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

Mount Yale 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 Q1	$2M	Buy	3,229 +2,836	+722%	+$1.8M	0.05%	371
2025 Q4	$238K	Sell	393 -70	-15%	-$41.9K	0.01%	654
2025 Q3	$277K	Buy	463 +154	+50%	+$90.4K	0.02%	541
2025 Q2	$175K	Buy	+309	New	+$166K	0.01%	558
2024 Q2	–	Sell	-530	Closed	-$295K	–	570
2024 Q1	$295K	Buy	+530	New	+$275K	0.02%	454
2023 Q1	–	Sell	-877	Closed	-$388K	–	515
2022 Q4	$388K	Buy	+877	New	+$388K	0.04%	315
2018 Q4	–	Sell	-255	Closed	-$89K	–	581
2018 Q3	$89K	Hold	255	–	–	0.02%	476
2018 Q2	$91K	Hold	255	–	–	0.02%	492
2018 Q1	$87K	Buy	+255	New	+$88.7K	0.02%	496

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 $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mount Yale Investment Advisors's MDY Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 722% in Q1 2026, buying an estimated $1.8M and bringing the position to 3,229 shares worth $2M. The position accounts for 0.05% of the portfolio, ranked #371.

Mount Yale Investment Advisors first reported a position in MDY in Q1 2018 and has held it in 9 quarters since. 1,450 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Mount Yale Investment Advisors held 3,229 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2M as of Q1 2026.
Mount Yale Investment Advisors bought 2,836 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $1.8M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #371 holding.
Mount Yale Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2018 and has held it in 9 quarters since.
1,450 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.