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

RiverFront Investment 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
2026 Q1	–	Sell	-389	Closed	-$235K	–	390
2025 Q4	$235K	Buy	+389	New	+$233K	﹤0.01%	324
2025 Q2	–	Sell	-566	Closed	-$302K	–	322
2025 Q1	$302K	Buy	566 +89	+19%	+$50.5K	0.01%	235
2024 Q4	$272K	Buy	+477	New	+$280K	0.01%	210

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

RiverFront Investment Group's MDY Position: Q1 2026 in Review

RiverFront Investment Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 389 shares — an estimated $235K sold.

RiverFront Investment Group first reported a position in MDY in Q4 2024 and held it in 3 quarters. The position peaked at $302K in Q1 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

RiverFront Investment Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
RiverFront Investment Group sold 389 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $235K.
RiverFront Investment Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and held it in 3 quarters.
RiverFront Investment Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $302K in Q1 2025.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.