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

Mutual 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	$613K	Buy	994 +1	+0.1%	+$634	0.01%	786
2025 Q4	$599K	Sell	993 -20	-2%	-$12K	0.01%	790
2025 Q3	$607K	Buy	1,013 +170	+20%	+$99.8K	0.01%	762
2025 Q2	$496K	Buy	843 +4	+0.5%	+$2.15K	0.01%	782
2025 Q1	$434K	Sell	839 -2,918	-78%	-$1.66M	0.01%	774
2024 Q4	$2.21M	Buy	3,757 +21	+0.6%	+$12.3K	0.06%	262
2024 Q3	$2.13M	Buy	3,736 +2,902	+348%	+$1.6M	0.06%	265
2024 Q2	$467K	Buy	834 +105	+14%	+$56.5K	0.01%	730
2024 Q1	$406K	Sell	729 -79	-10%	-$40.9K	0.01%	768
2023 Q4	$410K	Sell	808 -6,195	-88%	-$2.88M	0.01%	710
2023 Q3	$3.2M	Buy	7,003 +6,233	+809%	+$2.99M	0.12%	168
2023 Q2	$369K	Sell	770 -289	-27%	-$132K	0.01%	734
2023 Q1	$486K	Buy	1,059 +462	+77%	+$215K	0.02%	635
2022 Q4	$264K	Buy	+597	New	+$264K	0.01%	779
2022 Q2	–	Sell	-415	Closed	-$204K	–	901
2022 Q1	$204K	Sell	415 -89	-18%	-$43.3K	0.01%	823
2021 Q4	$261K	Sell	504 -10,593	-95%	-$5.39M	0.01%	776
2021 Q3	$5.34M	Sell	11,097 -4,091	-27%	-$2.01M	0.32%	68
2021 Q2	$7.46M	Buy	15,188 +1,980	+15%	+$977K	0.44%	42
2021 Q1	$6.29M	Buy	13,208 +12,623	+2,158%	+$5.76M	0.43%	51
2020 Q4	$246K	Buy	+585	New	+$225K	0.02%	648
2020 Q3	–	Sell	-697	Closed	-$226K	–	687
2020 Q2	$226K	Buy	+697	New	+$211K	0.02%	570
2020 Q1	–	Sell	-660	Closed	-$248K	–	616
2019 Q4	$248K	Buy	+660	New	+$239K	0.03%	511
2019 Q3	–	Sell	-738	Closed	-$262K	–	576
2019 Q2	$262K	Buy	738 +69	+10%	+$24.1K	0.03%	470
2019 Q1	$231K	Buy	+669	New	+$225K	0.03%	419
2018 Q4	–	Sell	-676	Closed	-$248K	–	469
2018 Q3	$248K	Sell	676 -121	-15%	-$44.3K	0.04%	407
2018 Q2	$283K	Buy	+797	New	+$280K	0.06%	339

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

Mutual Advisors's MDY Position: Q1 2026 in Review

Mutual Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.1% in Q1 2026, buying an estimated $634 and bringing the position to 994 shares worth $613K. The position accounts for 0.01% of the portfolio, ranked #786.

Mutual Advisors first reported a position in MDY in Q2 2018 and has held it in 26 quarters since. The position peaked at $7.46M in Q2 2021. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Mutual Advisors held 994 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $613K as of Q1 2026.
Mutual Advisors bought 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q1 2026, an estimated $634.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #786 holding.
Mutual Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2018 and has held it in 26 quarters since.
Mutual Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $7.46M in Q2 2021.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.