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

Triumph Capital Management’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	$1.34M	Sell	1,907 -203	-10%	-$136K	0.24%	97
2026 Q1	$1.3M	Sell	2,110 -303	-13%	-$192K	0.27%	89
2025 Q4	$1.46M	Sell	2,413 -52	-2%	-$31.1K	0.31%	69
2025 Q3	$1.47M	Buy	2,465 +623	+34%	+$366K	0.39%	61
2025 Q2	$1.04M	Buy	+1,842	New	+$989K	0.31%	72
2025 Q1	–	Sell	-1,270	Closed	-$723K	–	292
2024 Q4	$723K	Sell	1,270 -545	-30%	-$319K	0.25%	100
2024 Q3	$1.04M	Sell	1,815 -679	-27%	-$374K	0.37%	56
2024 Q2	$1.34M	Buy	2,494 +137	+6%	+$73.7K	0.52%	42
2024 Q1	$1.3M	Buy	2,357 +818	+53%	+$424K	0.53%	40
2023 Q4	$781K	Sell	1,539 -13	-0.8%	-$6.04K	0.33%	67
2023 Q3	$709K	Buy	1,552 +734	+90%	+$352K	0.32%	74
2023 Q2	$392K	Buy	818 +7	+0.9%	+$3.19K	0.18%	118
2023 Q1	$372K	Sell	811 -188	-19%	-$87.6K	0.19%	110
2022 Q4	$442K	Buy	999 +38	+4%	+$16.8K	0.24%	103
2022 Q3	$386K	Buy	961 +64	+7%	+$28.3K	0.21%	111
2022 Q2	$371K	Sell	897 -256	-22%	-$116K	0.2%	114
2022 Q1	$565K	Sell	1,153 -4,396	-79%	-$2.14M	0.24%	105
2021 Q4	$2.87M	Buy	5,549 +623	+13%	+$317K	1.24%	17
2021 Q3	$2.38M	Buy	4,926 +328	+7%	+$161K	1.11%	25
2021 Q2	$2.23M	Buy	+4,598	New	+$2.27M	1.3%	15

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Triumph Capital Management's MDY Position: Q2 2026 in Review

Triumph Capital Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 9.6% in Q2 2026, selling an estimated $136K and leaving 1,907 shares worth $1.34M. The position accounts for 0.24% of the portfolio, ranked #97.

Triumph Capital Management first reported a position in MDY in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.87M in Q4 2021. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Triumph Capital Management held 1,907 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.34M as of Q2 2026.
Triumph Capital Management sold 203 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $136K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.24% of Triumph Capital Management's portfolio in Q2 2026, its #97 holding.
Triumph Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2021 and has held it in 20 quarters since.
Triumph Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.87M 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 Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.