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

Alpha Cubed Investments’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
2025 Q2	–	Sell	-460	Closed	-$245K	–	306
2025 Q1	$245K	Buy	460 +1	+0.2%	+$568	0.01%	246
2024 Q4	$261K	Buy	+459	New	+$269K	0.01%	215
2021 Q1	–	Sell	-566	Closed	-$238K	–	269
2020 Q4	$238K	Buy	+566	New	+$218K	0.02%	221
2020 Q3	–	Sell	-658	Closed	-$214K	–	237
2020 Q2	$214K	Sell	658 -1,166	-64%	-$354K	0.02%	196
2020 Q1	$479K	Buy	1,824 +315	+21%	+$107K	0.06%	127
2019 Q4	$566K	Sell	1,509 -305	-17%	-$110K	0.06%	132
2019 Q3	$639K	Sell	1,814 -116	-6%	-$40.6K	0.07%	118
2019 Q2	$684K	Buy	1,930 +1,076	+126%	+$376K	0.08%	114
2019 Q1	$295K	Buy	854 +56	+7%	+$18.8K	0.04%	178
2018 Q4	$241K	Sell	798 -158	-17%	-$52.6K	0.04%	180
2018 Q3	$326K	Buy	956 +160	+20%	+$58.6K	0.04%	224
2018 Q2	$283K	Buy	796 +29	+4%	+$10.2K	0.04%	173
2018 Q1	$262K	Buy	767 +1	+0.1%	+$348	0.03%	185
2017 Q4	$265K	Sell	766 -19	-2%	-$6.4K	0.03%	193
2017 Q3	$256K	Hold	785	–	–	0.04%	184
2017 Q2	$249K	Buy	+785	New	+$247K	0.04%	170

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MCM

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Alpha Cubed Investments's MDY Position: Q2 2025 in Review

Alpha Cubed Investments sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2025, closing a stake of 460 shares — an estimated $245K sold.

Alpha Cubed Investments first reported a position in MDY in Q2 2017 and held it in 16 quarters. The position peaked at $684K in Q2 2019. 1,349 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

Alpha Cubed Investments reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2025 after selling out during the quarter.
Alpha Cubed Investments sold 460 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2025, an estimated $245K.
Alpha Cubed Investments first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2017 and held it in 16 quarters.
Alpha Cubed Investments's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $684K in Q2 2019.
1,349 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on Alpha Cubed Investments's 13F filing for Q2 2025, filed 7 Aug 2025.