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

Marshall Wace’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	$27.8M	Sell	39,554 -858	-2%	-$575K	0.02%	583
2026 Q1	$24.9M	Buy	40,412 +8,350	+26%	+$5.29M	0.02%	615
2025 Q4	$19.3M	Buy	+32,062	New	+$19.2M	0.02%	637
2025 Q2	–	Sell	-2,500	Closed	-$1.33M	–	2977
2025 Q1	$1.33M	Buy	+2,500	New	+$1.42M	﹤0.01%	1656
2024 Q3	–	Sell	-752	Closed	-$402K	–	2783
2024 Q2	$402K	Buy	+752	New	+$404K	﹤0.01%	2044
2023 Q2	–	Sell	-3,000	Closed	-$1.38M	–	2769
2023 Q1	$1.38M	Buy	+3,000	New	+$1.4M	﹤0.01%	1660
2021 Q3	–	Sell	-1,945	Closed	-$955K	–	3265
2021 Q2	$955K	Buy	1,945 +1,262	+185%	+$623K	﹤0.01%	1840
2021 Q1	$325K	Buy	+683	New	+$311K	﹤0.01%	2104
2020 Q2	–	Sell	-5,454	Closed	-$1.43M	–	1801
2020 Q1	$1.43M	Buy	5,454 +5,195	+2,006%	+$1.76M	0.01%	722
2019 Q4	$97K	Buy	+259	New	+$93.6K	﹤0.01%	1460

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

Marshall Wace's MDY Position: Q2 2026 in Review

Marshall Wace reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.1% in Q2 2026, selling an estimated $575K and leaving 39,554 shares worth $27.8M. The position accounts for 0.02% of the portfolio, ranked #583.

Marshall Wace first reported a position in MDY in Q4 2019 and has held it in 10 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Marshall Wace held 39,554 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $27.8M as of Q2 2026.
Marshall Wace sold 858 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $575K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Marshall Wace's portfolio in Q2 2026, its #583 holding.
Marshall Wace first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 10 quarters since.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.