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 Q2	$1.19M	Sell	1,691 -67	-4%	-$44.9K	0.05%	31
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 $1.55T 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

Mason Investment Advisory Services's MDY Position: Q2 2026 in Review

Mason Investment Advisory Services reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.8% in Q2 2026, selling an estimated $44.9K and leaving 1,691 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #31.

Mason Investment Advisory Services first reported a position in MDY in Q3 2023 and has held it in 12 quarters since. 1,539 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Mason Investment Advisory Services held 1,691 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.19M as of Q2 2026.
Mason Investment Advisory Services sold 67 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $44.9K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Mason Investment Advisory Services's portfolio in Q2 2026, its #31 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 12 quarters since.
1,539 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Mason Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.