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

HUB Investment Partners’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	$435K	Sell	618 -397	-39%	-$266K	0.01%	788
2026 Q1	$626K	Buy	1,015 +233	+30%	+$148K	0.02%	481
2025 Q4	$472K	Sell	782 -24	-3%	-$14.4K	0.01%	504
2025 Q3	$480K	Sell	806 -299	-27%	-$175K	0.02%	424
2025 Q2	$626K	Buy	1,105 +26	+2%	+$14K	0.02%	330
2025 Q1	$576K	Sell	1,079 -2,000	-65%	-$1.14M	0.02%	315
2024 Q4	$1.75M	Buy	3,079 +2,500	+432%	+$1.47M	0.07%	163
2024 Q3	$330K	Buy	579 +79	+16%	+$43.5K	0.01%	366
2024 Q2	$268K	Buy	+500	New	+$269K	0.01%	383

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

HUB Investment Partners's MDY Position: Q2 2026 in Review

HUB Investment Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 39% in Q2 2026, selling an estimated $266K and leaving 618 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #788.

HUB Investment Partners first reported a position in MDY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.75M in Q4 2024. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

HUB Investment Partners held 618 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $435K as of Q2 2026.
HUB Investment Partners sold 397 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $266K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #788 holding.
HUB Investment Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2024 and has held it in 9 quarters since.
HUB Investment Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.75M in Q4 2024.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.