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

Investment 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	$324K	Hold	460	–	–	0.09%	101
2026 Q1	$284K	Hold	460	–	–	0.09%	102
2025 Q4	$278K	Hold	460	–	–	0.09%	101
2025 Q3	$274K	Hold	460	–	–	0.09%	102
2025 Q2	$261K	Hold	460	–	–	0.09%	104
2025 Q1	$245K	Hold	460	–	–	0.09%	103
2024 Q4	$262K	Hold	460	–	–	0.09%	100
2024 Q3	$262K	Hold	460	–	–	0.09%	104
2024 Q2	$246K	Hold	460	–	–	0.09%	104
2024 Q1	$256K	Hold	460	–	–	0.09%	106
2023 Q4	$233K	Hold	460	–	–	0.09%	104
2023 Q3	$210K	Hold	460	–	–	0.09%	104
2023 Q2	$220K	Hold	460	–	–	0.09%	99
2023 Q1	$211K	Hold	460	–	–	0.1%	95
2022 Q4	$204K	Buy	+460	New	+$203K	0.1%	95
2022 Q3	–	Sell	-497	Closed	-$206K	–	94
2022 Q2	$206K	Sell	497 -13	-3%	-$5.87K	0.12%	94
2022 Q1	$250K	Hold	510	–	–	0.14%	92
2021 Q4	$264K	Hold	510	–	–	0.14%	86
2021 Q3	$245K	Hold	510	–	–	0.15%	88
2021 Q2	$250K	Buy	+510	New	+$252K	0.15%	85
2020 Q4	$214K	Buy	+510	New	+$196K	0.15%	85

Other funds holding MDY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

Investment Advisory Services held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 460 shares worth $324K. The position accounts for 0.09% of the portfolio, ranked #101.

Investment Advisory Services first reported a position in MDY in Q4 2020 and has held it in 21 quarters since. 1,015 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Investment Advisory Services held 460 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $324K as of Q2 2026.
Investment Advisory Services 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 0.09% of Investment Advisory Services's portfolio in Q2 2026, its #101 holding.
Investment Advisory Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 21 quarters since.
1,015 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

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