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

True North 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	–	Sell	-689	Closed	-$425K	–	302
2026 Q1	$425K	Buy	+689	New	+$437K	0.05%	180
2020 Q3	–	Sell	-7,016	Closed	-$2.28M	–	197
2020 Q2	$2.28M	Hold	7,016	–	–	0.55%	42
2020 Q1	$1.84M	Buy	+7,016	New	+$2.38M	0.63%	40

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

True North Advisors's MDY Position: Q2 2026 in Review

True North Advisors sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026, closing a stake of 689 shares — an estimated $425K sold.

True North Advisors first reported a position in MDY in Q1 2020 and held it in 3 quarters. The position peaked at $2.28M in Q2 2020. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

True North Advisors reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2026 after selling out during the quarter.
True North Advisors sold 689 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $425K.
True North Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2020 and held it in 3 quarters.
True North Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.28M in Q2 2020.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.