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

AlTi Global’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	$2.29M	Hold	3,247	–	–	0.05%	169
2026 Q1	$2.01M	Hold	3,247	–	–	0.04%	157
2025 Q4	$1.97M	Buy	3,247 +398	+14%	+$238K	0.04%	161
2025 Q3	$1.7M	Hold	2,849	–	–	0.04%	180
2025 Q2	$1.62M	Sell	2,849 -155	-5%	-$83.2K	0.04%	180
2025 Q1	$1.61M	Sell	3,004 -174	-5%	-$98.8K	0.04%	161
2024 Q4	$1.82M	Buy	3,178 +174	+6%	+$102K	0.04%	161
2024 Q3	$1.72M	Hold	3,004	–	–	0.04%	167
2024 Q2	$1.61M	Hold	3,004	–	–	0.04%	163
2024 Q1	$1.67M	Buy	3,004 +155	+5%	+$80.3K	0.05%	157
2023 Q4	$1.45M	Buy	+2,849	New	+$1.32M	0.04%	158

Other funds holding MDY

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

AlTi Global's MDY Position: Q2 2026 in Review

AlTi Global held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 3,247 shares worth $2.29M. The position accounts for 0.05% of the portfolio, ranked #169.

AlTi Global first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. 1,033 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

AlTi Global held 3,247 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.29M as of Q2 2026.
AlTi Global left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of AlTi Global's portfolio in Q2 2026, its #169 holding.
AlTi Global first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 11 quarters since.
1,033 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.