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

Cary Street Partners Investment Advisory’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	$703	Hold	1	–	–	﹤0.01%	747
2026 Q1	$617	Hold	1	–	–	﹤0.01%	683
2025 Q4	$603	Hold	1	–	–	﹤0.01%	679
2025 Q3	$596	Hold	1	–	–	﹤0.01%	606
2025 Q2	$566	Hold	1	–	–	﹤0.01%	587
2025 Q1	$533	Buy	+1	New	+$568	﹤0.01%	561
2024 Q4	–	Sell	-2,550	Closed	-$1.45M	–	661
2024 Q3	$1.45M	Buy	2,550 +131	+5%	+$72.2K	0.05%	314
2024 Q2	$1.29M	Sell	2,419 -10	-0.4%	-$5.38K	0.05%	310
2024 Q1	$1.35M	Buy	2,429 +1,485	+157%	+$769K	0.06%	301
2023 Q4	$479K	Sell	944 -45	-5%	-$20.9K	0.02%	433
2023 Q3	$452K	Sell	989 -54	-5%	-$25.9K	0.02%	412
2023 Q2	$500K	Buy	1,043 +57	+6%	+$26K	0.03%	362
2023 Q1	$452K	Buy	986 +32	+3%	+$14.9K	0.03%	349
2022 Q4	$422K	Buy	954 +380	+66%	+$168K	0.03%	357
2022 Q3	$231K	Hold	574	–	–	0.02%	425
2022 Q2	$237K	Sell	574 -541	-49%	-$244K	0.02%	394
2022 Q1	$548K	Buy	1,115 +540	+94%	+$263K	0.15%	145
2021 Q4	$298K	Buy	575 +55	+11%	+$28K	0.08%	212
2021 Q3	$250K	Hold	520	–	–	0.08%	212
2021 Q2	$255K	Sell	520 -3	-0.6%	-$1.48K	0.08%	203
2021 Q1	$249K	Sell	523 -210	-29%	-$95.8K	0.1%	180
2020 Q4	$308K	Sell	733 -601	-45%	-$231K	0.06%	249
2020 Q3	$452K	Buy	+1,334	New	+$455K	0.1%	185

Other funds holding MDY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Cary Street Partners Investment Advisory's MDY Position: Q2 2026 in Review

Cary Street Partners Investment Advisory held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 1 share worth $703. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Cary Street Partners Investment Advisory first reported a position in MDY in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.45M in Q3 2024. 1,171 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Cary Street Partners Investment Advisory held 1 share of State Street SPDR S&P MIDCAP 400 ETF Trust worth $703 as of Q2 2026.
Cary Street Partners Investment Advisory 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 ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #747 holding.
Cary Street Partners Investment Advisory first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2020 and has held it in 23 quarters since.
Cary Street Partners Investment Advisory's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.45M in Q3 2024.
1,171 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.