Valley National Advisers’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Valley National Advisers’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	$12K	Hold	17	–	–	﹤0.01%	600
2026 Q1	$10K	Hold	17	–	–	﹤0.01%	605
2025 Q4	$10K	Hold	17	–	–	﹤0.01%	611
2025 Q3	$10K	Hold	17	–	–	﹤0.01%	560
2025 Q2	$9K	Hold	17	–	–	﹤0.01%	584
2025 Q1	$9K	Hold	17	–	–	﹤0.01%	580
2024 Q4	$9K	Hold	17	–	–	﹤0.01%	560
2024 Q3	$9K	Hold	17	–	–	﹤0.01%	537
2024 Q2	$9K	Hold	17	–	–	﹤0.01%	650
2024 Q1	$9K	Hold	17	–	–	﹤0.01%	672
2023 Q4	$8K	Hold	17	–	–	﹤0.01%	707
2023 Q3	$8K	Hold	17	–	–	﹤0.01%	642
2023 Q2	$9K	Hold	17	–	–	﹤0.01%	619
2023 Q1	$8K	Hold	17	–	–	﹤0.01%	631
2022 Q4	$7K	Hold	17	–	–	﹤0.01%	624
2022 Q3	$7K	Hold	17	–	–	﹤0.01%	632
2022 Q2	$7K	Hold	17	–	–	﹤0.01%	622
2022 Q1	$8K	Hold	17	–	–	﹤0.01%	632
2021 Q4	$9K	Hold	17	–	–	﹤0.01%	622
2021 Q3	$8K	Hold	17	–	–	﹤0.01%	607
2021 Q2	$8K	Hold	17	–	–	﹤0.01%	614
2021 Q1	$8K	Hold	17	–	–	﹤0.01%	572
2020 Q4	$7K	Hold	17	–	–	﹤0.01%	570
2020 Q3	$6K	Hold	17	–	–	﹤0.01%	542
2020 Q2	$6K	Hold	17	–	–	﹤0.01%	535
2020 Q1	$4K	Hold	17	–	–	﹤0.01%	576
2019 Q4	$6K	Hold	17	–	–	﹤0.01%	589
2019 Q3	$6K	Hold	17	–	–	﹤0.01%	572
2019 Q2	$6K	Hold	17	–	–	﹤0.01%	537
2019 Q1	$6K	Hold	17	–	–	﹤0.01%	538
2018 Q4	$5K	Buy	+17	New	+$5.66K	﹤0.01%	528
2015 Q2	–	Sell	-227	Closed	-$63K	–	630
2015 Q1	$63K	Sell	227 -32	-12%	-$8.63K	0.04%	208
2014 Q4	$63K	Buy	+259	New	+$66.3K	0.05%	152

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

Valley National Advisers's MDY Position: Q2 2026 in Review

Valley National Advisers held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 17 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Valley National Advisers first reported a position in MDY in Q4 2014 and has held it in 33 quarters since. The position peaked at $63K in Q1 2015. 1,530 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Valley National Advisers held 17 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $12K as of Q2 2026.
Valley National Advisers left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #600 holding.
Valley National Advisers first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and has held it in 33 quarters since.
Valley National Advisers's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $63K in Q1 2015.
1,530 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.