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International Assets Investment Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

International Assets Investment Management’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 		$2.72M Buy
3,908
+16
+0.4% +$10.7K 0.16% 117
2026
Q1 		$2.42M Sell
3,892
-327
-8% -$207K 0.17% 109
2025
Q4 		$2.55M Buy
4,219
+235
+6% +$141K 0.17% 102
2025
Q3 		$2.29M Hold
3,984
– – 0.18% 102
2025
Q2 		$2.26M Buy
3,984
+130
+3% +$69.8K 0.18% 104
2025
Q1 		$2.06M Sell
3,854
-74
-2% -$42K 0.18% 105
2024
Q4 		$2.23M Buy
3,928
+114
+3% +$66.8K 0.19% 96
2024
Q3 		$2.17M Buy
3,814
+332
+10% +$183K 0.18% 107
2024
Q2 		$1.86M Sell
3,482
-100
-3% -$53.8K 0.18% 108
2024
Q1 		$1.98M Buy
3,582
+614
+21% +$318K 0.21% 102
2023
Q4 		$1.51M Sell
2,968
-228
-7% -$106K 0.19% 111
2023
Q3 		$1.45M Buy
3,196
+125
+4% +$59.9K 0.2% 103
2023
Q2 		$1.47M Buy
3,071
+345
+13% +$157K 0.2% 103
2023
Q1 		$1.25M Sell
2,726
-194
-7% -$90.4K 0.18% 113
2022
Q4 		$1.29M Buy
2,920
+342
+13% +$151K 0.13% 154
2022
Q3 		$1.04M Buy
2,578
+25
+1% +$11K 0.22% 99
2022
Q2 		$1.06M Sell
2,553
-100
-4% -$45.2K 0.09% 107
2022
Q1 		$1.3M Sell
2,653
-174
-6% -$84.7K 0.23% 95
2021
Q4 		$1.46M Buy
2,827
+1,109
+65% +$564K 0.26% 93
2021
Q3 		$826K Buy
1,718
+500
+41% +$246K 0.15% 167
2021
Q2 		$598K Sell
1,218
-1,418
-54% -$699K 0.11% 200
2021
Q1 		$1.18M Buy
2,636
+1,318
+100% +$601K 0.11% 183
2020
Q4 		$553K Sell
1,318
-449
-25% -$173K 0.1% 185
2020
Q3 		$599K Buy
1,767
+101
+6% +$34.5K 0.15% 143
2020
Q2 		$541K Buy
1,666
+626
+60% +$190K 0.13% 155
2020
Q1 		$273K Buy
+1,040
New +$353K 0.08% 219

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

International Assets Investment Management's MDY Position: Q2 2026 in Review

International Assets Investment Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.41% in Q2 2026, buying an estimated $10.7K and bringing the position to 3,908 shares worth $2.72M. The position accounts for 0.16% of the portfolio, ranked #117.

International Assets Investment Management first reported a position in MDY in Q1 2020 and has held it in 26 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • International Assets Investment Management held 3,908 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.72M as of Q2 2026.
  • International Assets Investment Management bought 16 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $10.7K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.16% of International Assets Investment Management's portfolio in Q2 2026, its #117 holding.
  • International Assets Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2020 and has held it in 26 quarters since.
  • 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.