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LaSalle St. Investment Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

LaSalle St. Investment Advisors’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 		$1.35M Sell
1,918
-44
-2% -$29.5K 0.16% 107
2026
Q1 		$1.21M Sell
1,962
-21
-1% -$13.3K 0.17% 99
2025
Q4 		$1.2M Buy
1,983
+1
+0.1% +$598 0.19% 86
2025
Q3 		$1.18M Buy
1,982
+114
+6% +$66.9K 0.21% 77
2025
Q2 		$1.06M Sell
1,868
-175
-9% -$93.9K 0.29% 67
2025
Q1 		$1.09M Buy
2,043
+154
+8% +$87.4K 0.26% 73
2024
Q4 		$1.08M Buy
1,889
+216
+13% +$127K 0.33% 55
2024
Q3 		$953K Buy
1,673
+6
+0.4% +$3.31K 0.37% 49
2024
Q2 		$892K Sell
1,667
-196
-11% -$105K 0.45% 40
2024
Q1 		$945K Hold
1,863
– – 0.53% 35
2023
Q4 		$9.46M Buy
1,863
+6
+0.3% +$2.79K 0.63% 28
2023
Q3 		$848K Buy
1,857
+55
+3% +$26.4K 0.41% 35
2023
Q2 		$863K Sell
1,802
-7
-0.4% -$3.19K 0.38% 37
2023
Q1 		$829K Buy
1,809
+6
+0.3% +$2.8K 0.37% 47
2022
Q4 		$798K Buy
+1,803
New +$797K 0.38% 42

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LaSalle St. Investment Advisors's MDY Position: Q2 2026 in Review

LaSalle St. Investment Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.2% in Q2 2026, selling an estimated $29.5K and leaving 1,918 shares worth $1.35M. The position accounts for 0.16% of the portfolio, ranked #107.

LaSalle St. Investment Advisors first reported a position in MDY in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.46M in Q4 2023. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • LaSalle St. Investment Advisors held 1,918 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.35M as of Q2 2026.
  • LaSalle St. Investment Advisors sold 44 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $29.5K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.16% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #107 holding.
  • LaSalle St. Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 15 quarters since.
  • LaSalle St. Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $9.46M in Q4 2023.
  • 1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.