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

Pollock 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
2025
Q4 		$594K Hold
985
– – 0.44% 28
2025
Q3 		$587K Hold
985
– – 0.46% 29
2025
Q2 		$558K Sell
985
-6
-0.6% -$3.22K 0.45% 28
2025
Q1 		$529K Hold
991
– – 0.43% 29
2024
Q4 		$564K Buy
+991
New +$581K 0.46% 29

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Pollock Investment Advisors's MDY Position: Q4 2025 in Review

Pollock Investment Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q4 2025 at 985 shares worth $594K. The position accounts for 0.44% of the portfolio, ranked #28.

Pollock Investment Advisors first reported a position in MDY in Q4 2024 and has held it in 5 quarters since. 1,430 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

  • Pollock Investment Advisors held 985 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $594K as of Q4 2025.
  • Pollock Investment Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q4 2025.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.44% of Pollock Investment Advisors's portfolio in Q4 2025, its #28 holding.
  • Pollock Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 5 quarters since.
  • 1,430 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on Pollock Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.