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

Strategic 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	$105K	Buy	+150	New	+$100K	0.01%	390
2020 Q2	–	Sell	-850	Closed	-$223K	–	174
2020 Q1	$223K	Buy	850 +35	+4%	+$11.9K	0.1%	142
2019 Q4	$306K	Buy	815 +64	+9%	+$23.1K	0.13%	130
2019 Q3	$265K	Sell	751 -459	-38%	-$161K	0.13%	128
2019 Q2	$432K	Sell	1,210 -3,229	-73%	-$1.13M	0.24%	71
2019 Q1	$1.53M	Sell	4,439 -2,710	-38%	-$912K	1.05%	26
2018 Q4	$2.16M	Buy	+7,149	New	+$2.38M	1.95%	12

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

Strategic Investment Advisors's MDY Position: Q2 2026 in Review

Strategic Investment Advisors opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 150 shares worth $105K. The stake represents 0.01% of the portfolio and ranks #390 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in MDY as recently as Q1 2020.

Strategic Investment Advisors first reported a position in MDY in Q4 2018 and has held it in 7 quarters since. The position peaked at $2.16M in Q4 2018. 1,543 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Strategic Investment Advisors held 150 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $105K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Strategic Investment Advisors position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #390 holding.
Strategic Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 7 quarters since.
Strategic Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.16M in Q4 2018.
1,543 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.