1834 Investment Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

1834 Investment Advisors’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	$2.39M	Sell	3,397 -5	-0.1%	-$3.35K	0.27%	85
2026 Q1	$2.1M	Sell	3,402 -5	-0.1%	-$3.17K	0.26%	79
2025 Q4	$2.06M	Sell	3,407 -124	-4%	-$74.2K	0.26%	82
2025 Q3	$2.1M	Sell	3,531 -10	-0.3%	-$5.87K	0.26%	81
2025 Q2	$2.01M	Hold	3,541	–	–	0.25%	84
2025 Q1	$1.89M	Sell	3,541 -15	-0.4%	-$8.52K	0.24%	84
2024 Q4	$2.03M	Sell	3,556 -25	-0.7%	-$14.7K	0.26%	83
2024 Q3	$2.04M	Sell	3,581 -5	-0.1%	-$2.75K	0.24%	84
2024 Q2	$1.92M	Hold	3,586	–	–	0.23%	86
2024 Q1	$2M	Hold	3,586	–	–	0.24%	85
2023 Q4	$1.82M	Sell	3,586 -30	-0.8%	-$13.9K	0.22%	88
2023 Q3	$1.65M	Sell	3,616 -15	-0.4%	-$7.19K	0.21%	94
2023 Q2	$1.74M	Sell	3,631 -489	-12%	-$223K	0.21%	91
2023 Q1	$1.89M	Hold	4,120	–	–	0.23%	87
2022 Q4	$1.82M	Hold	4,120	–	–	0.26%	75
2022 Q3	$1.66M	Hold	4,120	–	–	0.25%	77
2022 Q2	$1.7M	Sell	4,120 -50	-1%	-$22.6K	0.24%	75
2022 Q1	$2.04M	Hold	4,170	–	–	0.25%	76
2021 Q4	$2.16M	Hold	4,170	–	–	0.24%	78
2021 Q3	$2M	Sell	4,170 -5	-0.1%	-$2.46K	0.24%	83
2021 Q2	$2.05M	Sell	4,175 -10	-0.2%	-$4.93K	0.25%	81
2021 Q1	$1.99M	Sell	4,185 -100	-2%	-$45.6K	0.26%	75
2020 Q4	$1.8M	Sell	4,285 -75	-2%	-$28.9K	0.24%	76
2020 Q3	$1.48M	Sell	4,360 -20	-0.5%	-$6.83K	0.22%	74
2020 Q2	$1.42M	Sell	4,380 -50	-1%	-$15.2K	0.23%	74
2020 Q1	$1.17M	Hold	4,430	–	–	0.22%	79
2019 Q4	$1.66M	Sell	4,430 -5	-0.1%	-$1.81K	0.25%	75
2019 Q3	$1.56M	Sell	4,435 -10	-0.2%	-$3.5K	0.23%	83
2019 Q2	$1.58M	Sell	4,445 -5	-0.1%	-$1.75K	0.24%	80
2019 Q1	$1.54M	Sell	4,450 -60	-1%	-$20.2K	0.23%	81
2018 Q4	$1.36M	Sell	4,510 -40	-0.9%	-$13.3K	0.23%	82
2018 Q3	$1.67M	Sell	4,550 -25	-0.5%	-$9.16K	0.24%	79
2018 Q2	$1.62M	Hold	4,575	–	–	0.25%	74
2018 Q1	$1.56M	Hold	4,575	–	–	0.27%	73
2017 Q4	$1.58M	Buy	4,575 +30	+0.7%	+$10.1K	0.25%	84
2017 Q3	$1.48M	Sell	4,545 -25	-0.5%	-$7.95K	0.28%	80
2017 Q2	$1.45M	Sell	4,570 -200	-4%	-$63K	0.27%	84
2017 Q1	$1.49M	Sell	4,770 -125	-3%	-$38.8K	0.29%	81
2016 Q4	$1.48M	Sell	4,895 -320	-6%	-$92.5K	0.3%	76
2016 Q3	$1.47M	Hold	5,215	–	–	0.32%	73
2016 Q2	$1.42M	Hold	5,215	–	–	0.31%	79
2016 Q1	$1.37M	Hold	5,215	–	–	0.31%	75
2015 Q4	$1.32M	Buy	5,215 +150	+3%	+$39K	0.31%	77
2015 Q3	$1.26M	Buy	5,065 +150	+3%	+$39.7K	0.31%	82
2015 Q2	$1.34M	Hold	4,915	–	–	0.37%	67
2015 Q1	$1.36M	Hold	4,915	–	–	0.37%	71
2014 Q4	$1.3M	Hold	4,915	–	–	0.36%	70
2014 Q3	$1.23M	Hold	4,915	–	–	0.34%	75
2014 Q2	$1.28M	Buy	4,915 +100	+2%	+$25K	0.35%	76
2014 Q1	$1.21M	Buy	4,815 +150	+3%	+$36.8K	0.35%	73
2013 Q4	$1.14M	Hold	4,665	–	–	0.33%	75
2013 Q3	$1.06M	Hold	4,665	–	–	0.35%	71
2013 Q2	$980K	Buy	+4,665	New	+$987K	0.34%	72

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

1834 Investment Advisors's MDY Position: Q2 2026 in Review

1834 Investment Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.15% in Q2 2026, selling an estimated $3.35K and leaving 3,397 shares worth $2.39M. The position accounts for 0.27% of the portfolio, ranked #85.

1834 Investment Advisors first reported a position in MDY in Q2 2013 and has held it in 53 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

1834 Investment Advisors held 3,397 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.39M as of Q2 2026.
1834 Investment Advisors sold 5 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $3.35K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.27% of 1834 Investment Advisors's portfolio in Q2 2026, its #85 holding.
1834 Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 53 quarters since.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.