Well Done LLC’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Well Done LLC’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	$397K	Hold	565	–	–	0.05%	143
2026 Q1	$348K	Sell	565 -25	-4%	-$15.8K	0.05%	148
2025 Q4	$356K	Hold	590	–	–	0.05%	142
2025 Q3	$352K	Hold	590	–	–	0.06%	136
2025 Q2	$334K	Hold	590	–	–	0.06%	128
2025 Q1	$336K	Hold	590	–	–	0.06%	132
2024 Q4	$336K	Hold	590	–	–	0.06%	129
2024 Q3	$336K	Hold	590	–	–	0.06%	130
2024 Q2	$316K	Hold	590	–	–	0.07%	134
2024 Q1	$328K	Sell	590 -58	-9%	-$30K	0.06%	141
2023 Q4	$329K	Buy	648 +148	+30%	+$68.7K	0.06%	138
2023 Q3	$228K	Hold	500	–	–	0.05%	144
2023 Q2	$239K	Hold	500	–	–	0.05%	142
2023 Q1	$225K	Hold	500	–	–	0.05%	157
2022 Q4	$200K	Buy	+500	New	+$221K	0.04%	178

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

Well Done LLC's MDY Position: Q2 2026 in Review

Well Done LLC held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 565 shares worth $397K. The position accounts for 0.05% of the portfolio, ranked #143.

Well Done LLC first reported a position in MDY in Q4 2022 and has held it in 15 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Well Done LLC held 565 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $397K as of Q2 2026.
Well Done LLC 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 0.05% of Well Done LLC's portfolio in Q2 2026, its #143 holding.
Well Done LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 15 quarters since.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.