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

Avalon Trust’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	$771K	Buy	1,250 +250	+25%	+$158K	0.05%	77
2025 Q4	$603K	Hold	1,000	–	–	0.04%	79
2025 Q3	$596K	Hold	1,000	–	–	0.04%	88
2025 Q2	$566K	Sell	1,000 -254	-20%	-$136K	0.04%	89
2025 Q1	$669K	Hold	1,254	–	–	0.05%	83
2024 Q4	$714K	Hold	1,254	–	–	0.05%	81
2024 Q3	$714K	Hold	1,254	–	–	0.05%	78
2024 Q2	$671K	Hold	1,254	–	–	0.05%	77
2024 Q1	$698K	Hold	1,254	–	–	0.06%	82
2023 Q4	$636K	Buy	+1,254	New	+$582K	0.06%	75

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

Avalon Trust's MDY Position: Q1 2026 in Review

Avalon Trust increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 25% in Q1 2026, buying an estimated $158K and bringing the position to 1,250 shares worth $771K. The position accounts for 0.05% of the portfolio, ranked #77.

Avalon Trust first reported a position in MDY in Q4 2023 and has held it in 10 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Avalon Trust held 1,250 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $771K as of Q1 2026.
Avalon Trust bought 250 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $158K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Avalon Trust's portfolio in Q1 2026, its #77 holding.
Avalon Trust first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 10 quarters since.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.