Trifecta Capital Advisors
MDY icon

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

Trifecta Capital 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
Q3 		$11.9M Sell
18,057
-80
-0.4% -$55.1K 1.47% 22
2026
Q2 		$12.8M Sell
18,137
-174
-1% -$117K 1.64% 21
2026
Q1 		$11.3M Sell
18,311
-1,253
-6% -$794K 1.75% 17
2025
Q4 		$11.8M Sell
19,564
-625
-3% -$374K 1.75% 18
2025
Q3 		$12M Sell
20,189
-65
-0.3% -$38.2K 1.83% 17
2025
Q2 		$11.5M Hold
20,254
– – 1.91% 16
2025
Q1 		$10.8M Sell
20,254
-375
-2% -$213K 2.26% 13
2024
Q4 		$11.7M Buy
20,629
+15
+0.1% +$8.79K 2.32% 13
2024
Q3 		$11.7M Sell
20,614
-214
-1% -$118K 2.46% 12
2024
Q2 		$11.1M Sell
20,828
-100
-0.5% -$53.8K 2.47% 12
2024
Q1 		$11.6M Buy
20,928
+198
+1% +$103K 2.83% 11
2023
Q4 		$10.5M Buy
20,730
+1,458
+8% +$677K 2.91% 10
2023
Q3 		$8.8M Buy
19,272
+70
+0.4% +$33.5K 2.83% 11
2023
Q2 		$9.2M Hold
19,202
– – 2.96% 10
2023
Q1 		$8.8M Buy
19,202
+100
+0.5% +$46.6K 3.1% 9
2022
Q4 		$8.46M Buy
+19,102
New +$8.45M 3.37% 9

Other funds holding MDY

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Conservest Capital Advisors
Conservest Capital Advisors Wynnewood, Pennsylvania $1.28B AUM 17.34% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Trifecta Capital Advisors's MDY Position: Q3 2026 in Review

Trifecta Capital Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.44% in Q3 2026, selling an estimated $55.1K and leaving 18,057 shares worth $11.9M. The position accounts for 1.47% of the portfolio, ranked #22.

Trifecta Capital Advisors first reported a position in MDY in Q4 2022 and has held it in 16 quarters since. The position peaked at $12.8M in Q2 2026. 1,053 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • Trifecta Capital Advisors held 18,057 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $11.9M as of Q3 2026.
  • Trifecta Capital Advisors sold 80 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $55.1K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.47% of Trifecta Capital Advisors's portfolio in Q3 2026, its #22 holding.
  • Trifecta Capital Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 16 quarters since.
  • Trifecta Capital Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $12.8M in Q2 2026.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.