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Great Valley Advisor Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Great Valley Advisor 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 		$3.49M Sell
4,960
-1,373
-22% -$919K 0.06% 289
2026
Q1 		$3.91M Buy
6,333
+4,403
+228% +$2.79M 0.07% 242
2025
Q4 		$1.16M Sell
1,930
-41
-2% -$24.5K 0.02% 452
2025
Q3 		$1.18M Buy
1,971
+3
+0.2% +$1.76K 0.02% 444
2025
Q2 		$1.12M Sell
1,968
-157
-7% -$84.3K 0.02% 437
2025
Q1 		$1.13M Buy
2,125
+5
+0.2% +$2.84K 0.02% 425
2024
Q4 		$1.21M Buy
2,120
+4
+0.2% +$2.35K 0.03% 404
2024
Q3 		$1.21M Buy
2,116
+2
+0.1% +$1.1K 0.03% 395
2024
Q2 		$1.13M Sell
2,114
-44
-2% -$23.7K 0.03% 365
2024
Q1 		$1.2M Buy
2,158
+1,183
+121% +$613K 0.04% 343
2023
Q4 		$495K Sell
975
-59
-6% -$27.4K 0.02% 463
2023
Q3 		$473K Sell
1,034
-29
-3% -$13.9K 0.02% 446
2023
Q2 		$509K Hold
1,063
– – 0.02% 440
2023
Q1 		$487K Buy
1,063
+1
+0.1% +$466 0.02% 444
2022
Q4 		$470K Buy
1,062
+2
+0.2% +$884 0.02% 457
2022
Q3 		$426K Buy
1,060
+1
+0.1% +$442 0.02% 456
2022
Q2 		$438K Buy
1,059
+101
+11% +$45.6K 0.02% 455
2022
Q1 		$478K Buy
958
+1
+0.1% +$487 0.03% 400
2021
Q4 		$484K Hold
957
– – 0.03% 392
2021
Q3 		$460K Buy
957
+296
+45% +$145K 0.03% 379
2021
Q2 		$325K Hold
661
– – 0.02% 441
2021
Q1 		$315K Hold
661
– – 0.03% 400
2020
Q4 		$278K Hold
661
– – 0.03% 386
2020
Q3 		$224K Hold
661
– – 0.03% 386
2020
Q2 		$214K Buy
+661
New +$200K 0.04% 375
2020
Q1 		– Sell
-663
Closed -$249K – 357
2019
Q4 		$249K Hold
663
– – 0.06% 308
2019
Q3 		$234K Hold
663
– – 0.06% 305
2019
Q2 		$235K Hold
663
– – 0.06% 294
2019
Q1 		$229K Buy
+663
New +$223K 0.07% 264

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

Great Valley Advisor Group's MDY Position: Q2 2026 in Review

Great Valley Advisor Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 22% in Q2 2026, selling an estimated $919K and leaving 4,960 shares worth $3.49M. The position accounts for 0.06% of the portfolio, ranked #289.

Great Valley Advisor Group first reported a position in MDY in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.91M in Q1 2026. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Great Valley Advisor Group held 4,960 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.49M as of Q2 2026.
  • Great Valley Advisor Group sold 1,373 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $919K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Great Valley Advisor Group's portfolio in Q2 2026, its #289 holding.
  • Great Valley Advisor Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2019 and has held it in 29 quarters since.
  • Great Valley Advisor Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.91M in Q1 2026.
  • 1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.