Sage Mountain Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Sage Mountain 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 Q1	$734K	Hold	1,190	–	–	0.05%	110
2025 Q4	$718K	Hold	1,190	–	–	0.04%	216
2025 Q3	$709K	Hold	1,190	–	–	0.04%	209
2025 Q2	$674K	Hold	1,190	–	–	0.04%	195
2025 Q1	$635K	Sell	1,190 -898	-43%	-$510K	0.05%	185
2024 Q4	$1.19M	Buy	2,088 +898	+75%	+$526K	0.09%	103
2024 Q3	$678K	Buy	+1,190	New	+$656K	0.06%	155
2022 Q2	–	Sell	-679	Closed	-$333K	–	629
2022 Q1	$333K	Buy	679 +244	+56%	+$119K	0.05%	359
2021 Q4	$225K	Hold	435	–	–	0.03%	502
2021 Q3	$209K	Hold	435	–	–	0.03%	428
2021 Q2	$214K	Hold	435	–	–	0.04%	379
2021 Q1	$207K	Buy	+435	New	+$198K	0.04%	294

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

Sage Mountain Advisors's MDY Position: Q1 2026 in Review

Sage Mountain Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 1,190 shares worth $734K. The position accounts for 0.05% of the portfolio, ranked #110.

Sage Mountain Advisors first reported a position in MDY in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.19M in Q4 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Sage Mountain Advisors held 1,190 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $734K as of Q1 2026.
Sage Mountain Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Sage Mountain Advisors's portfolio in Q1 2026, its #110 holding.
Sage Mountain Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 12 quarters since.
Sage Mountain Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.19M in Q4 2024.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.