AIFAIM
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American Institute for Advanced Investment Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

American Institute for Advanced Investment Management’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 		$2.6M Sell
3,696
-22
-0.6% -$14.7K 1.5% 14
2026
Q1 		$2.29M Hold
3,718
– – 1.49% 16
2025
Q4 		$2.24M Sell
3,718
-13
-0.3% -$7.78K 1.44% 15
2025
Q3 		$2.22M Sell
3,731
-50
-1% -$29.3K 1.46% 15
2025
Q2 		$2.14M Sell
3,781
-55
-1% -$29.5K 1.52% 15
2025
Q1 		$2.05M Hold
3,836
– – 1.56% 12
2024
Q4 		$2.18M Sell
3,836
-17
-0.4% -$9.96K 1.63% 12
2024
Q3 		$2.19M Hold
3,853
– – 1.57% 12
2024
Q2 		$2.06M Hold
3,853
– – 1.58% 12
2024
Q1 		$2.14M Sell
3,853
-40
-1% -$20.7K 1.69% 10
2023
Q4 		$1.98M Sell
3,893
-28
-0.7% -$13K 1.74% 11
2023
Q3 		$1.79M Sell
3,921
-475
-11% -$228K 1.66% 13
2023
Q2 		$2.11M Sell
4,396
-105
-2% -$47.8K 1.84% 12
2023
Q1 		$2.02M Sell
4,501
-81
-2% -$37.8K 2.16% 12
2022
Q4 		$2.03M Sell
4,582
-180
-4% -$79.6K 1.85% 14
2022
Q3 		$1.91M Sell
4,762
-85
-2% -$37.5K 1.79% 18
2022
Q2 		$2M Sell
4,847
-100
-2% -$45.2K 1.76% 16
2022
Q1 		$2.43M Hold
4,947
– – 1.76% 14
2021
Q4 		$2.56M Sell
4,947
-2
-0% -$1.02K 1.72% 14
2021
Q3 		$2.38M Sell
4,949
-282
-5% -$139K 1.69% 14
2021
Q2 		$2.57M Sell
5,231
-60
-1% -$29.6K 1.81% 14
2021
Q1 		$2.52M Sell
5,291
-19
-0.4% -$8.66K 1.92% 16
2020
Q4 		$2.23M Sell
5,310
-13
-0.2% -$5.01K 1.79% 17
2020
Q3 		$1.8M Sell
5,323
-143
-3% -$48.8K 1.62% 19
2020
Q2 		$1.77M Sell
5,466
-45
-0.8% -$13.6K 1.67% 20
2020
Q1 		$1.45M Buy
5,511
+623
+13% +$211K 1.57% 21
2019
Q4 		$1.83M Buy
+4,888
New +$1.77M 1.77% 18

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Institute for Advanced Investment Management's MDY Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.59% in Q2 2026, selling an estimated $14.7K and leaving 3,696 shares worth $2.6M. The position accounts for 1.5% of the portfolio, ranked #14.

American Institute for Advanced Investment Management first reported a position in MDY in Q4 2019 and has held it in 27 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • American Institute for Advanced Investment Management held 3,696 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.6M as of Q2 2026.
  • American Institute for Advanced Investment Management sold 22 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $14.7K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.5% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #14 holding.
  • American Institute for Advanced Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.