TH
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Team Hewins’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Team Hewins’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 		$263K Hold
373
– – 0.07% 38
2026
Q1 		$231K Buy
+373
New +$236K 0.07% 39

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Team Hewins's MDY Position: Q2 2026 in Review

Team Hewins held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 373 shares worth $263K. The position accounts for 0.07% of the portfolio, ranked #38.

Team Hewins first reported a position in MDY in Q1 2026 and has held it in 2 quarters since. 761 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Team Hewins held 373 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $263K as of Q2 2026.
  • Team Hewins 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 0.07% of Team Hewins's portfolio in Q2 2026, its #38 holding.
  • Team Hewins first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2026 and has held it in 2 quarters since.
  • 761 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.