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

Alexis Investment Partners’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 		$7.68M Sell
11,006
-3,158
-22% -$2.11M 4.49% 11
2026
Q1 		$8.48M Buy
14,164
+2,594
+22% +$1.64M 5.84% 6
2025
Q4 		$7.05M Buy
11,570
+432
+4% +$258K 2.62% 13
2025
Q3 		$6.63M Buy
11,138
+1,354
+14% +$795K 0.57% 14
2025
Q2 		$5.54M Sell
9,784
-1,445
-13% -$776K 2.39% 14
2025
Q1 		$5.98M Buy
11,229
+510
+5% +$290K 2.86% 13
2024
Q4 		$6.09M Buy
+10,719
New +$6.28M 2.98% 11

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Alexis Investment Partners's MDY Position: Q2 2026 in Review

Alexis Investment Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 22% in Q2 2026, selling an estimated $2.11M and leaving 11,006 shares worth $7.68M. The position accounts for 4.49% of the portfolio, ranked #11.

Alexis Investment Partners first reported a position in MDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.48M in Q1 2026. 761 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Alexis Investment Partners held 11,006 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $7.68M as of Q2 2026.
  • Alexis Investment Partners sold 3,158 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $2.11M.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 4.49% of Alexis Investment Partners's portfolio in Q2 2026, its #11 holding.
  • Alexis Investment Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 7 quarters since.
  • Alexis Investment Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $8.48M in Q1 2026.
  • 761 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Alexis Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.