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TSG Advice Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

TSG Advice Partners’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 		$21.8M Sell
35,383
-67,768
-66% -$42.9M 3.27% 12
2025
Q4 		$62.2M Buy
+103,151
New +$61.7M 9.5% 3

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

TSG Advice Partners's MDY Position: Q1 2026 in Review

TSG Advice Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 66% in Q1 2026, selling an estimated $42.9M and leaving 35,383 shares worth $21.8M. The position accounts for 3.27% of the portfolio, ranked #12.

TSG Advice Partners first reported a position in MDY in Q4 2025 and has held it in 2 quarters since. The position peaked at $62.2M in Q4 2025. 1,451 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • TSG Advice Partners held 35,383 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $21.8M as of Q1 2026.
  • TSG Advice Partners sold 67,768 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $42.9M.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 3.27% of TSG Advice Partners's portfolio in Q1 2026, its #12 holding.
  • TSG Advice Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2025 and has held it in 2 quarters since.
  • TSG Advice Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $62.2M in Q4 2025.
  • 1,451 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.