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

Anchor Capital Advisors’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	$384K	Hold	546	–	–	0.01%	206
2026 Q1	$337K	Sell	546 -9	-2%	-$5.7K	0.01%	217
2025 Q4	$335K	Hold	555	–	–	0.01%	227
2025 Q3	$331K	Hold	555	–	–	0.01%	223
2025 Q2	$314K	Hold	555	–	–	0.01%	219
2025 Q1	$296K	Sell	555 -80	-13%	-$45.4K	0.01%	223
2024 Q4	$362K	Hold	635	–	–	0.01%	217
2024 Q3	$362K	Hold	635	–	–	0.01%	212
2024 Q2	$340K	Hold	635	–	–	0.01%	215
2024 Q1	$353K	Sell	635 -35	-5%	-$18.1K	0.01%	219
2023 Q4	$340K	Hold	670	–	–	0.01%	215
2023 Q3	$306K	Hold	670	–	–	0.01%	236
2023 Q2	$321K	Hold	670	–	–	0.01%	236
2023 Q1	$307K	Buy	+670	New	+$312K	0.01%	233

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

Anchor Capital Advisors's MDY Position: Q2 2026 in Review

Anchor Capital Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 546 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #206.

Anchor Capital Advisors first reported a position in MDY in Q1 2023 and has held it in 14 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Anchor Capital Advisors held 546 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $384K as of Q2 2026.
Anchor Capital Advisors 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 0.01% of Anchor Capital Advisors's portfolio in Q2 2026, its #206 holding.
Anchor Capital Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and has held it in 14 quarters since.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.