Three Bearings Fiduciary Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Three Bearings Fiduciary Advisors’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	$140K	Hold	199	–	–	0.13%	55
2026 Q1	$123K	Hold	199	–	–	0.12%	55
2025 Q4	$125K	Buy	+199	New	+$119K	0.12%	54

Other funds holding MDY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Three Bearings Fiduciary Advisors's MDY Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 199 shares worth $140K. The position accounts for 0.13% of the portfolio, ranked #55.

Three Bearings Fiduciary Advisors first reported a position in MDY in Q4 2025 and has held it in 3 quarters since. 1,033 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Three Bearings Fiduciary Advisors held 199 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $140K as of Q2 2026.
Three Bearings Fiduciary Advisors 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 0.13% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #55 holding.
Three Bearings Fiduciary Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2025 and has held it in 3 quarters since.
1,033 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.