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

Clear Trail 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	$663K	Sell	943 -10	-1%	-$6.7K	0.1%	108
2026 Q1	$588K	Hold	953	–	–	0.1%	100
2025 Q4	$575K	Buy	+953	New	+$570K	0.13%	80

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

Clear Trail Advisors's MDY Position: Q2 2026 in Review

Clear Trail Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1% in Q2 2026, selling an estimated $6.7K and leaving 943 shares worth $663K. The position accounts for 0.1% of the portfolio, ranked #108.

Clear Trail Advisors first reported a position in MDY in Q4 2025 and has held it in 3 quarters since. 1,527 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Clear Trail Advisors held 943 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $663K as of Q2 2026.
Clear Trail Advisors sold 10 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $6.7K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.1% of Clear Trail Advisors's portfolio in Q2 2026, its #108 holding.
Clear Trail Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2025 and has held it in 3 quarters since.
1,527 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.