Summit Trail Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.04M | Buy |
2,901
+1
| +0% | +$670 | 0.03% | 601 |
|
|
2026
Q1 | $1.79M | Buy |
2,900
+590
| +26% | +$374K | 0.03% | 610 |
|
|
2025
Q4 | $1.4M | Sell |
2,310
-164
| -7% | -$98.1K | 0.02% | 632 |
|
|
2025
Q3 | $1.48M | Hold |
2,474
| – | – | 0.02% | 609 |
|
|
2025
Q2 | $1.41M | Hold |
2,474
| – | – | 0.02% | 357 |
|
|
2025
Q1 | $1.32M | Buy |
2,474
+200
| +9% | +$114K | 0.04% | 129 |
|
|
2024
Q4 | $1.3M | Buy |
2,274
+171
| +8% | +$100K | 0.05% | 114 |
|
|
2024
Q3 | $1.2M | Buy |
2,103
+250
| +13% | +$138K | 0.03% | 237 |
|
|
2024
Q2 | $995K | Sell |
1,853
-11
| -0.6% | -$5.92K | 0.03% | 245 |
|
|
2024
Q1 | $1.04M | Sell |
1,864
-1,308
| -41% | -$678K | 0.03% | 214 |
|
|
2023
Q4 | $1.62M | Hold |
3,172
| – | – | 0.05% | 119 |
|
|
2023
Q3 | $1.45M | Sell |
3,172
-2
| -0.1% | -$958 | 0.05% | 121 |
|
|
2023
Q2 | $1.52M | Buy |
3,174
+1,540
| +94% | +$701K | 0.06% | 121 |
|
|
2023
Q1 | $751K | Sell |
1,634
-32
| -2% | -$14.9K | 0.03% | 163 |
|
|
2022
Q4 | $743K | Sell |
1,666
-223
| -12% | -$98.6K | 0.03% | 139 |
|
|
2022
Q3 | $765K | Sell |
1,889
-134
| -7% | -$59.2K | 0.04% | 127 |
|
|
2022
Q2 | $839K | Sell |
2,023
-15
| -0.7% | -$6.77K | 0.05% | 136 |
|
|
2022
Q1 | $1M | Sell |
2,038
-35
| -2% | -$17K | 0.08% | 106 |
|
|
2021
Q4 | $1.08M | Hold |
2,073
| – | – | 0.07% | 126 |
|
|
2021
Q3 | $1M | Hold |
2,073
| – | – | 0.08% | 119 |
|
|
2021
Q2 | $1.02M | Sell |
2,073
-103
| -5% | -$50.8K | 0.09% | 104 |
|
|
2021
Q1 | $1.04M | Sell |
2,176
-50
| -2% | -$22.8K | 0.11% | 86 |
|
|
2020
Q4 | $938K | Buy |
2,226
+250
| +13% | +$96.3K | 0.12% | 76 |
|
|
2020
Q3 | $746K | Sell |
1,976
-147
| -7% | -$50.2K | 0.14% | 76 |
|
|
2020
Q2 | $694K | Sell |
2,123
-505
| -19% | -$153K | 0.13% | 72 |
|
|
2020
Q1 | $694K | Buy |
2,628
+1,000
| +61% | +$339K | 0.19% | 59 |
|
|
2019
Q4 | $613K | Buy |
1,628
+701
| +76% | +$253K | 0.36% | 35 |
|
|
2019
Q3 | $328K | Buy |
927
+42
| +5% | +$14.7K | 0.12% | 62 |
|
|
2019
Q2 | $316K | Sell |
885
-19
| -2% | -$6.64K | 0.14% | 54 |
|
|
2019
Q1 | $313K | Sell |
904
-926
| -51% | -$311K | 0.14% | 58 |
|
|
2018
Q4 | $556K | Hold |
1,830
| – | – | 0.2% | 55 |
|
|
2018
Q3 | $676K | Sell |
1,830
-167
| -8% | -$61.2K | 0.15% | 82 |
|
|
2018
Q2 | $711K | Sell |
1,997
-363
| -15% | -$128K | 0.25% | 51 |
|
|
2018
Q1 | $284K | Buy |
2,360
+1,456
| +161% | +$507K | 0.05% | 290 |
|
|
2017
Q4 | $325K | Buy |
+904
| New | +$305K | 0.04% | 303 |
|
Other funds holding MDY
Summit Trail Advisors's MDY Position: Q2 2026 in Review
Summit Trail Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.03% in Q2 2026, buying an estimated $670 and bringing the position to 2,901 shares worth $2.04M. The position accounts for 0.03% of the portfolio, ranked #601.
Summit Trail Advisors first reported a position in MDY in Q4 2017 and has held it in 35 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.
- Summit Trail Advisors held 2,901 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.04M as of Q2 2026.
- Summit Trail Advisors bought 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q2 2026, an estimated $670.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #601 holding.
- Summit Trail Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 35 quarters since.
- 1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.
Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.