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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Garden State Investment Advisory Services's MDY Position: Q1 2026 in Review

Garden State Investment Advisory Services reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 12% in Q1 2026, selling an estimated $119K and leaving 1,344 shares worth $835K. The position accounts for 0.18% of the portfolio, ranked #104.

Garden State Investment Advisory Services first reported a position in MDY in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.13M in Q1 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Garden State Investment Advisory Services held 1,344 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $835K as of Q1 2026.
Garden State Investment Advisory Services sold 187 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $119K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.18% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #104 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 13 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.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.