William Mack & Associates’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

William Mack & Associates’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	$303K	Buy	+431	New	+$289K	0.11%	80
2026 Q1	–	Sell	-431	Closed	-$260K	–	84
2025 Q4	$260K	Hold	431	–	–	0.12%	68
2025 Q3	$257K	Hold	431	–	–	0.14%	69
2025 Q2	$244K	Hold	431	–	–	0.16%	67
2025 Q1	$230K	Hold	431	–	–	0.2%	61
2024 Q4	$245K	Buy	+431	New	+$253K	0.26%	55

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

William Mack & Associates's MDY Position: Q2 2026 in Review

William Mack & Associates opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 431 shares worth $303K. The stake represents 0.11% of the portfolio and ranks #80 among its holdings. This is a return to the name: William Mack & Associates previously reported a position in MDY as recently as Q4 2025.

William Mack & Associates first reported a position in MDY in Q4 2024 and has held it in 6 quarters since. 1,533 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

William Mack & Associates held 431 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $303K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new William Mack & Associates position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of William Mack & Associates's portfolio in Q2 2026, its #80 holding.
William Mack & Associates first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 6 quarters since.
1,533 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.