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

SVB Wealth’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 		$1.23M Sell
1,742
-125
-7% -$83.7K 0.08% 172
2026
Q1 		$1.15M Sell
1,867
-65
-3% -$41.2K 0.08% 178
2025
Q4 		$1.17M Sell
1,932
-251
-11% -$150K 0.07% 193
2025
Q3 		$1.3M Sell
2,183
-158
-7% -$92.7K 0.07% 196
2025
Q2 		$1.33M Sell
2,341
-3,070
-57% -$1.65M 0.07% 208
2025
Q1 		$2.89M Buy
5,411
+711
+15% +$404K 0.12% 98
2024
Q4 		$2.68M Buy
+4,700
New +$2.75M 0.05% 197
2024
Q3 		– Sell
-5,345
Closed -$2.86M – 367
2024
Q2 		$2.86M Sell
5,345
-2,213
-29% -$1.19M 0.07% 202
2024
Q1 		$4.21M Buy
7,558
+885
+13% +$458K 0.09% 179
2023
Q4 		$3.39M Sell
6,673
-5,831
-47% -$2.71M 0.08% 190
2023
Q3 		$5.71M Sell
12,504
-5,143
-29% -$2.46M 0.13% 139
2023
Q2 		$8.45M Sell
17,647
-22,711
-56% -$10.3M 0.15% 126
2023
Q1 		$18.5M Sell
40,358
-1,734
-4% -$808K 0.26% 79
2022
Q4 		$18.6M Sell
42,092
-1,045
-2% -$462K 0.25% 81
2022
Q3 		$17.3M Buy
43,137
+492
+1% +$217K 0.25% 82
2022
Q2 		$17.6M Buy
42,645
+3,225
+8% +$1.46M 0.27% 71
2022
Q1 		$19.3M Buy
39,420
+21,468
+120% +$10.4M 0.26% 75
2021
Q4 		$9.29M Sell
17,952
-22,361
-55% -$11.4M 0.15% 110
2021
Q3 		$19.4M Sell
40,313
-587
-1% -$288K 0.25% 76
2021
Q2 		$20.1M Sell
40,900
-680
-2% -$335K 0.25% 76
2021
Q1 		$19.8M Sell
41,580
-3,511
-8% -$1.6M 0.28% 71
2020
Q4 		$18.9M Sell
45,091
-2,178
-5% -$839K 0.28% 67
2020
Q3 		$16M Buy
47,269
+2,663
+6% +$909K 0.26% 69
2020
Q2 		$14.5M Sell
44,606
-272,408
-86% -$82.6M 0.27% 70
2020
Q1 		$83.3M Sell
317,014
-37,046
-10% -$12.6M 2.02% 8
2019
Q4 		$133M Sell
354,060
-2,691
-0.8% -$973K 2.42% 7
2019
Q3 		$126M Buy
356,751
+338,794
+1,887% +$119M 2.5% 7
2019
Q2 		$6.37M Buy
+17,957
New +$6.28M 0.21% 117

Other funds holding MDY

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

SVB Wealth's MDY Position: Q2 2026 in Review

SVB Wealth reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6.7% in Q2 2026, selling an estimated $83.7K and leaving 1,742 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #172.

SVB Wealth first reported a position in MDY in Q2 2019 and has held it in 28 quarters since. The position peaked at $133M in Q4 2019. 291 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • SVB Wealth held 1,742 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.23M as of Q2 2026.
  • SVB Wealth sold 125 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $83.7K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.08% of SVB Wealth's portfolio in Q2 2026, its #172 holding.
  • SVB Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2019 and has held it in 28 quarters since.
  • SVB Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $133M in Q4 2019.
  • 291 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.