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

Advisory Services Network’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 Q1	$3.78M	Sell	6,131 -263	-4%	-$167K	0.05%	418
2025 Q4	$3.86M	Buy	6,394 +167	+3%	+$99.9K	0.05%	381
2025 Q3	$3.71M	Buy	6,227 +138	+2%	+$81K	0.05%	372
2025 Q2	$3.51M	Buy	6,089 +545	+10%	+$293K	0.06%	370
2025 Q1	$2.96M	Sell	5,544 -73	-1%	-$41.4K	0.06%	384
2024 Q4	$3.2M	Buy	5,617 +197	+4%	+$115K	0.06%	352
2024 Q3	$2.9M	Hold	5,420	–	–	0.06%	353
2024 Q2	$2.9M	Buy	5,420 +719	+15%	+$387K	0.06%	353
2024 Q1	$2.62M	Buy	4,701 +885	+23%	+$458K	0.06%	379
2023 Q4	$1.94M	Sell	3,816 -380	-9%	-$176K	0.05%	436
2023 Q3	$1.92M	Buy	4,196 +341	+9%	+$163K	0.05%	428
2023 Q2	$1.85M	Buy	3,855 +322	+9%	+$147K	0.05%	435
2023 Q1	$1.62M	Buy	3,533 +166	+5%	+$77.4K	0.04%	474
2022 Q4	$1.49M	Buy	3,367 +570	+20%	+$252K	0.05%	472
2022 Q3	$1.12M	Buy	2,797 +1,748	+167%	+$772K	0.04%	515
2022 Q2	$434K	Sell	1,049 -2,764	-72%	-$1.25M	0.01%	901
2022 Q1	$1.87M	Buy	3,813 +335	+10%	+$163K	0.06%	417
2021 Q4	$1.8M	Buy	3,478 +216	+7%	+$110K	0.05%	433
2021 Q3	$1.57M	Sell	3,262 -514	-14%	-$252K	0.05%	450
2021 Q2	$1.85M	Sell	3,776 -2,499	-40%	-$1.23M	0.06%	413
2021 Q1	$2.99M	Buy	6,275 +3,312	+112%	+$1.51M	0.11%	240
2020 Q4	$1.24M	Buy	2,963 +580	+24%	+$223K	0.05%	428
2020 Q3	$807K	Buy	2,383 +195	+9%	+$66.6K	0.04%	467
2020 Q2	$710K	Buy	2,188 +169	+8%	+$51.2K	0.04%	482
2020 Q1	$531K	Sell	2,019 -437	-18%	-$148K	0.03%	506
2019 Q4	$922K	Buy	2,456 +437	+22%	+$158K	0.05%	446
2019 Q3	$716K	Hold	2,019	–	–	0.04%	471
2019 Q2	$716K	Sell	2,019 -440	-18%	-$154K	0.04%	470
2019 Q1	$849K	Buy	2,459 +783	+47%	+$263K	0.06%	388
2018 Q4	$507K	Sell	1,676 -662	-28%	-$220K	0.04%	469
2018 Q3	$859K	Buy	2,338 +303	+15%	+$111K	0.06%	380
2018 Q2	$739K	Buy	2,035 +226	+12%	+$79.5K	0.06%	419
2018 Q1	$618K	Sell	1,809 -37	-2%	-$12.9K	0.05%	468
2017 Q4	$638K	Sell	1,846 -156	-8%	-$52.6K	0.06%	406
2017 Q3	$653K	Buy	2,002 +452	+29%	+$144K	0.07%	338
2017 Q2	$492K	Buy	1,550 +427	+38%	+$134K	0.06%	384
2017 Q1	$351K	Buy	+1,123	New	+$349K	0.05%	446
2016 Q3	$116K	Sell	412 -107	-21%	-$30.1K	0.02%	647
2016 Q2	$141K	Sell	519 -634	-55%	-$169K	0.03%	528
2016 Q1	$303K	Sell	1,153 -66	-5%	-$16.1K	0.08%	306
2015 Q4	$310K	Buy	1,219 +426	+54%	+$111K	0.1%	253
2015 Q3	$197K	Sell	793 -24	-3%	-$6.36K	0.06%	279
2015 Q2	$224K	Sell	817 -5,722	-88%	-$1.59M	0.07%	272
2015 Q1	$1.83M	Buy	6,539 +2,815	+76%	+$759K	0.5%	32
2014 Q4	$966K	Buy	+3,724	New	+$953K	0.3%	73
2014 Q2	–	Sell	-2,812	Closed	-$705K	–	259
2014 Q1	$705K	Buy	2,812 +1,249	+80%	+$306K	0.36%	79
2013 Q4	$382K	Buy	+1,563	New	+$368K	0.19%	119

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Services Network's MDY Position: Q1 2026 in Review

Advisory Services Network reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.1% in Q1 2026, selling an estimated $167K and leaving 6,131 shares worth $3.78M. The position accounts for 0.05% of the portfolio, ranked #418.

Advisory Services Network first reported a position in MDY in Q4 2013 and has held it in 47 quarters since. The position peaked at $3.86M in Q4 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Advisory Services Network held 6,131 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.78M as of Q1 2026.
Advisory Services Network sold 263 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $167K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Advisory Services Network's portfolio in Q1 2026, its #418 holding.
Advisory Services Network first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and has held it in 47 quarters since.
Advisory Services Network's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.86M in Q4 2025.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.