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

Advisory Alpha’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	$270K	Sell	383 -27	-7%	-$18.1K	0.01%	497
2026 Q1	$253K	Buy	+410	New	+$260K	0.01%	493
2022 Q2	–	Sell	-644	Closed	-$316K	–	263
2022 Q1	$316K	Hold	644	–	–	0.02%	208
2021 Q4	$334K	Hold	644	–	–	0.02%	208
2021 Q3	$310K	Hold	644	–	–	0.02%	199
2021 Q2	$316K	Sell	644 -140	-18%	-$69.1K	0.03%	154
2021 Q1	$374K	Buy	784 +6	+0.8%	+$2.74K	0.04%	119
2020 Q4	$327K	Sell	778 -55	-7%	-$21.2K	0.07%	73
2020 Q3	$299K	Hold	833	–	–	0.06%	69
2020 Q2	$297K	Sell	833 -12	-1%	-$3.64K	0.07%	84
2020 Q1	$235K	Buy	845 +13	+2%	+$4.41K	0.07%	86
2019 Q4	$313K	Sell	832 -443	-35%	-$160K	0.08%	100
2019 Q3	$435K	Buy	1,275 +14	+1%	+$4.91K	0.13%	69
2019 Q2	$445K	Sell	1,261 -60	-5%	-$21K	0.15%	66
2019 Q1	$464K	Sell	1,321 -25	-2%	-$8.41K	0.17%	63
2018 Q4	$457K	Buy	+1,346	New	+$448K	0.22%	52

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

Advisory Alpha's MDY Position: Q2 2026 in Review

Advisory Alpha reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6.6% in Q2 2026, selling an estimated $18.1K and leaving 383 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #497.

Advisory Alpha first reported a position in MDY in Q4 2018 and has held it in 16 quarters since. The position peaked at $464K in Q1 2019. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Advisory Alpha held 383 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $270K as of Q2 2026.
Advisory Alpha sold 27 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $18.1K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #497 holding.
Advisory Alpha first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 16 quarters since.
Advisory Alpha's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $464K in Q1 2019.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.