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

Ancora 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 Q1	$487K	Hold	790	–	–	0.01%	530
2025 Q4	$477K	Sell	790 -60	-7%	-$35.9K	0.01%	556
2025 Q3	$506K	Buy	850 +1	+0.1%	+$587	0.01%	557
2025 Q2	$481K	Sell	849 -13	-2%	-$6.98K	0.01%	539
2025 Q1	$460K	Buy	862 +35	+4%	+$19.9K	0.01%	541
2024 Q4	$471K	Buy	827 +44	+6%	+$25.8K	0.01%	531
2024 Q3	$446K	Hold	783	–	–	0.01%	532
2024 Q2	$419K	Sell	783 -74	-9%	-$39.8K	0.01%	527
2024 Q1	$477K	Buy	857 +31	+4%	+$16.1K	0.01%	515
2023 Q4	$419K	Hold	826	–	–	0.01%	534
2023 Q3	$377K	Hold	826	–	–	0.01%	530
2023 Q2	$395K	Buy	826 +1	+0.1%	+$455	0.01%	507
2023 Q1	$378K	Buy	825 +42	+5%	+$19.6K	0.01%	520
2022 Q4	$347K	Buy	783 +138	+21%	+$61K	0.01%	552
2022 Q3	$259K	Hold	645	–	–	0.01%	666
2022 Q2	$267K	Buy	645 +31	+5%	+$14K	0.01%	681
2022 Q1	$301K	Buy	614 +2	+0.3%	+$973	0.01%	685
2021 Q4	$317K	Hold	612	–	–	0.01%	672
2021 Q3	$294K	Sell	612 -94	-13%	-$46.2K	0.01%	683
2021 Q2	$346K	Buy	706 +66	+10%	+$32.6K	0.01%	630
2021 Q1	$305K	Buy	640 +129	+25%	+$58.8K	0.01%	635
2020 Q4	$215K	Buy	511 +165	+48%	+$63.5K	0.01%	611
2020 Q3	$117K	Hold	346	–	–	﹤0.01%	693
2020 Q2	$112K	Sell	346 -20	-5%	-$6.07K	﹤0.01%	695
2020 Q1	$96K	Sell	366 -102	-22%	-$34.6K	﹤0.01%	785
2019 Q4	$176K	Buy	+468	New	+$169K	0.01%	681
2019 Q1	–	Sell	-2,278	Closed	-$690K	–	611
2018 Q4	$690K	Buy	2,278 +1,899	+501%	+$632K	0.03%	352
2018 Q3	$140K	Buy	+379	New	+$139K	0.01%	692
2017 Q1	–	Sell	-174	Closed	-$52K	–	898
2016 Q4	$52K	Buy	+174	New	+$50.3K	﹤0.01%	771

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

Ancora Advisors's MDY Position: Q1 2026 in Review

Ancora Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 790 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #530.

Ancora Advisors first reported a position in MDY in Q4 2016 and has held it in 29 quarters since. The position peaked at $690K in Q4 2018. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Ancora Advisors held 790 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $487K as of Q1 2026.
Ancora Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #530 holding.
Ancora Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 29 quarters since.
Ancora Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $690K in Q4 2018.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.