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

UBS Group’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
2025 Q4	–	Sell	-2,500	Closed	-$1.49M	–	10919
2025 Q3	$1.49M	Sell	2,500 -20,000	-89%	-$11.7M	﹤0.01%	5240
2025 Q2	$12.7M	Hold	22,500	–	–	﹤0.01%	2840
2025 Q1	$12M	Hold	22,500	–	–	﹤0.01%	2850
2024 Q4	$12.8M	Buy	+22,500	New	+$13.2M	﹤0.01%	2792
2023 Q2	–	Sell	-600	Closed	-$275K	–	9360
2023 Q1	$275K	Buy	+600	New	+$280K	﹤0.01%	5151
2022 Q2	–	Sell	-10,000	Closed	-$4.91M	–	10676
2022 Q1	$4.91M	Buy	+10,000	New	+$4.87M	﹤0.01%	2554
2021 Q1	–	Sell	-1,000	Closed	-$420K	–	9292
2020 Q4	$420K	Sell	1,000 -14,000	-93%	-$5.39M	﹤0.01%	4736
2020 Q3	$5.08M	Buy	+15,000	New	+$5.12M	﹤0.01%	2195
2019 Q4	–	Sell	-100	Closed	-$35K	–	8297
2019 Q3	$35K	Buy	+100	New	+$35K	﹤0.01%	6400
2015 Q4	–	Sell	-3,700	Closed	-$921K	–	8478
2015 Q3	$921K	Buy	+3,700	New	+$980K	﹤0.01%	3428
2015 Q1	–	Sell	-300	Closed	-$79K	–	9113
2014 Q4	$79K	Buy	+300	New	+$76.8K	﹤0.01%	5945

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group's MDY Position: Q2 2026 in Review

UBS Group increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.6% in Q2 2026, buying an estimated $7.07M and bringing the position to 651,062 shares worth $458M. The position accounts for 0.06% of the portfolio, ranked #324.

UBS Group first reported a position in MDY in Q4 2014 and has held it in 47 quarters since. The position peaked at $627M in Q4 2014. 1,541 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

UBS Group held 651,062 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $458M as of Q2 2026.
UBS Group bought 10,553 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $7.07M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of UBS Group's portfolio in Q2 2026, its #324 holding.
UBS Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and has held it in 47 quarters since.
UBS Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $627M in Q4 2014.
1,541 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

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