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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.73M Buy
3,875
+141
+4% +$94.4K 0.12% 72
2026
Q1
$2.3M Buy
3,734
+205
+6% +$130K 0.12% 71
2025
Q4
$2.13M Buy
3,529
+239
+7% +$143K 0.12% 75
2025
Q3
$1.96M Buy
3,290
+507
+18% +$298K 0.13% 74
2025
Q2
$1.58M Buy
2,783
+248
+10% +$133K 0.12% 82
2025
Q1
$1.44M Hold
2,535
0.13% 75
2024
Q4
$1.44M Buy
2,535
+31
+1% +$18.2K 0.13% 75
2024
Q3
$1.43M Buy
2,504
+229
+10% +$126K 0.13% 74
2024
Q2
$1.22M Buy
2,275
+6
+0.3% +$3.23K 0.12% 72
2024
Q1
$1.26M Sell
2,269
-45
-2% -$23.3K 0.13% 72
2023
Q4
$1.17M Buy
2,314
+11
+0.5% +$5.11K 0.13% 75
2023
Q3
$1.05M Buy
2,303
+88
+4% +$42.2K 0.13% 76
2023
Q2
$1.06M Buy
2,215
+6
+0.3% +$2.73K 0.12% 78
2023
Q1
$1.01M Buy
2,209
+8
+0.4% +$3.73K 0.12% 83
2022
Q4
$974K Buy
2,201
+15
+0.7% +$6.63K 0.13% 76
2022
Q3
$878K Buy
2,186
+145
+7% +$64K 0.12% 78
2022
Q2
$844K Sell
2,041
-6,507
-76% -$2.94M 0.12% 77
2022
Q1
$4.19M Sell
8,548
-80
-0.9% -$38.9K 0.4% 50
2021
Q4
$4.47M Sell
8,628
-25
-0.3% -$12.7K 0.41% 53
2021
Q3
$4.16M Buy
8,653
+241
+3% +$118K 0.42% 52
2021
Q2
$4.13M Buy
8,412
+127
+2% +$62.6K 0.42% 51
2021
Q1
$3.94M Buy
8,285
+302
+4% +$138K 0.46% 51
2020
Q4
$3.35M Buy
7,983
+1,275
+19% +$491K 0.41% 53
2020
Q3
$2.27M Buy
+6,708
New +$2.29M 0.36% 54
2020
Q2
Sell
-5,690
Closed -$1.5M 85
2020
Q1
$1.5M Buy
5,690
+268
+5% +$90.9K 0.36% 47
2019
Q4
$2.04M Sell
5,422
-349
-6% -$126K 0.34% 54
2019
Q3
$2.03M Sell
5,771
-66
-1% -$23.1K 0.37% 52
2019
Q2
$2.07M Buy
5,837
+88
+2% +$30.8K 0.35% 61
2019
Q1
$1.99M Buy
5,749
+332
+6% +$112K 0.36% 56
2018
Q4
$1.64M Buy
5,417
+261
+5% +$86.9K 0.35% 59
2018
Q3
$1.9M Buy
5,156
+1,017
+25% +$372K 0.29% 63
2018
Q2
$1.47M Buy
4,139
+497
+14% +$175K 0.23% 67
2018
Q1
$1.25M Buy
3,642
+221
+6% +$76.9K 0.15% 95
2017
Q4
$1.18M Buy
3,421
+310
+10% +$104K 0.14% 105
2017
Q3
$1.01M Buy
3,111
+124
+4% +$39.4K 0.13% 105
2017
Q2
$949K Buy
2,987
+203
+7% +$63.9K 0.13% 108
2017
Q1
$870K Buy
2,784
+827
+42% +$257K 0.13% 113
2016
Q4
$590K Sell
1,957
-16,988
-90% -$4.91M 0.09% 122
2016
Q3
$5.35M Buy
18,945
+465
+3% +$131K 1.17% 37
2016
Q2
$5.03M Sell
18,480
-572
-3% -$153K 1.13% 39
2016
Q1
$5M Buy
19,052
+1,781
+10% +$434K 1.17% 38
2015
Q4
$4.39M Sell
17,271
-47
-0.3% -$12.2K 1.03% 38
2015
Q3
$4.31M Sell
17,318
-362
-2% -$95.9K 0.99% 42
2015
Q2
$4.83M Buy
17,680
+399
+2% +$111K 0.88% 44
2015
Q1
$4.79M Buy
17,281
+3,180
+23% +$857K 0.89% 43
2014
Q4
$3.72M Buy
14,101
+483
+4% +$124K 0.63% 52
2014
Q3
$3.4M Buy
13,618
+512
+4% +$131K 0.52% 55
2014
Q2
$3.42M Buy
13,106
+496
+4% +$124K 0.53% 53
2014
Q1
$3.16M Buy
12,610
+3,273
+35% +$802K 0.56% 53
2013
Q4
$2.28M Buy
+9,337
New +$2.2M 0.38% 56

Other funds holding MDY

ARS Investment Partners's MDY Position: Q2 2026 in Review

ARS Investment Partners increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.8% in Q2 2026, buying an estimated $94.4K and bringing the position to 3,875 shares worth $2.73M. The position accounts for 0.12% of the portfolio, ranked #72.

ARS Investment Partners first reported a position in MDY in Q4 2013 and has held it in 50 quarters since. The position peaked at $5.35M in Q3 2016. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • ARS Investment Partners held 3,875 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.73M as of Q2 2026.
  • ARS Investment Partners bought 141 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $94.4K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.12% of ARS Investment Partners's portfolio in Q2 2026, its #72 holding.
  • ARS Investment Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and has held it in 50 quarters since.
  • ARS Investment Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $5.35M in Q3 2016.
  • 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.