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

Intrua Financial’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 Q1	–	Sell	-2,970	Closed	-$1.79M	–	478
2025 Q4	$1.79M	Buy	+2,970	New	+$1.78M	0.19%	98
2025 Q1	–	Sell	-783	Closed	-$446K	–	391
2024 Q4	$446K	Buy	+783	New	+$459K	0.07%	214
2022 Q2	–	Sell	-421	Closed	-$206K	–	378
2022 Q1	$206K	Hold	421	–	–	0.04%	364
2021 Q4	$218K	Sell	421 -1	-0.2%	-$509	0.04%	354
2021 Q3	$211K	Sell	422 -32	-7%	-$15.7K	0.04%	346
2021 Q2	$227K	Sell	454 -125	-22%	-$61.7K	0.05%	268
2021 Q1	$291K	Buy	+579	New	+$264K	0.07%	226

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Intrua Financial's MDY Position: Q1 2026 in Review

Intrua Financial sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 2,970 shares — an estimated $1.79M sold.

Intrua Financial first reported a position in MDY in Q1 2021 and held it in 7 quarters. The position peaked at $1.79M in Q4 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Intrua Financial reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
Intrua Financial sold 2,970 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $1.79M.
Intrua Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and held it in 7 quarters.
Intrua Financial's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.79M in Q4 2025.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.