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

Truvestments Capital’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	$87.2K	Buy	+124	New	+$83K	0.01%	429
2021 Q2	–	Sell	-12	Closed	-$6K	–	667
2021 Q1	$6K	Hold	12	–	–	﹤0.01%	502
2020 Q4	$5K	Hold	12	–	–	﹤0.01%	494
2020 Q3	$4K	Hold	12	–	–	﹤0.01%	281
2020 Q2	$3K	Hold	12	–	–	﹤0.01%	491
2020 Q1	$3K	Buy	+12	New	+$4.07K	﹤0.01%	452

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

Truvestments Capital's MDY Position: Q2 2026 in Review

Truvestments Capital opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 124 shares worth $87.2K. The stake represents 0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: Truvestments Capital previously reported a position in MDY as recently as Q1 2021.

Truvestments Capital first reported a position in MDY in Q1 2020 and has held it in 6 quarters since. 1,543 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Truvestments Capital held 124 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $87.2K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Truvestments Capital position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Truvestments Capital's portfolio in Q2 2026, its #429 holding.
Truvestments Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2020 and has held it in 6 quarters since.
1,543 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.