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
2023 Q2	–	Sell	-3,400	Closed	-$1.56M	–	2770
2023 Q1	$1.56M	Buy	+3,400	New	+$1.58M	﹤0.01%	1594
2021 Q4	–	Sell	-3,200	Closed	-$1.54M	–	4128
2021 Q3	$1.54M	Sell	3,200 -7,500	-70%	-$3.68M	0.01%	1727
2021 Q2	$5.25M	Buy	10,700 +600	+6%	+$296K	0.02%	805
2021 Q1	$4.81M	Sell	10,100 -4,400	-30%	-$2.01M	0.02%	865
2020 Q4	$6.09M	Buy	+14,500	New	+$5.58M	0.03%	501
2019 Q4	–	Sell	-31,100	Closed	-$11.3M	–	1926
2019 Q3	$11.3M	Buy	31,100 +30,200	+3,356%	+$10.6M	0.09%	267
2019 Q2	$311K	Buy	+900	New	+$315K	﹤0.01%	1176

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. 1,543 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.
1,543 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.