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

Investment Research & 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 Q2	$85.7K	Hold	122	–	–	0.03%	108
2026 Q1	$74.9K	Buy	+122	New	+$77.3K	0.03%	106
2025 Q2	–	Sell	-503	Closed	-$268K	–	264
2025 Q1	$268K	Hold	503	–	–	0.11%	59
2024 Q4	$286K	Sell	503 -344	-41%	-$202K	0.12%	58
2024 Q3	$483K	Hold	847	–	–	0.2%	56
2024 Q2	$453K	Hold	847	–	–	0.2%	57
2024 Q1	$471K	Hold	847	–	–	0.22%	55
2023 Q4	$430K	Hold	847	–	–	0.22%	58
2023 Q3	$387K	Hold	847	–	–	0.22%	58
2023 Q2	$406K	Hold	847	–	–	0.23%	55
2023 Q1	$388K	Hold	847	–	–	0.25%	52
2022 Q4	$375K	Hold	847	–	–	0.25%	50
2022 Q3	$340K	Hold	847	–	–	0.25%	52
2022 Q2	$350K	Hold	847	–	–	0.25%	52
2022 Q1	$416K	Hold	847	–	–	0.26%	48
2021 Q4	$438K	Hold	847	–	–	0.27%	47
2021 Q3	$410K	Hold	847	–	–	0.27%	49
2021 Q2	$416K	Hold	847	–	–	0.27%	45
2021 Q1	$403K	Hold	847	–	–	0.3%	43
2020 Q4	$356K	Hold	847	–	–	0.26%	45
2020 Q3	$287K	Hold	847	–	–	0.24%	48
2020 Q2	$274K	Hold	847	–	–	0.25%	48
2020 Q1	$223K	Buy	847 +29	+4%	+$9.83K	0.21%	46
2019 Q4	$307K	Buy	+818	New	+$296K	0.28%	40

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 Research & Advisory Group's MDY Position: Q2 2026 in Review

Investment Research & Advisory Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 122 shares worth $85.7K. The position accounts for 0.03% of the portfolio, ranked #108.

Investment Research & Advisory Group first reported a position in MDY in Q4 2019 and has held it in 24 quarters since. The position peaked at $483K in Q3 2024. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Investment Research & Advisory Group held 122 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $85.7K as of Q2 2026.
Investment Research & Advisory Group 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 Investment Research & Advisory Group's portfolio in Q2 2026, its #108 holding.
Investment Research & Advisory Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 24 quarters since.
Investment Research & Advisory Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $483K in Q3 2024.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.