IC
MDY icon

IEQ Capital’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

IEQ Capital’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 		$10.3M Sell
14,582
-3,127
-18% -$2.09M 0.05% 338
2026
Q1 		$10.9M Buy
17,709
+277
+2% +$176K 0.05% 329
2025
Q4 		$10.5M Buy
17,432
+364
+2% +$218K 0.03% 335
2025
Q3 		$10.2M Buy
17,068
+2,851
+20% +$1.67M 0.03% 325
2025
Q2 		$8.05M Sell
14,217
-116
-0.8% -$62.3K 0.05% 293
2025
Q1 		$7.65M Buy
14,333
+3,857
+37% +$2.19M 0.06% 238
2024
Q4 		$5.97M Buy
10,476
+120
+1% +$70.3K 0.06% 236
2024
Q3 		$5.9M Buy
10,356
+2,435
+31% +$1.34M 0.07% 176
2024
Q2 		$4.24M Buy
7,921
+1,200
+18% +$645K 0.06% 207
2024
Q1 		$3.74M Hold
6,721
– – 0.05% 223
2023
Q4 		$3.41M Sell
6,721
-182
-3% -$84.5K 0.06% 205
2023
Q3 		$3.15M Sell
6,903
-50
-0.7% -$24K 0.06% 189
2023
Q2 		$3.33M Buy
6,953
+1,099
+19% +$500K 0.07% 190
2023
Q1 		$2.68M Buy
5,854
+393
+7% +$183K 0.06% 206
2022
Q4 		$2.42M Buy
5,461
+2
+0% +$884 0.07% 208
2022
Q3 		$2.19M Buy
5,459
+1
+0% +$442 0.06% 216
2022
Q2 		$2.26M Buy
5,458
+1
+0% +$452 0.07% 190
2022
Q1 		$2.68M Buy
5,457
+1
+0% +$487 0.06% 176
2021
Q4 		$2.82M Buy
5,456
+511
+10% +$260K 0.07% 156
2021
Q3 		$2.38M Buy
4,945
+1
+0% +$491 0.06% 161
2021
Q2 		$2.43M Buy
4,944
+4,225
+588% +$2.08M 0.07% 156
2021
Q1 		$342K Buy
+719
New +$328K 0.01% 344
2020
Q4 		– Sell
-14,298
Closed -$4.84M – 322
2020
Q3 		$4.84M Sell
14,298
-534
-4% -$182K 0.26% 63
2020
Q2 		$4.81M Sell
14,832
-170
-1% -$51.5K 0.31% 55
2020
Q1 		$3.94M Sell
15,002
-78
-0.5% -$26.4K 0.32% 50
2019
Q4 		$5.66M Buy
+15,080
New +$5.45M 0.5% 33

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

IEQ Capital's MDY Position: Q2 2026 in Review

IEQ Capital reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 18% in Q2 2026, selling an estimated $2.09M and leaving 14,582 shares worth $10.3M. The position accounts for 0.05% of the portfolio, ranked #338.

IEQ Capital first reported a position in MDY in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.9M in Q1 2026. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • IEQ Capital held 14,582 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $10.3M as of Q2 2026.
  • IEQ Capital sold 3,127 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $2.09M.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of IEQ Capital's portfolio in Q2 2026, its #338 holding.
  • IEQ Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 26 quarters since.
  • IEQ Capital's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $10.9M 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 IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.