Independent Advisor Alliance’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Independent Advisor Alliance’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	–	Sell	-773	Closed	-$477K	–	1421
2026 Q1	$477K	Buy	+773	New	+$490K	0.01%	1127
2025 Q1	–	Sell	-2,016	Closed	-$1.15M	–	1149
2024 Q4	$1.15M	Buy	+2,016	New	+$1.18M	0.02%	692
2024 Q3	–	Sell	-1,200	Closed	-$642K	–	743
2024 Q2	$642K	Hold	1,200	–	–	0.02%	405
2024 Q1	$668K	Hold	1,200	–	–	0.02%	396
2023 Q4	$609K	Hold	1,200	–	–	0.02%	401
2023 Q3	$548K	Hold	1,200	–	–	0.02%	396
2023 Q2	$575K	Hold	1,200	–	–	0.03%	403
2023 Q1	$550K	Hold	1,200	–	–	0.03%	401
2022 Q4	$531K	Hold	1,200	–	–	0.18%	74
2022 Q3	$482K	Buy	+1,200	New	+$530K	0.03%	382
2020 Q1	–	Sell	-3,707	Closed	-$1.39M	–	677
2019 Q4	$1.39M	Buy	+3,707	New	+$1.34M	0.06%	301
2019 Q1	–	Sell	-21,246	Closed	-$88K	–	456
2018 Q4	$88K	Buy	+21,246	New	+$7.07M	0.02%	385
2017 Q2	–	Sell	-28,185	Closed	-$8.68M	–	339
2017 Q1	$8.68M	Buy	+28,185	New	+$8.75M	1.38%	11

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

Independent Advisor Alliance's MDY Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026, closing a stake of 773 shares — an estimated $477K sold.

Independent Advisor Alliance first reported a position in MDY in Q1 2017 and held it in 13 quarters. The position peaked at $8.68M in Q1 2017. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Independent Advisor Alliance reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 773 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $477K.
Independent Advisor Alliance first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2017 and held it in 13 quarters.
Independent Advisor Alliance's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $8.68M in Q1 2017.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.