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

Vista Investment 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 Q1	$921K	Hold	1,494	–	–	0.31%	92
2025 Q4	$901K	Hold	1,494	–	–	0.3%	90
2025 Q3	$890K	Buy	1,494 +2	+0.1%	+$1.17K	0.31%	93
2025 Q2	$845K	Sell	1,492 -11	-0.7%	-$5.9K	0.31%	92
2025 Q1	$802K	Buy	1,503 +1	+0.1%	+$568	0.31%	94
2024 Q4	$856K	Sell	1,502 -10	-0.7%	-$5.86K	0.32%	88
2024 Q3	$861K	Hold	1,512	–	–	0.32%	88
2024 Q2	$809K	Hold	1,512	–	–	0.33%	88
2024 Q1	$841K	Hold	1,512	–	–	0.34%	88
2023 Q4	$767K	Sell	1,512 -15	-1%	-$6.96K	0.36%	91
2023 Q3	$697K	Sell	1,527 -16	-1%	-$7.67K	0.37%	92
2023 Q2	$739K	Sell	1,543 -3	-0.2%	-$1.37K	0.37%	87
2023 Q1	$709K	Sell	1,546 -4	-0.3%	-$1.86K	0.37%	86
2022 Q4	$686K	Hold	1,550	–	–	0.39%	86
2022 Q3	$623K	Buy	1,550 +2	+0.1%	+$883	0.38%	86
2022 Q2	$640K	Hold	1,548	–	–	0.39%	83
2022 Q1	$759K	Sell	1,548 -6	-0.4%	-$2.92K	0.42%	77
2021 Q4	$804K	Buy	1,554 +1	+0.1%	+$509	0.44%	72
2021 Q3	$747K	Sell	1,553 -1	-0.1%	-$491	0.44%	71
2021 Q2	$763K	Sell	1,554 -4	-0.3%	-$1.97K	0.45%	71
2021 Q1	$742K	Sell	1,558 -34	-2%	-$15.5K	0.46%	73
2020 Q4	$669K	Hold	1,592	–	–	0.45%	74
2020 Q3	$539K	Sell	1,592 -8	-0.5%	-$2.73K	0.41%	76
2020 Q2	$519K	Hold	1,600	–	–	0.45%	79
2020 Q1	$421K	Sell	1,600 -19	-1%	-$6.44K	0.43%	75
2019 Q4	$608K	Sell	1,619 -13	-0.8%	-$4.7K	0.46%	76
2019 Q3	$575K	Hold	1,632	–	–	0.47%	74
2019 Q2	$579K	Hold	1,632	–	–	0.49%	70
2019 Q1	$564K	Hold	1,632	–	–	0.49%	72
2018 Q4	$494K	Hold	1,632	–	–	0.51%	69
2018 Q3	$600K	Hold	1,632	–	–	0.53%	72
2018 Q2	$579K	Hold	1,632	–	–	0.57%	70
2018 Q1	$558K	Hold	1,632	–	–	0.58%	70
2017 Q4	$564K	Buy	+1,632	New	+$550K	0.59%	66

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vista Investment Management's MDY Position: Q1 2026 in Review

Vista Investment Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 1,494 shares worth $921K. The position accounts for 0.31% of the portfolio, ranked #92.

Vista Investment Management first reported a position in MDY in Q4 2017 and has held it in 34 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Vista Investment Management held 1,494 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $921K as of Q1 2026.
Vista Investment Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.31% of Vista Investment Management's portfolio in Q1 2026, its #92 holding.
Vista Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 34 quarters since.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.