ARK & TLK Investments’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

ARK & TLK Investments’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	$1.84M	Hold	2,617	–	–	0.45%	30
2026 Q1	$1.61M	Hold	2,617	–	–	0.44%	31
2025 Q4	$1.58M	Sell	2,617 -48	-2%	-$28.7K	0.43%	30
2025 Q3	$1.59M	Hold	2,665	–	–	0.5%	29
2025 Q2	$1.51M	Hold	2,665	–	–	0.48%	34
2025 Q1	$1.42M	Hold	2,665	–	–	0.5%	33
2024 Q4	$1.52M	Buy	2,665 +165	+7%	+$96.7K	0.53%	33
2024 Q3	$1.42M	Hold	2,500	–	–	0.51%	31
2024 Q2	$1.34M	Hold	2,500	–	–	0.5%	31
2024 Q1	$1.39M	Buy	2,500 +1	+0%	+$518	0.54%	30
2023 Q4	$1.27M	Buy	+2,499	New	+$1.16M	0.51%	33

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

ARK & TLK Investments's MDY Position: Q2 2026 in Review

ARK & TLK Investments held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 2,617 shares worth $1.84M. The position accounts for 0.45% of the portfolio, ranked #30.

ARK & TLK Investments first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

ARK & TLK Investments held 2,617 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.84M as of Q2 2026.
ARK & TLK Investments 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 0.45% of ARK & TLK Investments's portfolio in Q2 2026, its #30 holding.
ARK & TLK Investments 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.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on ARK & TLK Investments's 13F filing for Q2 2026, filed 20 Jul 2026.