Invenomic Capital Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Invenomic Capital 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	$561K	Hold	797	–	–	0.03%	109
2026 Q1	$492K	Hold	797	–	–	0.02%	145
2025 Q4	$481K	Hold	797	–	–	0.02%	142
2025 Q3	$475K	Hold	797	–	–	0.02%	140
2025 Q2	$451K	Buy	+797	New	+$428K	0.03%	145

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

Invenomic Capital Management's MDY Position: Q2 2026 in Review

Invenomic Capital Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 797 shares worth $561K. The position accounts for 0.03% of the portfolio, ranked #109.

Invenomic Capital Management first reported a position in MDY in Q2 2025 and has held it in 5 quarters since. 1,533 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Invenomic Capital Management held 797 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $561K as of Q2 2026.
Invenomic Capital Management 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 0.03% of Invenomic Capital Management's portfolio in Q2 2026, its #109 holding.
Invenomic Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2025 and has held it in 5 quarters since.
1,533 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Invenomic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.