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

Roehl & Yi 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
2026 Q2	$537K	Buy	764 +76	+11%	+$50.9K	0.18%	110
2026 Q1	$424K	Buy	688 +85	+14%	+$53.9K	0.16%	105
2025 Q4	$364K	Hold	603	–	–	0.14%	116
2025 Q3	$359K	Hold	603	–	–	0.16%	112
2025 Q2	$342K	Hold	603	–	–	0.17%	115
2025 Q1	$322K	Hold	603	–	–	0.17%	112
2024 Q4	$343K	Buy	+603	New	+$353K	0.19%	105

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

Roehl & Yi Investment Advisors's MDY Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 11% in Q2 2026, buying an estimated $50.9K and bringing the position to 764 shares worth $537K. The position accounts for 0.18% of the portfolio, ranked #110.

Roehl & Yi Investment Advisors first reported a position in MDY in Q4 2024 and has held it in 7 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Roehl & Yi Investment Advisors held 764 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $537K as of Q2 2026.
Roehl & Yi Investment Advisors bought 76 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $50.9K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.18% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #110 holding.
Roehl & Yi Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 7 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 Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.