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

Avity Investment Management’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 Q3	$408K	Sell	621 -15	-2%	-$10.3K	0.03%	95
2026 Q2	$447K	Buy	636 +61	+11%	+$40.8K	0.03%	91
2026 Q1	$355K	Sell	575 -70	-11%	-$44.4K	0.03%	96
2025 Q4	$389K	Hold	645	–	–	0.03%	90
2025 Q3	$384K	Hold	645	–	–	0.03%	87
2025 Q2	$365K	Buy	645 +85	+15%	+$45.6K	0.03%	88
2025 Q1	$299K	Hold	560	–	–	0.02%	87
2024 Q4	$319K	Hold	560	–	–	0.03%	86
2024 Q3	$319K	Hold	560	–	–	0.02%	87
2024 Q2	$300K	Hold	560	–	–	0.02%	90
2024 Q1	$312K	Hold	560	–	–	0.03%	88
2023 Q4	$284K	Hold	560	–	–	0.03%	87
2023 Q3	$256K	Hold	560	–	–	0.03%	76
2023 Q2	$268K	Hold	560	–	–	0.02%	78
2023 Q1	$257K	Buy	560 +13	+2%	+$6.06K	0.03%	84
2022 Q4	$242K	Hold	547	–	–	0.02%	76
2022 Q3	$220K	Hold	547	–	–	0.02%	74
2022 Q2	$226K	Hold	547	–	–	0.02%	80
2022 Q1	$268K	Hold	547	–	–	0.02%	78
2021 Q4	$283K	Hold	547	–	–	0.02%	74
2021 Q3	$263K	Hold	547	–	–	0.02%	76
2021 Q2	$269K	Sell	547 -40	-7%	-$19.7K	0.02%	75
2021 Q1	$279K	Sell	587 -13	-2%	-$5.93K	0.03%	73
2020 Q4	$252K	Sell	600 -15	-2%	-$5.78K	0.02%	72
2020 Q3	$208K	Sell	615 -183	-23%	-$62.5K	0.02%	70
2020 Q2	$259K	Sell	798 -10	-1%	-$3.03K	0.03%	60
2020 Q1	$212K	Hold	808	–	–	0.03%	61
2019 Q4	$303K	Sell	808 -10	-1%	-$3.61K	0.03%	63
2019 Q3	$288K	Hold	818	–	–	0.03%	64
2019 Q2	$290K	Sell	818 -83	-9%	-$29K	0.03%	61
2019 Q1	$311K	Hold	901	–	–	0.04%	60
2018 Q4	$273K	Hold	901	–	–	0.04%	59
2018 Q3	$331K	Buy	901 +332	+58%	+$122K	0.04%	58
2018 Q2	$202K	Buy	+569	New	+$200K	0.03%	75
2018 Q1	–	Sell	-594	Closed	-$205K	–	79
2017 Q4	$205K	Sell	594 -25	-4%	-$8.42K	0.03%	76
2017 Q3	$202K	Sell	619 -20	-3%	-$6.36K	0.03%	72
2017 Q2	$203K	Buy	+639	New	+$201K	0.03%	72
2016 Q1	–	Sell	-854	Closed	-$217K	–	68
2015 Q4	$217K	Hold	854	–	–	0.03%	64
2015 Q3	$221K	Hold	854	–	–	0.04%	64
2015 Q2	$233K	Hold	854	–	–	0.04%	60
2015 Q1	$238K	Buy	854 +35	+4%	+$9.43K	0.04%	60
2014 Q4	$216K	Buy	+819	New	+$210K	0.03%	65
2014 Q3	–	Sell	-809	Closed	-$211K	–	65
2014 Q2	$211K	Buy	+809	New	+$203K	0.04%	65

Other funds holding MDY

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Avity Investment Management's MDY Position: Q3 2026 in Review

Avity Investment Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.4% in Q3 2026, selling an estimated $10.3K and leaving 621 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #95.

Avity Investment Management first reported a position in MDY in Q2 2014 and has held it in 43 quarters since. The position peaked at $447K in Q2 2026. 91 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Avity Investment Management held 621 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $408K as of Q3 2026.
Avity Investment Management sold 15 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $10.3K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Avity Investment Management's portfolio in Q3 2026, its #95 holding.
Avity Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2014 and has held it in 43 quarters since.
Avity Investment Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $447K in Q2 2026.
91 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Avity Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.