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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
Q2 		$232K Buy
+330
New +$221K ﹤0.01% 401
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RiverFront Investment Group's MDY Position: Q2 2026 in Review

RiverFront Investment Group opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 330 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #401 among its holdings. This is a return to the name: RiverFront Investment Group previously reported a position in MDY as recently as Q4 2025.

RiverFront Investment Group first reported a position in MDY in Q4 2024 and has held it in 4 quarters since. The position peaked at $302K in Q1 2025. 1,541 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • RiverFront Investment Group held 330 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $232K as of Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust was a new RiverFront Investment Group position in Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of RiverFront Investment Group's portfolio in Q2 2026, its #401 holding.
  • RiverFront Investment Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 4 quarters since.
  • RiverFront Investment Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $302K in Q1 2025.
  • 1,541 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.