Contravisory Investment Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Contravisory Investment Management’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	$635K	Buy	903 +551	+157%	+$369K	0.11%	134
2026 Q1	$217K	Sell	352 -1	-0.3%	-$634	0.04%	204
2025 Q4	$213K	Sell	353 -6	-2%	-$3.59K	0.04%	223
2025 Q3	$214K	Sell	359 -36	-9%	-$21.1K	0.04%	240
2025 Q2	$224K	Sell	395 -131	-25%	-$70.3K	0.04%	239
2025 Q1	$281K	Sell	526 -64	-11%	-$36.3K	0.06%	200
2024 Q4	$336K	Buy	590 +328	+125%	+$192K	0.07%	180
2024 Q3	$149K	Buy	262 +3	+1%	+$1.65K	0.03%	227
2024 Q2	$139K	Sell	259 -13	-5%	-$6.99K	0.03%	223
2024 Q1	$151K	Sell	272 -10	-4%	-$5.18K	0.03%	220
2023 Q4	$143K	Buy	282 +3	+1%	+$1.39K	0.04%	216
2023 Q3	$128K	Buy	279 +2	+0.7%	+$958	0.04%	222
2023 Q2	$133K	Buy	277 +16	+6%	+$7.29K	0.04%	214
2023 Q1	$120K	Sell	261 -6	-2%	-$2.8K	0.03%	214
2022 Q4	$118K	Sell	267 -2	-0.7%	-$884	0.03%	216
2022 Q3	$108K	Buy	269 +5	+2%	+$2.21K	0.04%	211
2022 Q2	$109K	Buy	264 +17	+7%	+$7.68K	0.04%	214
2022 Q1	$121K	Buy	247 +3	+1%	+$1.46K	0.03%	212
2021 Q4	$126K	Sell	244 -4	-2%	-$2.04K	0.03%	206
2021 Q3	$119K	Buy	248 +3	+1%	+$1.47K	0.04%	203
2021 Q2	$121K	Sell	245 -6	-2%	-$2.96K	0.04%	197
2021 Q1	$120K	Buy	251 +29	+13%	+$13.2K	0.04%	189
2020 Q4	$93K	Sell	222 -160	-42%	-$61.6K	0.03%	186
2020 Q3	$129K	Sell	382 -316	-45%	-$108K	0.04%	176
2020 Q2	$232K	Buy	698 +29	+4%	+$8.79K	0.09%	135
2020 Q1	$176K	Sell	669 -88	-12%	-$29.8K	0.08%	134
2019 Q4	$284K	Buy	757 +2	+0.3%	+$723	0.1%	128
2019 Q3	$266K	Buy	755 +7	+0.9%	+$2.45K	0.1%	126
2019 Q2	$265K	Sell	748 -20	-3%	-$6.99K	0.1%	129
2019 Q1	$265K	Sell	768 -15	-2%	-$5.05K	0.1%	130
2018 Q4	$237K	Buy	783 +22	+3%	+$7.32K	0.1%	127
2018 Q3	$280K	Hold	761	–	–	0.1%	126
2018 Q2	$270K	Sell	761 -78	-9%	-$27.4K	0.1%	131
2018 Q1	$287K	Sell	839 -63	-7%	-$21.9K	0.11%	127
2017 Q4	$312K	Sell	902 -34	-4%	-$11.5K	0.11%	105
2017 Q3	$305K	Buy	936 +208	+29%	+$66.1K	0.11%	76
2017 Q2	$231K	Sell	728 -101	-12%	-$31.8K	0.08%	124
2017 Q1	$259K	Buy	829 +718	+647%	+$223K	0.09%	77
2016 Q4	$33K	Buy	111 +34	+44%	+$9.83K	0.01%	139
2016 Q3	$22K	Buy	+77	New	+$21.7K	0.01%	117
2016 Q1	–	Sell	-2,407	Closed	-$611K	–	216
2015 Q4	$611K	Buy	2,407 +2,267	+1,619%	+$590K	0.16%	46
2015 Q3	$35K	Buy	+140	New	+$37.1K	0.01%	99
2014 Q2	–	Sell	-30	Closed	-$8K	–	167
2014 Q1	$8K	Hold	30	–	–	﹤0.01%	129
2013 Q4	$7K	Hold	30	–	–	﹤0.01%	108
2013 Q3	$7K	Hold	30	–	–	﹤0.01%	102
2013 Q2	$6K	Buy	+30	New	+$6.34K	﹤0.01%	111

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

Contravisory Investment Management's MDY Position: Q2 2026 in Review

Contravisory Investment Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 157% in Q2 2026, buying an estimated $369K and bringing the position to 903 shares worth $635K. The position accounts for 0.11% of the portfolio, ranked #134.

Contravisory Investment Management first reported a position in MDY in Q2 2013 and has held it in 46 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Contravisory Investment Management held 903 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $635K as of Q2 2026.
Contravisory Investment Management bought 551 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $369K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of Contravisory Investment Management's portfolio in Q2 2026, its #134 holding.
Contravisory Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 46 quarters since.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.