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

SSA Swiss 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	$3.66M	Buy	5,198 +116	+2%	+$77.7K	1.37%	29
2026 Q1	$3.13M	Buy	5,082 +415	+9%	+$263K	1.45%	29
2025 Q4	$2.82M	Sell	4,667 -615	-12%	-$368K	1.31%	39
2025 Q3	$3.15M	Buy	5,282 +415	+9%	+$244K	1.46%	30
2025 Q2	$2.85M	Sell	4,867 -4,161	-46%	-$2.23M	1.37%	39
2025 Q1	$4.82M	Buy	+9,028	New	+$5.12M	2.47%	6

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

SSA Swiss Advisors's MDY Position: Q2 2026 in Review

SSA Swiss Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.3% in Q2 2026, buying an estimated $77.7K and bringing the position to 5,198 shares worth $3.66M. The position accounts for 1.37% of the portfolio, ranked #29.

SSA Swiss Advisors first reported a position in MDY in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.82M in Q1 2025. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

SSA Swiss Advisors held 5,198 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.66M as of Q2 2026.
SSA Swiss Advisors bought 116 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $77.7K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.37% of SSA Swiss Advisors's portfolio in Q2 2026, its #29 holding.
SSA Swiss Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2025 and has held it in 6 quarters since.
SSA Swiss Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.82M in Q1 2025.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on SSA Swiss Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.