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

Samara Investment 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	$307K	Sell	436 -75	-15%	-$50.2K	0.28%	59
2026 Q1	$315K	Buy	+511	New	+$324K	0.33%	57

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

Samara Investment Management's MDY Position: Q2 2026 in Review

Samara Investment Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 15% in Q2 2026, selling an estimated $50.2K and leaving 436 shares worth $307K. The position accounts for 0.28% of the portfolio, ranked #59.

Samara Investment Management first reported a position in MDY in Q1 2026 and has held it in 2 quarters since. The position peaked at $315K in Q1 2026. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Samara Investment Management held 436 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $307K as of Q2 2026.
Samara Investment Management sold 75 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $50.2K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.28% of Samara Investment Management's portfolio in Q2 2026, its #59 holding.
Samara Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2026 and has held it in 2 quarters since.
Samara Investment Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $315K in Q1 2026.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Samara Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.