TCA
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
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

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

Trifecta Capital Advisors's MDY Position: Q2 2026 in Review

Trifecta Capital Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.95% in Q2 2026, selling an estimated $117K and leaving 18,137 shares worth $12.8M. The position accounts for 1.64% of the portfolio, ranked #21.

Trifecta Capital Advisors first reported a position in MDY in Q4 2022 and has held it in 15 quarters since. 1,540 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Trifecta Capital Advisors held 18,137 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $12.8M as of Q2 2026.
  • Trifecta Capital Advisors sold 174 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $117K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.64% of Trifecta Capital Advisors's portfolio in Q2 2026, its #21 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 15 quarters since.
  • 1,540 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.