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

Vista Investment Partners II’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
-796
Closed -$491K – 170
2026
Q1 		$491K Buy
+796
New +$504K 0.22% 91

Other funds holding MDY

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Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vista Investment Partners II's MDY Position: Q2 2026 in Review

Vista Investment Partners II sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026, closing a stake of 796 shares — an estimated $491K sold.

Vista Investment Partners II first reported a position in MDY in Q1 2026 and held it in 1 quarter. The position peaked at $491K in Q1 2026. 851 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Vista Investment Partners II reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2026 after selling out during the quarter.
  • Vista Investment Partners II sold 796 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $491K.
  • Vista Investment Partners II first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2026 and held it in 1 quarter.
  • Vista Investment Partners II's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $491K in Q1 2026.
  • 851 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.