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D.L. Carlson Investment Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

D.L. Carlson Investment Group’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 		$230K Buy
328
+1
+0.3% +$670 0.04% 128
2026
Q1 		$202K Buy
+327
New +$207K 0.03% 134
2025
Q1 		– Sell
-358
Closed -$204K – 147
2024
Q4 		$204K Buy
+358
New +$210K 0.04% 143

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

D.L. Carlson Investment Group's MDY Position: Q2 2026 in Review

D.L. Carlson Investment Group increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.31% in Q2 2026, buying an estimated $670 and bringing the position to 328 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #128.

D.L. Carlson Investment Group first reported a position in MDY in Q4 2024 and has held it in 3 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • D.L. Carlson Investment Group held 328 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $230K as of Q2 2026.
  • D.L. Carlson Investment Group bought 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q2 2026, an estimated $670.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #128 holding.
  • D.L. Carlson Investment Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 3 quarters since.
  • 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.