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

AlphaCore Capital’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	$615K	Sell	998 -211	-17%	-$134K	0.01%	495
2025 Q4	$729K	Buy	1,209 +673	+126%	+$403K	0.02%	497
2025 Q3	$319K	Sell	536 -20	-4%	-$11.7K	0.01%	574
2025 Q2	$315K	Buy	556 +117	+27%	+$62.8K	0.01%	476
2025 Q1	$234K	Buy	+439	New	+$249K	0.02%	415

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

AlphaCore Capital's MDY Position: Q1 2026 in Review

AlphaCore Capital reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 17% in Q1 2026, selling an estimated $134K and leaving 998 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #495.

AlphaCore Capital first reported a position in MDY in Q1 2025 and has held it in 5 quarters since. The position peaked at $729K in Q4 2025. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

AlphaCore Capital held 998 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $615K as of Q1 2026.
AlphaCore Capital sold 211 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $134K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of AlphaCore Capital's portfolio in Q1 2026, its #495 holding.
AlphaCore Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2025 and has held it in 5 quarters since.
AlphaCore Capital's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $729K in Q4 2025.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.