Steward Partners Investment Advisory’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Steward Partners Investment Advisory’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	$15.3M	Sell	21,808 -214	-1%	-$143K	0.08%	248
2026 Q1	$13.6M	Sell	22,022 -707	-3%	-$448K	0.07%	267
2025 Q4	$13.7M	Buy	22,729 +375	+2%	+$224K	0.08%	234
2025 Q3	$13.3M	Sell	22,354 -2,472	-10%	-$1.45M	0.08%	223
2025 Q2	$14.1M	Buy	24,826 +488	+2%	+$262K	0.11%	186
2025 Q1	$13M	Sell	24,338 -1,043	-4%	-$592K	0.11%	179
2024 Q4	$14.5M	Sell	25,381 -206	-0.8%	-$121K	0.13%	156
2024 Q3	$14.6M	Buy	25,587 +1,324	+5%	+$729K	0.13%	156
2024 Q2	$13M	Sell	24,263 -276	-1%	-$148K	0.14%	158
2024 Q1	$13.7M	Buy	24,539 +27	+0.1%	+$14K	0.15%	145
2023 Q4	$12.4M	Buy	24,512 +631	+3%	+$293K	0.17%	134
2023 Q3	$10.9M	Sell	23,881 -161	-0.7%	-$77.2K	0.17%	129
2023 Q2	$11.5M	Buy	24,042 +316	+1%	+$144K	0.17%	127
2023 Q1	$10.9M	Buy	23,726 +1,078	+5%	+$502K	0.17%	131
2022 Q4	$10M	Buy	22,648 +7,483	+49%	+$3.31M	0.17%	141
2022 Q3	$6.09M	Buy	15,165 +3,334	+28%	+$1.47M	0.11%	192
2022 Q2	$4.89M	Buy	11,831 +95	+0.8%	+$42.9K	0.09%	243
2022 Q1	$5.76M	Sell	11,736 -823	-7%	-$400K	0.09%	230
2021 Q4	$6.5M	Buy	12,559 +380	+3%	+$193K	0.1%	221
2021 Q3	$5.86M	Sell	12,179 -810	-6%	-$398K	0.1%	222
2021 Q2	$6.38M	Sell	12,989 -20	-0.2%	-$9.87K	0.11%	199
2021 Q1	$6.19M	Buy	13,009 +2,424	+23%	+$1.11M	0.11%	202
2020 Q4	$4.45M	Buy	10,585 +1,249	+13%	+$481K	0.1%	213
2020 Q3	$3.16M	Sell	9,336 -1,274	-12%	-$435K	0.08%	245
2020 Q2	$3.44M	Sell	10,610 -1,233	-10%	-$374K	0.1%	215
2020 Q1	$3.11M	Sell	11,843 -3,043	-20%	-$1.03M	0.11%	197
2019 Q4	$5.59M	Buy	14,886 +4,405	+42%	+$1.59M	0.17%	136
2019 Q3	$3.69M	Sell	10,481 -5,071	-33%	-$1.78M	0.12%	179
2019 Q2	$5.51M	Buy	15,552 +3,069	+25%	+$1.07M	0.2%	120
2019 Q1	$4.31M	Buy	12,483 +360	+3%	+$121K	0.18%	125
2018 Q4	$3.67M	Sell	12,123 -859	-7%	-$286K	0.18%	132
2018 Q3	$4.77M	Buy	12,982 +1,185	+10%	+$434K	0.23%	110
2018 Q2	$4.19M	Buy	11,797 +685	+6%	+$241K	0.25%	96
2018 Q1	$3.8M	Buy	11,112 +4,490	+68%	+$1.56M	0.26%	92
2017 Q4	$2.29M	Buy	6,622 +1,925	+41%	+$649K	0.17%	135
2017 Q3	$1.53M	Buy	4,697 +1,408	+43%	+$448K	0.16%	138
2017 Q2	$1.04M	Buy	3,289 +62	+2%	+$19.5K	0.12%	170
2017 Q1	$1.01M	Sell	3,227 -2,343	-42%	-$727K	0.15%	128
2016 Q4	$1.68M	Buy	+5,570	New	+$1.61M	0.77%	26

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

Steward Partners Investment Advisory's MDY Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.97% in Q2 2026, selling an estimated $143K and leaving 21,808 shares worth $15.3M. The position accounts for 0.08% of the portfolio, ranked #248.

Steward Partners Investment Advisory first reported a position in MDY in Q4 2016 and has held it in 39 quarters since. 1,530 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Steward Partners Investment Advisory held 21,808 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $15.3M as of Q2 2026.
Steward Partners Investment Advisory sold 214 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $143K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.08% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #248 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 39 quarters since.
1,530 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.