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 Q2	$407K	Hold	578	–	–	0.04%	321
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 $1.55T 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

Claro Advisors's MDY Position: Q2 2026 in Review

Claro Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 578 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #321.

Claro Advisors first reported a position in MDY in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.41M in Q4 2022. 1,536 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Claro Advisors held 578 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $407K as of Q2 2026.
Claro Advisors 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 0.04% of Claro Advisors's portfolio in Q2 2026, its #321 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 8 quarters since.
Claro Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.41M in Q4 2022.
1,536 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.