Arax Advisory Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Arax Advisory Partners’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	$14.7M	Buy	20,883 +11,390	+120%	+$7.63M	0.1%	220
2026 Q1	$5.86M	Buy	9,493 +8,713	+1,117%	+$5.52M	0.17%	122
2025 Q4	$471K	Buy	780 +473	+154%	+$283K	0.01%	612
2025 Q3	$183K	Buy	307 +55	+22%	+$32.3K	﹤0.01%	1296
2025 Q2	$143K	Buy	252 +79	+46%	+$42.4K	0.01%	788
2025 Q1	$92.1K	Buy	173 +144	+497%	+$81.7K	0.01%	751
2024 Q4	$16.3K	Sell	29 -17	-37%	-$9.96K	﹤0.01%	1288
2024 Q3	$25.9K	Buy	46 +1	+2%	+$551	﹤0.01%	970
2024 Q2	$24.3K	Hold	45	–	–	﹤0.01%	905
2024 Q1	$25.2K	Sell	45 -18	-29%	-$9.32K	﹤0.01%	629
2023 Q4	$32K	Sell	63 -2	-3%	-$929	﹤0.01%	561
2023 Q3	$29.7K	Hold	65	–	–	﹤0.01%	534
2023 Q2	$31.1K	Buy	65 +46	+242%	+$20.9K	﹤0.01%	525
2023 Q1	$8.71K	Hold	19	–	–	﹤0.01%	715
2022 Q4	$8.41K	Hold	19	–	–	﹤0.01%	674
2022 Q3	$8K	Sell	19 -2	-10%	-$883	﹤0.01%	693
2022 Q2	$9K	Hold	21	–	–	﹤0.01%	667
2022 Q1	$10K	Hold	21	–	–	﹤0.01%	658
2021 Q4	$11K	Hold	21	–	–	﹤0.01%	636
2021 Q3	$10K	Hold	21	–	–	﹤0.01%	640
2021 Q2	$10K	Buy	+21	New	+$10.4K	﹤0.01%	668
2020 Q4	$9K	Hold	21	–	–	﹤0.01%	583
2020 Q3	$7K	Sell	21 -66	-76%	-$22.5K	﹤0.01%	583
2020 Q2	$28K	Sell	87 -54	-38%	-$16.4K	0.01%	438
2020 Q1	$37K	Hold	141	–	–	0.01%	389
2019 Q4	$53K	Hold	141	–	–	0.02%	339
2019 Q3	$50K	Hold	141	–	–	0.02%	328
2019 Q2	$50K	Buy	+141	New	+$49.3K	0.02%	325
2018 Q4	$43K	Hold	141	–	–	0.02%	289
2018 Q3	$52K	Buy	+141	New	+$51.6K	0.02%	280

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

Arax Advisory Partners's MDY Position: Q2 2026 in Review

Arax Advisory Partners increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 120% in Q2 2026, buying an estimated $7.63M and bringing the position to 20,883 shares worth $14.7M. The position accounts for 0.1% of the portfolio, ranked #220.

Arax Advisory Partners first reported a position in MDY in Q3 2018 and has held it in 30 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Arax Advisory Partners held 20,883 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $14.7M as of Q2 2026.
Arax Advisory Partners bought 11,390 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $7.63M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.1% of Arax Advisory Partners's portfolio in Q2 2026, its #220 holding.
Arax Advisory Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2018 and has held it in 30 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 Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.