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

Investment Partners’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	$298K	Hold	424	–	–	0.09%	138
2026 Q1	$262K	Hold	424	–	–	0.09%	140
2025 Q4	$256K	Hold	424	–	–	0.09%	141
2025 Q3	$253K	Buy	424 +41	+11%	+$24.1K	0.09%	141
2025 Q2	$217K	Hold	383	–	–	0.08%	151
2025 Q1	$204K	Sell	383 -185	-33%	-$105K	0.08%	142
2024 Q4	$324K	Hold	568	–	–	0.13%	121
2024 Q3	$324K	Hold	568	–	–	0.13%	120
2024 Q2	$304K	Hold	568	–	–	0.14%	121
2024 Q1	$316K	Hold	568	–	–	0.14%	120
2023 Q4	$288K	Hold	568	–	–	0.14%	118
2023 Q3	$259K	Hold	568	–	–	0.14%	121
2023 Q2	$272K	Hold	568	–	–	0.14%	117
2023 Q1	$260K	Hold	568	–	–	0.14%	118
2022 Q4	$252K	Sell	568 -232	-29%	-$103K	0.13%	122
2022 Q3	$321K	Buy	800 +223	+39%	+$98.5K	0.1%	184
2022 Q2	$239K	Hold	577	–	–	0.12%	136
2022 Q1	$283K	Hold	577	–	–	0.12%	132
2021 Q4	$299K	Sell	577 -16	-3%	-$8.14K	0.12%	133
2021 Q3	$285K	Sell	593 -10	-2%	-$4.91K	0.13%	136
2021 Q2	$296K	Hold	603	–	–	0.14%	131
2021 Q1	$287K	Buy	+603	New	+$275K	0.14%	127

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

Investment Partners's MDY Position: Q2 2026 in Review

Investment Partners held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 424 shares worth $298K. The position accounts for 0.09% of the portfolio, ranked #138.

Investment Partners first reported a position in MDY in Q1 2021 and has held it in 22 quarters since. The position peaked at $324K in Q3 2024. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Investment Partners held 424 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $298K as of Q2 2026.
Investment Partners 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 Partners's portfolio in Q2 2026, its #138 holding.
Investment Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 22 quarters since.
Investment Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $324K in Q3 2024.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.