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

Principal Securities’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	$585K	Sell	832 -8	-1%	-$5.36K	0.01%	1011
2026 Q1	$518K	Sell	840 -1	-0.1%	-$634	0.01%	973
2025 Q4	$508K	Hold	841	–	–	0.01%	935
2025 Q3	$501K	Sell	841 -13	-2%	-$7.63K	0.01%	907
2025 Q2	$484K	Buy	854 +241	+39%	+$129K	0.01%	869
2025 Q1	$349K	Hold	613	–	–	0.01%	912
2024 Q4	$349K	Buy	613 +43	+8%	+$25.2K	0.01%	906
2024 Q3	$325K	Sell	570 -42	-7%	-$23.1K	0.01%	906
2024 Q2	$327K	Buy	612 +28	+5%	+$15.1K	0.01%	851
2024 Q1	$325K	Buy	584 +126	+28%	+$65.3K	0.01%	833
2023 Q4	$233K	Buy	+458	New	+$213K	0.01%	890

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

Principal Securities's MDY Position: Q2 2026 in Review

Principal Securities reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.95% in Q2 2026, selling an estimated $5.36K and leaving 832 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #1011.

Principal Securities first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Principal Securities held 832 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $585K as of Q2 2026.
Principal Securities sold 8 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $5.36K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1011 holding.
Principal Securities first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 11 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 Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.