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

Equitable Trust’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	$2.8M	Buy	3,977 +1,507	+61%	+$1.01M	0.12%	137
2026 Q1	$1.52M	Hold	2,470	–	–	0.07%	181
2025 Q4	$1.49M	Hold	2,470	–	–	0.07%	187
2025 Q3	$1.47M	Hold	2,470	–	–	0.07%	180
2025 Q2	$1.4M	Sell	2,470 -90	-4%	-$48.3K	0.07%	188
2025 Q1	$1.37M	Hold	2,560	–	–	0.08%	183
2024 Q4	$1.46M	Buy	+2,560	New	+$1.5M	0.08%	176

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

Equitable Trust's MDY Position: Q2 2026 in Review

Equitable Trust increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 61% in Q2 2026, buying an estimated $1.01M and bringing the position to 3,977 shares worth $2.8M. The position accounts for 0.12% of the portfolio, ranked #137.

Equitable Trust first reported a position in MDY in Q4 2024 and has held it in 7 quarters since. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Equitable Trust held 3,977 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.8M as of Q2 2026.
Equitable Trust bought 1,507 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $1.01M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.12% of Equitable Trust's portfolio in Q2 2026, its #137 holding.
Equitable Trust first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 7 quarters since.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.