Insigneo Advisory Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Insigneo Advisory Services’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	$1.61M	Sell	2,293 -187	-8%	-$125K	0.06%	223
2026 Q1	$1.53M	Sell	2,480 -107	-4%	-$67.8K	0.11%	163
2025 Q4	$1.56M	Buy	2,587 +1,067	+70%	+$638K	0.11%	157
2025 Q3	$906K	Sell	1,520 -134	-8%	-$78.7K	0.06%	230
2025 Q2	$937K	Sell	1,654 -1,401	-46%	-$752K	0.08%	197
2025 Q1	$1.63M	Sell	3,055 -1,594	-34%	-$905K	0.17%	118
2024 Q4	$2.65M	Buy	4,649 +95	+2%	+$55.7K	0.27%	70
2024 Q3	$2.59M	Sell	4,554 -58	-1%	-$32K	0.26%	75
2024 Q2	$2.42M	Sell	4,612 -1,566	-25%	-$842K	0.27%	73
2024 Q1	$3.44M	Sell	6,178 -1,697	-22%	-$879K	0.41%	43
2023 Q4	$4.01M	Buy	7,875 +658	+9%	+$306K	0.56%	31
2023 Q3	$3.31M	Sell	7,217 -255	-3%	-$122K	0.67%	24
2023 Q2	$3.59M	Buy	7,472 +273	+4%	+$124K	0.69%	21
2023 Q1	$3.31M	Buy	7,199 +1,385	+24%	+$646K	1.05%	14
2022 Q4	$2.59M	Buy	+5,814	New	+$2.57M	0.98%	14

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

Insigneo Advisory Services's MDY Position: Q2 2026 in Review

Insigneo Advisory Services reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 7.5% in Q2 2026, selling an estimated $125K and leaving 2,293 shares worth $1.61M. The position accounts for 0.06% of the portfolio, ranked #223.

Insigneo Advisory Services first reported a position in MDY in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.01M in Q4 2023. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Insigneo Advisory Services held 2,293 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.61M as of Q2 2026.
Insigneo Advisory Services sold 187 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $125K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Insigneo Advisory Services's portfolio in Q2 2026, its #223 holding.
Insigneo Advisory Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 15 quarters since.
Insigneo Advisory Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.01M in Q4 2023.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.