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

UBS AM’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	$535K	Sell	761 -222	-23%	-$149K	﹤0.01%	2524
2026 Q1	$606K	Buy	983 +578	+143%	+$366K	﹤0.01%	2498
2025 Q4	$244K	Buy	+405	New	+$242K	﹤0.01%	2441
2019 Q4	–	Sell	-2,768	Closed	-$976K	–	2716
2019 Q3	$976K	Sell	2,768 -72	-3%	-$25.2K	﹤0.01%	1966
2019 Q2	$1.01M	Sell	2,840 -37	-1%	-$12.9K	﹤0.01%	1884
2019 Q1	$994K	Sell	2,877 -42	-1%	-$14.1K	﹤0.01%	1828
2018 Q4	$883K	Buy	2,919 +553	+23%	+$184K	﹤0.01%	1806
2018 Q3	$869K	Sell	2,366 -13	-0.5%	-$4.76K	﹤0.01%	1862
2018 Q2	$845K	Sell	2,379 -255	-10%	-$89.7K	﹤0.01%	1884
2018 Q1	$900K	Sell	2,634 -41	-2%	-$14.3K	﹤0.01%	1826
2017 Q4	$924K	Sell	2,675 -102	-4%	-$34.4K	﹤0.01%	1782
2017 Q3	$906K	Sell	2,777 -37	-1%	-$11.8K	﹤0.01%	1751
2017 Q2	$894K	Sell	2,814 -130	-4%	-$40.9K	﹤0.01%	1708
2017 Q1	$920K	Sell	2,944 -973	-25%	-$302K	﹤0.01%	1670
2016 Q4	$1.18M	Sell	3,917 -198	-5%	-$57.2K	﹤0.01%	1490
2016 Q3	$1.16M	Sell	4,115 -15,958	-79%	-$4.5M	﹤0.01%	1617
2016 Q2	$5.47M	Sell	20,073 -21,299	-51%	-$5.69M	0.01%	994
2016 Q1	$10.9M	Buy	41,372 +37,936	+1,104%	+$9.24M	0.01%	829
2015 Q4	$873K	Buy	3,436 +352	+11%	+$91.6K	﹤0.01%	1798
2015 Q3	$768K	Buy	3,084 +86	+3%	+$22.8K	﹤0.01%	1824
2015 Q2	$819K	Sell	2,998 -25	-0.8%	-$6.95K	﹤0.01%	1782
2015 Q1	$838K	Buy	3,023 +110	+4%	+$29.6K	﹤0.01%	1708
2014 Q4	$769K	Buy	+2,913	New	+$746K	﹤0.01%	1709

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

UBS AM's MDY Position: Q2 2026 in Review

UBS AM reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 23% in Q2 2026, selling an estimated $149K and leaving 761 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #2524.

UBS AM first reported a position in MDY in Q4 2014 and has held it in 23 quarters since. The position peaked at $10.9M in Q1 2016. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

UBS AM held 761 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $535K as of Q2 2026.
UBS AM sold 222 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $149K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2524 holding.
UBS AM first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and has held it in 23 quarters since.
UBS AM's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $10.9M in Q1 2016.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.