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 Q2	$764K	Buy	1,086 +88	+9%	+$58.9K	0.01%	535
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 $1.55T 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

AlphaCore Capital's MDY Position: Q2 2026 in Review

AlphaCore Capital increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 8.8% in Q2 2026, buying an estimated $58.9K and bringing the position to 1,086 shares worth $764K. The position accounts for 0.01% of the portfolio, ranked #535.

AlphaCore Capital first reported a position in MDY in Q1 2025 and has held it in 6 quarters since. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

AlphaCore Capital held 1,086 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $764K as of Q2 2026.
AlphaCore Capital bought 88 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $58.9K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #535 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 6 quarters since.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.