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

Highland Investment Advisors LLC’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	$57.1K	Buy	+81	New	+$54.2K	0.02%	169

Other funds holding MDY

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Highland Investment Advisors LLC's MDY Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 81 shares worth $57.1K. The stake represents 0.02% of the portfolio and ranks #169 among its holdings.

1,330 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Highland Investment Advisors LLC held 81 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $57.1K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Highland Investment Advisors LLC position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #169 holding.
1,330 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.