Moneta Group Investment Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Moneta Group Investment Advisors’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	$5.19M	Sell	7,373 -544	-7%	-$364K	0.04%	186
2026 Q1	$4.88M	Buy	7,917 +1,201	+18%	+$761K	0.04%	170
2025 Q4	$4.05M	Buy	6,716 +1,215	+22%	+$727K	0.03%	188
2025 Q3	$3.28M	Buy	5,501 +537	+11%	+$315K	0.03%	206
2025 Q2	$2.81M	Buy	4,964 +189	+4%	+$101K	0.03%	187
2025 Q1	$2.55M	Sell	4,775 -3	-0.1%	-$1.7K	0.04%	184
2024 Q4	$2.72M	Sell	4,778 -16	-0.3%	-$9.38K	0.04%	178
2024 Q3	$2.73M	Buy	4,794 +19	+0.4%	+$10.5K	0.04%	170
2024 Q2	$2.55M	Buy	4,775 +65	+1%	+$35K	0.04%	169
2024 Q1	$2.62M	Buy	4,710 +656	+16%	+$340K	0.04%	167
2023 Q4	$2.06M	Sell	4,054 -31	-0.8%	-$14.4K	0.04%	167
2023 Q3	$1.87M	Sell	4,085 -72	-2%	-$34.5K	0.04%	167
2023 Q2	$1.99M	Hold	4,157	–	–	0.04%	164
2023 Q1	$1.91M	Buy	4,157 +405	+11%	+$189K	0.05%	165
2022 Q4	$1.81M	Sell	3,752 -52	-1%	-$23K	0.05%	156
2022 Q3	$1.53M	Sell	3,804 -286	-7%	-$126K	0.06%	152
2022 Q2	$1.69M	Buy	4,090 +365	+10%	+$165K	0.06%	154
2022 Q1	$1.83M	Sell	3,725 -4,371	-54%	-$2.13M	0.07%	141
2021 Q4	$4.19M	Buy	8,096 +4,114	+103%	+$2.09M	0.17%	91
2021 Q3	$1.92M	Buy	3,982 +13	+0.3%	+$6.38K	0.09%	131
2021 Q2	$1.95M	Buy	3,969 +49	+1%	+$24.2K	0.09%	134
2021 Q1	$1.87M	Sell	3,920 -614	-14%	-$280K	0.1%	125
2020 Q4	$1.9M	Buy	4,534 +2,976	+191%	+$1.15M	0.14%	102
2020 Q3	$528K	Buy	1,558 +36	+2%	+$12.3K	0.05%	159
2020 Q2	$494K	Sell	1,522 -114	-7%	-$34.6K	0.05%	161
2020 Q1	$430K	Buy	+1,636	New	+$555K	0.04%	163
2018 Q3	–	Sell	-1,040	Closed	-$369K	–	312
2018 Q2	$369K	Buy	1,040 +939	+930%	+$330K	0.04%	196
2018 Q1	$35K	Hold	101	–	–	﹤0.01%	352
2017 Q4	$35K	Buy	+101	New	+$34K	0.01%	293
2015 Q4	–	Sell	-71	Closed	-$18K	–	308
2015 Q3	$18K	Buy	+71	New	+$18.8K	0.01%	340

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

Moneta Group Investment Advisors's MDY Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6.9% in Q2 2026, selling an estimated $364K and leaving 7,373 shares worth $5.19M. The position accounts for 0.04% of the portfolio, ranked #186.

Moneta Group Investment Advisors first reported a position in MDY in Q3 2015 and has held it in 30 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Moneta Group Investment Advisors held 7,373 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.19M as of Q2 2026.
Moneta Group Investment Advisors sold 544 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $364K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.04% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #186 holding.
Moneta Group Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2015 and has held it in 30 quarters since.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.