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

Claro 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 Q1	$356K	Sell	578 -14	-2%	-$8.87K	0.04%	326
2025 Q4	$357K	Sell	592 -38	-6%	-$22.7K	0.05%	290
2025 Q3	$376K	Hold	630	–	–	0.05%	269
2025 Q2	$357K	Buy	+630	New	+$338K	0.06%	259
2023 Q1	–	Sell	-3,193	Closed	-$1.41M	–	369
2022 Q4	$1.41M	Buy	3,193 +1,931	+153%	+$854K	0.46%	52
2022 Q3	$522K	Hold	1,262	–	–	0.21%	124
2022 Q2	$522K	Buy	+1,262	New	+$570K	0.21%	124

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

Claro Advisors's MDY Position: Q1 2026 in Review

Claro Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.4% in Q1 2026, selling an estimated $8.87K and leaving 578 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #326.

Claro Advisors first reported a position in MDY in Q2 2022 and has held it in 7 quarters since. The position peaked at $1.41M in Q4 2022. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Claro Advisors held 578 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $356K as of Q1 2026.
Claro Advisors sold 14 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $8.87K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Claro Advisors's portfolio in Q1 2026, its #326 holding.
Claro Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2022 and has held it in 7 quarters since.
Claro Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.41M in Q4 2022.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.