Mason Investment Advisory Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Mason Investment Advisory Services’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 Q1	$1.08M	Hold	1,758	–	–	0.05%	27
2025 Q4	$1.06M	Sell	1,758 -19	-1%	-$11.4K	0.05%	24
2025 Q3	$1.06M	Sell	1,777 -122	-6%	-$71.6K	0.05%	27
2025 Q2	$1.08M	Sell	1,899 -61	-3%	-$32.7K	0.06%	22
2025 Q1	$1.05M	Hold	1,960	–	–	0.06%	21
2024 Q4	$1.12M	Hold	1,960	–	–	0.07%	20
2024 Q3	$1.12M	Sell	1,960 -24	-1%	-$13.2K	0.07%	19
2024 Q2	$1.06M	Buy	1,984 +4	+0.2%	+$2.15K	0.07%	18
2024 Q1	$1.1M	Hold	1,980	–	–	0.08%	16
2023 Q4	$1M	Sell	1,980 -48	-2%	-$22.3K	0.07%	18
2023 Q3	$926K	Buy	+2,028	New	+$972K	0.09%	16

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

Mason Investment Advisory Services's MDY Position: Q1 2026 in Review

Mason Investment Advisory Services held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 1,758 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #27.

Mason Investment Advisory Services first reported a position in MDY in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q3 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Mason Investment Advisory Services held 1,758 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.08M as of Q1 2026.
Mason Investment Advisory Services left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Mason Investment Advisory Services's portfolio in Q1 2026, its #27 holding.
Mason Investment Advisory Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2023 and has held it in 11 quarters since.
Mason Investment Advisory Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.12M in Q3 2024.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.