751
2024
Q1 		$581K Buy
1,045
+86
+9% +$44.5K 0.01% 754
2023
Q4 		$486K Sell
959
-319
-25% -$148K 0.01% 756
2023
Q3 		$584K Sell
1,278
-1,180
-48% -$565K 0.01% 671
2023
Q2 		$1.18M Sell
2,458
-160
-6% -$72.8K 0.02% 506
2023
Q1 		$1.2M Buy
2,618
+209
+9% +$97.4K 0.02% 493
2022
Q4 		$1.07M Buy
2,409
+20
+0.8% +$8.84K 0.02% 490
2022
Q3 		$960K Hold
2,389
– – 0.02% 530
2022
Q2 		$988K Sell
2,389
-96
-4% -$43.3K 0.02% 525
2022
Q1 		$1.22M Buy
2,485
+96
+4% +$46.7K 0.02% 539
2021
Q4 		$1.24M Sell
2,389
-566
-19% -$288K 0.02% 563
2021
Q3 		$1.42M Sell
2,955
-129
-4% -$63.4K 0.02% 545
2021
Q2 		$1.51M Sell
3,084
-19
-0.6% -$9.37K 0.02% 541
2021
Q1 		$1.48M Buy
3,103
+239
+8% +$109K 0.02% 522
2020
Q4 		$1.2M Sell
2,864
-556
-16% -$214K 0.02% 552
2020
Q3 		$1.16M Buy
3,420
+1,561
+84% +$533K 0.02% 514
2020
Q2 		$603K Sell
1,859
-91
-5% -$27.6K 0.01% 655
2020
Q1 		$513K Buy
1,950
+470
+32% +$159K 0.01% 635
2019
Q4 		$556K Hold
1,480
– – 0.01% 697
2019
Q3 		$522K Hold
1,480
– – 0.01% 744
2019
Q2 		$525K Sell
1,480
-294
-17% -$103K 0.01% 747
2019
Q1 		$613K Hold
1,774
– – 0.01% 701
2018
Q4 		$537K Buy
1,774
+205
+13% +$68.2K 0.02% 685
2018
Q3 		$577K Buy
1,569
+11
+0.7% +$4.03K 0.01% 738
2018
Q2 		$553K Sell
1,558
-2,559
-62% -$900K 0.02% 586
2018
Q1 		$1.41M Buy
4,117
+2,535
+160% +$882K 0.05% 333
2017
Q4 		$546K Sell
1,582
-646
-29% -$218K 0.02% 476
2017
Q3 		$727K Sell
2,228
-142
-6% -$45.1K 0.03% 427
2017
Q2 		$753K Sell
2,370
-1,539
-39% -$484K 0.03% 491
2017
Q1 		$1.22M Sell
3,909
-1,452
-27% -$451K 0.04% 375
2016
Q4 		$1.62M Sell
5,361
-3,147
-37% -$910K 0.07% 298
2016
Q3 		$2.4M Buy
8,508
+5,554
+188% +$1.56M 0.11% 215
2016
Q2 		$804K Buy
2,954
+1,579
+115% +$422K 0.04% 400
2016
Q1 		$361K Sell
1,375
-168
-11% -$40.9K 0.02% 510
2015
Q4 		$392K Sell
1,543
-2,101
-58% -$547K 0.02% 486
2015
Q3 		$907K Buy
3,644
+1,071
+42% +$284K 0.05% 349
2015
Q2 		$703K Buy
2,573
+1,096
+74% +$305K 0.03% 427
2015
Q1 		$409K Buy
1,477
+19
+1% +$5.12K 0.02% 541
2014
Q4 		$385K Buy
1,458
+26
+2% +$6.66K 0.02% 558
2014
Q3 		$357K Sell
1,432
-90
-6% -$23.1K 0.02% 567
2014
Q2 		$397K Hold
1,522
– – 0.02% 555
2014
Q1 		$381K Sell
1,522
-147
-9% -$36K 0.02% 528
2013
Q4 		$408K Hold
1,669
– – 0.02% 562
2013
Q3 		$378K Hold
1,669
– – 0.02% 538
2013
Q2 		$351K Buy
+1,669
New +$353K 0.02% 497

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

Stephens Inc's MDY Position: Q2 2026 in Review

Stephens Inc increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5.1% in Q2 2026, buying an estimated $69.6K and bringing the position to 2,152 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #571.

Stephens Inc first reported a position in MDY in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.4M in Q3 2016. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Stephens Inc held 2,152 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.51M as of Q2 2026.
  • Stephens Inc bought 104 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $69.6K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Stephens Inc's portfolio in Q2 2026, its #571 holding.
  • Stephens Inc first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 53 quarters since.
  • Stephens Inc's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.4M in Q3 2016.
  • 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

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