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Private Advisor Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Private Advisor Group’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
2019
Q4 		– Sell
-601,100
Closed -$2.16M – 1697
2019
Q3 		$2.16M Buy
+601,100
New +$211M 0.03% 521

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Private Advisor Group's MDY Position: Q2 2026 in Review

Private Advisor Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 22% in Q2 2026, selling an estimated $1.67M and leaving 8,655 shares worth $6.09M. The position accounts for 0.03% of the portfolio, ranked #543.

Private Advisor Group first reported a position in MDY in Q4 2013 and has held it in 51 quarters since. The position peaked at $27.4M in Q2 2015. 761 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Private Advisor Group held 8,655 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $6.09M as of Q2 2026.
  • Private Advisor Group sold 2,493 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $1.67M.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Private Advisor Group's portfolio in Q2 2026, its #543 holding.
  • Private Advisor Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $27.4M in Q2 2015.
  • 761 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.