Systematic Alpha Investments’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Systematic Alpha Investments’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	$211K	Buy	+300	New	+$201K	0.01%	226
2024 Q1	–	Sell	-300	Closed	-$152K	–	252
2023 Q4	$152K	Hold	300	–	–	0.01%	231
2023 Q3	$137K	Buy	+300	New	+$144K	0.01%	229
2021 Q4	–	Sell	-300	Closed	-$153K	–	382
2021 Q3	$153K	Hold	300	–	–	0.01%	251
2021 Q2	$149K	Hold	300	–	–	0.01%	192
2021 Q1	$143K	Buy	+300	New	+$137K	0.01%	137

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

Systematic Alpha Investments's MDY Position: Q2 2026 in Review

Systematic Alpha Investments opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 300 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #226 among its holdings. This is a return to the name: Systematic Alpha Investments previously reported a position in MDY as recently as Q4 2023.

Systematic Alpha Investments first reported a position in MDY in Q1 2021 and has held it in 6 quarters since. 1,541 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Systematic Alpha Investments held 300 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $211K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Systematic Alpha Investments position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Systematic Alpha Investments's portfolio in Q2 2026, its #226 holding.
Systematic Alpha Investments first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 6 quarters since.
1,541 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Systematic Alpha Investments's 13F filing for Q2 2026, filed 13 Aug 2026.