Hudson Valley Investment Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Hudson Valley Investment Advisors’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	$3.18M	Sell	4,519 -13	-0.3%	-$8.71K	0.39%	66
2026 Q1	$2.8M	Buy	4,532 +194	+4%	+$123K	0.36%	72
2025 Q4	$2.62M	Sell	4,338 -19	-0.4%	-$11.4K	0.29%	77
2025 Q3	$2.6M	Buy	4,357 +36	+0.8%	+$21.1K	0.27%	83
2025 Q2	$2.45M	Sell	4,321 -118	-3%	-$63.3K	0.27%	84
2025 Q1	$2.37M	Sell	4,439 -63	-1%	-$35.8K	0.28%	76
2024 Q4	$2.56M	Sell	4,502 -77	-2%	-$45.1K	0.29%	73
2024 Q3	$2.61M	Sell	4,579 -2,208	-33%	-$1.22M	0.29%	75
2024 Q2	$3.4M	Buy	6,787 +971	+17%	+$522K	0.44%	67
2024 Q1	$3.24M	Sell	5,816 -971	-14%	-$503K	0.39%	68
2023 Q4	$3.4M	Sell	6,787 -1,226	-15%	-$569K	0.47%	66
2023 Q3	$3.66M	Sell	8,013 -1,037	-11%	-$497K	0.52%	59
2023 Q2	$4.33M	Sell	9,050 -418	-4%	-$190K	0.59%	54
2023 Q1	$4.34M	Sell	9,468 -435	-4%	-$203K	0.61%	54
2022 Q4	$4.38M	Sell	9,903 -206	-2%	-$91.1K	0.66%	43
2022 Q3	$4.06M	Sell	10,109 -407	-4%	-$180K	0.65%	48
2022 Q2	$4.35M	Sell	10,516 -514	-5%	-$232K	0.68%	42
2022 Q1	$5.41M	Buy	11,030 +6,756	+158%	+$3.29M	0.73%	40
2021 Q4	$2.21M	Sell	4,274 -160	-4%	-$81.4K	0.35%	63
2021 Q3	$2.13M	Sell	4,434 -168	-4%	-$82.5K	0.37%	63
2021 Q2	$2.26M	Sell	4,602 -140	-3%	-$69.1K	0.39%	61
2021 Q1	$2.26M	Sell	4,742 -796	-14%	-$363K	0.4%	64
2020 Q4	$2.33M	Buy	5,538 +8	+0.1%	+$3.08K	0.44%	59
2020 Q3	$1.87M	Sell	5,530 -397	-7%	-$135K	0.4%	63
2020 Q2	$1.92M	Sell	5,927 -256	-4%	-$77.6K	0.45%	60
2020 Q1	$1.63M	Sell	6,183 -1,217	-16%	-$413K	0.45%	59
2019 Q4	$2.78M	Sell	7,400 -300	-4%	-$108K	0.59%	52
2019 Q3	$2.71M	Sell	7,700 -135	-2%	-$47.3K	0.63%	53
2019 Q2	$2.78M	Buy	+7,835	New	+$2.74M	0.64%	53

Other funds holding MDY

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Hudson Valley Investment Advisors's MDY Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.29% in Q2 2026, selling an estimated $8.71K and leaving 4,519 shares worth $3.18M. The position accounts for 0.39% of the portfolio, ranked #66.

Hudson Valley Investment Advisors first reported a position in MDY in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.41M in Q1 2022. 759 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Hudson Valley Investment Advisors held 4,519 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.18M as of Q2 2026.
Hudson Valley Investment Advisors sold 13 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $8.71K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.39% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #66 holding.
Hudson Valley Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2019 and has held it in 29 quarters since.
Hudson Valley Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $5.41M in Q1 2022.
759 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.