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MDY icon

TI-Trust’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

TI-Trust’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 		$6.19M Sell
8,799
-796
-8% -$533K 3.33% 3
2026
Q1 		$5.92M Buy
9,595
+139
+1% +$88.1K 3.52% 3
2025
Q4 		$5.7M Buy
9,456
+10
+0.1% +$5.98K 3.52% 3
2025
Q3 		$5.63M Buy
9,446
+68
+0.7% +$39.9K 3.54% 4
2025
Q2 		$5.31M Buy
9,378
+253
+3% +$136K 3.56% 4
2025
Q1 		$4.87M Buy
9,125
+385
+4% +$219K 3.22% 4
2024
Q4 		$4.98M Buy
8,740
+32
+0.4% +$18.8K 3.33% 4
2024
Q3 		$4.96M Sell
8,708
-76
-0.9% -$41.9K 3.55% 3
2024
Q2 		$4.7M Buy
8,784
+218
+3% +$117K 3.62% 4
2024
Q1 		$4.77M Buy
8,566
+410
+5% +$212K 3.5% 4
2023
Q4 		$4.14M Buy
8,156
+506
+7% +$235K 3.65% 3
2023
Q3 		$3.49M Buy
7,650
+160
+2% +$76.7K 3.33% 4
2023
Q2 		$3.59M Buy
7,490
+182
+2% +$82.9K 3.3% 4
2023
Q1 		$3.35M Buy
7,308
+219
+3% +$102K 3.15% 5
2022
Q4 		$3.14M Buy
7,089
+282
+4% +$125K 2.99% 5
2022
Q3 		$2.73M Buy
6,807
+287
+4% +$127K 2.95% 6
2022
Q2 		$2.7M Buy
6,520
+205
+3% +$92.6K 2.77% 7
2022
Q1 		$3.1M Sell
6,315
-86
-1% -$41.8K 2.81% 7
2021
Q4 		$3.31M Buy
+6,401
New +$3.26M 2.96% 7
2019
Q4 		$1.88M Buy
+5,020
New +$1.81M 1.85% 10

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

TI-Trust's MDY Position: Q2 2026 in Review

TI-Trust reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 8.3% in Q2 2026, selling an estimated $533K and leaving 8,799 shares worth $6.19M. The position accounts for 3.33% of the portfolio, ranked #3.

TI-Trust first reported a position in MDY in Q4 2019 and has held it in 20 quarters since. 683 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • TI-Trust held 8,799 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $6.19M as of Q2 2026.
  • TI-Trust sold 796 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $533K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 3.33% of TI-Trust's portfolio in Q2 2026, its #3 holding.
  • TI-Trust first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 20 quarters since.
  • 683 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on TI-Trust's 13F filing for Q2 2026, filed 23 Jul 2026.