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

Winter & 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	$3.68M	Sell	5,228 -3,822	-42%	-$2.56M	2.76%	12
2026 Q1	$5.66M	Sell	9,050 -1,658	-15%	-$1.05M	4.95%	4
2025 Q4	$6.46M	Buy	+10,708	New	+$6.41M	5.97%	3

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

Winter & Associates's MDY Position: Q2 2026 in Review

Winter & Associates reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 42% in Q2 2026, selling an estimated $2.56M and leaving 5,228 shares worth $3.68M. The position accounts for 2.76% of the portfolio, ranked #12.

Winter & Associates first reported a position in MDY in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.46M in Q4 2025. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Winter & Associates held 5,228 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.68M as of Q2 2026.
Winter & Associates sold 3,822 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $2.56M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 2.76% of Winter & Associates's portfolio in Q2 2026, its #12 holding.
Winter & Associates 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.
Winter & Associates's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $6.46M in Q4 2025.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.