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

Signature Estate & 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	$889K	Sell	1,264 -489	-28%	-$327K	0.02%	296
2026 Q1	$1.08M	Buy	+1,753	New	+$1.11M	0.02%	261
2017 Q2	–	Sell	-401	Closed	-$125K	–	164
2017 Q1	$125K	Buy	+401	New	+$124K	0.02%	171

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

Signature Estate & Investment Advisors's MDY Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 28% in Q2 2026, selling an estimated $327K and leaving 1,264 shares worth $889K. The position accounts for 0.02% of the portfolio, ranked #296.

Signature Estate & Investment Advisors first reported a position in MDY in Q1 2017 and has held it in 3 quarters since. The position peaked at $1.08M in Q1 2026. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Signature Estate & Investment Advisors held 1,264 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $889K as of Q2 2026.
Signature Estate & Investment Advisors sold 489 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $327K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #296 holding.
Signature Estate & Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2017 and has held it in 3 quarters since.
Signature Estate & Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.08M 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 Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.