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

Investment Advisory Group’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	$2.24M	Sell	3,637 -112	-3%	-$71K	0.57%	46
2025 Q4	$2.26M	Buy	3,749 +78	+2%	+$46.7K	0.58%	44
2025 Q3	$2.19M	Buy	3,671 +226	+7%	+$133K	0.6%	44
2025 Q2	$1.95M	Sell	3,445 -25	-0.7%	-$13.4K	0.59%	43
2025 Q1	$1.85M	Buy	3,470 +111	+3%	+$63K	0.62%	41
2024 Q4	$1.91M	Sell	3,359 -85	-2%	-$49.8K	0.64%	40
2024 Q3	$1.96M	Sell	3,444 -113	-3%	-$62.3K	0.68%	38
2024 Q2	$1.9M	Buy	3,557 +47	+1%	+$25.3K	0.74%	35
2024 Q1	$1.95M	Sell	3,510 -150	-4%	-$77.7K	0.81%	33
2023 Q4	$1.86M	Hold	3,660	–	–	0.85%	30
2023 Q3	$1.67M	Sell	3,660 -1	-0%	-$479	0.87%	31
2023 Q2	$1.75M	Sell	3,661 -18	-0.5%	-$8.2K	0.9%	31
2023 Q1	$1.69M	Hold	3,679	–	–	0.97%	28
2022 Q4	$1.63M	Sell	3,679 -4	-0.1%	-$1.77K	1%	27
2022 Q3	$1.48M	Buy	3,683 +1	+0%	+$442	1.03%	28
2022 Q2	$1.52M	Hold	3,682	–	–	1.04%	27
2022 Q1	$1.81M	Hold	3,682	–	–	1.1%	24
2021 Q4	$1.8M	Buy	+3,682	New	+$1.87M	1.15%	24

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

Investment Advisory Group's MDY Position: Q1 2026 in Review

Investment Advisory Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3% in Q1 2026, selling an estimated $71K and leaving 3,637 shares worth $2.24M. The position accounts for 0.57% of the portfolio, ranked #46.

Investment Advisory Group first reported a position in MDY in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.26M in Q4 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Investment Advisory Group held 3,637 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.24M as of Q1 2026.
Investment Advisory Group sold 112 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $71K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.57% of Investment Advisory Group's portfolio in Q1 2026, its #46 holding.
Investment Advisory Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 18 quarters since.
Investment Advisory Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.26M 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 Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.