Royal Fund Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Royal Fund Management’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	$745K	Sell	1,059 -16	-1%	-$10.7K	0.06%	204
2026 Q1	$663K	Hold	1,075	–	–	0.06%	200
2025 Q4	$649K	Buy	+1,075	New	+$643K	0.06%	201
2025 Q3	–	Sell	-1,075	Closed	-$609K	–	328
2025 Q2	$609K	Hold	1,075	–	–	0.06%	222
2025 Q1	$573K	Hold	1,075	–	–	0.06%	228
2024 Q4	$612K	Sell	1,075 -1,095	-50%	-$642K	0.06%	203
2024 Q3	$1.24M	Buy	+2,170	New	+$1.2M	0.07%	196
2023 Q1	–	Sell	-2,000	Closed	-$886K	–	280
2022 Q4	$886K	Buy	+2,000	New	+$884K	0.14%	130
2021 Q4	–	Sell	-15,503	Closed	-$7.46M	–	200
2021 Q3	$7.46M	Sell	15,503 -5,589	-26%	-$2.75M	1.09%	27
2021 Q2	$10.4M	Buy	21,092 +371	+2%	+$183K	1.71%	14
2021 Q1	$9.86M	Buy	+20,721	New	+$9.45M	1.8%	11
2018 Q4	–	Sell	-34	Closed	-$12K	–	620
2018 Q3	$12K	Buy	+34	New	+$12.5K	﹤0.01%	320
2017 Q3	–	Sell	-7	Closed	-$2K	–	498
2017 Q2	$2K	Sell	7 -63	-90%	-$19.8K	﹤0.01%	379
2017 Q1	$21K	Buy	70 +63	+900%	+$19.6K	0.01%	213
2016 Q4	$2K	Buy	+7	New	+$2.02K	﹤0.01%	351

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

Royal Fund Management's MDY Position: Q2 2026 in Review

Royal Fund Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.5% in Q2 2026, selling an estimated $10.7K and leaving 1,059 shares worth $745K. The position accounts for 0.06% of the portfolio, ranked #204.

Royal Fund Management first reported a position in MDY in Q4 2016 and has held it in 15 quarters since. The position peaked at $10.4M in Q2 2021. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Royal Fund Management held 1,059 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $745K as of Q2 2026.
Royal Fund Management sold 16 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $10.7K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Royal Fund Management's portfolio in Q2 2026, its #204 holding.
Royal Fund Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 15 quarters since.
Royal Fund Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $10.4M in Q2 2021.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.