Summit Asset Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Summit Asset Management’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	$779K	Hold	1,108	–	–	0.1%	90
2026 Q1	$683K	Hold	1,108	–	–	0.1%	89
2025 Q4	$668K	Hold	1,108	–	–	0.09%	90
2025 Q3	$660K	Hold	1,108	–	–	0.1%	90
2025 Q2	$628K	Buy	1,108 +360	+48%	+$193K	0.1%	93
2025 Q1	$399K	Hold	748	–	–	0.07%	116
2024 Q4	$426K	Hold	748	–	–	0.07%	111
2024 Q3	$426K	Buy	748 +200	+36%	+$110K	0.08%	108
2024 Q2	$293K	Sell	548 -30	-5%	-$16.1K	0.06%	126
2024 Q1	$322K	Hold	578	–	–	0.07%	121
2023 Q4	$293K	Hold	578	–	–	0.07%	125
2023 Q3	$264K	Hold	578	–	–	0.07%	131
2023 Q2	$277K	Hold	578	–	–	0.07%	127
2023 Q1	$265K	Hold	578	–	–	0.07%	129
2022 Q4	$256K	Hold	578	–	–	0.07%	131
2022 Q3	$232K	Hold	578	–	–	0.08%	134
2022 Q2	$239K	Hold	578	–	–	0.07%	139
2022 Q1	$283K	Hold	578	–	–	0.08%	131
2021 Q4	$299K	Hold	578	–	–	0.08%	133
2021 Q3	$278K	Hold	578	–	–	0.09%	133
2021 Q2	$284K	Buy	578 +10	+2%	+$4.93K	0.09%	123
2021 Q1	$270K	Hold	568	–	–	0.09%	120
2020 Q4	$239K	Buy	+568	New	+$219K	0.09%	121

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

Summit Asset Management's MDY Position: Q2 2026 in Review

Summit Asset Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 1,108 shares worth $779K. The position accounts for 0.1% of the portfolio, ranked #90.

Summit Asset Management first reported a position in MDY in Q4 2020 and has held it in 23 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Summit Asset Management held 1,108 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $779K as of Q2 2026.
Summit Asset Management 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 0.1% of Summit Asset Management's portfolio in Q2 2026, its #90 holding.
Summit Asset Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 23 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 Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.