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

Carrera Capital Advisors’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	$770K	Buy	1,093 +2	+0.2%	+$1.34K	0.11%	105
2026 Q1	$675K	Sell	1,091 -336	-24%	-$213K	0.1%	105
2025 Q4	$864K	Sell	1,427 -5	-0.3%	-$2.99K	0.15%	79
2025 Q3	$856K	Sell	1,432 -69	-5%	-$40.5K	0.15%	73
2025 Q2	$853K	Sell	1,501 -142	-9%	-$76.2K	0.17%	68
2025 Q1	$878K	Buy	1,643 +6	+0.4%	+$3.41K	0.19%	85
2024 Q4	$936K	Buy	1,637 +149	+10%	+$87.3K	0.22%	76
2024 Q3	$850K	Sell	1,488 -36	-2%	-$19.8K	0.21%	61
2024 Q2	$818K	Buy	+1,524	New	+$819K	0.27%	46

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

Carrera Capital Advisors's MDY Position: Q2 2026 in Review

Carrera Capital Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.18% in Q2 2026, buying an estimated $1.34K and bringing the position to 1,093 shares worth $770K. The position accounts for 0.11% of the portfolio, ranked #105.

Carrera Capital Advisors first reported a position in MDY in Q2 2024 and has held it in 9 quarters since. The position peaked at $936K in Q4 2024. 1,533 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Carrera Capital Advisors held 1,093 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $770K as of Q2 2026.
Carrera Capital Advisors bought 2 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $1.34K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of Carrera Capital Advisors's portfolio in Q2 2026, its #105 holding.
Carrera Capital Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2024 and has held it in 9 quarters since.
Carrera Capital Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $936K in Q4 2024.
1,533 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.