Index Fund Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Index Fund 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	$330K	Hold	469	–	–	0.01%	104
2026 Q1	$289K	Sell	469 -5	-1%	-$3.17K	0.01%	109
2025 Q4	$286K	Hold	474	–	–	0.01%	124
2025 Q3	$283K	Buy	474 +5	+1%	+$2.94K	0.01%	120
2025 Q2	$266K	Hold	469	–	–	0.01%	126
2025 Q1	$250K	Sell	469 -34	-7%	-$19.3K	0.02%	81
2024 Q4	$286K	Hold	503	–	–	0.02%	85
2024 Q3	$287K	Buy	+503	New	+$277K	0.02%	83

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

Index Fund Advisors's MDY Position: Q2 2026 in Review

Index Fund Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 469 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #104.

Index Fund Advisors first reported a position in MDY in Q3 2024 and has held it in 8 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Index Fund Advisors held 469 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $330K as of Q2 2026.
Index Fund Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Index Fund Advisors's portfolio in Q2 2026, its #104 holding.
Index Fund Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2024 and has held it in 8 quarters since.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.