PVI
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Pine Valley Investments’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Pine Valley Investments’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 		$1.37M Buy
1,945
+73
+4% +$48.9K 0.05% 268
2026
Q1 		$1.16M Sell
1,872
-50
-3% -$31.7K 0.05% 277
2025
Q4 		$1.16M Sell
1,922
-21
-1% -$12.6K 0.05% 259
2025
Q3 		$1.16M Buy
1,943
+129
+7% +$75.7K 0.06% 256
2025
Q2 		$1.03M Sell
1,814
-24
-1% -$12.9K 0.06% 263
2025
Q1 		$982K Sell
1,838
-2
-0.1% -$1.14K 0.06% 264
2024
Q4 		$1.05M Buy
1,840
+42
+2% +$24.6K 0.06% 238
2024
Q3 		$1.03M Sell
1,798
-8
-0.4% -$4.41K 0.06% 239
2024
Q2 		$969K Buy
1,806
+1
+0.1% +$538 0.06% 234
2024
Q1 		$1.01M Sell
1,805
-1,079
-37% -$559K 0.07% 228
2023
Q4 		$1.47M Buy
2,884
+1,020
+55% +$474K 0.11% 180
2023
Q3 		$853K Buy
1,864
+1
+0.1% +$479 0.08% 224
2023
Q2 		$894K Buy
1,863
+488
+35% +$222K 0.09% 199
2023
Q1 		$614K Buy
+1,375
New +$641K 0.09% 169

Other funds holding MDY

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.37B AUM 28.86% 1-Year Est. Return

Pine Valley Investments's MDY Position: Q2 2026 in Review

Pine Valley Investments increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.9% in Q2 2026, buying an estimated $48.9K and bringing the position to 1,945 shares worth $1.37M. The position accounts for 0.05% of the portfolio, ranked #268.

Pine Valley Investments first reported a position in MDY in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.47M in Q4 2023. 915 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Pine Valley Investments held 1,945 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.37M as of Q2 2026.
  • Pine Valley Investments bought 73 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $48.9K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Pine Valley Investments's portfolio in Q2 2026, its #268 holding.
  • Pine Valley Investments first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2023 and has held it in 14 quarters since.
  • Pine Valley Investments's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.47M in Q4 2023.
  • 915 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.