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 $1.37T 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.