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

Trail Ridge 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 		$391K Hold
556
– – 0.17% 72
2026
Q1 		$343K Sell
556
-43
-7% -$27.2K 0.15% 83
2025
Q4 		$361K Sell
599
-111
-16% -$66.4K 0.16% 83
2025
Q3 		$423K Buy
710
+90
+15% +$52.8K 0.19% 79
2025
Q2 		$357K Sell
620
-49
-7% -$26.3K 0.17% 81
2025
Q1 		$357K Sell
669
-50
-7% -$28.4K 0.18% 77
2024
Q4 		$410K Hold
719
– – 0.19% 81
2024
Q3 		$410K Sell
719
-4
-0.6% -$2.2K 0.2% 81
2024
Q2 		$387K Sell
723
-32
-4% -$17.2K 0.2% 79
2024
Q1 		$420K Sell
755
-174
-19% -$90.1K 0.24% 74
2023
Q4 		$471K Sell
929
-112
-11% -$52K 0.29% 68
2023
Q3 		$475K Sell
1,041
-16
-2% -$7.67K 0.32% 63
2023
Q2 		$506K Sell
1,057
-58
-5% -$26.4K 0.31% 66
2023
Q1 		$511K Sell
1,115
-517
-32% -$241K 0.33% 70
2022
Q4 		$723K Sell
1,632
-73
-4% -$32.3K 0.5% 60
2022
Q3 		$788K Sell
1,705
-77
-4% -$34K 0.52% 59
2022
Q2 		$737K Sell
1,782
-281
-14% -$127K 0.5% 59
2022
Q1 		$1.01M Sell
2,063
-48
-2% -$23.4K 0.62% 51
2021
Q4 		$1.09M Buy
+2,111
New +$1.07M 0.66% 49

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Trail Ridge Investment Advisors's MDY Position: Q2 2026 in Review

Trail Ridge Investment Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 556 shares worth $391K. The position accounts for 0.17% of the portfolio, ranked #72.

Trail Ridge Investment Advisors first reported a position in MDY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.09M in Q4 2021. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Trail Ridge Investment Advisors held 556 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $391K as of Q2 2026.
  • Trail Ridge Investment Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.17% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #72 holding.
  • Trail Ridge Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 19 quarters since.
  • Trail Ridge Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.09M in Q4 2021.
  • 1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

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