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

Advisors Capital Management’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	$606K	Sell	862 -25	-3%	-$16.7K	0.01%	408
2026 Q1	$547K	Sell	887 -10	-1%	-$6.34K	0.01%	375
2025 Q4	$541K	Hold	897	–	–	0.01%	384
2025 Q3	$535K	Sell	897 -100	-10%	-$58.7K	0.01%	381
2025 Q2	$565K	Sell	997 -100	-9%	-$53.7K	0.01%	353
2025 Q1	$585K	Hold	1,097	–	–	0.01%	340
2024 Q4	$625K	Sell	1,097 -61	-5%	-$35.8K	0.01%	351
2024 Q3	$660K	Sell	1,158 -40	-3%	-$22K	0.01%	333
2024 Q2	$641K	Buy	1,198 +100	+9%	+$53.8K	0.01%	333
2024 Q1	$611K	Hold	1,098	–	–	0.01%	335
2023 Q4	$557K	Hold	1,098	–	–	0.01%	338
2023 Q3	$501K	Hold	1,098	–	–	0.01%	303
2023 Q2	$526K	Buy	1,098 +20	+2%	+$9.11K	0.01%	307
2023 Q1	$494K	Sell	1,078 -203	-16%	-$94.6K	0.01%	309
2022 Q4	$567K	Hold	1,281	–	–	0.02%	291
2022 Q3	$586K	Buy	1,281 +234	+22%	+$103K	0.02%	303
2022 Q2	$433K	Sell	1,047 -200	-16%	-$90.3K	0.01%	312
2022 Q1	$612K	Sell	1,247 -480	-28%	-$234K	0.02%	287
2021 Q4	$894K	Buy	1,727 +418	+32%	+$213K	0.02%	265
2021 Q3	$629K	Buy	+1,309	New	+$643K	0.02%	283

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

Advisors Capital Management's MDY Position: Q2 2026 in Review

Advisors Capital Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.8% in Q2 2026, selling an estimated $16.7K and leaving 862 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #408.

Advisors Capital Management first reported a position in MDY in Q3 2021 and has held it in 20 quarters since. The position peaked at $894K in Q4 2021. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Advisors Capital Management held 862 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $606K as of Q2 2026.
Advisors Capital Management sold 25 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $16.7K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #408 holding.
Advisors Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2021 and has held it in 20 quarters since.
Advisors Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $894K in Q4 2021.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.