Garden State Investment Advisory Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Garden State Investment Advisory Services’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	$925K	Sell	1,315 -29	-2%	-$19.4K	0.17%	114
2026 Q1	$835K	Sell	1,344 -187	-12%	-$119K	0.18%	104
2025 Q4	$929K	Sell	1,531 -3,097	-67%	-$1.85M	0.2%	95
2025 Q3	$2.76M	Sell	4,628 -572	-11%	-$336K	0.61%	42
2025 Q2	$2.95M	Sell	5,200 -650	-11%	-$349K	0.74%	32
2025 Q1	$3.13M	Buy	5,850 +610	+12%	+$346K	1%	23
2024 Q4	$2.99M	Buy	5,240 +2,169	+71%	+$1.27M	0.89%	28
2024 Q3	$1.75M	Buy	3,071 +168	+6%	+$92.6K	0.56%	44
2024 Q2	$1.56M	Buy	2,903 +1,262	+77%	+$679K	0.54%	44
2024 Q1	$911K	Buy	1,641 +1,181	+257%	+$612K	0.33%	61
2023 Q4	$235K	Buy	460 +16	+4%	+$7.43K	0.09%	178
2023 Q3	$203K	Sell	444 -14	-3%	-$6.71K	0.09%	176
2023 Q2	$220K	Buy	+458	New	+$209K	0.09%	182
2023 Q1	–	Sell	-685	Closed	-$305K	–	233
2022 Q4	$305K	Buy	+685	New	+$303K	0.18%	129

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

Garden State Investment Advisory Services's MDY Position: Q2 2026 in Review

Garden State Investment Advisory Services reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.2% in Q2 2026, selling an estimated $19.4K and leaving 1,315 shares worth $925K. The position accounts for 0.17% of the portfolio, ranked #114.

Garden State Investment Advisory Services first reported a position in MDY in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.13M in Q1 2025. 1,544 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Garden State Investment Advisory Services held 1,315 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $925K as of Q2 2026.
Garden State Investment Advisory Services sold 29 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $19.4K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.17% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #114 holding.
Garden State Investment Advisory Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Garden State Investment Advisory Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.13M in Q1 2025.
1,544 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.