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
2021 Q4	–	Sell	-100	Closed	-$48K	–	4127
2021 Q3	$48K	Sell	100 -500	-83%	-$246K	﹤0.01%	2938
2021 Q2	$294K	Sell	600 -3,000	-83%	-$1.48M	﹤0.01%	2327
2021 Q1	$1.71M	Sell	3,600 -10,200	-74%	-$4.65M	0.01%	1402
2020 Q4	$5.79M	Buy	+13,800	New	+$5.32M	0.03%	515
2020 Q2	–	Sell	-2,600	Closed	-$743K	–	1800
2020 Q1	$743K	Buy	+2,600	New	+$882K	0.01%	883
2019 Q4	–	Sell	-90,600	Closed	-$32.8M	–	1925
2019 Q3	$32.8M	Buy	90,600 +87,800	+3,136%	+$30.8M	0.26%	84
2019 Q2	$967K	Buy	+2,800	New	+$979K	0.01%	947

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marshall Wace's MDY Position: Q1 2026 in Review

Marshall Wace increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 26% in Q1 2026, buying an estimated $5.29M and bringing the position to 40,412 shares worth $24.9M. The position accounts for 0.02% of the portfolio, ranked #615.

Marshall Wace first reported a position in MDY in Q4 2019 and has held it in 9 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Marshall Wace held 40,412 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $24.9M as of Q1 2026.
Marshall Wace bought 8,350 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $5.29M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Marshall Wace's portfolio in Q1 2026, its #615 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 9 quarters since.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.