Envestnet Portfolio Solutions’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Envestnet Portfolio Solutions’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	$3.61M	Buy	5,138 +1,223	+31%	+$819K	0.02%	391
2026 Q1	$2.41M	Sell	3,915 -1,174	-23%	-$744K	0.01%	416
2025 Q4	$3.07M	Sell	5,089 -31	-0.6%	-$18.5K	0.01%	458
2025 Q3	$3.05M	Buy	5,120 +38	+0.7%	+$22.3K	0.01%	442
2025 Q2	$2.88M	Buy	5,082 +505	+11%	+$271K	0.01%	472
2025 Q1	$2.44M	Sell	4,577 -1,733	-27%	-$984K	0.01%	527
2024 Q4	$3.59M	Buy	6,310 +148	+2%	+$86.8K	0.01%	482
2024 Q3	$3.51M	Buy	6,162 +275	+5%	+$152K	0.01%	496
2024 Q2	$3.15M	Sell	5,887 -668	-10%	-$359K	0.01%	496
2024 Q1	$3.65M	Buy	6,555 +1,855	+39%	+$961K	0.01%	468
2023 Q4	$2.38M	Buy	4,700 +828	+21%	+$384K	0.01%	541
2023 Q3	$1.77M	Buy	+3,872	New	+$1.86M	0.01%	574

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

Envestnet Portfolio Solutions's MDY Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 31% in Q2 2026, buying an estimated $819K and bringing the position to 5,138 shares worth $3.61M. The position accounts for 0.02% of the portfolio, ranked #391.

Envestnet Portfolio Solutions first reported a position in MDY in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.65M in Q1 2024. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Envestnet Portfolio Solutions held 5,138 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.61M as of Q2 2026.
Envestnet Portfolio Solutions bought 1,223 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $819K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #391 holding.
Envestnet Portfolio Solutions first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.65M in Q1 2024.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.