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

Almanack 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	$593K	Buy	843 +44	+6%	+$29.5K	0.08%	150
2026 Q1	$493K	Hold	799	–	–	0.08%	100
2025 Q4	$482K	Sell	799 -782	-49%	-$468K	0.08%	101
2025 Q3	$942K	Buy	1,581 +782	+98%	+$459K	0.15%	77
2025 Q2	$453K	Hold	799	–	–	0.07%	128
2025 Q1	$426K	Hold	799	–	–	0.08%	98
2024 Q4	$455K	Hold	799	–	–	0.07%	116
2024 Q3	$455K	Hold	799	–	–	0.07%	114
2024 Q2	$428K	Hold	799	–	–	0.07%	115
2024 Q1	$445K	Hold	799	–	–	0.08%	112
2023 Q4	$405K	Hold	799	–	–	0.08%	104
2023 Q3	$365K	Hold	799	–	–	0.07%	100
2023 Q2	$383K	Hold	799	–	–	0.07%	108
2023 Q1	$366K	Sell	799 -42	-5%	-$19.6K	0.07%	110
2022 Q4	$372K	Sell	841 -559	-40%	-$247K	0.08%	103
2022 Q3	$562K	Buy	1,400 +700	+100%	+$309K	0.11%	73
2022 Q2	$290K	Hold	700	–	–	0.03%	327
2022 Q1	$345K	Hold	700	–	–	0.03%	328
2021 Q4	$363K	Hold	700	–	–	0.03%	330
2021 Q3	$338K	Hold	700	–	–	0.03%	342
2021 Q2	$345K	Hold	700	–	–	0.03%	291
2021 Q1	$334K	Hold	700	–	–	0.03%	298
2020 Q4	$295K	Hold	700	–	–	0.03%	286
2020 Q3	$269K	Buy	+700	New	+$239K	0.03%	314
2020 Q2	–	Sell	-13,814	Closed	-$3.65M	–	277
2020 Q1	$3.65M	Buy	+13,814	New	+$4.68M	0.78%	25

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

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

Almanack Investment Partners increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5.5% in Q2 2026, buying an estimated $29.5K and bringing the position to 843 shares worth $593K. The position accounts for 0.08% of the portfolio, ranked #150.

Almanack Investment Partners first reported a position in MDY in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.65M in Q1 2020. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Almanack Investment Partners held 843 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $593K as of Q2 2026.
Almanack Investment Partners bought 44 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $29.5K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.08% of Almanack Investment Partners's portfolio in Q2 2026, its #150 holding.
Almanack Investment Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2020 and has held it in 25 quarters since.
Almanack Investment Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.65M in Q1 2020.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

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