Shaker Investments’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Shaker Investments’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	$353K	Buy	502 +1	+0.2%	+$670	0.13%	73
2026 Q1	$309K	Buy	501 +1	+0.2%	+$634	0.14%	73
2025 Q4	$302K	Sell	500 -112	-18%	-$67K	0.13%	68
2025 Q3	$365K	Buy	612 +2	+0.3%	+$1.17K	0.15%	87
2025 Q2	$346K	Buy	610 +1	+0.2%	+$537	0.14%	89
2025 Q1	$325K	Buy	609 +2	+0.3%	+$1.14K	0.16%	81
2024 Q4	$346K	Buy	607 +2	+0.3%	+$1.17K	0.14%	81
2024 Q3	$345K	Buy	605 +2	+0.3%	+$1.1K	0.14%	83
2024 Q2	$323K	Buy	603 +1	+0.2%	+$538	0.14%	84
2024 Q1	$335K	Buy	602 +3	+0.5%	+$1.55K	0.14%	84
2023 Q4	$304K	Sell	599 -18	-3%	-$8.36K	0.14%	79
2023 Q3	$282K	Buy	617 +2	+0.3%	+$958	0.16%	76
2023 Q2	$295K	Buy	615 +2	+0.3%	+$911	0.15%	84
2023 Q1	$281K	Buy	613 +1	+0.2%	+$466	0.16%	81
2022 Q4	$271K	Buy	612 +2	+0.3%	+$884	0.17%	74
2022 Q3	$245K	Buy	610 +2	+0.3%	+$883	0.16%	79
2022 Q2	$251K	Sell	608 -27	-4%	-$12.2K	0.16%	89
2022 Q1	$312K	Hold	635	–	–	0.16%	85
2021 Q4	$329K	Buy	635 +42	+7%	+$21.4K	0.14%	84
2021 Q3	$285K	Buy	593 +2	+0.3%	+$982	0.13%	89
2021 Q2	$290K	Sell	591 -13	-2%	-$6.41K	0.13%	85
2021 Q1	$287K	Buy	604 +2	+0.3%	+$912	0.14%	86
2020 Q4	$253K	Buy	602 +2	+0.3%	+$770	0.13%	83
2020 Q3	$203K	Buy	+600	New	+$205K	0.1%	83
2020 Q1	–	Sell	-1,440	Closed	-$540K	–	82
2019 Q4	$540K	Buy	1,440 +6	+0.4%	+$2.17K	0.32%	66
2019 Q3	$506K	Buy	1,434 +5	+0.3%	+$1.75K	0.33%	63
2019 Q2	$507K	Buy	+1,429	New	+$499K	0.34%	63
2019 Q1	–	Sell	-1,417	Closed	-$429K	–	82
2018 Q4	$429K	Buy	1,417 +4	+0.3%	+$1.33K	0.37%	48
2018 Q3	$519K	Buy	1,413 +4	+0.3%	+$1.47K	0.32%	54
2018 Q2	$500K	Buy	1,409 +4	+0.3%	+$1.41K	0.31%	57
2018 Q1	$480K	Buy	1,405 +5	+0.4%	+$1.74K	0.3%	61
2017 Q4	$484K	Buy	1,400 +6	+0.4%	+$2.02K	0.32%	56
2017 Q3	$455K	Buy	1,394 +2	+0.1%	+$636	0.32%	55
2017 Q2	$442K	Buy	1,392 +4	+0.3%	+$1.26K	0.33%	53
2017 Q1	$434K	Buy	1,388 +5	+0.4%	+$1.55K	0.33%	53
2016 Q4	$417K	Buy	1,383 +6	+0.4%	+$1.73K	0.33%	52
2016 Q3	$389K	Buy	1,377 +4	+0.3%	+$1.13K	0.31%	60
2016 Q2	$374K	Buy	1,373 +4	+0.3%	+$1.07K	0.34%	57
2016 Q1	$360K	Buy	1,369 +6	+0.4%	+$1.46K	0.34%	57
2015 Q4	$346K	Buy	1,363 +4	+0.3%	+$1.04K	0.29%	67
2015 Q3	$338K	Buy	1,359 +5	+0.4%	+$1.32K	0.26%	64
2015 Q2	$370K	Buy	1,354 +3	+0.2%	+$834	0.26%	64
2015 Q1	$375K	Buy	1,351 +5	+0.4%	+$1.35K	0.25%	60
2014 Q4	$355K	Buy	1,346 +3	+0.2%	+$768	0.24%	59
2014 Q3	$335K	Buy	1,343 +5	+0.4%	+$1.28K	0.23%	57
2014 Q2	$349K	Buy	1,338 +3	+0.2%	+$751	0.23%	52
2014 Q1	$334K	Buy	1,335 +4	+0.3%	+$981	0.21%	49
2013 Q4	$325K	Buy	+1,331	New	+$313K	0.21%	45

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

Shaker Investments's MDY Position: Q2 2026 in Review

Shaker Investments increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.2% in Q2 2026, buying an estimated $670 and bringing the position to 502 shares worth $353K. The position accounts for 0.13% of the portfolio, ranked #73.

Shaker Investments first reported a position in MDY in Q4 2013 and has held it in 48 quarters since. The position peaked at $540K in Q4 2019. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Shaker Investments held 502 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $353K as of Q2 2026.
Shaker Investments bought 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q2 2026, an estimated $670.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.13% of Shaker Investments's portfolio in Q2 2026, its #73 holding.
Shaker Investments first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and has held it in 48 quarters since.
Shaker Investments's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $540K in Q4 2019.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Shaker Investments's 13F filing for Q2 2026, filed 15 Jul 2026.