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Sterling Investment Advisors (Pennsylvania)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$2.83M Sell
4,026
-50
-1% -$33.5K 0.47% 65
2026
Q1 		$2.51M Sell
4,076
-22
-0.5% -$13.9K 0.46% 65
2025
Q4 		$2.47M Sell
4,098
-201
-5% -$120K 0.46% 64
2025
Q3 		$2.56M Sell
4,299
-5
-0.1% -$2.94K 0.5% 60
2025
Q2 		$2.44M Sell
4,304
-91
-2% -$48.8K 0.53% 56
2025
Q1 		$2.34M Sell
4,395
-87
-2% -$49.4K 0.56% 56
2024
Q4 		$2.55M Sell
4,482
-273
-6% -$160K 0.62% 53
2024
Q3 		$2.71M Sell
4,755
-96
-2% -$52.9K 0.69% 50
2024
Q2 		$2.6M Sell
4,851
-163
-3% -$87.6K 0.7% 50
2024
Q1 		$2.79M Sell
5,014
-281
-5% -$146K 0.78% 48
2023
Q4 		$2.69M Buy
5,295
+49
+0.9% +$22.8K 0.84% 43
2023
Q3 		$2.4M Sell
5,246
-96
-2% -$46K 0.84% 43
2023
Q2 		$2.56M Sell
5,342
-182
-3% -$82.9K 0.85% 36
2023
Q1 		$2.53M Sell
5,524
-214
-4% -$99.8K 0.85% 41
2022
Q4 		$2.54M Sell
5,738
-40
-0.7% -$17.7K 0.91% 39
2022
Q3 		$2.32M Buy
+5,778
New +$2.55M 0.87% 38

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s MDY Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.2% in Q2 2026, selling an estimated $33.5K and leaving 4,026 shares worth $2.83M. The position accounts for 0.47% of the portfolio, ranked #65.

Sterling Investment Advisors (Pennsylvania) first reported a position in MDY in Q3 2022 and has held it in 16 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 4,026 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.83M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 50 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $33.5K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.47% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #65 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2022 and has held it in 16 quarters since.
  • 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.