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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Trifecta Capital Advisors's MDY Position: Q1 2026 in Review

Trifecta Capital Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6.4% in Q1 2026, selling an estimated $794K and leaving 18,311 shares worth $11.3M. The position accounts for 1.75% of the portfolio, ranked #17.

Trifecta Capital Advisors first reported a position in MDY in Q4 2022 and has held it in 14 quarters since. The position peaked at $12M in Q3 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Trifecta Capital Advisors held 18,311 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $11.3M as of Q1 2026.
  • Trifecta Capital Advisors sold 1,253 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $794K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.75% of Trifecta Capital Advisors's portfolio in Q1 2026, its #17 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 14 quarters since.
  • Trifecta Capital Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $12M in Q3 2025.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.